Analysts Offer Predictions for Campbell's FY2026 Earnings

Key Points

• Analysts at Zacks Research have reduced their FY2026 earnings per share (EPS) estimate for Campbell's to $2.46, down from $2.90, while the current consensus estimate stands at $3.15 per share.
• Campbell's reported a quarterly EPS of $0.62, beating analysts' expectations, despite revenues of $2.32 billion slightly missing the forecast of $2.33 billion.
• The company announced a quarterly dividend of $0.39 per share, resulting in an annualized dividend yield of 4.6%, with a payout ratio of 78.00%.

The Campbell's Company (NASDAQ:CPB - Free Report) - Equities researchers at Zacks Research decreased their FY2026 earnings per share (EPS) estimates for Campbell's in a research note issued to investors on Wednesday, September 17th. Zacks Research analyst Team now forecasts that the company will earn $2.46 per share for the year, down from their previous forecast of $2.90. The consensus estimate for Campbell's' current full-year earnings is $3.15 per share.

Campbell's (NASDAQ:CPB - Get Free Report) last posted its earnings results on Wednesday, September 3rd. The company reported $0.62 EPS for the quarter, beating the consensus estimate of $0.57 by $0.05. Campbell's had a return on equity of 22.95% and a net margin of 5.87%.The firm had revenue of $2.32 billion for the quarter, compared to analyst estimates of $2.33 billion. During the same quarter in the prior year, the company posted $3.08 earnings per share. Campbell's's revenue for the quarter was up 1.2% compared to the same quarter last year. Campbell's has set its FY 2026 guidance at 2.400-2.550 EPS.

A number of other equities research analysts also recently commented on CPB. Stephens reduced their price objective on shares of Campbell's from $48.00 to $43.00 in a research report on Wednesday, May 28th. Evercore ISI reduced their price objective on shares of 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. Stifel Nicolaus reduced their price objective on shares of Campbell's from $38.00 to $34.00 and set a "hold" rating for the company in a research report on Tuesday, July 29th. Sanford C. Bernstein raised their price objective on shares of Campbell's from $38.00 to $39.00 and gave the company an "outperform" rating in a research report on Thursday, September 4th. Finally, JPMorgan Chase & Co. started coverage on shares of Campbell's in a research report on Wednesday, August 20th. They set a "neutral" rating and a $33.00 price target for the company. Three equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and five have given a Sell rating to the company's stock. According to MarketBeat.com, Campbell's presently has a consensus rating of "Reduce" and an average target price of $34.71.

Campbell's Stock Performance

NASDAQ CPB traded up $0.34 during trading hours on Friday, hitting $33.58. The company had a trading volume of 1,265,929 shares, compared to its average volume of 4,551,411. The company has a debt-to-equity ratio of 1.56, a quick ratio of 0.28 and a current ratio of 0.77. Campbell's has a 1-year low of $29.39 and a 1-year high of $50.29. The company has a market cap of $10.01 billion, a PE ratio of 16.79, a price-to-earnings-growth ratio of 11.62 and a beta of 0.05. The business has a 50 day moving average of $32.52 and a 200-day moving average of $34.41.

Institutional Trading of Campbell's

Hedge funds and other institutional investors have recently bought and sold shares of the company. World Investment Advisors purchased a new stake in Campbell's in the 1st quarter worth approximately $410,000. Teacher Retirement System of Texas purchased a new stake in shares of Campbell's during the 1st quarter valued at $1,131,000. KBC Group NV grew its stake in shares of Campbell's by 182.0% during the 1st quarter. KBC Group NV now owns 498,216 shares of the company's stock valued at $19,889,000 after buying an additional 321,520 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its stake in shares of Campbell's by 13.2% during the 1st quarter. Mirae Asset Global Investments Co. Ltd. now owns 25,865 shares of the company's stock valued at $1,027,000 after buying an additional 3,010 shares during the period. Finally, Wealth Enhancement Advisory Services LLC grew its stake in shares of Campbell's by 24.3% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 13,366 shares of the company's stock valued at $534,000 after buying an additional 2,614 shares during the period. 52.35% of the stock is owned by hedge funds and other institutional investors.

Campbell's Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, November 3rd. Shareholders of record on Thursday, October 2nd will be paid a $0.39 dividend. This represents a $1.56 annualized dividend and a yield of 4.6%. The ex-dividend date of this dividend is Thursday, October 2nd. Campbell's's payout ratio is presently 78.00%.

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.