Campbell’s (NASDAQ:CPB) Price Target Cut to $25.00 by Analysts at Stifel Nicolaus

Posted by Nicole Kennedy on Mar 12th, 2026

Campbell’s (NASDAQ:CPB – Get Free Report) had its target price cut by stock analysts at Stifel Nicolaus from $30.00 to $25.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has a “hold” rating on the stock. Stifel Nicolaus’ price target points to a potential upside of 8.98% from the company’s current price.

A number of other equities analysts have also recently issued reports on the stock. Barclays restated an “underweight” rating on shares of Campbell’s in a research report on Thursday. UBS Group dropped their price objective on shares of Campbell’s from $26.00 to $24.00 and set a “sell” rating for the company in a research note on Friday, March 6th. Royal Bank Of Canada reduced their target price on Campbell’s from $35.00 to $30.00 and set a “sector perform” rating on the stock in a research note on Wednesday, December 10th. Jefferies Financial Group reiterated a “hold” rating and set a $26.00 target price on shares of Campbell’s in a report on Monday, March 2nd. Finally, Stephens cut their price target on Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a report on Monday, December 8th. Two analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Reduce” and an average target price of $30.94.

Check Out Our Latest Report on CPB

Campbell’s Stock Performance

CPB opened at $22.94 on Thursday. Campbell’s has a 1-year low of $22.41 and a 1-year high of $40.59. The stock has a market cap of $6.84 billion, a P/E ratio of 11.89, a P/E/G ratio of 8.70 and a beta of -0.03. The stock’s 50 day simple moving average is $27.00 and its 200 day simple moving average is $29.50. The company has a debt-to-equity ratio of 1.54, a current ratio of 0.82 and a quick ratio of 0.34.

Campbell’s (NASDAQ:CPB – Get Free Report) last posted its 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). The firm had revenue of $2.56 billion during the quarter. Campbell’s had a net margin of 5.69% and a return on equity of 21.84%. The business’s revenue was down 4.5% compared to the same quarter last year. During the same quarter last year, the business earned $0.74 earnings per share. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. As a group, equities analysts anticipate that Campbell’s will post 3.15 EPS for the current fiscal year.

Insider Buying and Selling at Campbell’s

In related news, EVP Charles A. Brawley III sold 11,550 shares of the company’s stock in a transaction on Tuesday, December 30th. The stock was 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 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 transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Anthony Sanzio sold 2,700 shares of the stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $26.51, for a total value of $71,577.00. Following the transaction, the executive vice president owned 25,264 shares in the company, valued at $669,748.64. This trade 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.

Institutional Trading of Campbell’s

Institutional investors and hedge funds have recently bought and sold shares of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in Campbell’s by 3.6% in the first 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 in the last quarter. Goldman Sachs Group Inc. raised its stake in Campbell’s by 4.3% during the first quarter. Goldman Sachs Group Inc. now owns 660,543 shares of the company’s stock valued at $26,369,000 after buying an additional 27,374 shares in the last quarter. Empowered Funds LLC bought a new position in Campbell’s during the first quarter worth $446,000. Woodline Partners LP lifted 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 worth $664,000 after buying an additional 4,827 shares during the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake in Campbell’s by 333.3% in the first quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock valued at $39,000 after acquiring an additional 750 shares during the period. Institutional investors and hedge funds own 52.35% of the company’s stock.

Key Stories Impacting Campbell’s

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

Positive Sentiment: Rao’s and Meals & Beverages showed in-market consumption growth and Rao’s exceeded $1 billion in trailing 12‑month sales, providing a tangible brand-growth bright spot for CPB. Campbell’s Reports Second Quarter Fiscal 2026 Results
Positive Sentiment: Falling share price has pushed yield materially higher; MarketBeat notes institutional buying and argues income investors may view CPB as a high‑priority dividend watch. This supports downside floor/accumulation potential. Campbell Soup Company Is High-Priority for Income Watch Lists
Neutral Sentiment: Management hosted its Q2 call and provided color on strategic steps (cost controls, portfolio focus); the transcript and call slides give guidance detail that investors should read for modeling assumptions. The Campbell’s Company (CPB) Q2 2026 Earnings Call Transcript
Negative Sentiment: Q2 results: EPS $0.51 vs. ~$0.57 expected and revenue down ~4.5% to $2.56B — a clear miss that pressured the stock. Campbell’s (NASDAQ:CPB) Misses Q4 CY2025 Sales Expectations, Stock Drops
Negative Sentiment: Company cut FY2026 EPS guidance to $2.15–$2.25 (well below consensus ~2.42), citing weaker snack demand and macro pressures — the guidance reduction is the primary negative driver for near‑term multiple compression. Campbell’s cuts annual forecasts amid macroeconomic pressures
Negative Sentiment: Snacks segment weakness (pretzels, chips) plus tariff and inflation pressures hit margins and sales; several outlets report the stock falling to multi‑year lows as investors reassess medium‑term growth. Tariffs land Campbell’s in a soup, stock hits 52-week low
Negative Sentiment: Analyst cuts, negative media commentary and high short interest amplify downside risk until clearer evidence of snack recovery or margin stabilization appears. Cramer trashes Campbell stock: ‘not a great American company anymore’

Campbell’s Company Profile

(Get Free Report)

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.