Campbell Soup
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
4.02% more ownership
Funds ownership: 52.96% [Q3] → 56.98% (+4.02%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 4 (+0) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 216
4% less funds holding
Funds holding: 641 [Q3] → 614 (-27) [Q4]
8% less capital invested
Capital invested by funds: $7.7B [Q3] → $7.11B (-$593M) [Q4]
13% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 100
42% less call options, than puts
Call options by funds: $61.3M | Put options by funds: $105M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$37
5%
downside
Avg. target
$40
2%
upside
High target
$44
12%
upside
9 analyst ratings
0 positive
0%
7 neutral
78%
2 negative
22%
Morgan Stanley Megan Alexander 71% 1-year accuracy 12 / 17 met price target | 2%upside $40 | Equal-Weight Initiated | 24 Mar 2025 |
DA Davidson Brian Holland 30% 1-year accuracy 3 / 10 met price target | 0%downside $39 | Neutral Maintained | 11 Mar 2025 |
Citigroup Thomas Palmer 18% 1-year accuracy 6 / 33 met price target | 5%downside $37 | Sell Maintained | 6 Mar 2025 |
RBC Capital Nik Modi 46% 1-year accuracy 18 / 39 met price target | 12%upside $44 | Sector Perform Maintained | 6 Mar 2025 |
Wells Fargo Chris Carey 49% 1-year accuracy 22 / 45 met price target | 2%upside $40 | Equal-Weight Maintained | 6 Mar 2025 |
Financial journalist opinion
Based on 27 articles about CPB published over the past 30 days
Positive
Seeking Alpha
1 day ago
4 Ideal March Buys From 49 "Safer" Dividends In 100 Barron's Sustainable Dogs
Calvert's ESG analysis identified 100 top sustainable companies, with 83 dividend payers, focusing on five categories: planet, workplace, customer, community, and shareholder. Analysts predict 19.91% to 38.3% net gains for top ESG companies by March 2026, with Omnicom Group and Avient Corp leading potential returns. Sixteen of 83 dividend-paying sustainable stocks show negative free-cash-flow margins, indicating potential cash flow issues and higher risk.
Neutral
The Motley Fool
3 days ago
The Smartest Dividend Stocks to Buy With $1,000 Right Now
Opinions will always differ, but our current economic environment seems rather uncertain to me, with tariffs, tariff wars, the threat of inflation, and a lot of investors with stock market jitters. So if you're looking to invest in stocks, I suggest taking a close look at dividend payers.
Negative
Seeking Alpha
6 days ago
The Campbell's Company: Still Struggling To Improve Organic Growth
I reiterate my hold rating for Campbell's stock due to continued struggles with organic growth and weak core business performance. CPB's 2Q25 results show a 2% decline in organic sales, with gross margin contracting and EBIT margin falling, leading to a downward revision of FY25 guidance. Structural issues persist in both the Snacks and Meals & Beverages segments, with ineffective promotions and declining margins despite cost optimizations.
Positive
Schwab Network
2 weeks ago
"Don't Fear Recession," Balance Big Tech with Defense Stocks
Dale Smothers calls the current market sell-off a "10% correction" that is healthy for the markets. He tells investors it's okay to buy into lower price action but not to go all in on names like Nvidia (NVDA), Microsoft (MSFT) and Apple (AAPL).
Negative
Benzinga
2 weeks ago
Campbell's Faces Slower Growth: Analyst Cuts Price Forecast As Consumer Sentiment Could Weaken Further
RBC Capital Markets analyst Nik Modi reiterated the Sector Perform rating on Campbell's Co CPB, lowering the price forecast to $44 from $51.
Positive
Zacks Investment Research
3 weeks ago
Campbell's Q2 Earnings Beat Estimates, Sales Increase 9% Y/Y
CPB's fiscal second-quarter results show a 9% net sales increase, driven by the Sovos Brands acquisition. The company has lowered its 2025 guidance.
Neutral
Seeking Alpha
3 weeks ago
The Campbell's Company (CPB) Q2 2025 Earnings Call Transcript
The Campbell's Company (NASDAQ:CPB ) Q2 2025 Earnings Conference Call March 5, 2025 8:00 AM ET Company Participants Rebecca Gardy - Senior Vice President, Chief Investor Relations Officer Mick Beekhuizen - President and Chief Executive Officer Carrie Anderson - Executive Vice President and Chief Financial Officer Conference Call Participants Andrew Lazar - Barclays Jim Salera - Stephens Ken Goldman - JPMorgan Peter Galbo - Bank of America Robert Moskow - TD Cowen Operator Good morning and welcome to the Campbell's Second Quarter Fiscal 2025 Earnings Conference Call. Today's conference is being recorded.
Positive
Zacks Investment Research
3 weeks ago
Here's Why Campbell's (CPB) is a Strong Value Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Neutral
Zacks Investment Research
3 weeks ago
Campbell (CPB) Reports Q2 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Campbell (CPB) give a sense of how the business performed in the quarter ended January 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Neutral
CNBC Television
3 weeks ago
Cramer's Mad Dash: Campbell's Co.
CNBC's Jim Cramer breaks down why he's keeping an eye on shares of Campell's Co.
Charts implemented using Lightweight Charts™