Bayforest Capital Ltd Raises Holdings in The Campbell’s Company $CPB

Bayforest Capital Ltd lifted its holdings in shares of The Campbell’s Company (NASDAQ:CPB) by 40.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,481 shares of the company’s stock after buying an additional 3,623 shares during the period. Bayforest Capital Ltd’s holdings in Campbell’s were worth $383,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the business. Yousif Capital Management LLC raised its stake in shares of Campbell’s by 1.8% during the 2nd quarter. Yousif Capital Management LLC now owns 27,934 shares of the company’s stock worth $856,000 after buying an additional 497 shares in the last quarter. CWM LLC raised its stake in shares of Campbell’s by 20.9% during the 2nd quarter. CWM LLC now owns 10,281 shares of the company’s stock worth $315,000 after buying an additional 1,778 shares in the last quarter. Vanguard Personalized Indexing Management LLC increased its stake in Campbell’s by 26.0% in the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 41,192 shares of the company’s stock valued at $1,263,000 after purchasing an additional 8,509 shares in the last quarter. Inspire Investing LLC increased its stake in Campbell’s by 16.8% in the 2nd quarter. Inspire Investing LLC now owns 9,150 shares of the company’s stock valued at $280,000 after purchasing an additional 1,315 shares in the last quarter. Finally, Aberdeen Group plc increased its stake in Campbell’s by 10.5% in the 2nd quarter. Aberdeen Group plc now owns 157,745 shares of the company’s stock valued at $4,810,000 after purchasing an additional 14,925 shares in the last quarter. 52.35% of the stock is owned by hedge funds and other institutional investors.

Campbell’s Price Performance

Shares of NASDAQ:CPB opened at $30.15 on Thursday. The business’s fifty day moving average price is $32.30 and its two-hundred day moving average price is $33.59. The stock has a market cap of $8.98 billion, a PE ratio of 15.08, a price-to-earnings-growth ratio of 10.54 and a beta of 0.02. The company has a debt-to-equity ratio of 1.56, a quick ratio of 0.28 and a current ratio of 0.77. The Campbell’s Company has a one year low of $29.39 and a one year high of $48.74.

Campbell’s (NASDAQ:CPB) last announced its earnings results on Wednesday, September 3rd. The company reported $0.62 EPS for the quarter, beating analysts’ consensus estimates of $0.57 by $0.05. The firm had revenue of $2.32 billion for the quarter, compared to analysts’ expectations of $2.33 billion. Campbell’s had a return on equity of 22.95% and a net margin of 5.87%.Campbell’s’s quarterly revenue was up 1.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.08 EPS. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. On average, analysts forecast that The Campbell’s Company will post 3.15 EPS 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 issued a dividend of $0.39 per share. The ex-dividend date is Thursday, October 2nd. This represents a $1.56 annualized dividend and a dividend yield of 5.2%. Campbell’s’s dividend payout ratio (DPR) is 78.00%.

Wall Street Analysts Forecast Growth

CPB has been the subject of several research analyst reports. Wells Fargo & Company raised their price objective on Campbell’s from $32.00 to $34.00 and gave the company an “equal weight” rating in a research note on Thursday, September 25th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Campbell’s in a research note on Wednesday, October 8th. JPMorgan Chase & Co. initiated coverage on Campbell’s in a research note on Wednesday, August 20th. They issued a “neutral” rating and a $33.00 price objective for the company. Morgan Stanley raised their price objective on Campbell’s from $32.00 to $33.00 and gave the company an “equal weight” rating in a research note on Friday, September 5th. Finally, Bank of America raised their price objective on Campbell’s from $29.00 to $30.00 and gave the company an “underperform” rating in a research note on Thursday, September 4th. Three research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Reduce” and an average price target of $34.82.

Campbell’s Company Profile

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.