Stephens Inc. AR Decreases Stock Position in The Campbell’s Company $CPB

Stephens Inc. AR trimmed its stake in shares of The Campbell’s Company (NASDAQ:CPB) by 31.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 78,145 shares of the company’s stock after selling 36,219 shares during the quarter. Stephens Inc. AR’s holdings in Campbell’s were worth $2,186,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Two Sigma Investments LP increased its position in shares of Campbell’s by 534.8% in 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 during the last quarter. Massachusetts Financial Services Co. MA bought a new stake in shares of Campbell’s in the 3rd quarter worth about $77,940,000. Invesco Ltd. increased its position in shares of Campbell’s by 42.6% in the 3rd quarter. Invesco Ltd. now owns 7,995,733 shares of the company’s stock worth $252,505,000 after purchasing an additional 2,387,575 shares during the last quarter. UBS Group AG increased its position 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 worth $117,823,000 after purchasing an additional 2,377,488 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its position in shares of Campbell’s by 287.5% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,377,390 shares of the company’s stock worth $75,078,000 after purchasing an additional 1,763,870 shares during the last quarter. Institutional investors own 52.35% of the company’s stock.

Campbell’s Stock Performance

Shares of CPB opened at $20.34 on Tuesday. The firm has a 50-day moving average price of $21.30 and a 200 day moving average price of $25.92. The firm has a market capitalization of $6.06 billion, a PE ratio of 11.11 and a beta of 0.01. 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 Campbell’s Company has a 52-week low of $19.76 and a 52-week high of $36.03.

Campbell’s (NASDAQ:CPB) last announced its earnings results on Wednesday, March 11th. The company reported $0.51 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.57 by ($0.06). The company had revenue of $2.56 billion during the quarter. Campbell’s had a net margin of 5.48% and a return on equity of 19.96%. The firm’s quarterly revenue was down 4.5% compared to the same quarter last year. During the same period in the previous year, the company earned $0.74 EPS. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. On average, sell-side analysts anticipate that The Campbell’s Company will post 2.19 earnings per share for the current fiscal year.

Campbell’s Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, August 3rd. Stockholders 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 dividend yield of 7.7%. Campbell’s’s dividend payout ratio (DPR) is 85.25%.

Analyst Ratings Changes

CPB has been the subject of several research analyst reports. BNP Paribas Exane dropped their target price on shares of Campbell’s from $22.00 to $19.00 and set an “underperform” rating for the company in a research report on Thursday, April 9th. Bank of America dropped their target price on shares of Campbell’s from $26.00 to $23.00 and set an “underperform” rating for the company in a research report on Thursday, March 12th. TD Cowen dropped their target price on shares of Campbell’s from $29.00 to $24.00 and set a “hold” rating for the company in a research report on Thursday, March 12th. Barclays dropped their target price on shares of Campbell’s from $23.00 to $21.00 and set an “underweight” rating for the company in a research report on Tuesday, April 14th. Finally, Deutsche Bank Aktiengesellschaft dropped their target price on shares of Campbell’s from $23.00 to $20.00 and set a “hold” rating for the company in a research report on Monday, March 30th. One research analyst has rated the stock with a Buy rating, fourteen have given a Hold rating and seven have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Reduce” and a consensus price target of $26.06.

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.