Campbell Soup
About: Over the past 150-plus years, Campbell's has evolved into a leading domestic packaged food manufacturer, with a portfolio that extends beyond its iconic red-and-white labeled canned soup. In fiscal 2024 (July year-end), snacks accounted for nearly half of its revenue, followed by soup (28%), other simple meals (17%), and beverages (7%). Outside its namesake, its brands include Pepperidge Farm, Goldfish, Snyder's of Hanover, Swanson, Pacific Foods, Prego, Pace, V8, and recently acquired Rao's (a deal that closed in March 2024). Around 90% of its revenue results from the US and the remainder from Canada and Latin America.
Employees: 14,400
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
66% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 158
11% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 102
5.23% more ownership
Funds ownership: 57.07% [Q1] → 62.3% (+5.23%) [Q2]
0% more funds holding
Funds holding: 623 [Q1] → 624 (+1) [Q2]
4% less call options, than puts
Call options by funds: $98.9M | Put options by funds: $103M
16% less capital invested
Capital invested by funds: $6.79B [Q1] → $5.69B (-$1.1B) [Q2]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
JP Morgan Thomas Palmer | 3%upside $33 | Neutral Assumed | 20 Aug 2025 |
B of A Securities Peter Galbo | 9%downside $29 | Underperform Maintained | 19 Aug 2025 |
Morgan Stanley Megan Alexander | 0%upside $32 | Equal-Weight Maintained | 18 Aug 2025 |
Piper Sandler Michael Lavery | 6%upside $34 | Neutral Downgraded | 7 Aug 2025 |
Stifel Matthew Smith | 6%upside $34 | Hold Maintained | 29 Jul 2025 |
Financial journalist opinion
Based on 9 articles about CPB published over the past 30 days









