The Campbell’s Company $CPB Stock Holdings Increased by PFG Investments LLC

PFG Investments LLC boosted its holdings in shares of The Campbell’s Company (NASDAQ:CPB) by 271.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 31,134 shares of the company’s stock after purchasing an additional 22,742 shares during the period. PFG Investments LLC’s holdings in Campbell’s were worth $983,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Campbell’s by 3.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,472 shares of the company’s stock valued at $777,000 after acquiring an additional 685 shares during the last quarter. Goldman Sachs Group Inc. raised its position in shares of Campbell’s by 4.3% during the first quarter. Goldman Sachs Group Inc. now owns 660,543 shares of the company’s stock worth $26,369,000 after purchasing an additional 27,374 shares during the period. Empowered Funds LLC purchased a new stake in shares of Campbell’s during the first quarter valued at $446,000. Woodline Partners LP boosted its position in shares of Campbell’s by 40.9% in the 1st quarter. Woodline Partners LP now owns 16,623 shares of the company’s stock valued at $664,000 after purchasing an additional 4,827 shares during the period. Finally, Geneos Wealth Management Inc. increased its stake in Campbell’s by 333.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock worth $39,000 after purchasing an additional 750 shares in the last quarter. 52.35% of the stock is currently owned by institutional investors.

Campbell’s Trading Up 0.9%

Shares of NASDAQ:CPB opened at $26.79 on Monday. The firm has a fifty day moving average of $28.41 and a two-hundred day moving average of $30.62. The firm has a market capitalization of $7.99 billion, a P/E ratio of 13.88, a price-to-earnings-growth ratio of 9.41 and a beta of -0.04. The Campbell’s Company has a 12-month low of $25.62 and a 12-month high of $43.85. The company has a quick ratio of 0.34, a current ratio of 0.82 and a debt-to-equity ratio of 1.54.

Campbell’s (NASDAQ:CPB) last posted its quarterly earnings results on Tuesday, December 9th. The company reported $0.77 earnings per share for the quarter, topping analysts’ consensus estimates of $0.73 by $0.04. The business had revenue of $2.68 billion for the quarter. Campbell’s had a net margin of 5.69% and a return on equity of 21.84%. The firm’s 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 expect that The Campbell’s Company will post 3.15 EPS for the current fiscal year.

Campbell’s Announces Dividend

The company also recently declared 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 annualized dividend and a dividend yield of 5.8%. The ex-dividend date is Thursday, January 8th. Campbell’s’s payout ratio is currently 80.83%.

Insider Activity at Campbell’s

In related news, EVP Charles A. Brawley III sold 11,550 shares of the firm’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total transaction of $325,017.00. Following the transaction, the executive vice president owned 43,777 shares of the company’s stock, valued at approximately $1,231,884.78. This trade represents a 20.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Anthony Sanzio sold 2,700 shares of the business’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 sale, the executive vice president directly owned 25,264 shares of the company’s stock, valued at $669,748.64. This represents a 9.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 19.78% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have commented on the stock. Royal Bank Of Canada reduced their price objective on shares of Campbell’s from $35.00 to $30.00 and set a “sector perform” rating for the company in a research note on Wednesday, December 10th. Barclays set a $27.00 price target on shares of Campbell’s in a research report on Friday, January 16th. Zacks Research upgraded shares of Campbell’s from a “strong sell” rating to a “hold” rating in a research report on Monday, October 6th. DA Davidson reissued a “neutral” rating and set a $30.00 target price on shares of Campbell’s in a research note on Thursday, December 11th. Finally, Wells Fargo & Company decreased their target price on Campbell’s from $31.00 to $30.00 and set an “equal weight” rating for the company in a research report on Wednesday, December 10th. Three analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat.com, Campbell’s currently has a consensus rating of “Reduce” and an average target price of $32.29.

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.