Campbell’s (NASDAQ:CPB) Stock Price Expected to Rise, UBS Group Analyst Says

Campbell’s (NASDAQ:CPB) had its price objective raised by UBS Group from $18.00 to $19.00 in a research report issued to clients and investors on Friday, Benzinga reports. The brokerage currently has a “sell” rating on the stock. UBS Group’s price target would suggest a potential downside of 9.86% from the company’s current price.

Other equities analysts also recently issued research reports about the company. Bank of America cut their price objective on Campbell’s from $20.00 to $18.00 and set an “underperform” rating on the stock in a research report on Tuesday, June 9th. Stephens set a $20.00 target price on Campbell’s in a research report on Friday, August 28th. Stifel Nicolaus boosted their target price on shares of Campbell’s from $20.00 to $22.00 and gave the company a “hold” rating in a research note on Wednesday, July 22nd. Evercore set a $22.00 target price on shares of Campbell’s in a research report on Monday. Finally, Morgan Stanley decreased their price objective on Campbell’s from $23.00 to $21.00 and set an “equal weight” rating for the company in a report on Friday, June 5th. Thirteen equities research analysts have rated the stock with a Hold rating and six have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Reduce” and a consensus price target of $20.06.

Campbell’s Price Performance

Campbell’s stock opened at $21.08 on Friday. Campbell’s has a 12-month low of $19.56 and a 12-month high of $34.17. The company has a current ratio of 0.87, a quick ratio of 0.38 and a debt-to-equity ratio of 1.53. The firm has a 50-day moving average price of $22.75 and a 200-day moving average price of $22.35. The firm has a market capitalization of $6.29 billion, a PE ratio of 10.44, a price-to-earnings-growth ratio of 2.42 and a beta of 0.03.

Campbell’s (NASDAQ:CPB) last issued its quarterly earnings results on Thursday, September 3rd. The company reported $0.39 EPS for the quarter, meeting the consensus estimate of $0.39. The company had revenue of $2.14 billion for the quarter. Campbell’s had a net margin of 6.12% and a return on equity of 18.04%. The business’s revenue for the quarter was down 7.9% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.62 earnings per share. Campbell’s has set its FY 2027 guidance at 1.650-1.800 EPS. As a group, equities research analysts forecast that Campbell’s will post 2.18 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the stock. State Street Corp grew its stake in Campbell’s by 1.3% during the 2nd quarter. State Street Corp now owns 11,960,359 shares of the company’s stock valued at $366,585,000 after purchasing an additional 149,679 shares during the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of Campbell’s by 23.3% in the first quarter. Dimensional Fund Advisors LP now owns 10,239,231 shares of the company’s stock valued at $228,026,000 after purchasing an additional 1,933,814 shares during the period. Invesco Ltd. raised its stake in shares of Campbell’s by 21.6% in the fourth quarter. Invesco Ltd. now owns 9,719,409 shares of the company’s stock worth $270,880,000 after purchasing an additional 1,723,676 shares during the last quarter. California State Teachers Retirement System lifted its holdings in shares of Campbell’s by 2,093.8% during the second quarter. California State Teachers Retirement System now owns 4,981,665 shares of the company’s stock worth $110,942,000 after purchasing an additional 4,754,582 shares during the period. Finally, Two Sigma Investments LP lifted its holdings in shares of Campbell’s by 534.8% during the third 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 during the period. Institutional investors and hedge funds own 52.35% of the company’s stock.

More Campbell’s News

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

• Positive Sentiment: Management announced a $500 million cost-reduction program, including workforce reductions and plant closures, with proceeds intended partly for debt reduction. These actions could support margins and the balance sheet over time. Campbell’s slashes 13% of salaried workforce as part of $500M cost-cutting plan
• Positive Sentiment: Meals and Beverages reportedly performed better than the Snacks business, offering a potential stabilizing factor as Campbell’s works to address weakness in brands such as Cape Cod and Kettle.
• Neutral Sentiment: Campbell’s reported quarterly adjusted EPS of $0.39 and revenue of approximately $2.14 billion. EPS matched the company’s stated consensus estimate, while revenue fell 7.9% year over year. The quarter also included the consolidation of La Regina, acquired in May 2026. Campbell’s Reports Fourth Quarter Fiscal 2026 Results
• Negative Sentiment: The board cut the quarterly dividend 36%, from $0.39 to $0.25 per share. The reset reduces income appeal but is intended to accelerate debt repayment; the annualized payout implies a yield of roughly 4.5% at the cited price. Campbell’s Just Cut a Dividend It Had Not Touched Since 2001 and the Snack Aisle Is Why
• Negative Sentiment: Fiscal 2027 guidance calls for net sales to decline 2%–4% and adjusted EPS of $1.65–$1.80, below the approximately $1.92 analyst consensus. Consumer spending pressure, weaker snacks demand, inflation, tariffs and pricing challenges are expected to weigh on results.
• Negative Sentiment: Adjusted EPS fell 37% from $0.62 a year earlier, while impairment charges tied to the Cape Cod and Kettle trademarks added to concerns about brand performance. Bank of America reiterated an Underperform rating with an $18 price target, below the cited $22.13 share price. Campbell Soup: Dividend Cut, Weak 2027 Outlook Support Underperform Rating

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.