Marathon Trading Investment Management LLC Takes $1.27 Million Position in The Campbell’s Company $CPB

Marathon Trading Investment Management LLC bought a new position in shares of The Campbell’s Company (NASDAQ:CPB) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 45,722 shares of the company’s stock, valued at approximately $1,274,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of CPB. Two Sigma Investments LP lifted its stake in shares of Campbell’s by 534.8% in the 3rd quarter. Two Sigma Investments LP now owns 4,937,170 shares of the company’s stock valued at $155,916,000 after purchasing an additional 4,159,398 shares during the period. Brandywine Managers LLC acquired a new stake in Campbell’s during the fourth quarter worth approximately $92,793,000. Invesco Ltd. grew its stake in Campbell’s by 42.6% during the third quarter. Invesco Ltd. now owns 7,995,733 shares of the company’s stock worth $252,505,000 after purchasing an additional 2,387,575 shares during the period. UBS Group AG increased its holdings in Campbell’s by 175.7% in the third quarter. UBS Group AG now owns 3,730,947 shares of the company’s stock worth $117,823,000 after purchasing an additional 2,377,488 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its holdings in Campbell’s by 287.5% in the third quarter. Arrowstreet Capital Limited Partnership now owns 2,377,390 shares of the company’s stock worth $75,078,000 after purchasing an additional 1,763,870 shares in the last quarter. 52.35% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the company. Sanford C. Bernstein restated an “underperform” rating and set a $19.00 price target (down from $21.00) on shares of Campbell’s in a report on Tuesday, June 9th. UBS Group lowered their price objective on shares of Campbell’s from $19.00 to $17.00 and set a “sell” rating for the company in a research note on Tuesday, June 9th. Stifel Nicolaus dropped their target price on shares of Campbell’s from $25.00 to $20.00 and set a “hold” rating on the stock in a research report on Tuesday, April 21st. DA Davidson reduced their price target on shares of Campbell’s from $30.00 to $20.00 and set a “neutral” rating for the company in a report on Friday, May 22nd. Finally, Bank of America decreased their price target on shares of Campbell’s from $20.00 to $18.00 and set an “underperform” rating for the company in a research note on Tuesday, June 9th. Twelve equities research analysts have rated the stock with a Hold rating and eight have assigned a Sell rating to the company. Based on data from MarketBeat, Campbell’s has an average rating of “Reduce” and a consensus target price of $21.88.

Campbell’s Stock Performance

NASDAQ CPB opened at $22.81 on Monday. The company has a quick ratio of 0.38, a current ratio of 0.87 and a debt-to-equity ratio of 1.53. The Campbell’s Company has a 52 week low of $19.56 and a 52 week high of $34.17. The business has a 50 day moving average price of $20.93 and a 200-day moving average price of $24.65. The company has a market cap of $6.80 billion, a price-to-earnings ratio of 11.29 and a beta of 0.02.

Campbell’s (NASDAQ:CPB) last issued its earnings results 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 company had revenue of $2.37 billion for the quarter. Campbell’s had a return on equity of 18.04% and a net margin of 6.12%.Campbell’s’s revenue for the quarter was down 4.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.22 earnings per share. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. As a group, equities analysts expect that The Campbell’s Company will post 2.18 earnings per share for the current fiscal year.

Campbell’s Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Stockholders of record on Thursday, July 2nd will be given a dividend of $0.39 per share. The ex-dividend date of this dividend is Thursday, July 2nd. This represents a $1.56 annualized dividend and a dividend yield of 6.8%. Campbell’s’s payout ratio is presently 77.23%.

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.