Zacks Research Decreases Earnings Estimates for Campbell’s

31 Mar 2026, 05:18 by Michael Walen · The Markets Daily

The Campbell’s Company (NASDAQ:CPB – Free Report) – Zacks Research lowered their FY2027 earnings per share estimates for Campbell’s in a research report issued on Wednesday, March 25th. Zacks Research analyst Team now forecasts that the company will post earnings of $2.26 per share for the year, down from their previous estimate of $2.59. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for Campbell’s’ current full-year earnings is $3.15 per share. Zacks Research also issued estimates for Campbell’s’ FY2028 earnings at $2.35 EPS.

Campbell’s (NASDAQ:CPB – Get Free Report) last posted its quarterly earnings data 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 company had revenue of $2.56 billion during the quarter. During the same quarter in the prior year, the business earned $0.74 earnings per share. The firm’s revenue for the quarter was down 4.5% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS.

CPB has been the topic of several other research reports. Stifel Nicolaus lowered their price target on shares of Campbell’s from $30.00 to $25.00 and set a “hold” rating on the stock in a report on Thursday, March 12th. Weiss Ratings downgraded shares of Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 5th. Deutsche Bank Aktiengesellschaft lowered their target price on shares of Campbell’s from $23.00 to $20.00 and set a “hold” rating on the stock in a research note on Monday. Royal Bank Of Canada dropped their target price on shares of Campbell’s from $30.00 to $26.00 and set a “sector perform” rating for the company in a report on Thursday, March 12th. Finally, Morgan Stanley cut their price target on Campbell’s from $27.00 to $25.00 and set an “equal weight” rating for the company in a research note on Thursday, March 12th. Two investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and seven have issued a Sell rating to the company’s stock. According to MarketBeat.com, Campbell’s has an average rating of “Reduce” and a consensus target price of $27.47.

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Campbell’s Trading Up 0.9%

Campbell’s stock opened at $22.18 on Monday. Campbell’s has a 12-month low of $20.62 and a 12-month high of $40.59. The firm has a market capitalization of $6.61 billion, a price-to-earnings ratio of 12.12 and a beta of -0.02. The firm has a 50 day moving average of $25.61 and a 200 day moving average of $28.43. The company has a current ratio of 1.01, a quick ratio of 0.51 and a debt-to-equity ratio of 1.66.

Institutional Trading of Campbell’s

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Berkshire Asset Management LLC PA bought a new position in Campbell’s during the third quarter valued at approximately $1,270,000. Hillman Capital Management Inc. grew its holdings in Campbell’s by 83.7% during the 3rd quarter. Hillman Capital Management Inc. now owns 173,034 shares of the company’s stock valued at $5,464,000 after buying an additional 78,824 shares in the last quarter. Wedmont Private Capital increased its stake in Campbell’s by 840.4% in the 3rd quarter. Wedmont Private Capital now owns 68,808 shares of the company’s stock worth $2,141,000 after acquiring an additional 61,491 shares during the last quarter. XTX Topco Ltd bought a new stake in Campbell’s in the 2nd quarter worth approximately $1,154,000. Finally, Massachusetts Financial Services Co. MA purchased a new stake in shares of Campbell’s during the 3rd quarter worth approximately $77,940,000. 52.35% of the stock is currently owned by institutional investors.

Insider Activity

In other news, EVP Anthony Sanzio sold 2,700 shares of the business’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $26.51, for a total value of $71,577.00. Following the transaction, the executive vice president owned 25,264 shares of the company’s stock, valued at approximately $669,748.64. The trade was a 9.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 19.78% of the stock is currently owned by insiders.

Campbell’s Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Shareholders of record on Thursday, April 2nd will be issued a dividend of $0.39 per share. This represents a $1.56 dividend on an annualized basis and a yield of 7.0%. The ex-dividend date of this dividend is Thursday, April 2nd. Campbell’s’s dividend payout ratio (DPR) is 85.25%.

Campbell’s Company Profile

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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.