Campbell’s FY2026 EPS Estimate Reduced by Zacks Research

The Campbell’s Company (NASDAQ:CPB) – Equities researchers at Zacks Research dropped their FY2026 EPS estimates for Campbell’s in a research note issued on Monday, June 22nd. Zacks Research analyst Team now forecasts that the company will earn $2.20 per share for the year, down from their previous estimate of $2.21. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for Campbell’s’ current full-year earnings is $2.18 per share. Zacks Research also issued estimates for Campbell’s’ Q4 2026 earnings at $0.42 EPS, Q1 2027 earnings at $0.65 EPS, Q2 2027 earnings at $0.46 EPS, Q3 2027 earnings at $0.43 EPS, Q4 2027 earnings at $0.39 EPS, Q1 2028 earnings at $0.67 EPS, Q2 2028 earnings at $0.51 EPS, Q3 2028 earnings at $0.46 EPS and FY2028 earnings at $2.07 EPS.

Campbell’s (NASDAQ:CPB) last announced its quarterly earnings results on Monday, June 8th. The company reported $0.50 earnings per share for the quarter, beating the consensus estimate of $0.48 by $0.02. Campbell’s had a net margin of 6.12% and a return on equity of 18.04%. The company had revenue of $2.37 billion during the quarter. During the same period last year, the business earned $0.22 EPS. Campbell’s’s revenue was down 4.4% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS.

Several other research analysts have also recently weighed in on CPB. Stifel Nicolaus decreased their price target on Campbell’s from $25.00 to $20.00 and set a “hold” rating for the company in a research note on Tuesday, April 21st. Deutsche Bank Aktiengesellschaft reduced their price objective on Campbell’s from $23.00 to $20.00 and set a “hold” rating for the company in a report on Monday, March 30th. BTIG Research reissued a “neutral” rating on shares of Campbell’s in a research report on Monday, June 8th. Stephens downgraded shares of Campbell’s from an “overweight” rating to an “equal weight” rating and dropped their price target for the company from $28.00 to $21.00 in a report on Monday, June 1st. Finally, Barclays reduced their price target on shares of Campbell’s from $21.00 to $19.00 and set an “underweight” rating for the company in a research note on Monday, June 8th. Twelve equities research analysts have rated the stock with a Hold rating and eight have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and an average target price of $21.88.

Campbell’s Stock Performance

Shares of CPB opened at $20.40 on Tuesday. The business’s fifty day simple moving average is $20.92 and its two-hundred day simple moving average is $24.27. The company has a current ratio of 0.87, a quick ratio of 0.38 and a debt-to-equity ratio of 1.53. Campbell’s has a 12 month low of $19.56 and a 12 month high of $34.17. The company has a market cap of $6.08 billion, a price-to-earnings ratio of 10.10 and a beta of 0.02.

Campbell’s Announces Dividend

The firm also recently announced 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 dividend payout ratio is currently 77.23%.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Campbell’s by 3.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,472 shares of the company’s stock valued at $777,000 after acquiring an additional 685 shares in the last quarter. Goldman Sachs Group Inc. raised its stake in Campbell’s by 4.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 660,543 shares of the company’s stock valued at $26,369,000 after purchasing an additional 27,374 shares during the period. Empowered Funds LLC bought a new stake in Campbell’s during the 1st quarter valued at approximately $446,000. Woodline Partners LP lifted its holdings in Campbell’s by 40.9% in the 1st quarter. Woodline Partners LP now owns 16,623 shares of the company’s stock worth $664,000 after purchasing an additional 4,827 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its holdings in Campbell’s by 333.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 975 shares of the company’s stock worth $39,000 after purchasing an additional 750 shares in the last quarter. Hedge funds and other institutional investors own 52.35% of the company’s stock.

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.