Sicart Associates LLC Sells 41,390 Shares of The Campbell’s Company $CPB

Sicart Associates LLC cut its stake in shares of The Campbell’s Company (NASDAQ:CPB) by 72.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 15,610 shares of the company’s stock after selling 41,390 shares during the period. Sicart Associates LLC’s holdings in Campbell’s were worth $435,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Stance Capital LLC bought a new stake in Campbell’s during the 3rd quarter worth $27,000. Parvin Asset Management LLC acquired a new position in Campbell’s in the 2nd quarter worth about $35,000. IFP Advisors Inc bought a new position in Campbell’s in the third quarter valued at about $37,000. Geneos Wealth Management Inc. boosted its stake in shares of Campbell’s by 333.3% during the first quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock valued at $39,000 after purchasing an additional 750 shares in the last quarter. Finally, Rothschild Investment LLC boosted its stake in shares of Campbell’s by 85.5% during the third quarter. Rothschild Investment LLC now owns 1,271 shares of the company’s stock valued at $40,000 after purchasing an additional 586 shares in the last quarter. 52.35% of the stock is currently owned by institutional investors.

Campbell’s Stock Performance

Shares of CPB opened at $21.99 on Friday. The company has a current ratio of 1.01, a quick ratio of 0.51 and a debt-to-equity ratio of 1.66. The firm’s fifty day simple moving average is $25.69 and its two-hundred day simple moving average is $28.55. The Campbell’s Company has a 12 month low of $20.62 and a 12 month high of $40.59. The stock has a market capitalization of $6.56 billion, a P/E ratio of 12.02 and a beta of -0.03.

Campbell’s (NASDAQ:CPB) last released its earnings results 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 return on equity of 19.96% and a net margin of 5.48%.The business had revenue of $2.56 billion for the quarter. During the same period in the prior year, the company earned $0.74 earnings per share. Campbell’s’s revenue for the quarter was down 4.5% compared to the same quarter last year. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. As a group, analysts predict that The Campbell’s Company will post 3.15 EPS for the current year.

Campbell’s Announces Dividend

The business 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 $0.39 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $1.56 annualized dividend and a dividend yield of 7.1%. Campbell’s’s payout ratio is currently 85.25%.

Key Headlines Impacting Campbell’s

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

• Positive Sentiment: Rising yield/valuation narrative could attract income/value buyers — a Yahoo piece highlights that shares have slid and the dividend yield has climbed, making CPB look cheaper on several valuation metrics; that dynamic can support short‑term buying and explain today’s uptick. Assessing Campbell’s (CPB) Valuation As Shares Slide And Dividend Yield Climbs
• Neutral Sentiment: Geopolitical/supply risks for staples — an article outlines how a Strait of Hormuz disruption could raise fertilizer and packing costs, which may lift food prices industry‑wide; for Campbell’s this is mixed — potential pricing power vs. higher input costs and volatility. Here Are 7 Ways the Strait of Hormuz Closure Is Affecting Consumer Staples Stocks
• Negative Sentiment: Multiple cuts from Zacks Research — Zacks lowered numerous quarterly and FY2026 EPS estimates (FY down to $2.21 from $2.46) and maintains a “Strong Sell” view, trimming Q3–Q4 2026 and several 2027–2028 quarterly forecasts. These estimate cuts increase downside risk and reflect concerns after the March quarterly miss, which could weigh on investor sentiment and future price performance.
• Negative Sentiment: Bearish coverage spotlighted — MSN labeled Campbell’s a “Bear of the Day,” reinforcing negative market narratives and potentially amplifying selling pressure among momentum or sentiment‑driven investors. Bear of the day: The Campbell’s company (CPB)

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on the company. DA Davidson reaffirmed a “neutral” rating and issued a $30.00 price objective on shares of Campbell’s in a research note on Thursday, March 12th. Stifel Nicolaus cut their target price on shares of Campbell’s from $30.00 to $25.00 and set a “hold” rating on the stock in a research report on Thursday, March 12th. UBS Group reduced their target price on shares of Campbell’s from $24.00 to $20.00 and set a “sell” rating on the stock in a report on Friday, March 13th. 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 research report on Thursday, March 12th. Finally, Royal Bank Of Canada cut their price target on shares of Campbell’s from $30.00 to $26.00 and set a “sector perform” rating on the stock in a report on Thursday, March 12th. Two research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and seven have assigned a Sell rating to the company. According to MarketBeat.com, Campbell’s has an average rating of “Reduce” and an average price target of $27.65.

Insider Buying and Selling at Campbell’s

In other Campbell’s news, 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 value of $71,577.00. Following the completion of the sale, the executive vice president directly owned 25,264 shares in the company, valued at approximately $669,748.64. This trade represents a 9.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Charles A. Brawley III sold 11,550 shares of Campbell’s 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 completion of the sale, the executive vice president directly owned 43,777 shares of the company’s stock, valued at approximately $1,231,884.78. This trade represents a 20.88% 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.

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.