Campbell Soup (CPB)

• Market cap: $9.81B
• 1 day: -1.91%
• 5 days: -2.2%
• 1 month: 1.79%
• 3 months: 3.46%
• 6 months: -15.61%
• Year to date: -21.67%
• 1 year: -36.1%
• 5 years: -27.79%
• 10 years: -36.16%
• Sector: Consumer Staples
• Industry: Packaged Foods

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)

67% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 159

11% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 102

5.41% more ownership

Funds ownership: 57.07% [Q1] → 62.48% (+5.41%) [Q2]

1% more funds holding

Funds holding: 622 [Q1] → 627 (+5) [Q2]

16% less capital invested

Capital invested by funds: $6.79B [Q1] → $5.71B (-$1.08B) [Q2]

20% less funds holding in top 10

Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]

24% less call options, than puts

Call options by funds: $108M | Put options by funds: $143M

Research analyst outlook

11 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $30
• Avg. target: $33
• High target: $39

11 analyst ratings

• positive: 1 9%
• neutral: 7 64%
• negative: 3 27%

Morgan Stanley Megan Alexander	$33	Equal-Weight Maintained	5 Sep 2025
B of A Securities Peter Galbo	$30	Underperform Maintained	4 Sep 2025
TD Cowen Robert Moskow	$31	Hold Maintained	4 Sep 2025
Bernstein Alexia Howard	$39	Outperform Maintained	4 Sep 2025
UBS Peter Grom	$30	Sell Maintained	29 Aug 2025