Quantinno Capital Management LP Grows Position in The Campbell’s Company $CPB

Quantinno Capital Management LP grew its holdings in shares of The Campbell’s Company (NASDAQ:CPB) by 12.6% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,337,058 shares of the company’s stock after purchasing an additional 149,156 shares during the quarter. Quantinno Capital Management LP’s holdings in Campbell’s were worth $29,776,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the business. Ashton Thomas Private Wealth LLC bought a new position in Campbell’s in the 4th quarter worth approximately $1,596,000. Hsbc Holdings PLC raised its holdings in Campbell’s by 644.9% during the 1st quarter. Hsbc Holdings PLC now owns 1,864,119 shares of the company’s stock valued at $41,319,000 after acquiring an additional 1,613,873 shares during the period. Saba Capital Management L.P. raised its holdings in Campbell’s by 556.6% during the 1st quarter. Saba Capital Management L.P. now owns 315,406 shares of the company’s stock valued at $7,024,000 after acquiring an additional 267,372 shares during the period. Cerity Partners LLC lifted its position in shares of Campbell’s by 190.3% during the fourth quarter. Cerity Partners LLC now owns 2,680,839 shares of the company’s stock worth $74,715,000 after acquiring an additional 1,757,264 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted 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 worth $228,026,000 after acquiring an additional 1,933,814 shares during the period. Hedge funds and other institutional investors own 52.35% of the company’s stock.

Campbell’s Price Performance

CPB stock opened at $21.98 on Friday. The firm has a 50 day simple moving average of $21.94 and a two-hundred day simple moving average of $23.12. The stock has a market cap of $6.55 billion, a PE ratio of 10.88 and a beta of 0.02. The Campbell’s Company has a one year low of $19.56 and a one year high of $34.17. The company has a debt-to-equity ratio of 1.53, a current ratio of 0.87 and a quick ratio of 0.38.

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

Campbell’s Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Investors of record on Thursday, July 2nd will be given a $0.39 dividend. The ex-dividend date is Thursday, July 2nd. This represents a $1.56 dividend on an annualized basis and a yield of 7.1%. Campbell’s’s payout ratio is presently 77.23%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on CPB. DA Davidson upgraded Campbell’s to a “hold” rating in a research report on Monday, July 6th. UBS Group cut their target price on Campbell’s from $19.00 to $17.00 and set a “sell” rating for the company in a research note on Tuesday, June 9th. 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. Stifel Nicolaus lifted their target price on Campbell’s from $20.00 to $22.00 and gave the company a “hold” rating in a report on Wednesday, July 22nd. Finally, Stephens cut Campbell’s from an “overweight” rating to an “equal weight” rating and decreased their price target for the company from $28.00 to $21.00 in a research report on Monday, June 1st. Twelve equities research analysts have rated the stock with a Hold rating and eight have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Campbell’s currently has a consensus rating of “Reduce” and an average target price of $22.00.

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.