Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of The Campbell’s Company (NASDAQ:CPB)

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of The Campbell’s Company (NASDAQ:CPB). In a filing disclosed on June 08th, the Representative disclosed that they had bought between $1,001 and $15,000 in Campbell’s stock on May 15th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of SoftBank Group (OTCMKTS:SFTBF) on 6/2/2026.
• Purchased $1,001 – $15,000 in shares of Ciena (NYSE:CIEN) on 5/29/2026.
• Sold $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 5/29/2026.
• Purchased $1,001 – $15,000 in shares of Independent Bank (NASDAQ:INDB) on 5/29/2026.
• Purchased $1,001 – $15,000 in shares of Arcutis Biotherapeutics (NASDAQ:ARQT) on 5/29/2026.
• Purchased $1,001 – $15,000 in shares of HealthEquity (NASDAQ:HQY) on 5/29/2026.
• Purchased $1,001 – $15,000 in shares of Boston Scientific (NYSE:BSX) on 5/29/2026.
• Purchased $1,001 – $15,000 in shares of Perella Weinberg Partners (NASDAQ:PWP) on 5/29/2026.
• Purchased $1,001 – $15,000 in shares of Cooper Companies (NASDAQ:COO) on 5/29/2026.
• Purchased $1,001 – $15,000 in shares of Ligand Pharmaceuticals (NASDAQ:LGND) on 5/29/2026.

Campbell’s Stock Performance

NASDAQ:CPB opened at $22.88 on Thursday. The firm’s fifty day moving average price is $20.91 and its 200 day moving average price is $24.77. The Campbell’s Company has a 1-year low of $19.56 and a 1-year high of $34.19. The company has a debt-to-equity ratio of 1.53, a current ratio of 0.87 and a quick ratio of 0.51. The firm has a market cap of $6.82 billion, a price-to-earnings ratio of 11.33 and a beta of 0.02.

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 analysts’ consensus estimates 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 earned $0.22 earnings per share. The business’s quarterly revenue was down 4.4% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. On average, sell-side analysts expect that The Campbell’s Company will post 2.18 EPS for the current year.

Campbell’s Dividend Announcement

The company 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 $0.39 dividend. This represents a $1.56 dividend on an annualized basis and a yield of 6.8%. The ex-dividend date is Thursday, July 2nd. Campbell’s’s dividend payout ratio (DPR) is 77.23%.

Analyst Upgrades and Downgrades

CPB has been the topic of a number of analyst reports. Wells Fargo & Company lowered shares of Campbell’s from an “equal weight” rating to an “underweight” rating and lowered their price objective for the company from $20.00 to $18.00 in a research report on Wednesday, April 8th. Barclays lowered their price objective on shares of Campbell’s from $21.00 to $19.00 and set an “underweight” rating on the stock in a research report on Monday. Bank of America decreased their target price on shares of Campbell’s from $20.00 to $18.00 and set an “underperform” rating on the stock in a research report on Tuesday. Sanford C. Bernstein restated an “underperform” rating and set a $19.00 target price (down from $21.00) on shares of Campbell’s in a research report on Tuesday. Finally, BNP Paribas Exane decreased their target price on shares of Campbell’s from $22.00 to $19.00 and set an “underperform” rating on the stock in a research report on Thursday, April 9th. Thirteen analysts have rated the stock with a Hold rating and seven have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and an average price target of $21.88.

Institutional Investors Weigh In On Campbell’s

Several institutional investors have recently made changes to their positions in CPB. Two Sigma Investments LP boosted its position 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 purchasing an additional 4,159,398 shares in the last quarter. Brandywine Managers LLC acquired a new position in shares of Campbell’s during the 4th quarter worth $92,793,000. Lazard Asset Management LLC acquired a new position in shares of Campbell’s during the 1st quarter worth $61,261,000. Invesco Ltd. raised its stake 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 buying an additional 2,387,575 shares during the last quarter. Finally, UBS Group AG raised its stake in shares of Campbell’s by 175.7% during the 3rd quarter. UBS Group AG now owns 3,730,947 shares of the company’s stock worth $117,823,000 after buying an additional 2,377,488 shares during the last quarter. 52.35% of the stock is currently owned by hedge funds and other institutional investors.

Campbell’s News Summary

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

• Positive Sentiment: Campbell’s director Bennett Dorrance, Jr. disclosed a small insider purchase of 300 shares at $21.45, which can be read as a vote of confidence from management/aligned ownership. SEC filing
• Positive Sentiment: Despite a miss on sales expectations, the company recently beat EPS estimates and reiterated FY2026 guidance, which may be helping investors view the selloff as overdone. CPB Stock Slips Premarket After Earnings – But Retail Still Sees Campbell’s As A ‘Defensive Play’
• Neutral Sentiment: TD Cowen kept a Hold rating, suggesting the stock’s risk/reward remains balanced near current levels. Campbell Soup (CPB) Receives a Hold from TD Cowen
• Neutral Sentiment: Campbell’s earnings call pointed to cost-cutting, portfolio simplification, and inflation pressures, but also highlighted strength in Meals & Beverages. CPB Q3 Earnings Call Highlights Inflation Risks and Snack Reset
• Negative Sentiment: UBS rated Campbell’s a Sell, and Bank of America cut its price target to $18 with an Underperform rating, reinforcing concerns about slower growth and limited upside. Campbell Soup (CPB) Receives a Sell from UBS
• Negative Sentiment: Analysts also flagged weaker sales performance and “major challenges,” which is pressuring sentiment around the stock. Top analysts cut Campbell’s stock target amid major challenges

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.