Natixis Advisors LLC Acquires New Holdings in The Campbell’s Company $CPB

Natixis Advisors LLC bought a new stake in The Campbell’s Company (NASDAQ:CPB) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 411,384 shares of the company’s stock, valued at approximately $12,992,000. Natixis Advisors LLC owned about 0.14% of Campbell’s at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Massachusetts Financial Services Co. MA purchased a new stake in shares of Campbell’s during the third quarter valued at about $77,940,000. Norges Bank purchased a new position in shares of Campbell’s in the 2nd quarter worth approximately $40,967,000. Qube Research & Technologies Ltd raised its stake in shares of Campbell’s by 2,283.9% during the 2nd quarter. Qube Research & Technologies Ltd now owns 1,154,599 shares of the company’s stock worth $35,388,000 after acquiring an additional 1,106,166 shares in the last quarter. Worldquant Millennium Advisors LLC lifted its position in Campbell’s by 596.3% during the second quarter. Worldquant Millennium Advisors LLC now owns 1,086,092 shares of the company’s stock valued at $33,289,000 after acquiring an additional 930,120 shares during the last quarter. Finally, Dimensional Fund Advisors LP lifted its position in Campbell’s by 16.5% during the third quarter. Dimensional Fund Advisors LP now owns 6,546,957 shares of the company’s stock valued at $206,738,000 after acquiring an additional 928,843 shares during the last quarter. 52.35% of the stock is currently owned by institutional investors.

Key Stories Impacting Campbell’s

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

• Positive Sentiment: Institutional buying and a super‑high yield make CPB attractive to income investors; MarketBeat notes heavy institutional ownership and a dividend yield above 6% after the price decline, which could support the stock as buyers step in. Campbell Soup Company Is High-Priority for Income Watch Lists
• Positive Sentiment: Brand strength: management highlighted Rao’s topping $1B trailing‑12‑month sales and other core Meals & Beverages strength — a sign some portfolio pieces remain resilient. Campbell’s Reports Second Quarter Fiscal 2026 Results
• Neutral Sentiment: Some analysts kept neutral/positive stances: DA Davidson reaffirmed a “neutral” rating with a $30 target, leaving room for upside if execution improves. DA Davidson Reaffirms Neutral
• Negative Sentiment: Q2 results missed: CPB reported $0.51 EPS vs. ~$0.57 expected and revenue down ~4.5% YoY; management cut FY26 adjusted EPS guidance to $2.15–$2.25 (below consensus), which is the principal immediate driver of the share selloff. Campbell’s Q2 Earnings & Revenues Miss Estimates, Sales Down 5% Y/Y
• Negative Sentiment: Multiple broker price‑target cuts and downgrades (Deutsche Bank, RBC, Morgan Stanley, Stifel, Bernstein and Wells Fargo among others) amplified selling pressure and trimmed near‑term upside expectations. Analyst Price Target Moves
• Negative Sentiment: Category headwinds: weak snacks demand, promotional pressure, tariff impacts and cost/inflation headwinds are pressuring margins and are cited repeatedly by management and analysts as reasons for the weaker outlook. Campbell’s cuts annual forecasts amid macroeconomic pressures
• Negative Sentiment: Market reaction and sentiment: coverage notes the stock hit multi‑year lows, short interest has risen, and commentators (including Wells Fargo / Jim Cramer coverage) are more cautious — adding downside risk until execution or demand improves. 3 Food Stocks With Big Yields. Why Wells Fargo Says Be Careful.

Campbell’s Stock Performance

NASDAQ CPB opened at $21.65 on Friday. The firm has a market capitalization of $6.45 billion, a P/E ratio of 11.83, a PEG ratio of 8.91 and a beta of -0.03. The stock has a 50-day simple moving average of $26.88 and a two-hundred day simple moving average of $29.45. The company has a debt-to-equity ratio of 1.66, a quick ratio of 0.34 and a current ratio of 1.01. The Campbell’s Company has a fifty-two week low of $21.59 and a fifty-two week high of $40.59.

Campbell’s (NASDAQ:CPB) last issued its earnings results on Wednesday, March 11th. The company reported $0.51 EPS for the quarter, missing analysts’ consensus estimates of $0.57 by ($0.06). The company had revenue of $2.56 billion during the quarter. Campbell’s had a return on equity of 19.96% and a net margin of 5.48%.The firm’s revenue was down 4.5% on a year-over-year basis. During the same quarter last year, the firm earned $0.74 EPS. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. On average, equities analysts forecast that The Campbell’s Company will post 3.15 earnings per share for the current year.

Campbell’s Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 2nd will be paid a dividend of $0.39 per share. The ex-dividend date of this dividend 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 Activity at Campbell’s

In related news, 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 transaction of $325,017.00. Following the sale, the executive vice president directly owned 43,777 shares of the company’s stock, valued at approximately $1,231,884.78. This represents a 20.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Anthony Sanzio sold 2,700 shares of the firm’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 sale, the executive vice president owned 25,264 shares in the company, valued at approximately $669,748.64. This represents a 9.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 19.78% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the stock. Deutsche Bank Aktiengesellschaft cut their price target on shares of Campbell’s from $28.00 to $23.00 and set a “hold” rating on the stock in a report on Thursday. Jefferies Financial Group reiterated a “hold” rating and set a $26.00 price objective on shares of Campbell’s in a report on Monday, March 2nd. Royal Bank Of Canada lowered their price objective on Campbell’s from $30.00 to $26.00 and set a “sector perform” rating for the company in a research report on Thursday. DA Davidson restated a “neutral” rating and set a $30.00 target price on shares of Campbell’s in a research note on Thursday. Finally, Stephens reduced their target price on Campbell’s from $40.00 to $38.00 and set an “overweight” rating on the stock in a research report on Monday, December 8th. Two investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and six have issued a Sell rating to the company. According to data from MarketBeat.com, Campbell’s presently has an average rating of “Reduce” and an average price target of $27.88.

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.