The Campbell’s Company (CPB) reported fiscal 2026 fourth-quarter net sales of $2.137 billion, down 8% from $2.321 billion a year earlier. The company posted a net loss of $58 million, compared with net earnings of $145 million in the prior-year quarter.
Diluted loss per share was $0.23, compared with diluted earnings per share of $0.48 a year earlier. Campbell’s announced a new cost-savings program targeting $500 million by fiscal 2030 and reset its quarterly dividend to $0.25 per share.
- Fiscal fourth-quarter GAAP EBIT was $4 million, down from $269 million.
- Full-year fiscal 2026 net sales were $9.744 billion, down 5% from $10.253 billion.
- Full-year GAAP diluted EPS was $1.31, compared with $2.01 in fiscal 2025.
- Fiscal 2027 guidance calls for net sales to decline 4% to 2% and adjusted EPS of $1.65 to $1.80.
- The quarterly dividend will be paid November 2, 2026, to shareholders of record October 1, 2026.
$CPB Insider Trading Activity
$CPB insiders have traded $CPB stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CPB stock by insiders over the last 6 months:
- BENNETT JR DORRANCE has made 3 purchases buying 300 shares for an estimated $6,435 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CPB Hedge Fund Activity
We have seen 381 institutional investors add shares of $CPB stock to their portfolio, and 334 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. removed 12,361,979 shares (-91.6%) from their portfolio in Q2 2026, for an estimated $275,301,272
- BLACKROCK, INC. added 12,112,696 shares (+70.8%) to their portfolio in Q2 2026, for an estimated $269,749,739
- BEUTEL, GOODMAN & CO LTD. removed 6,267,644 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $139,580,431
- BRANDES INVESTMENT PARTNERS, LP added 6,167,736 shares (+3688.5%) to their portfolio in Q2 2026, for an estimated $137,355,480
- STATE STREET CORP removed 4,727,101 shares (-37.8%) from their portfolio in Q2 2026, for an estimated $105,272,539
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 3,054,427 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $68,022,089
- GOLDMAN SACHS GROUP INC added 2,939,907 shares (+146.8%) to their portfolio in Q2 2026, for an estimated $65,471,728
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$CPB Congressional Stock Trading
Members of Congress have traded $CPB stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CPB stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 05/15.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
