Campbell’s (NASDAQ:CPB) Issues FY 2026 Earnings Guidance

Campbell’s (NASDAQ:CPB) updated its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 2.150-2.250 for the period, compared to the consensus EPS estimate of 2.170. The company issued revenue guidance of -.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the company. BTIG Research began coverage on shares of Campbell’s in a research note on Monday, April 13th. They issued a “neutral” rating for the company. Barclays lowered their price target on Campbell’s from $21.00 to $19.00 and set an “underweight” rating for the company in a report on Monday. Bank of America reduced their price objective on Campbell’s from $26.00 to $23.00 and set an “underperform” rating on the stock in a research note on Thursday, March 12th. BNP Paribas Exane reduced their price objective on Campbell’s from $22.00 to $19.00 and set an “underperform” rating on the stock in a research note on Thursday, April 9th. Finally, Stephens lowered Campbell’s from an “overweight” rating to an “equal weight” rating and reduced their price objective for the company from $28.00 to $21.00 in a research note on Monday, June 1st. Thirteen investment analysts have rated the stock with a Hold rating and seven have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and a consensus target price of $22.63.

Campbell’s Stock Performance

Campbell’s stock traded down $0.13 during mid-day trading on Monday, reaching $21.55. The company’s stock had a trading volume of 8,500,734 shares, compared to its average volume of 8,271,833. The firm has a market cap of $6.43 billion, a price-to-earnings ratio of 11.77 and a beta of 0.02. The business has a 50 day moving average price of $20.88 and a 200-day moving average price of $24.95. The company has a current ratio of 1.01, a quick ratio of 0.51 and a debt-to-equity ratio of 1.66. Campbell’s has a twelve month low of $19.56 and a twelve month high of $34.56.

Campbell’s (NASDAQ:CPB) last issued its quarterly earnings data on Monday, June 8th. The company reported $0.50 EPS for the quarter, topping analysts’ consensus estimates of $0.48 by $0.02. The firm had revenue of $2.37 billion during the quarter. Campbell’s had a return on equity of 19.96% and a net margin of 5.48%.Campbell’s’s quarterly revenue was down 4.4% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.22 earnings per share. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. Sell-side analysts predict that Campbell’s will post 2.18 EPS for the current fiscal year.

Campbell’s Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Thursday, July 2nd will be given a dividend of $0.39 per share. This represents a $1.56 dividend on an annualized basis and a yield of 7.2%. The ex-dividend date is Thursday, July 2nd. Campbell’s’s payout ratio is 85.25%.

Key Stories Impacting Campbell’s

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

• Positive Sentiment: Campbell’s beat Wall Street’s earnings estimate, reporting $0.50 per share versus $0.48 expected, which reassured investors that profitability is holding up despite a tougher sales environment. Article Title
• Positive Sentiment: The company reaffirmed its full-year outlook, signaling management still expects results to stay on track even with weak consumer spending and inflation-related margin pressure. Article Title
• Neutral Sentiment: Quarterly revenue fell to $2.37 billion, down 4.4% from a year ago, with continued weakness in snacks and softer volumes weighing on growth. Article Title
• Neutral Sentiment: Management said results were generally in line with expectations but remained under pressure from top-line softness, inflation, and supply-chain cost headwinds. Article Title
• Negative Sentiment: Investors are still focused on whether Campbell’s snack business is stabilizing, since persistent weakness there could limit upside even after the earnings beat. Article Title

Institutional Trading of Campbell’s

Institutional investors have recently modified their holdings of the company. Steward Partners Investment Advisory LLC raised its position in Campbell’s by 8.1% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 5,099 shares of the company’s stock valued at $142,000 after buying an additional 380 shares during the period. CIBC Private Wealth Group LLC raised its position in Campbell’s by 37.3% during the fourth quarter. CIBC Private Wealth Group LLC now owns 4,554 shares of the company’s stock valued at $127,000 after buying an additional 1,236 shares during the period. Colonial Trust Co SC raised its position in Campbell’s by 1,247.5% during the fourth quarter. Colonial Trust Co SC now owns 2,156 shares of the company’s stock valued at $60,000 after buying an additional 1,996 shares during the period. Danske Bank A S acquired a new position in Campbell’s during the third quarter valued at $60,000. Finally, Quarry LP acquired a new position in Campbell’s during the third quarter valued at $142,000. Institutional investors and hedge funds own 52.35% of the company’s stock.

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.