Inlet Private Wealth LLC Sells 69,350 Shares of The Campbell's Company $CPB

Key Points

• Inlet Private Wealth LLC sold 69,350 shares of Campbell's, cutting its stake by 73.3% to 25,300 shares valued at about $705,000 at the end of the quarter.
• Several research firms trimmed price targets and ratings (e.g., Wells Fargo moved to underweight with a $20 target), leaving a MarketBeat consensus rating of "Reduce" and a $27.47 consensus target.
• Campbell's missed quarterly EPS expectations ($0.51 vs. $0.57) with revenue down 4.5%, and set FY2026 guidance of 2.15–2.25 EPS versus analysts' ~3.15 forecast, indicating pressure on near-term performance.

Inlet Private Wealth LLC lessened its stake in The Campbell's Company (NASDAQ:CPB - Free Report) by 73.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,300 shares of the company's stock after selling 69,350 shares during the quarter. Inlet Private Wealth LLC's holdings in Campbell's were worth $705,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of CPB. Stance Capital LLC bought a new position in shares of Campbell's in the third quarter valued at approximately $27,000. Flagship Harbor Advisors LLC bought a new position in shares of Campbell's in the fourth quarter valued at approximately $29,000. Parvin Asset Management LLC bought a new position in shares of Campbell's in the second quarter valued at approximately $35,000. IFP Advisors Inc bought a new position in shares of Campbell's in the third quarter valued at approximately $37,000. Finally, Geneos Wealth Management Inc. lifted its holdings in shares of Campbell's by 333.3% in the first quarter. Geneos Wealth Management Inc. now owns 975 shares of the company's stock valued at $39,000 after purchasing an additional 750 shares in the last quarter. Institutional investors own 52.35% of the company's stock.

Analysts Set New Price Targets

CPB has been the topic of a number of recent research reports. Stifel Nicolaus dropped their target price on Campbell's from $30.00 to $25.00 and set a "hold" rating on the stock in a report on Thursday, March 12th. Morgan Stanley dropped their target price on Campbell's from $27.00 to $25.00 and set an "equal weight" rating on the stock in a report on Thursday, March 12th. Bank of America dropped their target price on Campbell's from $26.00 to $23.00 and set an "underperform" rating on the stock in a report on Thursday, March 12th. Wells Fargo & Company lowered Campbell's from an "equal weight" rating to an "underweight" rating and dropped their target price for the company from $28.00 to $20.00 in a report on Thursday, March 12th. Finally, Jefferies Financial Group restated a "hold" rating and issued a $26.00 target price on shares of Campbell's in a report on Monday, March 2nd. Two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and seven have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Reduce" and a consensus target price of $27.47.

Campbell's Price Performance

Shares of NASDAQ:CPB opened at $22.02 on Tuesday. The company's 50-day moving average is $25.16 and its 200 day moving average is $28.04. The company has a debt-to-equity ratio of 1.66, a quick ratio of 0.51 and a current ratio of 1.01. The company has a market capitalization of $6.57 billion, a P/E ratio of 12.03 and a beta of 0.03. The Campbell's Company has a fifty-two week low of $20.62 and a fifty-two week high of $39.25.

Campbell's (NASDAQ:CPB - Get Free Report) last issued its quarterly earnings results on Wednesday, March 11th. The company reported $0.51 earnings per share for the quarter, missing analysts' consensus estimates of $0.57 by ($0.06). The company had revenue of $2.56 billion during the quarter. Campbell's had a return on equity of 19.96% and a net margin of 5.48%.The business's revenue was down 4.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.74 earnings per share. Campbell's has set its FY 2026 guidance at 2.150-2.250 EPS. On average, equities research analysts forecast that The Campbell's Company will post 3.15 earnings per share for the current year.

Campbell's Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Shareholders of record on Thursday, April 2nd will be paid a $0.39 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $1.56 annualized dividend and a dividend yield of 7.1%. Campbell's's payout ratio is presently 85.25%.

Insider Activity

In other Campbell's news, EVP Anthony Sanzio sold 2,700 shares of the business's stock in a transaction on Friday, January 9th. The stock was sold at an average price of $26.51, for a total value of $71,577.00. Following the sale, the executive vice president directly owned 25,264 shares in the company, valued at $669,748.64. The trade was a 9.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 19.78% of the stock is currently owned by insiders.

About Campbell's

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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