Mizuho Markets Cayman LP Makes New Investment in The Campbell’s Company $CPB

Mizuho Markets Cayman LP acquired a new stake in The Campbell’s Company (NASDAQ:CPB) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 311,834 shares of the company’s stock, valued at approximately $8,691,000. Campbell’s makes up about 0.4% of Mizuho Markets Cayman LP’s holdings, making the stock its 29th biggest position. Mizuho Markets Cayman LP owned 0.10% of Campbell’s as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Hillman Capital Management Inc. grew its stake in shares of Campbell’s by 83.7% in the third quarter. Hillman Capital Management Inc. now owns 173,034 shares of the company’s stock valued at $5,464,000 after buying an additional 78,824 shares in the last quarter. Berkshire Asset Management LLC PA acquired a new stake in shares of Campbell’s in the third quarter valued at $1,270,000. Ashton Thomas Private Wealth LLC acquired a new stake in shares of Campbell’s in the fourth quarter valued at $1,596,000. Natixis Advisors LLC acquired a new stake in shares of Campbell’s in the third quarter valued at $12,992,000. Finally, Tounjian Advisory Partners LLC acquired a new stake in shares of Campbell’s in the fourth quarter valued at $2,137,000. 52.35% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on CPB. TD Cowen dropped their price objective on Campbell’s from $29.00 to $24.00 and set a “hold” rating for the company in a research note on Thursday, March 12th. Wells Fargo & Company cut Campbell’s from an “equal weight” rating to an “underweight” rating and dropped their price objective for the company from $20.00 to $18.00 in a research note on Wednesday, April 8th. Deutsche Bank Aktiengesellschaft dropped their price objective on Campbell’s from $23.00 to $20.00 and set a “hold” rating for the company in a research note on Monday, March 30th. Stifel Nicolaus decreased their target price on Campbell’s from $25.00 to $20.00 and set a “hold” rating for the company in a report on Tuesday, April 21st. Finally, Royal Bank Of Canada decreased their target price on Campbell’s from $30.00 to $26.00 and set a “sector perform” rating for the company in a report on Thursday, March 12th. One investment analyst has rated the stock with a Buy rating, fourteen have given a Hold rating and seven have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Campbell’s has a consensus rating of “Reduce” and a consensus target price of $25.50.

Campbell’s Stock Up 2.6%

Shares of NASDAQ CPB opened at $20.58 on Friday. The company has a market capitalization of $6.14 billion, a price-to-earnings ratio of 11.25 and a beta of 0.01. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.01 and a quick ratio of 0.51. The business has a 50-day moving average of $20.94 and a two-hundred day moving average of $25.67. The Campbell’s Company has a 1 year low of $19.56 and a 1 year high of $35.00.

Campbell’s (NASDAQ:CPB) last announced its quarterly 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 business had revenue of $2.56 billion for the quarter. Campbell’s had a return on equity of 19.96% and a net margin of 5.48%.Campbell’s’s revenue was down 4.5% compared to the same quarter last year. During the same period last year, the business earned $0.74 earnings per share. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. On average, analysts forecast 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 declared a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Thursday, July 2nd will be issued a dividend of $0.39 per share. This represents a $1.56 dividend on an annualized basis and a yield of 7.6%. The ex-dividend date of this dividend is Thursday, July 2nd. Campbell’s’s payout ratio is 85.25%.

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.