Tectonic Advisors LLC Acquires 4,629 Shares of The Campbell’s Company $CPB

Tectonic Advisors LLC grew its holdings in The Campbell’s Company (NASDAQ:CPB) by 61.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,216 shares of the company’s stock after purchasing an additional 4,629 shares during the period. Tectonic Advisors LLC’s holdings in Campbell’s were worth $374,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Wealth Enhancement Advisory Services LLC boosted its stake in shares of Campbell’s by 25.1% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 10,752 shares of the company’s stock worth $450,000 after buying an additional 2,156 shares during the last quarter. NBC Securities Inc. purchased a new position in shares of Campbell’s in the 1st quarter worth $31,000. UMB Bank n.a. boosted its stake in shares of Campbell’s by 236.7% in the 1st quarter. UMB Bank n.a. now owns 1,623 shares of the company’s stock worth $65,000 after buying an additional 1,141 shares during the last quarter. GAMMA Investing LLC boosted its stake in shares of Campbell’s by 6.6% in the 1st quarter. GAMMA Investing LLC now owns 8,064 shares of the company’s stock worth $322,000 after buying an additional 496 shares during the last quarter. Finally, SG Americas Securities LLC purchased a new position in shares of Campbell’s in the 1st quarter worth $860,000. Institutional investors own 52.35% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on CPB shares. Barclays dropped their price target on Campbell’s from $35.00 to $30.00 and set an “underweight” rating on the stock in a research note on Monday, July 14th. UBS Group dropped their price target on Campbell’s from $33.00 to $30.00 and set a “sell” rating on the stock in a research note on Friday, August 29th. Cowen restated a “hold” rating on shares of Campbell’s in a research note on Thursday, September 4th. TD Cowen lifted their target price on Campbell’s from $29.00 to $31.00 and gave the company a “hold” rating in a research report on Thursday, September 4th. Finally, Bank of America lifted their target price on Campbell’s from $29.00 to $30.00 and gave the company an “underperform” rating in a research report on Thursday, September 4th. Three analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat.com, Campbell’s presently has a consensus rating of “Reduce” and a consensus price target of $34.82.

Campbell’s Price Performance

Shares of Campbell’s stock opened at $30.39 on Friday. The stock’s 50-day simple moving average is $32.45 and its 200-day simple moving average is $33.78. The Campbell’s Company has a 52 week low of $29.39 and a 52 week high of $49.11. The company has a market capitalization of $9.05 billion, a price-to-earnings ratio of 15.20, a PEG ratio of 10.39 and a beta of 0.02. The company has a quick ratio of 0.28, a current ratio of 0.77 and a debt-to-equity ratio of 1.56.

Campbell’s (NASDAQ:CPB) last announced its quarterly earnings data on Wednesday, September 3rd. The company reported $0.62 EPS for the quarter, beating the consensus estimate of $0.57 by $0.05. Campbell’s had a return on equity of 22.95% and a net margin of 5.87%.The business had revenue of $2.32 billion for the quarter, compared to the consensus estimate of $2.33 billion. During the same period in the previous year, the business earned $3.08 earnings per share. The business’s revenue was up 1.2% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. As a group, analysts expect that The Campbell’s Company will post 3.15 earnings per share for the current fiscal year.

Campbell’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, November 3rd. Stockholders of record on Thursday, October 2nd will be given a $0.39 dividend. This represents a $1.56 annualized dividend and a dividend yield of 5.1%. The ex-dividend date is Thursday, October 2nd. Campbell’s’s payout ratio is presently 78.00%.

About Campbell’s

The Campbell’s Company, formerly known as Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. The company operates through Meals & Beverages and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada.