IRON Financial LLC Invests $837,000 in The Campbell’s Company $CPB

IRON Financial LLC purchased a new position in The Campbell’s Company (NASDAQ:CPB) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 26,496 shares of the company’s stock, valued at approximately $837,000.

A number of other large investors have also recently modified their holdings of the business. Ameritas Advisory Services LLC bought a new stake in shares of Campbell’s during the second quarter worth $25,000. ORG Partners LLC boosted its position in Campbell’s by 77.3% during the second quarter. ORG Partners LLC now owns 906 shares of the company’s stock valued at $29,000 after acquiring an additional 395 shares during the last quarter. SBI Securities Co. Ltd. increased its holdings in Campbell’s by 66.8% in the second quarter. SBI Securities Co. Ltd. now owns 961 shares of the company’s stock worth $29,000 after purchasing an additional 385 shares in the last quarter. Parvin Asset Management LLC acquired a new stake in Campbell’s in the second quarter worth $35,000. Finally, Geneos Wealth Management Inc. increased its position in Campbell’s by 333.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock valued at $39,000 after buying an additional 750 shares in the last quarter. Institutional investors and hedge funds own 52.35% of the company’s stock.

Campbell’s Stock Performance

Campbell’s stock opened at $26.43 on Friday. The stock has a market cap of $7.88 billion, a price-to-earnings ratio of 13.69, a PEG ratio of 9.25 and a beta of -0.04. The stock’s 50 day simple moving average is $29.25 and its two-hundred day simple moving average is $30.95. The Campbell’s Company has a fifty-two week low of $25.62 and a fifty-two week high of $43.85. The company has a debt-to-equity ratio of 1.54, a quick ratio of 0.34 and a current ratio of 0.82.

Campbell’s (NASDAQ:CPB) last posted its quarterly earnings results on Tuesday, December 9th. The company reported $0.77 earnings per share 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 company had revenue of $2.68 billion for the quarter. The business’s quarterly 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. As a group, analysts expect that The Campbell’s Company will post 3.15 earnings per share for the current fiscal year.

Campbell’s Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Thursday, January 8th will be paid a $0.39 dividend. This represents a $1.56 annualized dividend and a dividend yield of 5.9%. The ex-dividend date is Thursday, January 8th. Campbell’s’s dividend payout ratio is 80.83%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on CPB shares. Sanford C. Bernstein decreased their price target on Campbell’s from $39.00 to $33.00 and set an “outperform” rating for the company in a report on Wednesday, December 10th. Zacks Research raised Campbell’s from a “strong sell” rating to a “hold” rating in a research report on Monday, October 6th. Royal Bank Of Canada lowered their price target on shares of Campbell’s from $35.00 to $30.00 and set a “sector perform” rating on the stock in a research report on Wednesday, December 10th. Morgan Stanley reduced their target price on Campbell’s from $33.00 to $30.00 and set an “equal weight” rating for the company in a report on Friday, December 5th. Finally, Stephens lowered their price objective on Campbell’s from $40.00 to $38.00 and set an “overweight” rating on the stock in a research report on Monday, December 8th. Three equities research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and six have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Campbell’s presently has an average rating of “Reduce” and a consensus target price of $32.59.

Insider Activity

In related news, EVP Charles A. Brawley III sold 11,550 shares of Campbell’s stock in a transaction 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 transaction, the executive vice president directly owned 43,777 shares in the company, valued at approximately $1,231,884.78. The trade was a 20.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 19.78% of the stock is currently owned by insiders.

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.