Mizuho Markets Cayman LP Takes Position in The Campbell’s Company $CPB

Mizuho Markets Cayman LP bought a new stake in The Campbell’s Company (NASDAQ:CPB) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 311,834 shares of the company’s stock, valued at approximately $8,691,000. Campbell’s comprises 0.4% of Mizuho Markets Cayman LP’s investment portfolio, making the stock its 29th largest position.

Other institutional investors and hedge funds have also made changes to their positions in the company. Stance Capital LLC purchased a new stake in shares of Campbell’s in the 3rd quarter valued at about $27,000. Flagship Harbor Advisors LLC purchased a new stake in shares of Campbell’s in the 4th quarter valued at about $29,000. IFP Advisors Inc purchased a new stake in shares of Campbell’s in the 3rd quarter valued at about $37,000. Geneos Wealth Management Inc. lifted its holdings in shares of Campbell’s by 333.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock valued at $39,000 after purchasing an additional 750 shares during the last quarter. Finally, Rothschild Investment LLC lifted its holdings in shares of Campbell’s by 85.5% in the 3rd quarter. Rothschild Investment LLC now owns 1,271 shares of the company’s stock valued at $40,000 after purchasing an additional 586 shares during the last quarter. 52.35% of the stock is owned by hedge funds and other institutional investors.

Campbell’s Stock Performance

Shares of CPB stock opened at $20.58 on Friday. The company has a quick ratio of 0.51, a current ratio of 1.01 and a debt-to-equity ratio of 1.66. The stock’s 50-day moving average price is $20.94 and its 200 day moving average price is $25.67. The Campbell’s Company has a 52-week low of $19.56 and a 52-week high of $35.00. The stock has a market capitalization of $6.14 billion, a PE ratio of 11.25 and a beta of 0.01.

Campbell’s (NASDAQ:CPB) last released its earnings results on Wednesday, March 11th. The company reported $0.51 earnings per share (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 firm earned $0.74 EPS. The company’s revenue for the quarter 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. As a group, equities research analysts forecast that The Campbell’s Company will post 2.19 EPS for the current year.

Campbell’s Announces Dividend

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

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. UBS Group reduced their target price on Campbell’s from $24.00 to $20.00 and set a “sell” rating for the company in a report on Friday, March 13th. Sanford C. Bernstein downgraded Campbell’s from an “outperform” rating to a “market perform” rating and reduced their target price for the company from $27.00 to $21.00 in a report on Monday, April 27th. TD Cowen reduced their target price on Campbell’s from $29.00 to $24.00 and set a “hold” rating for the company in a report on Thursday, March 12th. BNP Paribas Exane reduced their target price on Campbell’s from $22.00 to $19.00 and set an “underperform” rating for the company in a report on Thursday, April 9th. Finally, Wells Fargo & Company downgraded Campbell’s from an “equal weight” rating to an “underweight” rating and reduced their target price for the company from $20.00 to $18.00 in a report on Wednesday, April 8th. One research analyst has rated the stock with a Buy rating, fourteen have assigned a Hold rating and seven have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Reduce” and a consensus price target of $25.50.

Campbell’s 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.