The Campbell's Company (NASDAQ:CPB) Receives Average Rating of "Reduce" from Brokerages

Key Points

• Analyst sentiment: 22 brokerages rate CPB a consensus "Reduce" (8 sell, 13 hold, 1 buy) with an average 12‑month target of $26.06.
• Recent results and outlook: Campbell's missed quarterly EPS ($0.51 vs. $0.57 expected), reported revenue down 4.5% YoY, and set FY2026 guidance of $2.15–2.25 EPS (sell‑side consensus $2.19).
• Dividend and valuation context: The company yields 7.6% on a $0.39 quarterly dividend but with an ~85% payout ratio, while the stock trades around $20.50 (50‑day MA $22.46, 200‑day MA $26.65), reflecting recent price‑target cuts and investor caution.

The Campbell's Company (NASDAQ:CPB - Get Free Report) has earned a consensus rating of "Reduce" from the twenty-two brokerages that are currently covering the stock, MarketBeat.com reports. Eight analysts have rated the stock with a sell recommendation, thirteen have issued a hold recommendation and one has issued a buy recommendation on the company. The average twelve-month target price among analysts that have updated their coverage on the stock in the last year is $26.0556.

Several analysts have weighed in on the company. Jefferies Financial Group reiterated a "hold" rating and set a $26.00 price target on shares of Campbell's in a research note on Monday, March 2nd. Wells Fargo & Company cut Campbell's from an "equal weight" rating to an "underweight" rating and reduced their price target for the company from $20.00 to $18.00 in a research report on Wednesday, April 8th. Barclays decreased their price target on Campbell's from $23.00 to $21.00 and set an "underweight" rating for the company in a report on Tuesday, April 14th. UBS Group lowered their price target on shares of Campbell's from $24.00 to $20.00 and set a "sell" rating on the stock in a report on Friday, March 13th. Finally, TD Cowen dropped their price objective on Campbell's from $29.00 to $24.00 and set a "hold" rating on the stock in a report on Thursday, March 12th.

Institutional Investors Weigh In On Campbell's

Several institutional investors have recently bought and sold shares of CPB. Hillman Capital Management Inc. raised its stake in Campbell's by 83.7% in the 3rd quarter. Hillman Capital Management Inc. now owns 173,034 shares of the company's stock valued at $5,464,000 after purchasing an additional 78,824 shares during the last quarter. Berkshire Asset Management LLC PA purchased a new stake in shares of Campbell's during the third quarter worth $1,270,000. Ashton Thomas Private Wealth LLC acquired a new stake in shares of Campbell's in the fourth quarter valued at about $1,596,000. Natixis Advisors LLC purchased a new position in shares of Campbell's in the third quarter worth about $12,992,000. Finally, Massachusetts Financial Services Co. MA acquired a new position in Campbell's during the third quarter worth about $77,940,000. 52.35% of the stock is currently owned by institutional investors and hedge funds.

Campbell's Stock Performance

Shares of Campbell's stock opened at $20.50 on Tuesday. The company has a 50 day moving average price of $22.46 and a 200 day moving average price of $26.65. The firm has a market capitalization of $6.11 billion, a P/E ratio of 11.20 and a beta of 0.01. The company has a quick ratio of 0.51, a current ratio of 1.01 and a debt-to-equity ratio of 1.66. Campbell's has a 52 week low of $19.76 and a 52 week high of $36.16.

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 (EPS) for the quarter, missing analysts' consensus estimates of $0.57 by ($0.06). Campbell's had a net margin of 5.48% and a return on equity of 19.96%. The company had revenue of $2.56 billion for the quarter. During the same quarter last year, the firm earned $0.74 EPS. The company's quarterly 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. Sell-side analysts expect that Campbell's will post 2.19 EPS for the current year.

Campbell's Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, May 4th. Stockholders of record on Thursday, April 2nd were paid a dividend of $0.39 per share. The ex-dividend date of this dividend was Thursday, April 2nd. This represents a $1.56 dividend on an annualized basis and a dividend yield of 7.6%. Campbell's's payout ratio 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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