The Campbell's Company (CPB) Stock Price, News, Analysis

Technical Score (1D)

SELL

News Sentiment

BEARISH

Campbell’s announced a four‑flavor ready‑to‑use sauce line in early September, aimed at families looking for 20‑minute dinner solutions. The launch comes on the heels of a fiscal Q4 report that showed an 8 % decline in revenue, a US$117 million impairment charge on snack brands, and a 36 % cut in the quarterly dividend to US$0.25 per share. The new sauces are positioned as a convenience play, but the timing against weaker earnings and a tighter cash return dampens immediate upside expectations. Investors will gauge whether the product mix can generate incremental sales enough to offset the recent financial setbacks and support the company’s broader cost‑saving program. The company’s management has outlined a $500 million savings plan that includes plant closures and layoffs, underscoring the need for margin recovery in the next 1–10 trading days. Analysts have downgraded the outlook, citing rising ingredient costs and a flat earnings guidance that remains below market consensus. The Bear of the Day rating from Zacks highlights the risk of further margin compression in the packaged‑foods sector. Watch for the next quarterly guidance on revenue impact from the sauce line and any adjustments to the dividend policy, as these will signal whether the turnaround strategy is gaining traction.

CPB|Analyst Targets

LOW TARGET

$16 -22.9%

8 analysts

MEAN TARGET

$21 +0.1%

19 analysts

HIGH TARGET

$42 +99.9%

2 analysts

PRICE RANGE

$16.00 - $41.50

SB / B / H / S / SS

1/1/15/10/2

DAILYIQ EST.

$16.80 (-19.1%)

CPB|Company Info

Sector

Consumer Defensive

Industry

Packaged Foods

Exchange

NMS

Country

United States

Website

thecampbellscompany.com

Symbol

CPB

Description

The Campbell's Company is a global food and beverage enterprise, primarily operating through two key segments: Meals & Beverages and Snacks. Its core business centers on providing consumers with a diverse portfolio of well-known brands, including Campbell's soups, Prego pasta sauces, and V8 beverages within the Meals & Beverages segment. The Snacks segment features popular brands like Pepperidge Farm, Goldfish crackers, and Snyder's of Hanover pretzels, offering a broad range of snacking options. The company's products are distributed through various retail channels, including grocery stores, mass merchandisers, and e-commerce platforms, ensuring broad market access. Founded in 1869 and headquartered in Camden, New Jersey, The Campbell's Company has a long history of providing food products to consumers across the United States, Canada, and Latin America.

CPB|Insider Trading

Bought (1Y)

100 shares

$2K

Sold (1Y)

0 shares

Averill Howard M-

Award/Grant1,977.4 shares2026-06-29

Hilado Maria Teresa-

Award/Grant1,963.82 shares2026-06-29

Hofstetter Sarah-

Award/Grant1,814.43 shares2026-06-29

Lautenbach Marc Bradley-

Award/Grant1,950.24 shares2026-06-29

Schmidt Kurt-

Award/Grant3,107.34 shares2026-06-29

CPB|Fundamentals

Neutral / mixed

Verdict: Neutral

✓Revenue growing year over year

✓Positive net margin

✓Positive operating cash flow

Gross Margin

30.4%

Net Margin

5.9%

Revenue CAGR

1.5%

Current Ratio

0.77x

Debt / Equity

1.66x

Return on Equity

15.4%

CPB|Earnings Snapshot

Earnings Summary

Campbell’s Company, a long‑standing player in the packaged foods sector, operates through Meals & Beverages and Snacks segments, delivering well‑known brands such as Campbell’s soups, Goldfish crackers, and Prego sauces across North America and Latin America. The company’s recent earnings show a mixed trajectory: Q4 2024 EPS of $0.74 beat the $0.72 estimate while revenue of $2.685B exceeded the $2.685B estimate, yet Q1 2025 EPS of $0.73 surpassed the $0.66 estimate and revenue of $2.475B fell short of the $2.475B estimate, indicating a slight revenue decline. Q2 2025 EPS of $0.62 beat the $0.57 estimate, but revenue of $2.321B was below the $2.321B estimate, and Q3 2025 EPS of $0.77 beat the $0.73 estimate with revenue of $2.677B matching the $2.677B estimate. The trend shows consistent EPS beats over the last four quarters, while revenue has fluctuated around estimates, with a modest decline in Q1 2025 and a rebound in Q3 2025. Historically, Campbell’s has maintained year‑over‑year revenue growth of roughly 2‑3% in recent years, with EPS growth lagging due to cost pressures; the company has repeatedly beat analyst EPS estimates despite modest revenue dips, reflecting disciplined pricing and cost management. Recent news highlights a continued slide in packaged‑food demand, with RBC noting Meals & Beverages sales below plan and most snack lines under pressure, prompting a 3‑5% price lift that may blunt volume recovery. Analysts have cut price targets and downgraded the stock, citing persistent cost‑control challenges and a lack of measurable lift from recent initiatives. Investors should watch the upcoming Q4 2026 earnings for confirmation of the revenue and margin trajectory, monitor any updates on the equity offering and the performance of new product lines such as Chunky frozen bowls, and assess how the company’s price‑increase strategy translates into sustained profitability amid a weak demand environment.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q4'26	$0.39	$0.39	+0.7%
Q3'26	$0.48	$0.50	+4.5%
Q2'26	$0.57	$0.51	-10.6%
Q3'25	$0.73	$0.77	+5.0%
Q2'25	$0.57	$0.62	+9.0%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q4'26	$2.2B	$2.1B	-1.4%
Q3'26	$2.4B	$2.4B	-1.6%
Q2'26	$2.6B	$2.6B	-1.8%
Q3'25	-	$2.7B	-
Q2'25	-	$2.3B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

CPB|Monthly Returns

Market Data

CPB Stock Snapshot

SELL23/100

$20.76+$0.08 (0.4%)

Market cap: 6.20B
P/E ratio: 15.6
Day range: $20.65 – $21.32
News sentiment: 40/100 · Bearish
Analyst target: $20.79 (+0.1%)
Consensus: Hold · 29 analysts

52-week range+6.2% off low · -39.3% from high

$19.55$34.18

Price $20.76 DailyIQ Est. $16.80

The trend on CPB is bearish, and the indicator set is confirming it rather than diverging. Position sizing matters more than usual in a name this size, where volatility is structural.

Reverse DCF

What growth is priced into CPB?

CHEAP

At today's price, The Campbell's Company needs to grow free cash flow about -8.3% a year for the next 10 years to justify its valuation at a 6.00% cost of capital. Over its actual history it has compounded free cash flow at 1.2% a year, so the market is asking for 9.5 percentage points below its own delivered rate. On that basis CPB looks priced below what its own growth record supports.

Implied FCF growth: -8.3%
Historical FCF CAGR: 1.2%
Growth gap: -9.5 pts
Verdict: CHEAP
Discount rate (WACC): 6.00%
Beta: 0.40

Behaviour On Record

What CPB's own history says about today's numbers

Realized volatility (21d): 35.4% 89th pct
Below its peak: -69.4%
vs 200-day average: -12.9%
Up days (1y): 49%

The Campbell's Company is currently running 35.4% annualised volatility over the last 21 sessions. Measured against CPB's own 13 years of daily returns rather than a market-wide average, that is the 89th percentile — elevated for this stock, against a typical reading of 20.8%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

CPB is trading -69.4% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -22.6%, and the deepest was -35.2% in 2025. The current drawdown is already deeper than this stock's typical annual low point, which puts it in the part of its range where past recoveries began — and where past declines also continued.

Price sits -12.9% from its 200-day moving average. Against every other day in its history, that gap ranks at the 16th percentile — a narrower gap than it typically runs. Over the past year CPB closed higher on 49% of sessions, and it is currently 2 sessions into a falling streak.

On September specifically: over 13 years of records, CPB finished the month higher 5 of 13 times, with a median return of -4.1% and an average of -2.3%. Its strongest month historically has been November at +1.5% on average, its weakest September at -2.3%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: CPB has opened more than 2% away from the prior close in 49 of 3,267 sessions (1.5% of the time), with the largest gaps running +8.6% and -6.6%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

Across the last 3 dated reports on file, CPB moved an average of 4.2% in the session after earnings, closing higher 1 of those 3 times, with a median move of -3.4% and a largest of -6.3%.

All figures computed from 3,268 daily closes between 2013-09-20 and 2026-09-18, split-adjusted, recomputed daily. Percentiles are against CPB's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of CPB's sector?

The Campbell's Company sits in the Consumer Staples sector, currently ranked 6th of 11 GICS sectors by relative-strength rotation score (improving).

Sector rank: #6 of 11
Sector state: Improving
Sector rotation score: 60

Options Market

What is the options market pricing for CPB?

CallsPuts

For The Campbell's Company's nearest expiry (2026-09-25, 5 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.79), with at-the-money implied volatility around 46.9%. The options market is pricing roughly a ±5.7% move by that expiry — a range of about $20.20–$22.66.

Put/call ratio (2026-09-25): 0.79
ATM implied volatility: 46.9%
Total open interest: 3,626
Expected move by 2026-09-25: ±5.7% ($20.20–$22.66)

Analyst Rating Changes

Are analysts turning bullish or bearish on CPB?

Evercore ISI Group most recently reiterated its rating on The Campbell's Company to In-Line on Sep 14, 2026 with a price target of $21 (from $22). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.

Latest action: Evercore ISI Group — In-Line
90-day upgrades: 0
90-day downgrades: 0
Net rating momentum: 0

Date	Firm	Action	Rating	Price target
Sep 14, 2026	Evercore ISI Group	Maintained	In-Line	$22 → $21
Sep 8, 2026	DA Davidson	Maintained	Neutral	$20
Sep 4, 2026	RBC Capital	Maintained	Sector Perform	$21 → $19
Sep 4, 2026	UBS	Maintained	Sell	$18 → $19
Sep 4, 2026	Barclays	Maintained	Underweight	$19 → $18
Sep 4, 2026	Jefferies	Maintained	Hold	$22 → $20
Aug 31, 2026	RBC Capital	Reiterated	Sector Perform	$21
Aug 31, 2026	Evercore ISI Group	Maintained	In-Line	$23 → $22
Aug 20, 2026	UBS	Maintained	Sell	$17 → $18
Aug 19, 2026	TD Cowen	Maintained	Hold	$20 → $22
Aug 18, 2026	JP Morgan	Maintained	Neutral	$20 → $22
Jul 22, 2026	Stifel	Maintained	Hold	$20 → $22

CPB Competitive Positioning

The Campbell's Company (CPB) is tracked alongside these names in Packaged Foods on DailyIQ — ranked by market cap, with today's move alongside.

CPByou're hereThe Campbell's Company$6.2B+0.39%
KHCThe Kraft Heinz Company$29.3B+0.04%
GISGeneral Mills, Inc.$19.6B+0.33%
MKCMcCormick & Company, Incorporated$13.2B+0.74%
DARDarling Ingredients Inc.$10.5B-0.21%
LWLamb Weston Holdings, Inc.$6.4B0.00%

Held by These ETFs

CPB is a top holding in these ETFs tracked on DailyIQ — bar length shows portfolio weight.

News Sentiment Analysis

Sentiment gathered from recent headlines

40/100

Strong NegativeNeutralStrong Positive

BEARISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Campbell’s introduced four ready‑to‑use sauces in early September, targeting convenience‑seeking families with 20‑minute meal solutions. The launch follows a report of lower annual sales, a US$117 million impairment charge on snack brands, and a quarterly dividend cut to US$0.25 per share. While the new product line could broaden the company’s quick‑meal portfolio, the timing against weaker earnings and reduced cash returns dampens investor enthusiasm. The market will gauge whether the sauces can drive incremental sales and offset the recent financial setbacks. Watch for quarterly guidance on revenue impact and any further dividend adjustments.

What did this article say?

Zacks Equity Research has designated The Campbell's Company (CPB) as the Bear of the Day, citing concerns over its earnings outlook and competitive pressures. The rating downgrade reflects expectations of a softer consumer demand cycle and margin compression in the packaged foods sector. Analysts note that CPB’s current guidance remains below market consensus, and the company faces rising ingredient costs that could erode profitability. The bearish stance suggests investors should monitor CPB’s quarterly earnings for any further guidance revisions and watch for cost‑control initiatives.

What did this article say?

Campbell’s has introduced a line of four new sauces aimed at simplifying dinner preparation for families. The products target consumers who prefer meals under 30 minutes, offering a quick way to enhance protein dishes. The launch is a marketing initiative with no immediate earnings impact, but it may modestly support sales momentum in the condiment segment.

What did this article say?

Campbell’s has debuted a new sauce lineup designed to make dinner preparation faster and more appealing for families. The four sauces are positioned to cater to the 60% of Americans who cook in under 30 minutes, potentially aiding sales growth in the condiment segment. The announcement does not signal any immediate financial change.

What did this article say?

Campbell’s Company (CPB) is confronting a convergence of headwinds: changing consumer preferences toward healthier and convenience foods, tightening profit margins, and a flat earnings outlook. The company’s revenue growth has stalled, and analysts note that cost pressures are eroding profitability. Management’s guidance remains unchanged, suggesting limited upside in the near term. Investors should watch for any adjustments to cost‑control initiatives or shifts in product mix that could alter the earnings trajectory.

What did this article say?

Evercore ISI Group analyst David Palmer has trimmed Campbell's price target from $22 to $21 while keeping the rating in line. The downgrade reflects a more cautious view of the company's growth prospects amid rising input costs and competitive pressure. The move suggests investors may reassess the upside potential of CPB’s current earnings trajectory.

What did this article say?

Campbell’s (CPB) announced a dividend reduction of more than one‑third during its fiscal Q4 2026 earnings call, citing falling quarterly sales and sharper profit declines. Management highlighted a multiyear rebuild plan focused on its cooking‑centered soup segment, which has shown modest growth, while noting ongoing inflationary pressures and declining snack sales. The dividend cut signals a significant shift in capital allocation and underscores the company’s need to strengthen its cost base and product mix.

What did this article say?

Campbell's (CPB) recently saw its dividend yield climb to 7% after a 36% dividend cut earlier in the month, a move that signals potential sustainability issues. The yield increase is largely cosmetic, as the company’s cash flow and balance sheet strength are now under scrutiny. Analysts warn that the payout may not be supported long‑term, prompting investors to reassess the stock’s income appeal. The article highlights the importance of durable businesses with solid cash flows for reliable dividends. CPB’s recent dividend adjustment could affect its attractiveness to income‑focused investors.

What did this article say?

Campbell’s reported an 8% year‑over‑year revenue decline in its fiscal Q4, while earnings matched analyst expectations. The company cut its dividend by 36% to $0.25 per share, signaling a tightening of cash flow. The downgrade in financial performance prompted a 6.9% drop in the stock on September 3rd, reflecting investor concern over the company’s ability to sustain growth and return capital.

What did this article say?

Campbell's Company (CPB) announced a 36% dividend cut following a challenging fiscal year 2026, reflecting weaker earnings and a need to conserve cash. The reduction lowers the annual payout, but the stock’s yield remains close to 5%, which may still attract income-focused investors. The move signals management’s caution about future profitability and cash flow, potentially dampening investor enthusiasm. Traders should monitor how the cut affects short‑term trading volume and whether the company’s guidance for FY2027 reflects a more conservative outlook.

Technical Analysis

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Institutional & Hedge Fund Ownership

25 tracked managers · $2.49B combined position · 14 adding, 9 trimming, 2 unchanged (latest 13F filings)

Manager	Trend	Shares Held	% of Co.	Position Value	Filed
Vanguard Group Inc	▼ Sell	23,515,429	7.87%	$655.38M	2026-01-29
BlackRock, Inc.	▲ Buy	29,225,401	9.78%	$650.85M	2026-08-07
Two Sigma Investments, LP	▲ Buy	8,091,717	2.71%	$180.20M	2026-08-14
Morgan Stanley	▲ Buy	7,076,660	2.37%	$157.60M	2026-08-13
Susquehanna International Group, LLP	▲ Buy	5,032,374	1.68%	$112.07M	2026-08-14
Goldman Sachs Group Inc	▲ Buy	4,942,269	1.65%	$110.06M	2026-08-14
Geode Capital Management, LLC	▼ Sell	4,193,369	1.40%	$93.41M	2026-08-12
AQR Capital Management LLC	▲ Buy	4,070,543	1.36%	$90.65M	2026-08-14
Bank of America Corp	▲ Buy	3,137,396	1.05%	$69.87M	2026-08-14
Renaissance Technologies LLC	▼ Sell	1,833,074	0.61%	$57.89M	2025-11-13
Citadel Advisors LLC	• Hold	2,472,814	0.83%	$55.07M	2026-09-02
Gotham Asset Management, LLC	▲ Buy	1,829,112	0.61%	$40.73M	2026-08-14
Wells Fargo & Company	▼ Sell	1,464,735	0.49%	$32.62M	2026-08-14
Northern Trust Corp	▼ Sell	1,419,317	0.48%	$31.61M	2026-08-13
Norges Bank	▲ Buy	1,239,949	0.42%	$27.61M	2026-08-12
Invesco Ltd.	▼ Sell	1,134,198	0.38%	$25.26M	2026-08-14
JPMorgan Chase & Co	▲ Buy	772,268	0.26%	$17.97M	2026-08-12
Squarepoint Ops LLC	▼ Sell	713,300	0.24%	$15.89M	2026-08-14
D. E. Shaw & Co., Inc.	▲ Buy	622,328	0.21%	$13.86M	2026-08-14
Balyasny Asset Management L.P.	▲ Buy	525,000	0.18%	$11.69M	2026-08-14
FMR LLC (Fidelity)	▼ Sell	511,829	0.17%	$11.40M	2026-08-13
Millennium Management LLC	▼ Sell	493,712	0.17%	$10.99M	2026-08-14
ExodusPoint Capital Management, LP	• Hold	331,396	0.11%	$10.47M	2025-11-14
Wellington Management Group LLP	▲ Buy	183,823	0.06%	$5.81M	2025-11-14
AllianceBernstein L.P.	▲ Buy	257,283	0.09%	$5.73M	2026-08-14

Q2 2026 flow:25.16M sh bought ($560.41M)15.59M sh sold ($347.18M)net +9.57M sh (+$213.23M)

Congressional Trading Activity

8 disclosed trades · ~$180.0K est. traded value · 5 buys, 3 sells

Member	Chamber	State	Type	Amount	Traded	Filed
Gilbert Cisneros	House	CA31	▲ Buy	$1K - $15K	2026-05-15	2026-06-08
William R. Keating	House	MA09	▼ Sell	$15K - $50K	2026-05-06	2026-05-18
Gilbert Cisneros	House	CA31	▲ Buy	$50K - $100K	2025-12-30	2026-01-12
Gilbert Cisneros	House	CA31	▼ Sell	$1K - $15K	2025-12-19	2026-01-12
Gilbert Cisneros	House	CA31	▲ Buy	$1K - $15K	2025-11-18	2025-12-15
Lisa McClain	House	MI09	▼ Sell	$1K - $15K	2025-06-17	2025-08-13
Lisa McClain	House	MI09	▲ Buy	$1K - $15K	2025-06-11	2025-08-13
William R. Keating	House	MA09	▲ Buy	$15K - $50K	2025-02-06	2025-02-25

CPB·The Campbell's Company

EPS

Revenue

CPB Stock Snapshot

What growth is priced into CPB?

What CPB's own history says about today's numbers

Is money rotating into or out of CPB's sector?

What is the options market pricing for CPB?

Are analysts turning bullish or bearish on CPB?

CPB Competitive Positioning

Held by These ETFs

News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

Market Status

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Portfolio News

Economic Events

Earnings Events

Economic News

CPB·The Campbell's Company

EPS

Revenue

CPB Stock Snapshot

What growth is priced into CPB?

What CPB's own history says about today's numbers

Is money rotating into or out of CPB's sector?

What is the options market pricing for CPB?

Are analysts turning bullish or bearish on CPB?

CPB Competitive Positioning

Held by These ETFs

News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

Discover More

News Sentiment Analysis

Recent News Coverage

Technical Analysis

Real-time indicators across multiple timeframes

Discover More

Market Status

Recently Viewed

Portfolio

Email Alerts

Portfolio News

Economic Events

Earnings Events

Economic News