Campbell’s shares jump as investors re-rate beaten-down packaged-food name after recent guidance reset

The Campbell’s Company (CPB) is up 4.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears consistent with a rebound rally after CPB’s sharp selloff earlier in March following its fiscal Q2 results and reduced full-year outlook. With no fresh, company-specific announcement tied to today’s session, the gain also looks like defensive-sector buying and short-covering after the stock became heavily pressured.

Details:

Earlier this month, the company reported fiscal second-quarter results and lowered its full-year fiscal 2026 outlook, which helped drive a notable decline in the shares immediately after the update.

The company highlighted cost headwinds and actions to accelerate savings initiatives, and investors have been recalibrating expectations around margins and demand in the snacks and meals portfolio.

Campbell’s board recently declared its regular quarterly dividend of $0.39 per share, a factor that can support sentiment in a volatility-driven “defensive” tape.

This could also be a technical bounce after multiple down days, with investors rotating back into packaged-food staples as broader risk appetite fluctuates.

Sources:

The Campbell’s Company, Associated Press, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$CPB Insider Trading Activity

$CPB insiders have traded $CPB stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $CPB stock by insiders over the last 6 months:

CHARLES A. III BRAWLEY (EVP, Gen Counsel, and Corp Sec) sold 11,550 shares for an estimated $325,074
ANTHONY SANZIO (EVP, Chief Comms Officer) sold 2,700 shares for an estimated $71,578

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$CPB Hedge Fund Activity

We have seen 274 institutional investors add shares of $CPB stock to their portfolio, and 461 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BRANDYWINE MANAGERS, LLC added 3,329,500 shares (+inf%) to their portfolio in Q4 2025, for an estimated $92,793,165
BRANDYWINE TRUST CO removed 2,913,706 shares (-59.9%) from their portfolio in Q4 2025, for an estimated $81,204,986
SQUAREPOINT OPS LLC removed 2,323,307 shares (-62.6%) from their portfolio in Q4 2025, for an estimated $64,750,566
MILLENNIUM MANAGEMENT LLC removed 2,144,251 shares (-90.6%) from their portfolio in Q4 2025, for an estimated $59,760,275
RENAISSANCE TECHNOLOGIES LLC removed 1,833,074 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $51,087,772
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,796,440 shares (-74.9%) from their portfolio in Q4 2025, for an estimated $50,066,782
DIMENSIONAL FUND ADVISORS LP added 1,758,460 shares (+26.9%) to their portfolio in Q4 2025, for an estimated $49,008,280

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$CPB Government Contracts

We have seen $8,409,214 of award payments to $CPB over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

COMMODITIES FOR USG FOOD DONATIONS: 2000010732/4100032053/SOUP VEGETABLE CAN-24/1: $1,542,926
COMMODITIES FOR USG FOOD DONATIONS: 2000011055/4100033322/SOUP VEGETABLE CAN-24/1: $1,005,334
COMMODITIES FOR USG FOOD DONATIONS: 2000010618/4100032051/SOUP TOMATO CAN-24/1: $590,194
COMMODITIES FOR USG FOOD DONATIONS: 2000010616/4100032048/SOUP CREAM OF CHICKEN CAN-24/1: $550,748

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

$CPB Congressional Stock Trading

Members of Congress have traded $CPB stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 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. has traded it 3 times. They made 2 purchases worth up to $115,000 on 12/30, 11/18 and 1 sale worth up to $15,000 on 12/19.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$CPB Analyst Ratings

Wall Street analysts have issued reports on $CPB in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

UBS issued a "Sell" rating on 12/10/2025

To track analyst ratings and price targets for $CPB, check out Quiver Quantitative's $CPB forecast page.

$CPB Price Targets

Multiple analysts have issued price targets for $CPB recently. We have seen 12 analysts offer price targets for $CPB in the last 6 months, with a median target of $24.5.

Here are some recent targets:

Peter Grom from UBS set a target price of $20.0 on 03/13/2026
Andrew Lazar from Barclays set a target price of $23.0 on 03/12/2026
Alexia Howard from Bernstein set a target price of $27.0 on 03/12/2026
Brian Holland from DA Davidson set a target price of $30.0 on 03/12/2026
Chris Carey from Wells Fargo set a target price of $20.0 on 03/12/2026
Robert Moskow from TD Cowen set a target price of $24.0 on 03/12/2026
Steve Powers from Deutsche Bank set a target price of $23.0 on 03/12/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.