Campbell’s (NASDAQ:CPB) Lowered to Strong Sell Rating by Zacks Research

Zacks Research lowered shares of Campbell’s (NASDAQ:CPB) from a hold rating to a strong sell rating in a research note published on Thursday morning,Zacks.com reports.

CPB has been the subject of a number of other research reports. 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. Wells Fargo & Company lowered shares of Campbell’s from an “equal weight” rating to an “underweight” rating and lowered their price target for the stock from $28.00 to $20.00 in a research report on Thursday. UBS Group dropped their price objective on shares of Campbell’s from $24.00 to $20.00 and set a “sell” rating for the company in a research note on Friday. Morgan Stanley cut their price objective on shares of Campbell’s from $27.00 to $25.00 and set an “equal weight” rating for the company in a report on Thursday. Finally, Bank of America decreased their target price on shares of Campbell’s from $26.00 to $23.00 and set an “underperform” rating on the stock in a research report on Thursday. Two investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and seven have given a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Reduce” and an average target price of $27.65.

Campbell’s Price Performance

Campbell’s stock opened at $21.71 on Thursday. The company has a market capitalization of $6.47 billion, a price-to-earnings ratio of 11.86, a PEG ratio of 8.40 and a beta of -0.03. The company has a current ratio of 1.01, a quick ratio of 0.34 and a debt-to-equity ratio of 1.66. Campbell’s has a 12 month low of $21.59 and a 12 month high of $40.59. The stock’s 50 day moving average is $26.76 and its 200-day moving average is $29.37.

Campbell’s (NASDAQ:CPB) last released its quarterly earnings results on Wednesday, March 11th. The company reported $0.51 earnings per share for the quarter, missing the consensus estimate of $0.57 by ($0.06). Campbell’s had a return on equity of 19.96% and a net margin of 5.48%.The firm had revenue of $2.56 billion for the quarter. During the same period in the prior year, the firm posted $0.74 earnings per share. The company’s revenue was down 4.5% compared to the same quarter last year. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. Equities research analysts expect that Campbell’s will post 3.15 EPS for the current year.

Campbell’s Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 2nd will be given a $0.39 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $1.56 dividend on an annualized basis and a dividend yield of 7.2%. Campbell’s’s dividend payout ratio (DPR) is presently 80.83%.

Insider Transactions at Campbell’s

In other Campbell’s news, EVP Anthony Sanzio sold 2,700 shares of the stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $26.51, for a total transaction of $71,577.00. Following the sale, the executive vice president directly owned 25,264 shares in the company, valued at $669,748.64. This represents a 9.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Charles A. Brawley III sold 11,550 shares of the firm’s stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total transaction of $325,017.00. Following the completion of the transaction, the executive vice president directly owned 43,777 shares in the company, valued at approximately $1,231,884.78. This represents 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 owned by insiders.

Institutional Trading of Campbell’s

Institutional investors and hedge funds have recently made changes to their positions in the company. Stance Capital LLC acquired a new stake in shares of Campbell’s during the 3rd quarter worth approximately $27,000. SBI Securities Co. Ltd. raised its position in Campbell’s by 66.8% during the second quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock valued at $29,000 after purchasing an additional 385 shares in the last quarter. Los Angeles Capital Management LLC acquired a new position in Campbell’s during the fourth quarter valued at approximately $29,000. Geneos Wealth Management Inc. lifted its stake in Campbell’s by 333.3% during 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 last quarter. Finally, Sittner & Nelson LLC acquired a new stake in shares of Campbell’s in the 4th quarter valued at $29,000. Institutional investors own 52.35% of the company’s stock.

Trending Headlines about Campbell’s

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

• Positive Sentiment: Appointment of Joshua Levine as Chief Investor Relations Officer could improve investor communication and help reset expectations. Campbell’s Appoints Joshua Levine Chief Investor Relations Officer
• Positive Sentiment: Sanford C. Bernstein kept an “outperform” stance (though cut its PT), signaling that some analysts still see upside from here. Bernstein Maintains Outperform
• Neutral Sentiment: DA Davidson reaffirmed coverage with a $30 price target, which implies significant upside but keeps a cautious posture. DA Davidson Reaffirms Neutral
• Neutral Sentiment: Several brokers trimmed price targets (Deutsche Bank to $23, Morgan Stanley to $25, Stifel to $25, RBC to $26) and shifted ratings to hold/sector perform — these are mixed signals that reduce near-term upside but stop short of broad sell recommendations. Analyst Price Target Changes
• Negative Sentiment: Q2 results disappointed: EPS missed, revenue fell ~5% Y/Y and organic sales declined ~3%; management lowered FY26 guidance (EPS range 2.15–2.25), prompting analysts to cut forecasts. This is the primary driver of the sell-side reaction. Campbell’s posts one of worst quarters
• Negative Sentiment: UBS moved to a “sell” rating and lowered its target to $20 — a direct negative catalyst because that PT sits below the current market price and signals increased downside from a major broker. UBS Downgrade
• Negative Sentiment: Wells Fargo downgraded CPB as part of a broader caution on packaged-food names, citing inflation, weak consumption and promotional pressure — adds sector-level headwinds to company-specific issues. Wells Fargo Downgrade
• Negative Sentiment: Analysts and market commentators describe the quarter as one of Campbell’s weakest in years; shares already gapped down after the print and analyst model cuts suggest pressure on near-term earnings and dividend coverage. Market Reaction to Weak Quarter

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.