First Trust Advisors LP Has $57.13 Million Holdings in The Campbell’s Company $CPB

First Trust Advisors LP cut its holdings in shares of The Campbell’s Company (NASDAQ:CPB) by 4.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,809,123 shares of the company’s stock after selling 83,451 shares during the quarter. First Trust Advisors LP owned 0.61% of Campbell’s worth $57,132,000 as of its most recent SEC filing.

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

More Campbell’s News

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

• Positive Sentiment: New CEO Cassandra Green is intensifying focus on supply-chain efficiency and cost initiatives that could drive margin improvement over coming quarters — a potential catalyst for re-rating if execution reduces COGS and SG&A. Should Campbell’s Elevated Supply Chain Focus Under Cassandra Green Shift the Margin Story for CPB?
• Positive Sentiment: Some value-focused commentary argues CPB may be an attractive rebound opportunity after a roughly one-year share-price slide, highlighting a lower valuation that could draw bargain hunters or activist interest. Is Campbell Soup (CPB) Now An Opportunity After A 36% One-Year Share Price Slide?
• Neutral Sentiment: Analysts remain mixed on CPB: some see upside from cost moves and stable cash flows, while others point to weak top-line trends and margin pressure — expect divergent sell-side views ahead of the quarter. Analysts’ Opinions Are Mixed on These Consumer Goods Stocks
• Neutral Sentiment: Pre-earnings coverage and previews are focusing investor attention on Q2 guidance, margin outlook and whether management provides clearer timing for supply-chain improvements; these previews can increase volatility but are informational rather than directional. Campbell’s Company Q2 2026 earnings preview
• Negative Sentiment: Barron’s flags that CPB is now among the smallest S&P 500 constituents and could face index reconstitution risk; potential removal from the S&P 500 would likely reduce passive demand and add selling pressure. Campbell’s Earnings Are Coming. Its Place in the S&P 500 Is at Stake.
• Negative Sentiment: Two banks recently cut price targets (UBS to $24, Morgan Stanley to $27), signaling lower analyst conviction and exerting downward pressure on the stock ahead of earnings. UBS Group Cuts Campbell’s (NASDAQ:CPB) Price Target to $24.00 Morgan Stanley Cuts Campbell’s (NASDAQ:CPB) Price Target to $27.00

Insider Buying and Selling at Campbell’s

In other news, EVP Anthony Sanzio sold 2,700 shares of the company’s stock in a transaction on Friday, January 9th. The shares were 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 in the company, valued at approximately $669,748.64. This represents a 9.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Charles A. Brawley III sold 11,550 shares of the stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total value of $325,017.00. Following the completion of the transaction, the executive vice president owned 43,777 shares of the company’s stock, valued at $1,231,884.78. The trade was a 20.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 19.78% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

CPB has been the subject of a number of analyst reports. Stephens dropped their price target on Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a research note on Monday, December 8th. Morgan Stanley decreased their target price on shares of Campbell’s from $28.00 to $27.00 and set an “equal weight” rating on the stock in a report on Friday, March 6th. Weiss Ratings cut shares of Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 5th. UBS Group cut their price target on shares of Campbell’s from $26.00 to $24.00 and set a “sell” rating for the company in a report on Friday, March 6th. Finally, Wells Fargo & Company decreased their price objective on shares of Campbell’s from $30.00 to $28.00 and set an “equal weight” rating on the stock in a research note on Tuesday, March 3rd. Two research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Reduce” and a consensus target price of $31.35.

Campbell’s Stock Down 2.4%

Shares of NASDAQ CPB opened at $24.68 on Wednesday. The company has a market cap of $7.36 billion, a price-to-earnings ratio of 12.79, a PEG ratio of 8.92 and a beta of -0.03. The company has a current ratio of 0.82, a quick ratio of 0.34 and a debt-to-equity ratio of 1.54. The Campbell’s Company has a 12 month low of $24.64 and a 12 month high of $42.21. The stock has a 50-day moving average price of $27.10 and a two-hundred day moving average price of $29.55.

Campbell’s (NASDAQ:CPB) last announced its quarterly earnings results on Tuesday, December 9th. The company reported $0.77 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.73 by $0.04. The company 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% on a year-over-year basis. As a group, analysts forecast that The Campbell’s Company will post 3.15 earnings per share for the current fiscal year.

Campbell’s Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Shareholders of record on Thursday, April 2nd will be paid a dividend of $0.39 per share. This represents a $1.56 dividend on an annualized basis and a dividend yield of 6.3%. The ex-dividend date of this dividend is Thursday, April 2nd. Campbell’s’s payout ratio is presently 80.83%.

Campbell’s 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.