UBS Group Cuts Campbell's (NASDAQ:CPB) Price Target to $20.00

Key Points

• UBS Group cut its price target on Campbell's to $20.00 (from $24) and assigned a sell rating, implying roughly a 7.9% downside from the prior close.
• Campbell's reported weak Q2 results—revenue declined about 4.5% year-over-year and EPS missed at $0.51—and management set FY2026 adjusted EPS guidance of $2.15–$2.25.
• Several banks trimmed price targets and ratings after the miss, leaving a MarketBeat consensus of Reduce with an average price target of $27.65, increasing near-term selling pressure.

Campbell's (NASDAQ:CPB - Get Free Report) had its price target dropped by equities research analysts at UBS Group from $24.00 to $20.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has a "sell" rating on the stock. UBS Group's target price suggests a potential downside of 7.88% from the company's previous close.

Other equities research analysts also recently issued reports about the company. Stifel Nicolaus dropped their price objective on Campbell's from $30.00 to $25.00 and set a "hold" rating on the stock in a report on Thursday. Wells Fargo & Company downgraded shares of Campbell's from an "equal weight" rating to an "underweight" rating and decreased their price target for the stock from $28.00 to $20.00 in a research report on Thursday. Morgan Stanley dropped their price target on shares of Campbell's from $27.00 to $25.00 and set an "equal weight" rating for the company in a research note on Thursday. Sanford C. Bernstein cut their price target on shares of Campbell's from $33.00 to $27.00 and set an "outperform" rating on the stock in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft reduced their price objective 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. Two analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and six have issued a Sell rating to the company. Based on data from MarketBeat, Campbell's currently has a consensus rating of "Reduce" and an average price target of $27.65.

Campbell's Stock Up 0.3%

CPB stock traded up $0.06 during trading on Friday, reaching $21.71. The stock had a trading volume of 9,632,496 shares, compared to its average volume of 8,146,927. 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 firm has a fifty day moving average price of $26.88 and a 200 day moving average price of $29.45. The company has a market capitalization of $6.47 billion, a P/E ratio of 11.86, a PEG ratio of 8.91 and a beta of -0.03. Campbell's has a 1-year low of $21.59 and a 1-year high of $40.59.

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

Insiders Place Their Bets

In other news, EVP Anthony Sanzio sold 2,700 shares of the company's stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 25,264 shares of the company's stock, valued at approximately $669,748.64. This represents a 9.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Charles A. Brawley III sold 11,550 shares of the firm's stock in a transaction that occurred on 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 directly owned 43,777 shares in the company, valued at approximately $1,231,884.78. This trade represents a 20.88% decrease in their position. The disclosure for this sale is available in the SEC filing. 19.78% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of CPB. Two Sigma Investments LP raised its stake in shares of Campbell's by 534.8% in the 3rd quarter. Two Sigma Investments LP now owns 4,937,170 shares of the company's stock worth $155,916,000 after buying an additional 4,159,398 shares in the last quarter. Brandywine Managers LLC acquired a new stake in Campbell's in the 4th quarter valued at about $92,793,000. Massachusetts Financial Services Co. MA bought a new position in shares of Campbell's during the 3rd quarter valued at about $77,940,000. Invesco Ltd. grew its stake in shares of Campbell's by 42.6% in the 3rd quarter. Invesco Ltd. now owns 7,995,733 shares of the company's stock worth $252,505,000 after purchasing an additional 2,387,575 shares during the last quarter. Finally, UBS Group AG lifted its stake in Campbell's by 175.7% during the third quarter. UBS Group AG now owns 3,730,947 shares of the company's stock valued at $117,823,000 after purchasing an additional 2,377,488 shares during the last quarter. Institutional investors own 52.35% of the company's stock.

Campbell's News Roundup

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

• Positive Sentiment: Management highlighted margin improvement initiatives, cost controls and relative strength in its RAO’s business during the earnings call, which supports the case for recovery if execution holds. Earnings Call Highlights
• Positive Sentiment: Campbell’s named Joshua Levine as Chief Investor Relations Officer — a move that can help clarify outlook and strategy to the market at a time when guidance and analyst expectations are being revised. IR Appointment
• Neutral Sentiment: Some firms maintain neutral-to-positive views or see upside after the selloff (DA Davidson reaffirmed “neutral” with a $30 PT; Sanford Bernstein still lists “outperform” at reduced PT), leaving room for divergent analyst reactions. Analyst Notes
• Negative Sentiment: Q2 results were weak: revenue fell ~5% year-over-year, organic sales declined ~3%, and EPS of $0.51 missed estimates — management cut FY26 adjusted EPS guidance to $2.15–$2.25. The print highlighted softer snacks demand and promotional pressure. Quarterly Results
• Negative Sentiment: Several banks trimmed price targets and ratings after the miss (Deutsche Bank to $23 hold; Morgan Stanley, Stifel and others also cut PTs), and the stock gapped down on the news — analyst downgrades and lower PTs increase near-term selling pressure. Deutsche Bank PT Cut

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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