Campbell’s (NASDAQ:CPB) Downgraded to Strong Sell Rating by Zacks Research

Campbell’s (NASDAQ:CPB) was downgraded by stock analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a report released on Thursday,Zacks.com reports.

A number of other equities research analysts also recently issued reports on the company. Royal Bank Of Canada decreased their price objective on Campbell’s from $30.00 to $26.00 and set a “sector perform” rating on the stock in a research report on Thursday. TD Cowen lowered their price target on Campbell’s from $29.00 to $24.00 and set a “hold” rating for the company in a research report on Thursday. Jefferies Financial Group restated a “hold” rating and issued a $26.00 target price on shares of Campbell’s in a report on Monday, March 2nd. Stifel Nicolaus cut their price target on shares of Campbell’s from $30.00 to $25.00 and set a “hold” rating on the stock in a report on Thursday. Finally, UBS Group decreased their price objective on shares of Campbell’s from $24.00 to $20.00 and set a “sell” rating for the company in a research note on Friday. Two equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and seven have given a Sell rating to the company’s stock. According to MarketBeat, Campbell’s has an average rating of “Reduce” and a consensus target price of $27.65.

Campbell’s Price Performance

CPB stock opened at $21.71 on Thursday. Campbell’s has a 52 week low of $21.59 and a 52 week high of $40.59. The firm has a market capitalization of $6.47 billion, a P/E ratio of 11.86, a price-to-earnings-growth ratio of 8.40 and a beta of -0.03. The company has a fifty day simple moving average of $26.76 and a two-hundred day simple moving average of $29.37. The company has a quick ratio of 0.34, a current ratio of 1.01 and a debt-to-equity ratio of 1.66.

Campbell’s (NASDAQ:CPB) last posted its 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). 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 during the quarter. During the same quarter in the previous year, the business posted $0.74 EPS. The firm’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. Analysts anticipate that Campbell’s will post 3.15 earnings per share for the current fiscal year.

Insider Activity at Campbell’s

In other 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 transaction, the executive vice president directly owned 43,777 shares in the company, valued at approximately $1,231,884.78. This trade represents a 20.88% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Anthony Sanzio sold 2,700 shares of the company’s stock in a transaction on Friday, January 9th. The stock was sold at an average price of $26.51, for a total value of $71,577.00. Following the sale, the executive vice president owned 25,264 shares of the company’s stock, valued at $669,748.64. This trade represents a 9.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 19.78% of the company’s stock.

Hedge Funds Weigh In On Campbell’s

A number of large investors have recently added to or reduced their stakes in the company. Stance Capital LLC bought a new stake in shares of Campbell’s in the 3rd quarter valued at about $27,000. SBI Securities Co. Ltd. raised its stake in shares of Campbell’s by 66.8% during the 2nd quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock worth $29,000 after acquiring an additional 385 shares in the last quarter. Flagship Harbor Advisors LLC bought a new position in shares of Campbell’s during the 4th quarter worth approximately $29,000. Sittner & Nelson LLC acquired a new stake in Campbell’s in the fourth quarter valued at approximately $29,000. Finally, Los Angeles Capital Management LLC purchased a new position in Campbell’s in the fourth quarter worth $29,000. 52.35% of the stock is currently owned by institutional investors.

Key Campbell’s News

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

• Positive Sentiment: Appointment of Joshua Levine as Chief Investor Relations Officer could improve investor communication and help reset expectations. Campbell’s Appoints Joshua Levine Chief Investor Relations Officer
• Positive Sentiment: Sanford C. Bernstein kept an “outperform” stance (though cut its PT), signaling that some analysts still see upside from here. Bernstein Maintains Outperform
• Neutral Sentiment: DA Davidson reaffirmed coverage with a $30 price target, which implies significant upside but keeps a cautious posture. DA Davidson Reaffirms Neutral
• Neutral Sentiment: Several brokers trimmed price targets (Deutsche Bank to $23, Morgan Stanley to $25, Stifel to $25, RBC to $26) and shifted ratings to hold/sector perform — these are mixed signals that reduce near-term upside but stop short of broad sell recommendations. Analyst Price Target Changes
• Negative Sentiment: Q2 results disappointed: EPS missed, revenue fell ~5% Y/Y and organic sales declined ~3%; management lowered FY26 guidance (EPS range 2.15–2.25), prompting analysts to cut forecasts. This is the primary driver of the sell-side reaction. Campbell’s posts one of worst quarters
• Negative Sentiment: UBS moved to a “sell” rating and lowered its target to $20 — a direct negative catalyst because that PT sits below the current market price and signals increased downside from a major broker. UBS Downgrade
• Negative Sentiment: Wells Fargo downgraded CPB as part of a broader caution on packaged-food names, citing inflation, weak consumption and promotional pressure — adds sector-level headwinds to company-specific issues. Wells Fargo Downgrade
• Negative Sentiment: Analysts and market commentators describe the quarter as one of Campbell’s weakest in years; shares already gapped down after the print and analyst model cuts suggest pressure on near-term earnings and dividend coverage. Market Reaction to Weak Quarter

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.