Rep. Gilbert Ray Cisneros, Jr. Buys The Campbell's Company (NASDAQ:CPB) Stock

Key Points

• Rep. Gilbert Ray Cisneros, Jr. disclosed a purchase of between $50,001 and $100,000 of The Campbell's Company (NASDAQ:CPB) stock on December 30 in his "150 MAIN STREET TRUST > WELLS FARGO ADVISORS" account.
• Campbell's beat quarterly EPS estimates ($0.77 vs. $0.73) on $2.68 billion of revenue (down 3.4% year-over-year), set FY2026 guidance of $2.40–$2.55 EPS, and currently has a MarketBeat consensus rating of "Reduce" with a $32.59 target.
• The company announced a quarterly dividend of $0.39 (annualized $1.56) for a roughly 6.0% yield; meanwhile, several executives have been selling shares and institutional investors own about 52.35% of the stock.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of The Campbell's Company (NASDAQ:CPB). In a filing disclosed on January 12th, the Representative disclosed that they had bought between $50,001 and $100,000 in Campbell's stock on December 30th. The trade occurred in the Representative's "150 MAIN STREET TRUST > WELLS FARGO ADVISORS" account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Xiaomi OTCMKTS: XIACF on 12/30/2025.
• Sold $1,001 - $15,000 in shares of Schneider Electric S.E. OTCMKTS: SBGSF on 12/30/2025.
• Sold $1,001 - $15,000 in shares of Hermès International Société en commandite par actions OTCMKTS: HESAF on 12/30/2025.
• Sold $1,001 - $15,000 in shares of Tencent OTC: TCTZF on 12/30/2025.
• Sold $1,001 - $15,000 in shares of Mitsubishi Heavy Industries OTCMKTS: MHVYF on 12/26/2025.
• Sold $1,001 - $15,000 in shares of Bloom Energy NYSE: BE on 12/24/2025.
• Sold $1,001 - $15,000 in shares of Arista Networks NYSE: ANET on 12/24/2025.
• Sold $1,001 - $15,000 in shares of Coinbase Global NASDAQ: COIN on 12/24/2025.
• Sold $1,001 - $15,000 in shares of Chevron NYSE: CVX on 12/24/2025.
• Sold $1,001 - $15,000 in shares of Robinhood Markets NASDAQ: HOOD on 12/24/2025.

Campbell's Stock Down 1.1%

NASDAQ:CPB opened at $26.11 on Wednesday. The company has a debt-to-equity ratio of 1.54, a current ratio of 0.82 and a quick ratio of 0.34. The firm's 50-day moving average price is $29.11 and its 200-day moving average price is $30.89. The company has a market capitalization of $7.78 billion, a PE ratio of 13.53, a P/E/G ratio of 9.23 and a beta of -0.04. The Campbell's Company has a 1-year low of $25.62 and a 1-year high of $43.85.

Campbell's (NASDAQ:CPB - Get Free Report) last posted its quarterly earnings data on Tuesday, December 9th. The company reported $0.77 EPS for the quarter, topping the consensus estimate of $0.73 by $0.04. Campbell's had a net margin of 5.69% and a return on equity of 21.84%. The business had revenue of $2.68 billion for the quarter. Campbell's's quarterly revenue was down 3.4% compared to the same quarter last year. Campbell's has set its FY 2026 guidance at 2.400-2.550 EPS. On average, equities analysts predict that The Campbell's Company will post 3.15 EPS for the current fiscal year.

Campbell's Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Thursday, January 8th will be issued a dividend of $0.39 per share. This represents a $1.56 dividend on an annualized basis and a dividend yield of 6.0%. The ex-dividend date is Thursday, January 8th. Campbell's's payout ratio is 80.83%.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on CPB shares. DA Davidson restated a "neutral" rating and issued a $30.00 price target on shares of Campbell's in a research note on Thursday, December 11th. Weiss Ratings downgraded Campbell's from a "hold (c-)" rating to a "sell (d+)" rating in a report on Monday, January 5th. Sanford C. Bernstein dropped their price target on shares of Campbell's from $39.00 to $33.00 and set an "outperform" rating on the stock in a research note on Wednesday, December 10th. Zacks Research raised shares of Campbell's from a "strong sell" rating to a "hold" rating in a research report on Monday, October 6th. Finally, Stifel Nicolaus decreased their target price on shares of Campbell's from $34.00 to $30.00 and set a "hold" rating for the company in a report on Wednesday, December 10th. Three investment analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and six have issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Reduce" and a consensus target price of $32.59.

Insider Buying and Selling at Campbell's

In related news, EVP Anthony Sanzio sold 2,700 shares of Campbell's stock in a transaction on Friday, January 9th. The stock was sold at an average price of $26.51, for a total transaction of $71,577.00. Following the transaction, the executive vice president directly owned 25,264 shares in the company, valued at approximately $669,748.64. The trade was a 9.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Charles A. Brawley III sold 11,550 shares of the company's stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $28.14, for a total value of $325,017.00. Following the completion of the sale, the executive vice president owned 43,777 shares of the company's stock, valued at approximately $1,231,884.78. The trade was a 20.88% decrease in their position. The SEC filing for this sale provides additional information. 19.78% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Wedmont Private Capital lifted its stake in shares of Campbell's by 840.4% in the 3rd quarter. Wedmont Private Capital now owns 68,808 shares of the company's stock worth $2,141,000 after purchasing an additional 61,491 shares during the period. XTX Topco Ltd bought a new position in Campbell's in the second quarter worth approximately $1,154,000. Rockefeller Capital Management L.P. purchased a new position in shares of Campbell's during the 2nd quarter worth $403,000. Catalyst Funds Management Pty Ltd bought a new stake in shares of Campbell's during the 2nd quarter valued at $264,000. Finally, Rhumbline Advisers increased its stake in shares of Campbell's by 12.4% in the 2nd quarter. Rhumbline Advisers now owns 521,485 shares of the company's stock worth $15,983,000 after purchasing an additional 57,700 shares in the last quarter. Institutional investors own 52.35% of the company's stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California's 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027. Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California's 31st Congressional District. He declared candidacy for the 2026 election. Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor's degree in political science from George Washington University in 1994, a master's in business administration from Regis University in 2002, and a master's degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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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