Campbell Soup

CPB

Market cap $6.09B

CAMDEN, N.J.--(BUSINESS WIRE)--The Campbell's Company (NASDAQ:CPB) and The Campbell's Foundation today announced $1 million in Community Impact Grants—the grant program's largest single-year annual investment—awarded to 50 nonprofit organizations working to improve lives in communities where Campbell's operates. The grants support the Foundation's three strategic focus areas: increasing food access, encouraging healthy living and strengthening neighborhoods. This year, grants will support organ.

Campbell (CPB) reported earnings 30 days ago. What's next for the stock?

Things went downhill for Campbell's (NASDAQ: CPB) in November 2025, when the then-vice president and chief information security officer, Martin Bally, was caught on tape mocking “poor people,” calling the company's own products “3D-printed meat,” and making racist comments about his co-workers.

Of the S&P 500's top 20 biggest decliners, 19 companies are in either the oil and gas or the fertilizer business, and the other one is in agriculture.

I present an expanded Top 25 High-Yield dividend stock watchlist for April 2026, targeting quality, value, and long-term return potential. The selected stocks average a 3.86% dividend yield and a projected 19.07% future CAGR, with ~34% average undervaluation per dividend yield theory. Subsets highlight opportunities in high yield (e.g., Campbell's at 7%), fast dividend growth (Autoliv, 38.15%), and deep value (Nike, -63.81% undervalued).

Campbell Soup Company (CPB) remains a Buy, trading at attractive valuations with a resilient dividend yield and prudent cost management. CPB faces near-term headwinds, with Q2'FY26 missing estimates, guidance getting cut, and organic net sales now expected to decline 1–2%. Cost savings, stable free cash flow, and smart refinancing underpin CPB's financial stability despite macro and structural risks.

The Campbell's Company is at multi-decade lows. They offer a 7% dividend yield, and the forward P/E is at 10, but the company faces significant near-term headwinds. Sales are declining, margins are contracting, and FY2026 guidance was lowered, reflecting ongoing macro environment challenges. Despite the weakness, Campbell's cost control and new product launches targeting cook-at-home trends offer some upside potential.

A shortage of fertilizer caused by the Strait of Hormuz closure will lead to higher food prices. About 85% of polyethylene exports from the Middle East travel through the Strait of Hormuz.

Campbell's boasts many market-leading brands, and it's working to improve its performance. Healthpeak Properties is a real estate investment trust (REIT) with many medical buildings and laboratories.

Campbell's slashed its full-year guidance as sales fell across several core brands. The 157-year-old food company also paused buybacks and dividend raises.