The Campbell’s Company $CPB Shares Sold by Morningstar Investment Management LLC

Posted by George Bondi on May 25th, 2026

Morningstar Investment Management LLC lowered its position in shares of The Campbell’s Company (NASDAQ:CPB – Free Report) by 25.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 188,283 shares of the company’s stock after selling 63,779 shares during the quarter. Morningstar Investment Management LLC’s holdings in Campbell’s were worth $5,248,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in CPB. Two Sigma Investments LP grew its position in Campbell’s by 534.8% during the 3rd quarter. Two Sigma Investments LP now owns 4,937,170 shares of the company’s stock worth $155,916,000 after purchasing an additional 4,159,398 shares in the last quarter. Invesco Ltd. grew its position in Campbell’s by 42.6% during the 3rd 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 in the last quarter. UBS Group AG grew its position in Campbell’s by 175.7% during the 3rd 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. Arrowstreet Capital Limited Partnership grew its position in Campbell’s by 287.5% during the 3rd 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. Finally, Marshall Wace LLP purchased a new position in Campbell’s during the 3rd quarter worth approximately $40,075,000. 52.35% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts have weighed in on the stock. DA Davidson dropped their price objective on shares of Campbell’s from $30.00 to $20.00 and set a “neutral” rating on the stock in a research note on Friday. Barclays dropped their price objective on shares of Campbell’s from $23.00 to $21.00 and set an “underweight” rating on the stock in a research note on Tuesday, April 14th. Zacks Research upgraded shares of Campbell’s from a “strong sell” rating to a “hold” rating in a research note on Tuesday, May 12th. Wells Fargo & Company lowered shares of Campbell’s from an “equal weight” rating to an “underweight” rating and dropped their price objective for the company from $20.00 to $18.00 in a research note on Wednesday, April 8th. Finally, BTIG Research assumed coverage on shares of Campbell’s in a research note on Monday, April 13th. They issued a “neutral” rating on the stock. One equities research analyst has rated the stock with a Buy rating, fourteen have issued a Hold rating and seven have assigned a Sell rating to the company. According to data from MarketBeat.com, Campbell’s presently has a consensus rating of “Reduce” and an average price target of $25.50.

Get Our Latest Stock Analysis on CPB

Campbell’s Stock Performance

Shares of CPB opened at $20.58 on Monday. The company’s fifty day moving average is $20.94 and its 200-day moving average is $25.64. The Campbell’s Company has a 12 month low of $19.56 and a 12 month high of $35.00. The firm has a market cap of $6.14 billion, a price-to-earnings ratio of 11.25 and a beta of 0.01. The company has a quick ratio of 0.51, a current ratio of 1.01 and a debt-to-equity ratio of 1.66.

Campbell’s (NASDAQ:CPB – Get Free Report) last announced its quarterly earnings results on Wednesday, March 11th. The company reported $0.51 EPS for the quarter, missing the consensus estimate of $0.57 by ($0.06). Campbell’s had a return on equity of 19.96% and a net margin of 5.48%.The business had revenue of $2.56 billion for the quarter. During the same quarter last year, the business posted $0.74 EPS. The firm’s revenue was down 4.5% compared to the same quarter last year. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. Equities analysts expect that The Campbell’s Company will post 2.18 EPS for the current fiscal year.

Campbell’s Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 3rd. Stockholders of record on Thursday, July 2nd will be paid a dividend of $0.39 per share. The ex-dividend date is Thursday, July 2nd. This represents a $1.56 annualized dividend and a dividend yield of 7.6%. Campbell’s’s dividend payout ratio is 85.25%.

Campbell’s Profile

(Free Report)

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.