TD Asset Management Inc Has $10.07 Million Position in The Campbell’s Company $CPB

TD Asset Management Inc lessened its stake in shares of The Campbell’s Company (NASDAQ:CPB) by 14.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 361,430 shares of the company’s stock after selling 60,929 shares during the period. TD Asset Management Inc’s holdings in Campbell’s were worth $10,073,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Stance Capital LLC bought a new stake in shares of Campbell’s during the 3rd quarter valued at $27,000. Flagship Harbor Advisors LLC acquired a new position in Campbell’s in the fourth quarter valued at about $29,000. IFP Advisors Inc acquired a new position in Campbell’s in the third quarter valued at about $37,000. Geneos Wealth Management Inc. lifted its position in Campbell’s by 333.3% during the first 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. Finally, Rothschild Investment LLC grew its stake in Campbell’s by 85.5% during the third quarter. Rothschild Investment LLC now owns 1,271 shares of the company’s stock worth $40,000 after buying an additional 586 shares in the last quarter. 52.35% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have commented on CPB. BNP Paribas Exane decreased their target price on shares of Campbell’s from $22.00 to $19.00 and set an “underperform” rating on the stock in a report on Thursday, April 9th. Wells Fargo & Company downgraded shares of Campbell’s from an “equal weight” rating to an “underweight” rating and cut their price target for the stock from $20.00 to $18.00 in a report on Wednesday, April 8th. UBS Group decreased their price objective on shares of Campbell’s from $19.00 to $17.00 and set a “sell” rating on the stock in a research note on Tuesday. Morgan Stanley lowered their price objective on shares of Campbell’s from $23.00 to $21.00 and set an “equal weight” rating for the company in a research report on Friday. Finally, DA Davidson cut their target price on Campbell’s from $30.00 to $20.00 and set a “neutral” rating for the company in a research note on Friday, May 22nd. Thirteen analysts have rated the stock with a Hold rating and seven have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Reduce” and a consensus price target of $21.88.

Campbell’s Trading Up 3.0%

CPB opened at $22.13 on Wednesday. The company has a market cap of $6.60 billion, a P/E ratio of 10.96 and a beta of 0.02. The company has a current ratio of 0.87, a quick ratio of 0.51 and a debt-to-equity ratio of 1.53. The company’s 50 day moving average is $20.90 and its 200-day moving average is $24.82. The Campbell’s Company has a 1-year low of $19.56 and a 1-year high of $34.44.

Campbell’s (NASDAQ:CPB) last released its quarterly earnings data on Monday, June 8th. The company reported $0.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.48 by $0.02. The business had revenue of $2.37 billion during the quarter. Campbell’s had a net margin of 6.12% and a return on equity of 18.04%. Campbell’s’s revenue for the quarter was down 4.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.22 earnings per share. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. Equities research analysts predict that The Campbell’s Company will post 2.18 earnings per share for the current fiscal year.

Campbell’s Announces Dividend

The business also recently declared 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. The ex-dividend date is Thursday, July 2nd. This represents a $1.56 annualized dividend and a dividend yield of 7.0%. Campbell’s’s dividend payout ratio is 85.25%.

Campbell’s News Summary

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

• Positive Sentiment: Campbell’s reported Q3 adjusted EPS of $0.50, topping the $0.48 consensus, showing earnings held up better than expected. Campbell’s Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: The company reaffirmed its FY 2026 outlook, signaling management still sees earnings stability even as it works through inflation and demand headwinds. Reuters article on annual forecast
• Neutral Sentiment: Analysts and market coverage highlighted Campbell’s as a defensive, dividend-paying stock, which may be supporting interest from income-focused investors. CPB Stock Slips Premarket After Earnings – But Retail Still Sees Campbell’s As A ‘Defensive Play’
• Neutral Sentiment: Campbell’s updated FY 2026 EPS guidance to $2.15-$2.25, roughly in line with expectations, suggesting limited near-term upside but also no major surprise to the downside. Campbell’s Reports Third Quarter Fiscal 2026 Results
• Negative Sentiment: Revenue came in at $2.37 billion, down 4.4% year over year, with continued weakness in snacks and softer consumer demand weighing on growth. Campbell’s Sales Fall on Continued Weak Demand for Snacks
• Negative Sentiment: Bank of America cut its price target to $18 and kept an underperform rating, reflecting skepticism about the stock’s near-term upside after the earnings report. Benzinga report on price target cut

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.