Cwm LLC Increases Stake in The Campbell's Company $CPB

Key Points

• Cwm LLC boosted its stake in The Campbell's Company by 201.2% in Q4 to 81,154 shares (adding 54,211 shares) worth about $2.26M, and institutional investors now own roughly 52.35% of the stock.
• Analysts have turned more negative—several firms cut ratings and price targets (e.g., Zacks to "strong sell", Barclays to "underweight" with a $21 target), and MarketBeat shows an average rating of "Reduce" with a $26.39 average price target.
• Operationally, Campbell's missed Q results (EPS $0.51 vs. $0.57 estimate; revenue down 4.5% YoY), set FY26 guidance of $2.15–2.25 EPS, and declared a quarterly dividend of $0.39 (a 7.6% yield) with a payout ratio of 85.25%.

Cwm LLC increased its position in The Campbell's Company (NASDAQ:CPB - Free Report) by 201.2% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 81,154 shares of the company's stock after purchasing an additional 54,211 shares during the quarter. Cwm LLC's holdings in Campbell's were worth $2,262,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. LBP AM SA lifted its holdings in shares of Campbell's by 6.8% during the fourth quarter. LBP AM SA now owns 180,854 shares of the company's stock valued at $5,040,000 after purchasing an additional 11,575 shares during the last quarter. Farther Finance Advisors LLC lifted its holdings in shares of Campbell's by 64.7% during the fourth quarter. Farther Finance Advisors LLC now owns 5,485 shares of the company's stock valued at $153,000 after purchasing an additional 2,154 shares during the last quarter. Patton Fund Management Inc. lifted its holdings in shares of Campbell's by 11.4% during the fourth quarter. Patton Fund Management Inc. now owns 7,335 shares of the company's stock valued at $204,000 after purchasing an additional 748 shares during the last quarter. Tectonic Advisors LLC lifted its holdings in shares of Campbell's by 7.3% during the fourth quarter. Tectonic Advisors LLC now owns 13,417 shares of the company's stock valued at $374,000 after purchasing an additional 908 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. lifted its holdings in shares of Campbell's by 14.8% during the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 11,254 shares of the company's stock valued at $314,000 after purchasing an additional 1,449 shares during the last quarter. Hedge funds and other institutional investors own 52.35% of the company's stock.

Analyst Ratings Changes

Several analysts have commented on CPB shares. Zacks Research downgraded Campbell's from a "hold" rating to a "strong sell" rating in a research note on Thursday, March 12th. Barclays cut their target price on Campbell's from $23.00 to $21.00 and set an "underweight" rating on the stock in a research note on Tuesday, April 14th. Sanford C. Bernstein cut their target price on Campbell's from $33.00 to $27.00 and set an "outperform" rating on the stock in a research note on Thursday, March 12th. Morgan Stanley cut their target price on Campbell's from $25.00 to $23.00 and set an "equal weight" rating on the stock in a research note on Thursday. Finally, Bank of America decreased their target price on Campbell's from $26.00 to $23.00 and set an "underperform" rating for the company in a research report on Thursday, March 12th. Two research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and eight have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of "Reduce" and an average price target of $26.39.

Campbell's Trading Down 1.7%

NASDAQ:CPB opened at $20.60 on Friday. The Campbell's Company has a one year low of $19.76 and a one year high of $36.80. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.01 and a quick ratio of 0.51. The firm has a market capitalization of $6.14 billion, a price-to-earnings ratio of 11.26 and a beta of 0.03. The business has a fifty day moving average price of $23.05 and a 200-day moving average price of $26.97.

Campbell's (NASDAQ:CPB - Get Free Report) last announced its quarterly earnings data on Wednesday, March 11th. The company reported $0.51 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.57 by ($0.06). Campbell's had a return on equity of 19.96% and a net margin of 5.48%.The firm had revenue of $2.56 billion during the quarter. During the same period in the previous year, the business posted $0.74 earnings per share. Campbell's's quarterly revenue was down 4.5% on a year-over-year basis. Campbell's has set its FY 2026 guidance at 2.150-2.250 EPS. Sell-side analysts forecast that The Campbell's Company will post 2.19 EPS for the current year.

Campbell's Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Shareholders of record on Thursday, April 2nd will be issued a dividend of $0.39 per share. This represents a $1.56 annualized dividend and a yield of 7.6%. The ex-dividend date is Thursday, April 2nd. Campbell's's dividend payout ratio (DPR) is currently 85.25%.

Campbell's Company Profile

Campbell's NASDAQ: CPB is a leading manufacturer of shelf-stable foods and beverages, best known for its iconic soups and broths. Headquartered in Camden, New Jersey, the company offers a diverse portfolio of products designed to meet consumer demand for convenient, affordable meals and snacks. Since its founding in 1869, Campbell's has grown through a combination of organic innovation and strategic acquisitions to expand its presence in the food industry.

The company's brand portfolio includes Campbell's Condensed Soups, V8 juices, Prego pasta sauces, Swanson broths and stocks, Pace salsas and dips, and Pepperidge Farm baked snacks.

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