The Campbell's Company $CPB Position Raised by Landscape Capital Management L.L.C.

Key Points

• Landscape Capital raised its Campbell's stake by 333.3% in Q3, adding 117,094 shares to hold 152,227 shares (about $4.81M), roughly 0.05% of the company.
• Other large managers—Invesco, State Street and Dimensional—also increased positions, leaving institutional investors with about 52.35% ownership of CPB.
• Campbell's reported a weak quarter (Q2 EPS $0.51 vs. $0.57 expected; revenue down ~4.5%), triggering guidance cuts and analyst downgrades that pushed the stock to multi‑year lows, even as the dividend yields ~7.1% with a payout ratio near 80.8%.

Landscape Capital Management L.L.C. raised its position in shares of The Campbell's Company (NASDAQ:CPB - Free Report) by 333.3% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 152,227 shares of the company's stock after purchasing an additional 117,094 shares during the quarter. Landscape Capital Management L.L.C. owned about 0.05% of Campbell's worth $4,807,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of CPB. State Street Corp boosted its stake in Campbell's by 1.3% during the second quarter. State Street Corp now owns 11,960,359 shares of the company's stock valued at $366,585,000 after buying an additional 149,679 shares in the last quarter. Invesco Ltd. raised its position in Campbell's by 42.6% in the third quarter. Invesco Ltd. now owns 7,995,733 shares of the company's stock worth $252,505,000 after acquiring an additional 2,387,575 shares in the last quarter. Dimensional Fund Advisors LP raised its position in Campbell's by 16.5% in the third quarter. Dimensional Fund Advisors LP now owns 6,546,957 shares of the company's stock worth $206,738,000 after acquiring an additional 928,843 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Campbell's by 2.2% in the 2nd quarter. Geode Capital Management LLC now owns 5,576,573 shares of the company's stock valued at $170,279,000 after acquiring an additional 121,777 shares during the last quarter. Finally, LSV Asset Management boosted its position in shares of Campbell's by 1.8% during the 2nd quarter. LSV Asset Management now owns 3,941,400 shares of the company's stock valued at $120,804,000 after purchasing an additional 71,200 shares in the last quarter. Institutional investors own 52.35% of the company's stock.

More Campbell's News

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

• Positive Sentiment: MarketBeat highlights that the share-price drop has pushed CPB’s yield higher and that institutional buyers are accumulating, which could provide downside support for the stock. Campbell Soup Company Is High-Priority for Income Watch Lists
• Neutral Sentiment: DA Davidson reaffirmed a neutral rating (with a $30 target), reflecting mixed views — some analysts see upside if execution improves, while others remain cautious. DA Davidson rating note
• Negative Sentiment: Q2 results missed expectations: EPS $0.51 vs. ~$0.57 expected and revenue down ~4.5–5% year-over-year; management cited weak snacks demand and cost pressures — the core immediate catalyst for the stock drop. Campbell's Q2 Earnings & Revenues Miss Estimates, Sales Down 5% Y/Y
• Negative Sentiment: Commentary called this “one of the worst quarters” in years: organic sales fell and the company pointed to promotional pressure, execution issues, tariffs and inflationary costs weighing on margins and outlook. Campbell's posts one of worst quarters in years: revenues fell 5%, organic sales dropped 3%
• Negative Sentiment: Following the results, multiple analysts trimmed price targets and ratings (Deutsche Bank cut its target to $23 and moved to hold; other firms lowered targets or moved to equal-weight/sector-perform), increasing near-term selling pressure. Price Target Lowered to $23.00 at Deutsche Bank Aktiengesellschaft
• Negative Sentiment: Coverage notes and newswires report the shares gapped down and hit multi‑year lows after the guidance cut and soft commentary on snacks — momentum that likely amplified the decline today. Campbell's Shares Gap Down Following Weak Earnings
• Negative Sentiment: Barron's summarises a broader analyst caution (Wells Fargo and others warning on staples) — the sector headwinds (inflation, promotional activity, shifting consumer budgets) raise the risk that near-term recovery will be slow. 3 Food Stocks With Big Yields. Why Wells Fargo Says Be Careful.

Campbell's Stock Up 2.0%

Shares of NASDAQ CPB traded up $0.44 during trading hours on Friday, hitting $22.09. The stock had a trading volume of 1,929,818 shares, compared to its average volume of 7,978,048. The company has a debt-to-equity ratio of 1.66, a quick ratio of 0.34 and a current ratio of 1.01. The company has a market capitalization of $6.59 billion, a P/E ratio of 12.11, a P/E/G ratio of 8.91 and a beta of -0.03. The Campbell's Company has a 52 week low of $21.59 and a 52 week high of $40.59. The firm's 50-day moving average price is $26.88 and its two-hundred day moving average price is $29.45.

Campbell's (NASDAQ:CPB - Get Free Report) last released 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 business had revenue of $2.56 billion for the quarter. Campbell's had a net margin of 5.48% and a return on equity of 19.96%. The company's quarterly revenue was down 4.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.74 EPS. Campbell's has set its FY 2026 guidance at 2.150-2.250 EPS. Analysts anticipate that The Campbell's Company will post 3.15 EPS for the current fiscal year.

Campbell's Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.39 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.56 dividend on an annualized basis and a yield of 7.1%. Campbell's's dividend payout ratio is presently 80.83%.

Analyst Ratings Changes

CPB has been the topic of a number of research reports. Weiss Ratings downgraded shares of Campbell's from a "hold (c-)" rating to a "sell (d+)" rating in a report on Monday, January 5th. Stephens dropped their price target on Campbell's from $40.00 to $38.00 and set an "overweight" rating on the stock in a report on Monday, December 8th. DA Davidson reiterated a "neutral" rating and set a $30.00 price objective on shares of Campbell's in a research report on Thursday. Deutsche Bank Aktiengesellschaft reduced their price objective on Campbell's from $28.00 to $23.00 and set a "hold" rating for the company in a research note on Thursday. Finally, UBS Group set a $24.00 target price on Campbell's in a research report on Thursday. Two analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and six have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Reduce" and an average target price of $27.88.

Insiders Place Their Bets

In related news, EVP Charles A. Brawley III sold 11,550 shares of Campbell's stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total value of $325,017.00. Following the transaction, the executive vice president owned 43,777 shares in the company, valued at $1,231,884.78. This trade represents a 20.88% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 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 value of $71,577.00. Following the completion of the sale, the executive vice president directly owned 25,264 shares in the company, valued at approximately $669,748.64. This represents a 9.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 19.78% of the company's stock.

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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