Campbell’s Gains as Investors Weigh Balance-Sheet Steps After Recent Selloff

The Campbell’s Company (CPB) is up 3.5% today. Here is some analysis on what might have caused this price movement.

Analysis: A clear new same-day catalyst is not obvious, so this move looks more like a rebound after a sharp September selloff. This could be because investors are revisiting the stock after Campbell’s outlined debt-reduction actions, including a dividend reset and a recent extension of its $1.85 billion credit agreement, while the shares were trading near recent lows.

Details:

Campbell’s fourth-quarter fiscal 2026 update showed weaker results, with net sales down 8% in the quarter and a net loss attributable to the company, helping drive a large drop in the stock earlier this month.

Management also gave fiscal 2027 guidance for lower sales, lower adjusted EBIT, and adjusted EPS of $1.65 to $1.80, reinforcing a cautious near-term outlook.

At the same time, Campbell’s said it was resetting its quarterly dividend to $0.25 from $0.39 to speed up debt reduction and launched a new cost-savings program targeting $500 million by fiscal 2030.

A September 17 filing also showed Campbell’s entered an extension agreement tied to its $1.85 billion five-year credit facility, which may have modestly supported sentiment around liquidity and balance-sheet flexibility.

Sources:

The Campbell’s Company, SEC, Investing.com

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 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 333 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
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
AQR CAPITAL MANAGEMENT LLC added 2,801,673 shares (+220.8%) to their portfolio in Q2 2026, for an estimated $62,393,257

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 Government Contracts

We have seen $7,054,894 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: 2000011055/4100033322/SOUP VEGETABLE CAN-24/1: $1,006,434
COMMODITIES FOR USG FOOD DONATIONS: 2000010947/4100033328/SOUP CREAM OF CHICKEN CAN-24/1: $540,342

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$CPB Congressional Stock Trading

Members of Congress have traded $CPB stock 1 times in the past 6 months. Of those trades, 1 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.

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.

$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:

B of A Securities issued a "Underperform" rating on 06/09/2026

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 $19.5.

Here are some recent targets:

Peter Galbo from B of A Securities set a target price of $18.0 on 06/09/2026
Peter Grom from UBS set a target price of $17.0 on 06/09/2026
Nik Modi from RBC Capital set a target price of $21.0 on 06/09/2026
Andrew Lazar from Barclays set a target price of $19.0 on 06/08/2026
Megan Alexander from Morgan Stanley set a target price of $21.0 on 06/05/2026
Alexia Howard from Bernstein set a target price of $19.0 on 06/03/2026
Jim Salera from Stephens & Co. set a target price of $21.0 on 06/01/2026

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.