Quinn Opportunity Partners LLC Acquires New Shares in The Campbell's Company $CPB

Key Points

• Quinn Opportunity Partners LLC opened a new position in Campbell's, buying 83,100 shares worth about $2.624 million in Q3 as institutional investors now own roughly 52.35% of the stock.
• Campbell's reported a weak quarter — EPS missed ($0.51 vs. $0.57 expected), revenue fell ~4.5–5% and FY26 guidance was lowered to $2.15–2.25 — prompting multiple price-target cuts and a consensus rating of Reduce (average target $27.65).
• Insider selling increased as EVPs Charles A. Brawley III and Anthony Sanzio sold 11,550 and 2,700 shares respectively, while the company announced a $0.39 quarterly dividend (annualized yield ~7.2%) with a payout ratio around 80.8%.

Quinn Opportunity Partners LLC bought a new position in shares of The Campbell's Company (NASDAQ:CPB - Free Report) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 83,100 shares of the company's stock, valued at approximately $2,624,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in CPB. SBI Securities Co. Ltd. lifted its holdings in shares of Campbell's by 66.8% during the 2nd quarter. SBI Securities Co. Ltd. now owns 961 shares of the company's stock valued at $29,000 after purchasing an additional 385 shares in the last quarter. Geneos Wealth Management Inc. grew its position in shares of Campbell's by 333.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 975 shares of the company's stock valued at $39,000 after purchasing an additional 750 shares during the period. Parvin Asset Management LLC bought a new stake in Campbell's during the 2nd quarter worth approximately $35,000. Rothschild Investment LLC increased its stake in Campbell's by 85.5% during the 3rd quarter. Rothschild Investment LLC now owns 1,271 shares of the company's stock worth $40,000 after purchasing an additional 586 shares in the last quarter. Finally, Kentucky Trust Co raised its holdings in Campbell's by 40.0% during the 3rd quarter. Kentucky Trust Co now owns 1,400 shares of the company's stock worth $44,000 after buying an additional 400 shares during the period. 52.35% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Charles A. Brawley III sold 11,550 shares of the company's stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total value of $325,017.00. Following the sale, the executive vice president directly owned 43,777 shares of the company's stock, valued at approximately $1,231,884.78. This represents a 20.88% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Anthony Sanzio sold 2,700 shares of the firm's stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $26.51, for a total transaction of $71,577.00. Following the completion of the sale, the executive vice president owned 25,264 shares of the company's stock, valued at $669,748.64. This trade represents a 9.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 19.78% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of brokerages have weighed in on CPB. Deutsche Bank Aktiengesellschaft cut their price target on shares of Campbell's from $28.00 to $23.00 and set a "hold" rating on the stock in a research note on Thursday. Sanford C. Bernstein dropped their price objective on shares of Campbell's from $33.00 to $27.00 and set an "outperform" rating on the stock in a report on Thursday. DA Davidson reaffirmed a "neutral" rating and issued a $30.00 price objective on shares of Campbell's in a research report on Thursday. Stephens reduced their target price on shares of Campbell's from $40.00 to $38.00 and set an "overweight" rating for the company in a research note on Monday, December 8th. Finally, Wells Fargo & Company cut Campbell's from an "equal weight" rating to an "underweight" rating and lowered their target price for the stock from $28.00 to $20.00 in a report on Thursday. Two analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and six have given a Sell rating to the stock. Based on data from MarketBeat.com, Campbell's presently has a consensus rating of "Reduce" and an average target price of $27.65.

Key Headlines Impacting Campbell's

Here are the key news stories impacting Campbell's this week:

• Positive Sentiment: Appointment of Joshua Levine as Chief Investor Relations Officer could improve investor communication and help reset expectations. Campbell’s Appoints Joshua Levine Chief Investor Relations Officer
• Positive Sentiment: Sanford C. Bernstein kept an "outperform" stance (though cut its PT), signaling that some analysts still see upside from here. Bernstein Maintains Outperform
• Neutral Sentiment: DA Davidson reaffirmed coverage with a $30 price target, which implies significant upside but keeps a cautious posture. DA Davidson Reaffirms Neutral
• Neutral Sentiment: Several brokers trimmed price targets (Deutsche Bank to $23, Morgan Stanley to $25, Stifel to $25, RBC to $26) and shifted ratings to hold/sector perform — these are mixed signals that reduce near-term upside but stop short of broad sell recommendations. Analyst Price Target Changes
• Negative Sentiment: Q2 results disappointed: EPS missed, revenue fell ~5% Y/Y and organic sales declined ~3%; management lowered FY26 guidance (EPS range 2.15–2.25), prompting analysts to cut forecasts. This is the primary driver of the sell-side reaction. Campbell’s posts one of worst quarters
• Negative Sentiment: UBS moved to a "sell" rating and lowered its target to $20 — a direct negative catalyst because that PT sits below the current market price and signals increased downside from a major broker. UBS Downgrade
• Negative Sentiment: Wells Fargo downgraded CPB as part of a broader caution on packaged-food names, citing inflation, weak consumption and promotional pressure — adds sector-level headwinds to company-specific issues. Wells Fargo Downgrade
• Negative Sentiment: Analysts and market commentators describe the quarter as one of Campbell’s weakest in years; shares already gapped down after the print and analyst model cuts suggest pressure on near-term earnings and dividend coverage. Market Reaction to Weak Quarter

Campbell's Trading Up 0.3%

NASDAQ CPB opened at $21.71 on Friday. The Campbell's Company has a 12 month low of $21.59 and a 12 month high of $40.59. The company has a current ratio of 1.01, a quick ratio of 0.34 and a debt-to-equity ratio of 1.66. The stock has a 50 day moving average of $26.76 and a 200-day moving average of $29.37. The company has a market cap of $6.47 billion, a PE ratio of 11.86, a PEG ratio of 8.40 and a beta of -0.03.

Campbell's (NASDAQ:CPB - Get Free Report) last issued its 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). 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 for the quarter. During the same quarter last year, the firm posted $0.74 EPS. The company's revenue was down 4.5% compared to the same quarter last year. Campbell's has set its FY 2026 guidance at 2.150-2.250 EPS. On average, equities research analysts anticipate that The Campbell's Company will post 3.15 EPS for the current fiscal year.

Campbell's Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 2nd will be paid a dividend of $0.39 per share. The ex-dividend date is Thursday, April 2nd. This represents a $1.56 annualized dividend and a dividend yield of 7.2%. Campbell's's payout ratio is currently 80.83%.

Campbell's 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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