Campbell’s (NASDAQ:CPB) Updates FY 2027 Earnings Guidance

Campbell’s (NASDAQ:CPB) updated its FY 2027 earnings guidance on Thursday. The company provided EPS guidance of 1.650-1.800 for the period, compared to the consensus estimate of 1.920. The company issued revenue guidance of -.

Analyst Ratings Changes

CPB has been the topic of a number of research analyst reports. UBS Group upped their price target on shares of Campbell’s from $17.00 to $18.00 and gave the company a “sell” rating in a research report on Thursday, August 20th. Jefferies Financial Group set a $20.00 target price on Campbell’s in a research report on Thursday. Barclays set a $18.00 target price on Campbell’s in a report on Friday. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $21.00 price objective on shares of Campbell’s in a research report on Monday. Finally, DA Davidson upgraded shares of Campbell’s to a “hold” rating in a research report on Monday, July 6th. Thirteen equities research analysts have rated the stock with a Hold rating and six have assigned a Sell rating to the stock. Based on data from MarketBeat, Campbell’s presently has a consensus rating of “Reduce” and a consensus target price of $20.00.

Campbell’s Trading Down 6.9%

Shares of CPB stock opened at $22.13 on Friday. Campbell’s has a 52-week low of $19.56 and a 52-week high of $34.17. The company has a 50-day simple moving average of $22.75 and a two-hundred day simple moving average of $22.35. The company has a debt-to-equity ratio of 1.53, a quick ratio of 0.38 and a current ratio of 0.87. The company has a market capitalization of $6.60 billion, a price-to-earnings ratio of 10.96, a PEG ratio of 2.42 and a beta of 0.03.

Campbell’s (NASDAQ:CPB) last issued its quarterly earnings results on Thursday, September 3rd. The company reported $0.39 EPS for the quarter, meeting analysts’ consensus estimates of $0.39. Campbell’s had a return on equity of 18.04% and a net margin of 6.12%.The company had revenue of $2.14 billion during the quarter. During the same period in the previous year, the business posted $0.62 earnings per share. The business’s revenue was down 7.9% compared to the same quarter last year. Campbell’s has set its FY 2027 guidance at 1.650-1.800 EPS. Research analysts anticipate that Campbell’s will post 2.18 EPS for the current fiscal year.

Campbell’s Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, November 2nd. Shareholders of record on Thursday, October 1st will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 4.5%. The ex-dividend date of this dividend is Thursday, October 1st. Campbell’s’s payout ratio is currently 77.23%.

Key Campbell’s News

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

• Positive Sentiment: Campbell’s announced a $500 million cost-reduction program that includes workforce reductions, plant closures and other efficiency measures. The plan is intended to improve margins, accelerate debt reduction and strengthen the balance sheet. Campbell’s slashes 13% of salaried workforce as part of $500M cost-cutting plan
• Positive Sentiment: Management is pursuing price increases and restructuring actions to offset inflation-driven cost pressure, although these measures could weigh on demand if consumers remain highly price-sensitive. Campbell’s turns back to price hikes as inflation squeezes margins
• Neutral Sentiment: Campbell’s reported fourth-quarter adjusted EPS of $0.39, in line with the stated consensus estimate, while revenue reached $2.14 billion. The La Regina acquisition was included in the quarter’s results. Campbell’s Reports Fourth Quarter Fiscal 2026 Results
• Negative Sentiment: Revenue declined approximately 8% year over year, and adjusted EPS fell from $0.62 to $0.39. Weakness in the Snacks segment offset gains in Meals & Beverages, while inflation and supply-chain costs pressured margins. Campbell’s Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: Fiscal 2027 guidance calls for a 2%–4% sales decline and adjusted EPS of $1.65–$1.80, below the approximately $1.92 analyst consensus. The forecast signals another difficult year for demand and earnings. The Campbell’s Company Braces for Pressure as Spending Weakens
• Negative Sentiment: The quarterly dividend was cut 36%, from $0.39 to $0.25 per share, disappointing income-focused investors. Management said the reset will support debt reduction and balance-sheet repair. Campbell’s slashes dividend, with shares taking a hit
• Negative Sentiment: Bank of America reiterated an Underperform rating and an $18 price target, citing the dividend cut and weak fiscal 2027 outlook. Campbell Soup: Dividend Cut, Weak 2027 Outlook Support Underperform Rating

Institutional Trading of Campbell’s

Several hedge funds have recently added to or reduced their stakes in CPB. Los Angeles Capital Management LLC purchased a new stake in Campbell’s during the 4th quarter valued at about $29,000. Geneos Wealth Management Inc. lifted its position in Campbell’s by 333.3% in the first quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock valued at $39,000 after purchasing an additional 750 shares during the last quarter. Ankerstar Wealth LLC bought a new stake in Campbell’s in the fourth quarter valued at approximately $29,000. IFP Advisors Inc purchased a new stake in shares of Campbell’s during the third quarter valued at approximately $37,000. Finally, Employees Retirement System of Texas bought a new position in shares of Campbell’s in the third quarter worth approximately $50,000. 52.35% of the stock is owned by institutional investors.

About Campbell’s

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.