FY2025 EPS Estimates for Campbell's Decreased by Analyst

The Campbell's Company (NASDAQ:CPB - Free Report) - Equities researchers at Zacks Research decreased their FY2025 EPS estimates for shares of Campbell's in a research report issued to clients and investors on Thursday, June 12th. Zacks Research analyst R. Department now anticipates that the company will earn $2.96 per share for the year, down from their prior estimate of $2.98. The consensus estimate for Campbell's' current full-year earnings is $3.15 per share. Zacks Research also issued estimates for Campbell's' Q4 2025 earnings at $0.60 EPS, Q1 2026 earnings at $0.88 EPS, Q2 2026 earnings at $0.75 EPS, Q3 2026 earnings at $0.68 EPS, Q4 2026 earnings at $0.58 EPS, FY2026 earnings at $2.90 EPS, Q1 2027 earnings at $0.89 EPS, Q2 2027 earnings at $0.77 EPS and FY2027 earnings at $2.98 EPS.

Campbell's (NASDAQ:CPB - Get Free Report) last posted its quarterly earnings results on Monday, June 2nd. The company reported $0.73 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.65 by $0.08. Campbell's had a net margin of 5.57% and a return on equity of 23.79%. The firm had revenue of $2.48 billion during the quarter, compared to analysts' expectations of $2.44 billion. During the same period in the prior year, the company posted $0.75 earnings per share. The firm's revenue for the quarter was up 4.5% on a year-over-year basis.

A number of other equities research analysts have also recently weighed in on CPB. Royal Bank of Canada lowered their price target on Campbell's from $44.00 to $38.00 and set a "sector perform" rating on the stock in a report on Tuesday, June 3rd. Wells Fargo & Company dropped their price objective on shares of Campbell's from $40.00 to $34.00 and set an "equal weight" rating for the company in a research note on Friday, May 30th. Morgan Stanley reduced their target price on Campbell's from $40.00 to $35.00 and set an "equal weight" rating on the stock in a research note on Tuesday, June 3rd. Evercore ISI dropped their price target on Campbell's from $46.00 to $41.00 and set an "in-line" rating for the company in a research report on Thursday, May 29th. Finally, DA Davidson dropped their price target on Campbell's from $39.00 to $34.00 and set a "neutral" rating for the company in a research report on Monday, June 9th. Five equities research analysts have rated the stock with a sell rating, eleven have given a hold rating and five have issued a buy rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Hold" and a consensus target price of $40.11.

Campbell's Stock Performance

Shares of CPB stock traded down $0.53 during trading hours on Monday, reaching $32.26. 8,174,272 shares of the company's stock were exchanged, compared to its average volume of 2,960,145. The company has a debt-to-equity ratio of 1.74, a current ratio of 0.91 and a quick ratio of 0.50. The company's 50 day moving average is $35.59 and its two-hundred day moving average is $38.50. The company has a market cap of $9.62 billion, a P/E ratio of 17.63, a price-to-earnings-growth ratio of 2.71 and a beta of 0.11. Campbell's has a 1 year low of $31.82 and a 1 year high of $52.81.

Campbell's Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, August 4th. Investors of record on Thursday, July 3rd will be given a dividend of $0.39 per share. This represents a $1.56 annualized dividend and a dividend yield of 4.84%. The ex-dividend date of this dividend is Thursday, July 3rd. Campbell's's dividend payout ratio is currently 103.31%.

Insider Buying and Selling

In other Campbell's news, EVP Charles A. Brawley III sold 2,498 shares of the business's stock in a transaction dated Monday, March 31st. The shares were sold at an average price of $40.03, for a total transaction of $99,994.94. Following the completion of the transaction, the executive vice president now directly owns 37,590 shares of the company's stock, valued at $1,504,727.70. The trade was a 6.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 20.19% of the stock is currently owned by company insiders.

Institutional Trading of Campbell's

Hedge funds and other institutional investors have recently modified their holdings of the company. Vanguard Group Inc. increased its holdings in shares of Campbell's by 2.1% in the first quarter. Vanguard Group Inc. now owns 24,120,172 shares of the company's stock valued at $962,877,000 after buying an additional 494,567 shares in the last quarter. Beutel Goodman & Co Ltd. raised its position in shares of Campbell's by 0.5% during the fourth quarter. Beutel Goodman & Co Ltd. now owns 6,925,365 shares of the company's stock worth $290,034,000 after purchasing an additional 35,160 shares during the period. Geode Capital Management LLC raised its position in shares of Campbell's by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 5,323,332 shares of the company's stock worth $222,420,000 after purchasing an additional 57,717 shares during the period. Invesco Ltd. lifted its holdings in shares of Campbell's by 6.9% during the first quarter. Invesco Ltd. now owns 4,965,668 shares of the company's stock valued at $198,229,000 after purchasing an additional 320,120 shares during the last quarter. Finally, Brandywine Trust Co. boosted its position in shares of Campbell's by 1.8% in the 4th quarter. Brandywine Trust Co. now owns 4,867,984 shares of the company's stock valued at $203,871,000 after purchasing an additional 84,778 shares during the period. Institutional investors own 52.35% of the company's stock.

About Campbell's

The Campbell's Company, formerly known as Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. The company operates through Meals & Beverages and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada.