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

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of The Campbell’s Company (NASDAQ:CPB). In a filing disclosed on January 12th, the Representative disclosed that they had bought between $50,001 and $100,000 in Campbell’s stock on December 30th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > WELLS FARGO ADVISORS” account.

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

• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Schneider Electric S.E. (OTCMKTS:SBGSF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Bloom Energy (NYSE:BE) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Coinbase Global (NASDAQ:COIN) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 12/24/2025.

Campbell’s Trading Up 2.7%

Shares of NASDAQ CPB opened at $26.81 on Thursday. The company has a quick ratio of 0.34, a current ratio of 0.82 and a debt-to-equity ratio of 1.54. The Campbell’s Company has a 12 month low of $25.62 and a 12 month high of $43.85. The company has a market cap of $7.99 billion, a price-to-earnings ratio of 13.89, a P/E/G ratio of 9.16 and a beta of -0.04. The business has a fifty day simple moving average of $29.04 and a 200-day simple moving average of $30.86.

Campbell’s (NASDAQ:CPB) last posted its quarterly earnings data on Tuesday, December 9th. The company reported $0.77 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.73 by $0.04. Campbell’s had a return on equity of 21.84% and a net margin of 5.69%.The firm had revenue of $2.68 billion for the quarter. The business’s revenue was down 3.4% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.400-2.550 EPS. Sell-side analysts predict that The Campbell’s Company will post 3.15 EPS for the current year.

Campbell’s Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Thursday, January 8th will be issued a dividend of $0.39 per share. This represents a $1.56 annualized dividend and a dividend yield of 5.8%. The ex-dividend date of this dividend is Thursday, January 8th. Campbell’s’s dividend payout ratio is currently 80.83%.

Institutional Trading of Campbell’s

Hedge funds and other institutional investors have recently modified their holdings of the company. Two Sigma Investments LP grew its stake in Campbell’s by 534.8% in the third quarter. Two Sigma Investments LP now owns 4,937,170 shares of the company’s stock valued at $155,916,000 after purchasing an additional 4,159,398 shares in the last quarter. Massachusetts Financial Services Co. MA purchased a new stake in shares of Campbell’s during the 3rd quarter worth about $77,940,000. Invesco Ltd. lifted 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 valued at $252,505,000 after buying an additional 2,387,575 shares during the last quarter. UBS Group AG grew its stake in shares of 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. Finally, Arrowstreet Capital Limited Partnership increased its holdings in Campbell’s by 287.5% in the third quarter. Arrowstreet Capital Limited Partnership now owns 2,377,390 shares of the company’s stock worth $75,078,000 after buying an additional 1,763,870 shares during the last quarter. 52.35% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Campbell’s

In other Campbell’s news, EVP Anthony Sanzio sold 2,700 shares of Campbell’s stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $26.51, for a total value of $71,577.00. Following the completion of the sale, the executive vice president directly owned 25,264 shares in the company, valued at $669,748.64. The trade was a 9.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Charles A. Brawley III sold 11,550 shares of the business’s stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $28.14, for a total transaction of $325,017.00. Following the completion of the sale, the executive vice president directly owned 43,777 shares of the company’s stock, valued at $1,231,884.78. This represents a 20.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 19.78% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several brokerages recently commented on CPB. Weiss Ratings downgraded shares of Campbell’s from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 5th. Wells Fargo & Company reduced their target price on Campbell’s from $31.00 to $30.00 and set an “equal weight” rating for the company in a report on Wednesday, December 10th. Sanford C. Bernstein decreased their target price on Campbell’s from $39.00 to $33.00 and set an “outperform” rating for the company in a research report on Wednesday, December 10th. Royal Bank Of Canada lowered their price target on Campbell’s from $35.00 to $30.00 and set a “sector perform” rating on the stock in a report on Wednesday, December 10th. Finally, UBS Group reduced their price objective on Campbell’s from $28.00 to $26.00 and set a “sell” rating for the company in a research note on Wednesday, December 10th. Three investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and six have assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Reduce” and an average price target of $32.59.

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.