Stephens Inc. AR Sells 27,315 Shares of The Campbell’s Company $CPB

Stephens Inc. AR cut its position in shares of The Campbell’s Company (NASDAQ:CPB) by 19.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 114,364 shares of the company’s stock after selling 27,315 shares during the quarter. Stephens Inc. AR’s holdings in Campbell’s were worth $3,621,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of CPB. TD Private Client Wealth LLC boosted its stake in Campbell’s by 6,609.5% in the third quarter. TD Private Client Wealth LLC now owns 19,726 shares of the company’s stock worth $623,000 after buying an additional 19,432 shares in the last quarter. Quent Capital LLC purchased a new position in shares of Campbell’s during the third quarter worth approximately $117,000. Allen Capital Group LLC bought a new stake in shares of Campbell’s in the 3rd quarter worth approximately $251,000. First Horizon Corp purchased a new stake in shares of Campbell’s in the 3rd quarter valued at $104,000. Finally, MGO One Seven LLC bought a new position in shares of Campbell’s during the 3rd quarter valued at $219,000. 52.35% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have issued reports on CPB shares. Stephens cut their price target on shares of Campbell’s from $40.00 to $38.00 and set an “overweight” rating for the company in a research report on Monday, December 8th. Morgan Stanley dropped their target price on Campbell’s from $30.00 to $28.00 and set a “cautious” rating for the company in a report on Friday. Royal Bank Of Canada decreased their price target on Campbell’s from $35.00 to $30.00 and set a “sector perform” rating on the stock in a research note on Wednesday, December 10th. Zacks Research raised Campbell’s from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Finally, Wells Fargo & Company decreased their target price on shares of Campbell’s from $31.00 to $30.00 and set an “equal weight” rating on the stock in a research note on Wednesday, December 10th. Three equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Reduce” and an average price target of $32.29.

Insider Activity

In other Campbell’s news, EVP Anthony Sanzio sold 2,700 shares of Campbell’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $26.51, for a total transaction of $71,577.00. Following the sale, the executive vice president directly owned 25,264 shares of the company’s stock, valued at approximately $669,748.64. The trade was a 9.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Charles A. Brawley III sold 11,550 shares of the company’s stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $28.14, for a total value of $325,017.00. Following the transaction, the executive vice president owned 43,777 shares in the company, valued at $1,231,884.78. This trade represents a 20.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 19.78% of the stock is owned by insiders.

Campbell’s Price Performance

Shares of CPB stock opened at $26.08 on Friday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 0.34 and a current ratio of 0.82. The Campbell’s Company has a fifty-two week low of $25.62 and a fifty-two week high of $43.85. The firm has a market cap of $7.78 billion, a P/E ratio of 13.51, a P/E/G ratio of 9.44 and a beta of -0.04. The business’s 50 day moving average price is $28.88 and its 200-day moving average price is $30.80.

Campbell’s (NASDAQ:CPB) last announced its quarterly earnings results on Tuesday, December 9th. The company reported $0.77 EPS for the quarter, topping analysts’ consensus estimates of $0.73 by $0.04. The company had revenue of $2.68 billion during the quarter. Campbell’s had a return on equity of 21.84% and a net margin of 5.69%.The firm’s revenue for the quarter was down 3.4% compared to the same quarter last year. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. On average, equities research analysts anticipate that The Campbell’s Company will post 3.15 earnings per share for the current year.

Campbell’s Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Thursday, January 8th will be paid a dividend of $0.39 per share. The ex-dividend date of this dividend is Thursday, January 8th. This represents a $1.56 dividend on an annualized basis and a dividend yield of 6.0%. Campbell’s’s payout ratio is presently 80.83%.

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.