Rep. Gilbert Ray Cisneros, Jr. Buys The Campbell’s Company (NASDAQ:CPB) Shares

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of The Campbell’s Company (NASDAQ:CPB). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in Campbell’s stock on November 18th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

Campbell’s Price Performance

CPB stock traded down $0.11 during trading on Friday, hitting $28.58. The stock had a trading volume of 12,218,470 shares, compared to its average volume of 4,972,063. The company’s 50 day moving average price is $30.23 and its two-hundred day moving average price is $31.58. The company has a debt-to-equity ratio of 1.54, a quick ratio of 0.34 and a current ratio of 0.82. The stock has a market cap of $8.52 billion, a price-to-earnings ratio of 14.81, a price-to-earnings-growth ratio of 10.04 and a beta of -0.05. The Campbell’s Company has a 1-year low of $27.85 and a 1-year high of $43.85.

Campbell’s (NASDAQ:CPB) last released its earnings results on Tuesday, December 9th. The company reported $0.77 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.73 by $0.04. The business 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%. Campbell’s’s revenue was down 3.4% compared to the same quarter last year. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. On average, sell-side analysts forecast that The Campbell’s Company will post 3.15 EPS for the current fiscal year.

Campbell’s Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Thursday, January 8th will be given a $0.39 dividend. This represents a $1.56 annualized dividend and a dividend yield of 5.5%. The ex-dividend date is Thursday, January 8th. Campbell’s’s dividend payout ratio is currently 80.83%.

Institutional Investors Weigh In On Campbell’s

Several hedge funds have recently modified their holdings of CPB. Public Sector Pension Investment Board lifted its position in shares of Campbell’s by 8.1% in the 1st quarter. Public Sector Pension Investment Board now owns 26,922 shares of the company’s stock worth $1,075,000 after acquiring an additional 2,006 shares during the period. Russell Investments Group Ltd. boosted its stake in Campbell’s by 31.4% in the 1st quarter. Russell Investments Group Ltd. now owns 171,148 shares of the company’s stock valued at $6,830,000 after buying an additional 40,922 shares in the last quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund grew its holdings in shares of Campbell’s by 25.3% in the 1st quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 112,800 shares of the company’s stock worth $4,503,000 after purchasing an additional 22,800 shares during the last quarter. Raymond James Financial Inc. increased its holdings in shares of Campbell’s by 19.1% during the first quarter. Raymond James Financial Inc. now owns 606,345 shares of the company’s stock worth $24,205,000 after buying an additional 97,451 shares in the last quarter. Finally, Northwest & Ethical Investments L.P. boosted its stake in Campbell’s by 42.0% in the first quarter. Northwest & Ethical Investments L.P. now owns 24,404 shares of the company’s stock worth $974,000 after purchasing an additional 7,216 shares in the last quarter. 52.35% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts have weighed in on the stock. Cowen reiterated a “hold” rating on shares of Campbell’s in a research note on Thursday, September 4th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Campbell’s in a report on Wednesday, October 8th. Royal Bank Of Canada decreased their price target on Campbell’s from $35.00 to $30.00 and set a “sector perform” rating for the company in a research report on Wednesday, December 10th. Bank of America boosted their price target on shares of Campbell’s from $29.00 to $30.00 and gave the company an “underperform” rating in a report on Thursday, September 4th. Finally, Stephens lowered their price objective on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating on the stock in a research report on Monday, December 8th. Three investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and five have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and a consensus target price of $32.59.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

Campbell’s Company 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.