Zacks Research Cuts Earnings Estimates for Campbell Soup

The Campbell Soup Company (NASDAQ:CPB) – Equities research analysts at Zacks Research reduced their FY2025 earnings per share estimates for Campbell Soup in a report issued on Wednesday, March 19th. Zacks Research analyst R. Department now forecasts that the company will earn $2.98 per share for the year, down from their prior estimate of $3.16. The consensus estimate for Campbell Soup’s current full-year earnings is $3.15 per share. Zacks Research also issued estimates for Campbell Soup’s Q1 2026 earnings at $0.92 EPS, Q2 2026 earnings at $0.76 EPS, Q3 2026 earnings at $0.69 EPS, FY2026 earnings at $3.08 EPS, Q1 2027 earnings at $0.95 EPS, Q2 2027 earnings at $0.83 EPS and FY2027 earnings at $3.22 EPS.

Other equities research analysts also recently issued research reports about the company. Stephens reiterated an “overweight” rating on shares of Campbell Soup in a report on Wednesday, December 4th. JPMorgan Chase & Co. downgraded Campbell Soup from an “overweight” rating to a “neutral” rating and lowered their price target for the stock from $48.00 to $37.00 in a report on Thursday, March 6th. Jefferies Financial Group lowered their price target on Campbell Soup from $42.00 to $40.00 and set a “hold” rating for the company in a report on Wednesday, March 5th. Wells Fargo & Company lowered their price target on Campbell Soup from $43.00 to $40.00 and set an “equal weight” rating for the company in a report on Thursday, March 6th. Finally, Stifel Nicolaus lowered their price target on Campbell Soup from $47.00 to $40.00 and set a “hold” rating for the company in a report on Friday, January 24th. Four investment analysts have rated the stock with a sell rating, nine have given a hold rating and four have issued a buy rating to the company’s stock. According to MarketBeat, Campbell Soup currently has a consensus rating of “Hold” and a consensus price target of $45.23.

Campbell Soup Trading Up 0.3 %

NASDAQ CPB opened at $38.08 on Friday. The stock has a 50-day simple moving average of $39.07 and a 200 day simple moving average of $43.47. The company has a market capitalization of $11.35 billion, a PE ratio of 20.81, a P/E/G ratio of 2.71 and a beta of 0.15. The company has a current ratio of 0.91, a quick ratio of 0.50 and a debt-to-equity ratio of 1.74. Campbell Soup has a 12 month low of $36.92 and a 12 month high of $52.81.

Campbell Soup (NASDAQ:CPB) last released its quarterly earnings data on Wednesday, March 5th. The company reported $0.74 EPS for the quarter, beating analysts’ consensus estimates of $0.73 by $0.01. The business had revenue of $2.69 billion during the quarter, compared to the consensus estimate of $2.74 billion. Campbell Soup had a return on equity of 23.79% and a net margin of 5.57%. The company’s quarterly revenue was up 9.3% compared to the same quarter last year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of CPB. Franklin Resources Inc. boosted its position in Campbell Soup by 1,593.8% during the third quarter. Franklin Resources Inc. now owns 1,904,440 shares of the company’s stock valued at $91,623,000 after purchasing an additional 1,792,005 shares during the last quarter. Two Sigma Advisers LP lifted its position in shares of Campbell Soup by 272.7% in the fourth quarter. Two Sigma Advisers LP now owns 2,243,300 shares of the company’s stock valued at $93,949,000 after buying an additional 1,641,400 shares during the last quarter. Man Group plc lifted its position in shares of Campbell Soup by 1,296.1% in the fourth quarter. Man Group plc now owns 1,407,161 shares of the company’s stock valued at $58,932,000 after buying an additional 1,306,372 shares during the last quarter. Invesco Ltd. lifted its position in shares of Campbell Soup by 38.2% in the fourth quarter. Invesco Ltd. now owns 4,645,548 shares of the company’s stock valued at $194,556,000 after buying an additional 1,282,957 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of Campbell Soup in the fourth quarter valued at approximately $50,908,000. 52.35% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Campbell Soup

In related news, EVP Anthony Sanzio sold 2,000 shares of the stock in a transaction that occurred on Friday, January 3rd. The stock was sold at an average price of $41.90, for a total transaction of $83,800.00. Following the completion of the transaction, the executive vice president now directly owns 16,551 shares of the company’s stock, valued at approximately $693,486.90. This represents a 10.78 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 20.19% of the company’s stock.

Campbell Soup Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, April 28th. Investors of record on Thursday, April 3rd will be issued a dividend of $0.39 per share. The ex-dividend date of this dividend is Thursday, April 3rd. This represents a $1.56 dividend on an annualized basis and a dividend yield of 4.10%. Campbell Soup’s payout ratio is presently 90.17%.

About Campbell Soup

Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. The company operates through Meals & Beverages and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada.