UBS Group Issues Pessimistic Forecast for Campbell’s (NASDAQ:CPB) Stock Price

Campbell’s (NASDAQ:CPB) had its price objective reduced by UBS Group from $24.00 to $20.00 in a report issued on Friday,Benzinga reports. The brokerage presently has a “sell” rating on the stock. UBS Group’s target price points to a potential downside of 7.88% from the company’s current price.

Several other research analysts have also recently commented on CPB. Wells Fargo & Company cut shares of Campbell’s from an “equal weight” rating to an “underweight” rating and decreased their target price for the stock from $28.00 to $20.00 in a report on Thursday. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Campbell’s from $28.00 to $23.00 and set a “hold” rating for the company in a research report on Thursday. Stephens decreased their price objective on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a research note on Monday, December 8th. Sanford C. Bernstein cut their target price on shares of Campbell’s from $33.00 to $27.00 and set an “outperform” rating on the stock in a research note on Thursday. Finally, Bank of America reduced their target price on Campbell’s from $26.00 to $23.00 and set an “underperform” rating for the company in a report on Thursday. Two investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and six have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Reduce” and an average target price of $27.65.

Campbell’s Trading Up 0.3%

Shares of Campbell’s stock traded up $0.06 on Friday, reaching $21.71. 9,632,496 shares of the company were exchanged, compared to its average volume of 8,146,927. Campbell’s has a fifty-two week low of $21.59 and a fifty-two week high of $40.59. The firm has a market capitalization of $6.47 billion, a price-to-earnings ratio of 11.86, a price-to-earnings-growth ratio of 8.91 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. The stock has a fifty day moving average price of $26.88 and a 200-day moving average price of $29.45.

Campbell’s (NASDAQ:CPB) last issued its quarterly earnings results on Wednesday, March 11th. The company reported $0.51 earnings per share 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 company’s quarterly revenue was down 4.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.74 earnings per share. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. On average, analysts expect that Campbell’s will post 3.15 EPS for the current year.

Insider Activity at Campbell’s

In other news, EVP Charles A. Brawley III sold 11,550 shares of the company’s stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $28.14, for a total value of $325,017.00. Following the transaction, 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Anthony Sanzio sold 2,700 shares of Campbell’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $26.51, for a total value of $71,577.00. Following the sale, the executive vice president directly owned 25,264 shares of the company’s stock, valued at approximately $669,748.64. The trade was a 9.66% decrease in their position. The disclosure for this sale is available in the SEC filing. 19.78% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Campbell’s

Several large investors have recently made changes to their positions in CPB. Two Sigma Investments LP increased its holdings in Campbell’s by 534.8% in the third quarter. Two Sigma Investments LP now owns 4,937,170 shares of the company’s stock worth $155,916,000 after buying an additional 4,159,398 shares during the last quarter. Brandywine Managers LLC acquired a new stake in Campbell’s in the fourth quarter valued at approximately $92,793,000. Massachusetts Financial Services Co. MA bought a new stake in Campbell’s in the third quarter worth approximately $77,940,000. Invesco Ltd. increased its stake in shares of Campbell’s by 42.6% during the 3rd quarter. Invesco Ltd. now owns 7,995,733 shares of the company’s stock worth $252,505,000 after purchasing an additional 2,387,575 shares during the last quarter. Finally, UBS Group AG increased its stake in shares of Campbell’s by 175.7% during the 3rd quarter. UBS Group AG now owns 3,730,947 shares of the company’s stock worth $117,823,000 after purchasing an additional 2,377,488 shares during the last quarter. 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: Management highlighted margin improvement initiatives, cost controls and relative strength in its RAO’s business during the earnings call, which supports the case for recovery if execution holds. Earnings Call Highlights
• Positive Sentiment: Campbell’s named Joshua Levine as Chief Investor Relations Officer — a move that can help clarify outlook and strategy to the market at a time when guidance and analyst expectations are being revised. IR Appointment
• Neutral Sentiment: Some firms maintain neutral-to-positive views or see upside after the selloff (DA Davidson reaffirmed “neutral” with a $30 PT; Sanford Bernstein still lists “outperform” at reduced PT), leaving room for divergent analyst reactions. Analyst Notes
• Negative Sentiment: Q2 results were weak: revenue fell ~5% year-over-year, organic sales declined ~3%, and EPS of $0.51 missed estimates — management cut FY26 adjusted EPS guidance to $2.15–$2.25. The print highlighted softer snacks demand and promotional pressure. Quarterly Results
• Negative Sentiment: Several banks trimmed price targets and ratings after the miss (Deutsche Bank to $23 hold; Morgan Stanley, Stifel and others also cut PTs), and the stock gapped down on the news — analyst downgrades and lower PTs increase near-term selling pressure. Deutsche Bank PT Cut

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.