Landscape Capital Management L.L.C. Acquires 117,094 Shares of The Campbell’s Company $CPB

Landscape Capital Management L.L.C. increased its holdings in The Campbell’s Company (NASDAQ:CPB) by 333.3% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 152,227 shares of the company’s stock after buying an additional 117,094 shares during the quarter. Landscape Capital Management L.L.C.’s holdings in Campbell’s were worth $4,807,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of CPB. Parkside Financial Bank & Trust increased its position in shares of Campbell’s by 21.4% during the 3rd quarter. Parkside Financial Bank & Trust now owns 1,942 shares of the company’s stock worth $61,000 after purchasing an additional 342 shares in the last quarter. Keybank National Association OH lifted its position in Campbell’s by 1.1% during the 3rd quarter. Keybank National Association OH now owns 32,729 shares of the company’s stock valued at $1,034,000 after purchasing an additional 353 shares during the period. J.W. Cole Advisors Inc. boosted its stake in Campbell’s by 1.9% in the second quarter. J.W. Cole Advisors Inc. now owns 19,920 shares of the company’s stock valued at $611,000 after acquiring an additional 375 shares during the last quarter. SBI Securities Co. Ltd. boosted its position in shares of Campbell’s by 66.8% in the 2nd quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock worth $29,000 after purchasing an additional 385 shares during the last quarter. Finally, Kentucky Trust Co boosted its holdings in Campbell’s by 40.0% during the third quarter. Kentucky Trust Co now owns 1,400 shares of the company’s stock worth $44,000 after buying an additional 400 shares during the last quarter. 52.35% of the stock is currently owned by institutional investors and hedge funds.

Campbell’s Stock Performance

CPB traded up $0.44 during trading hours on Friday, reaching $22.09. The company’s stock had a trading volume of 1,929,818 shares, compared to its average volume of 7,978,048. 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 company’s 50-day moving average is $26.88 and its 200-day moving average is $29.45. The Campbell’s Company has a 52 week low of $21.59 and a 52 week high of $40.59. The firm has a market cap of $6.59 billion, a PE ratio of 12.11, a price-to-earnings-growth ratio of 8.91 and a beta of -0.03.

Campbell’s (NASDAQ:CPB) last released its quarterly earnings data on Wednesday, March 11th. The company reported $0.51 EPS for the quarter, missing the consensus estimate of $0.57 by ($0.06). Campbell’s had a net margin of 5.48% and a return on equity of 19.96%. The company had revenue of $2.56 billion during the quarter. During the same quarter in the prior year, the company posted $0.74 EPS. Campbell’s’s revenue was down 4.5% on a year-over-year basis. 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 EPS for the current year.

Campbell’s Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 2nd will be given a $0.39 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.56 annualized dividend and a dividend yield of 7.1%. Campbell’s’s dividend payout ratio is presently 80.83%.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on CPB. Barclays decreased their price target on shares of Campbell’s from $27.00 to $23.00 and set an “underweight” rating for the company in a report on Thursday. Wells Fargo & Company downgraded shares of Campbell’s from an “equal weight” rating to an “underweight” rating and dropped their target price for the stock from $28.00 to $20.00 in a report on Thursday. 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 research note on Thursday. Bank of America reduced their price target on shares of Campbell’s from $26.00 to $23.00 and set an “underperform” rating for the company in a report on Thursday. Finally, TD Cowen lowered their target price on Campbell’s from $29.00 to $24.00 and set a “hold” rating for the company in a report on Thursday. Two research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and six have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Campbell’s currently has a consensus rating of “Reduce” and a consensus price target of $27.88.

More Campbell’s News

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

• Positive Sentiment: MarketBeat highlights that the share-price drop has pushed CPB’s yield higher and that institutional buyers are accumulating, which could provide downside support for the stock. Campbell Soup Company Is High-Priority for Income Watch Lists
• Neutral Sentiment: DA Davidson reaffirmed a neutral rating (with a $30 target), reflecting mixed views — some analysts see upside if execution improves, while others remain cautious. DA Davidson rating note
• Negative Sentiment: Q2 results missed expectations: EPS $0.51 vs. ~$0.57 expected and revenue down ~4.5–5% year-over-year; management cited weak snacks demand and cost pressures — the core immediate catalyst for the stock drop. Campbell’s Q2 Earnings & Revenues Miss Estimates, Sales Down 5% Y/Y
• Negative Sentiment: Commentary called this “one of the worst quarters” in years: organic sales fell and the company pointed to promotional pressure, execution issues, tariffs and inflationary costs weighing on margins and outlook. Campbell’s posts one of worst quarters in years: revenues fell 5%, organic sales dropped 3%
• Negative Sentiment: Following the results, multiple analysts trimmed price targets and ratings (Deutsche Bank cut its target to $23 and moved to hold; other firms lowered targets or moved to equal-weight/sector-perform), increasing near-term selling pressure. Price Target Lowered to $23.00 at Deutsche Bank Aktiengesellschaft
• Negative Sentiment: Coverage notes and newswires report the shares gapped down and hit multi‑year lows after the guidance cut and soft commentary on snacks — momentum that likely amplified the decline today. Campbell’s Shares Gap Down Following Weak Earnings
• Negative Sentiment: Barron’s summarises a broader analyst caution (Wells Fargo and others warning on staples) — the sector headwinds (inflation, promotional activity, shifting consumer budgets) raise the risk that near-term recovery will be slow. 3 Food Stocks With Big Yields. Why Wells Fargo Says Be Careful.

Insider Buying and Selling

In other Campbell’s news, EVP Charles A. Brawley III sold 11,550 shares of Campbell’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 of the company’s stock, valued at $1,231,884.78. The trade was a 20.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 transaction of $71,577.00. Following the sale, the executive vice president owned 25,264 shares in the company, valued at $669,748.64. The trade was a 9.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 19.78% of the stock is currently owned by company insiders.

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.