Campbell’s (NASDAQ:CPB) Issues FY 2026 Earnings Guidance

Campbell’s (NASDAQ:CPB) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided EPS guidance of 2.150-2.250 for the period, compared to the consensus EPS estimate of 2.170. The company issued revenue guidance of -.

Campbell’s Trading Down 0.9%

CPB opened at $21.49 on Tuesday. Campbell’s has a 12 month low of $19.56 and a 12 month high of $34.56. The stock has a 50-day moving average of $20.89 and a 200 day moving average of $24.89. The firm has a market cap of $6.41 billion, a P/E ratio of 11.74 and a beta of 0.02. The company has a current ratio of 1.01, a quick ratio of 0.51 and a debt-to-equity ratio of 1.66.

Campbell’s (NASDAQ:CPB) last announced its earnings results on Monday, June 8th. The company reported $0.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.48 by $0.02. The business had revenue of $2.37 billion for 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 4.4% compared to the same quarter last year. During the same period last year, the business posted $0.22 EPS. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. As a group, research analysts forecast that Campbell’s will post 2.18 EPS for the current year.

Campbell’s Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Stockholders of record on Thursday, July 2nd will be issued a dividend of $0.39 per share. This represents a $1.56 annualized dividend and a dividend yield of 7.3%. The ex-dividend date is Thursday, July 2nd. Campbell’s’s payout ratio is currently 85.25%.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on CPB. DA Davidson lowered their target price on Campbell’s from $30.00 to $20.00 and set a “neutral” rating on the stock in a report on Friday, May 22nd. UBS Group lowered their target price on Campbell’s from $20.00 to $19.00 and set a “sell” rating on the stock in a report on Tuesday, June 2nd. Jefferies Financial Group restated a “hold” rating and set a $26.00 target price on shares of Campbell’s in a report on Monday, March 2nd. Stephens cut Campbell’s from an “overweight” rating to an “equal weight” rating and lowered their target price for the stock from $28.00 to $21.00 in a report on Monday, June 1st. Finally, Wells Fargo & Company cut Campbell’s from an “equal weight” rating to an “underweight” rating and lowered their target price for the stock from $20.00 to $18.00 in a report on Wednesday, April 8th. Thirteen equities research analysts have rated the stock with a Hold rating and seven have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average target price of $22.63.

Campbell’s News Roundup

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

• Positive Sentiment: Campbell’s posted Q3 EPS of $0.50, beating the $0.48 consensus estimate, which suggests profits held up better than expected despite a tough operating environment. Campbell’s (CPB) Surpasses Q3 Earnings Estimates
• Positive Sentiment: The company reaffirmed its FY2026 outlook, which can reassure investors that management still sees its annual targets as achievable despite inflation and weaker consumer spending. Packaged food firm Campbell’s reaffirms annual forecast on weak consumer spending
• Positive Sentiment: Management said Meals & Beverages remains a source of strength, and the company is pursuing aggressive cost cuts and portfolio simplification to offset inflation pressure. CPB Q3 Earnings Call Highlights Inflation Risks and Snack Reset
• Neutral Sentiment: Q3 revenue fell to $2.37 billion, down 4.4% year over year, showing that top-line softness is still an issue even as profitability improved. Campbell earnings report and conference call
• Negative Sentiment: The snack business remains under pressure from weak demand, and multiple reports flagged inflation, tariffs, and supply-chain costs as margin headwinds. Campbell’s Sales Fall on Continued Weak Demand for Snacks

Institutional Investors Weigh In On Campbell’s

Several hedge funds have recently made changes to their positions in CPB. Los Angeles Capital Management LLC purchased a new stake in Campbell’s in the 4th quarter valued at approximately $29,000. Geneos Wealth Management Inc. increased its position in Campbell’s by 333.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock worth $39,000 after purchasing an additional 750 shares during the period. Ankerstar Wealth LLC acquired a new position in Campbell’s during the 4th quarter worth approximately $29,000. IFP Advisors Inc acquired a new position in Campbell’s during the 3rd quarter worth approximately $37,000. Finally, Employees Retirement System of Texas acquired a new position in Campbell’s during the 3rd quarter worth approximately $50,000. Institutional investors and hedge funds own 52.35% 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.