Cerity Partners LLC Has $74.72 Million Position in The Campbell’s Company $CPB

Cerity Partners LLC increased its holdings in shares of The Campbell’s Company (NASDAQ:CPB) by 190.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,680,839 shares of the company’s stock after acquiring an additional 1,757,264 shares during the quarter. Cerity Partners LLC’s holdings in Campbell’s were worth $74,715,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in CPB. Two Sigma Investments LP increased its holdings in shares of 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 acquiring an additional 4,159,398 shares during the last quarter. Invesco Ltd. increased its holdings in shares of 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 acquiring an additional 2,387,575 shares during the last quarter. UBS Group AG grew its holdings in Campbell’s by 175.7% in the 3rd quarter. UBS Group AG now owns 3,730,947 shares of the company’s stock valued at $117,823,000 after buying an additional 2,377,488 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in Campbell’s by 287.5% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,377,390 shares of the company’s stock valued at $75,078,000 after buying an additional 1,763,870 shares in the last quarter. Finally, Thompson Siegel & Walmsley LLC acquired a new position in Campbell’s in the 4th quarter valued at $36,998,000. 52.35% of the stock is owned by institutional investors and hedge funds.

Campbell’s Stock Performance

NASDAQ:CPB opened at $22.13 on Wednesday. The stock has a fifty day moving average price of $20.90 and a 200-day moving average price of $24.82. The company has a market cap of $6.60 billion, a price-to-earnings ratio of 10.96 and a beta of 0.02. The company has a debt-to-equity ratio of 1.53, a quick ratio of 0.51 and a current ratio of 0.87. The Campbell’s Company has a fifty-two week low of $19.56 and a fifty-two week high of $34.44.

Campbell’s (NASDAQ:CPB) last released its earnings results on Monday, June 8th. The company reported $0.50 earnings per share for the quarter, beating analysts’ consensus estimates of $0.48 by $0.02. The firm had revenue of $2.37 billion during the quarter. Campbell’s had a return on equity of 18.04% and a net margin of 6.12%.The business’s revenue was down 4.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.22 earnings per share. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. As a group, equities analysts anticipate that The Campbell’s Company will post 2.18 EPS for the current fiscal year.

Campbell’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, August 3rd. Investors of record on Thursday, July 2nd will be given a dividend of $0.39 per share. This represents a $1.56 annualized dividend and a dividend yield of 7.0%. The ex-dividend date is Thursday, July 2nd. Campbell’s’s dividend payout ratio is currently 85.25%.

Analyst Ratings Changes

A number of brokerages have commented on CPB. Stephens lowered Campbell’s from an “overweight” rating to an “equal weight” rating and decreased their price objective for the company from $28.00 to $21.00 in a report on Monday, June 1st. Wells Fargo & Company lowered Campbell’s from an “equal weight” rating to an “underweight” rating and decreased their price objective for the company from $20.00 to $18.00 in a report on Wednesday, April 8th. BTIG Research reaffirmed a “neutral” rating on shares of Campbell’s in a report on Monday. Stifel Nicolaus decreased their price objective on Campbell’s from $25.00 to $20.00 and set a “hold” rating on the stock in a report on Tuesday, April 21st. Finally, Sanford C. Bernstein reaffirmed an “underperform” rating and issued a $19.00 price objective (down from $21.00) on shares of Campbell’s in a report on Tuesday. Thirteen research analysts have rated the stock with a Hold rating and seven have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Reduce” and a consensus target price of $21.88.

Key Headlines Impacting Campbell’s

Here are the key news stories impacting Campbell’s this week:

• Positive Sentiment: Campbell’s reported Q3 adjusted EPS of $0.50, topping the $0.48 consensus, showing earnings held up better than expected. Campbell’s Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: The company reaffirmed its FY 2026 outlook, signaling management still sees earnings stability even as it works through inflation and demand headwinds. Reuters article on annual forecast
• Neutral Sentiment: Analysts and market coverage highlighted Campbell’s as a defensive, dividend-paying stock, which may be supporting interest from income-focused investors. CPB Stock Slips Premarket After Earnings – But Retail Still Sees Campbell’s As A ‘Defensive Play’
• Neutral Sentiment: Campbell’s updated FY 2026 EPS guidance to $2.15-$2.25, roughly in line with expectations, suggesting limited near-term upside but also no major surprise to the downside. Campbell’s Reports Third Quarter Fiscal 2026 Results
• Negative Sentiment: Revenue came in at $2.37 billion, down 4.4% year over year, with continued weakness in snacks and softer consumer demand weighing on growth. Campbell’s Sales Fall on Continued Weak Demand for Snacks
• Negative Sentiment: Bank of America cut its price target to $18 and kept an underperform rating, reflecting skepticism about the stock’s near-term upside after the earnings report. Benzinga report on price target cut

Campbell’s Company Profile

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.