Kingsview Wealth Management LLC Buys New Stake in The Campbell’s Company $CPB

Kingsview Wealth Management LLC purchased a new stake in The Campbell’s Company (NASDAQ:CPB) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased 23,197 shares of the company’s stock, valued at approximately $733,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. State Street Corp boosted its holdings in Campbell’s by 1.3% in the second quarter. State Street Corp now owns 11,960,359 shares of the company’s stock valued at $366,585,000 after purchasing an additional 149,679 shares during the last quarter. Invesco Ltd. raised its position in shares of Campbell’s by 12.9% in the 2nd quarter. Invesco Ltd. now owns 5,608,158 shares of the company’s stock valued at $171,890,000 after purchasing an additional 642,490 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Campbell’s by 2.2% during the 2nd quarter. Geode Capital Management LLC now owns 5,576,573 shares of the company’s stock valued at $170,279,000 after buying an additional 121,777 shares during the last quarter. LSV Asset Management grew its position in shares of Campbell’s by 1.8% during the second quarter. LSV Asset Management now owns 3,941,400 shares of the company’s stock worth $120,804,000 after buying an additional 71,200 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA acquired a new stake in shares of Campbell’s during the third quarter worth approximately $77,940,000. Institutional investors and hedge funds own 52.35% of the company’s stock.

Analysts Set New Price Targets

CPB has been the topic of a number of recent research reports. Royal Bank Of Canada reduced their price target on shares of Campbell’s from $35.00 to $30.00 and set a “sector perform” rating on the stock in a research report on Wednesday, December 10th. Stephens dropped 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 note on Monday, December 8th. UBS Group cut their target price on shares of Campbell’s from $26.00 to $24.00 and set a “sell” rating on the stock in a report on Friday. Sanford C. Bernstein decreased their target price on Campbell’s from $39.00 to $33.00 and set an “outperform” rating for the company in a research note on Wednesday, December 10th. Finally, Barclays set a $27.00 target price on Campbell’s in a report on Friday, January 16th. Two research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and five have issued a Sell rating to the company. According to data from MarketBeat, Campbell’s presently has an average rating of “Reduce” and an average target price of $31.35.

Campbell’s News Roundup

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

• Positive Sentiment: MarketBeat highlights CPB as a potential value/dividend play—calls attention to a ~5.9% yield and low P/E versus history, which can attract income and value investors. 3 Undervalued Names Too Cheap to Ignore
• Positive Sentiment: Seeking Alpha argues much bad news is already priced in and upgrades its stance to a hold with a $25 target, signaling limited near-term downside and giving some investors confidence to buy the dividend yield. The Campbell’s Company: Bad News Priced In Ahead Of Q2 Earnings (Rating Upgrade)
• Neutral Sentiment: Zacks publishes previews and metric-level estimates for CPB’s Q2, highlighting areas (sales, margins, input-cost pressure) that will matter to the quarter—this is informational and increases short-term earnings risk if results miss. Unlocking Q2 Potential of Campbell (CPB)
• Neutral Sentiment: Another Zacks earnings preview reiterates expectations for sales and profit declines driven by snack softness, divestitures and rising costs—useful for positioning into earnings but not a fresh catalyst. Campbell’s Q2 Earnings on the Horizon
• Negative Sentiment: UBS cut its price target to $24 and moved to a “sell” rating — the most bearish recent analyst action and a clear near-term downside signal for sentiment. Benzinga: UBS PT Cut
• Negative Sentiment: Morgan Stanley trimmed its PT from $28 to $27 and kept an “equal weight” stance, a modestly negative revision that reduces upside in analyst consensus. Benzinga: Morgan Stanley PT Cut
• Negative Sentiment: Deutsche Bank and Wells Fargo recently lowered targets and tone on CPB as its outlook weakened—adds to the chorus of cautious sell-side views pressuring the stock. InsiderMonkey: Deutsche Bank, Wells Fargo Cuts
• Negative Sentiment: Reports note CPB hit a new 12‑month low after analyst downgrades and coverage calling for weaker near-term performance, underscoring the price pressure from the sell-side narrative. AmericanBankingNews: Sets New 12-Month Low

Insiders Place Their Bets

In other Campbell’s news, EVP Anthony Sanzio sold 2,700 shares of the stock in a transaction on Friday, January 9th. The shares were sold at an average price of $26.51, for a total transaction of $71,577.00. Following the transaction, the executive vice president directly owned 25,264 shares of the company’s stock, valued at $669,748.64. This represents a 9.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Charles A. Brawley III sold 11,550 shares of the company’s stock in a transaction that occurred 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 sale, 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 SEC filing for this sale provides additional information. 19.78% of the stock is currently owned by company insiders.

Campbell’s Price Performance

Shares of NASDAQ:CPB opened at $25.78 on Friday. The company has a market capitalization of $7.69 billion, a PE ratio of 13.36, a price-to-earnings-growth ratio of 8.81 and a beta of -0.03. 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 fifty day moving average of $27.22 and a 200-day moving average of $29.70. The Campbell’s Company has a one year low of $24.86 and a one year high of $43.85.

Campbell’s (NASDAQ:CPB) last posted its quarterly earnings data on Tuesday, December 9th. The company reported $0.77 EPS for the quarter, topping analysts’ consensus estimates of $0.73 by $0.04. The firm had revenue of $2.68 billion during the quarter. Campbell’s had a net margin of 5.69% and a return on equity of 21.84%. The firm’s revenue for the quarter was down 3.4% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. As a group, equities analysts anticipate that The Campbell’s Company will post 3.15 EPS for the current fiscal year.

Campbell’s Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 2nd will be issued a dividend of $0.39 per share. The ex-dividend date is Thursday, April 2nd. This represents a $1.56 dividend on an annualized basis and a dividend yield of 6.1%. Campbell’s’s dividend payout ratio (DPR) is currently 80.83%.

Campbell’s 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.