Campbell’s (NASDAQ:CPB) Price Target Lowered to $25.00 at Morgan Stanley

12 Mar 2026, 08:48 by Jessica Moore · The Cerbat Gem

Campbell’s (NASDAQ:CPB – Get Free Report) had its price target reduced by Morgan Stanley from $27.00 to $25.00 in a research report issued on Thursday,Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Morgan Stanley’s target price would indicate a potential upside of 8.98% from the company’s current price.

Other equities analysts have also recently issued reports about the stock. UBS Group lowered their price objective on shares of Campbell’s from $26.00 to $24.00 and set a “sell” rating for the company in a research report on Friday, March 6th. Sanford C. Bernstein lowered their price target on shares of Campbell’s from $39.00 to $33.00 and set an “outperform” rating for the company in a report on Wednesday, December 10th. Barclays reiterated an “underweight” rating on shares of Campbell’s in a research note on Thursday. Jefferies Financial Group restated a “hold” rating and set a $26.00 price objective on shares of Campbell’s in a research report on Monday, March 2nd. Finally, Stifel Nicolaus set a $30.00 target price on Campbell’s and gave the company a “hold” rating in a research report on Tuesday, December 9th. Two research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and six have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Reduce” and a consensus price target of $30.94.

Get Our Latest Research Report on Campbell’s

Campbell’s Stock Down 7.1%

Shares of CPB opened at $22.94 on Thursday. The firm has a 50 day simple moving average of $27.00 and a two-hundred day simple moving average of $29.50. The company has a debt-to-equity ratio of 1.54, a current ratio of 0.82 and a quick ratio of 0.34. Campbell’s has a one year low of $22.41 and a one year high of $40.59. The company has a market cap of $6.84 billion, a P/E ratio of 11.89, a P/E/G ratio of 8.70 and a beta of -0.03.

Campbell’s (NASDAQ:CPB – Get Free Report) last issued its earnings results on Wednesday, March 11th. The company reported $0.51 earnings per share for the quarter, missing analysts’ consensus estimates of $0.57 by ($0.06). Campbell’s had a net margin of 5.69% and a return on equity of 21.84%. The business had revenue of $2.56 billion during the quarter. During the same quarter in the previous year, the company posted $0.74 earnings per share. The business’s quarterly revenue was down 4.5% on a year-over-year basis. Campbell’s has set its FY 2026 guidance at 2.150-2.250 EPS. Research analysts forecast that Campbell’s will post 3.15 EPS for the current fiscal year.

Insider Buying and Selling

In other news, EVP Anthony Sanzio sold 2,700 shares of the stock in a transaction on Friday, January 9th. The shares were sold at an average price of $26.51, for a total transaction of $71,577.00. Following the completion of the sale, the executive vice president directly owned 25,264 shares in the company, valued at $669,748.64. This represents a 9.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Charles A. Brawley III sold 11,550 shares of Campbell’s stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $28.14, for a total transaction of $325,017.00. Following the transaction, the executive vice president directly owned 43,777 shares of the company’s stock, valued at $1,231,884.78. This represents a 20.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 19.78% of the company’s stock.

Institutional Trading of Campbell’s

A number of large investors have recently bought and sold shares of CPB. Parkside Financial Bank & Trust raised its position in shares of Campbell’s by 21.4% in the 3rd quarter. Parkside Financial Bank & Trust now owns 1,942 shares of the company’s stock worth $61,000 after acquiring an additional 342 shares in the last quarter. Keybank National Association OH increased its holdings in Campbell’s by 1.1% in the third quarter. Keybank National Association OH now owns 32,729 shares of the company’s stock worth $1,034,000 after purchasing an additional 353 shares in the last quarter. J.W. Cole Advisors Inc. lifted its stake in Campbell’s by 1.9% in the second quarter. J.W. Cole Advisors Inc. now owns 19,920 shares of the company’s stock valued at $611,000 after buying an additional 375 shares during the period. Public Employees Retirement System of Ohio grew its position in shares of Campbell’s by 0.6% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 60,571 shares of the company’s stock worth $1,913,000 after buying an additional 376 shares during the period. Finally, Steward Partners Investment Advisory LLC increased its stake in shares of Campbell’s by 8.1% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 5,099 shares of the company’s stock valued at $142,000 after acquiring an additional 380 shares in the last quarter. 52.35% of the stock is currently owned by institutional investors and hedge funds.

More Campbell’s News

Here are the key news stories impacting Campbell’s this week:

Positive Sentiment: Rao’s and Meals & Beverages showed in-market consumption growth and Rao’s exceeded $1 billion in trailing 12‑month sales, providing a tangible brand-growth bright spot for CPB. Campbell’s Reports Second Quarter Fiscal 2026 Results
Positive Sentiment: Falling share price has pushed yield materially higher; MarketBeat notes institutional buying and argues income investors may view CPB as a high‑priority dividend watch. This supports downside floor/accumulation potential. Campbell Soup Company Is High-Priority for Income Watch Lists
Neutral Sentiment: Management hosted its Q2 call and provided color on strategic steps (cost controls, portfolio focus); the transcript and call slides give guidance detail that investors should read for modeling assumptions. The Campbell’s Company (CPB) Q2 2026 Earnings Call Transcript
Negative Sentiment: Q2 results: EPS $0.51 vs. ~$0.57 expected and revenue down ~4.5% to $2.56B — a clear miss that pressured the stock. Campbell’s (NASDAQ:CPB) Misses Q4 CY2025 Sales Expectations, Stock Drops
Negative Sentiment: Company cut FY2026 EPS guidance to $2.15–$2.25 (well below consensus ~2.42), citing weaker snack demand and macro pressures — the guidance reduction is the primary negative driver for near‑term multiple compression. Campbell’s cuts annual forecasts amid macroeconomic pressures
Negative Sentiment: Snacks segment weakness (pretzels, chips) plus tariff and inflation pressures hit margins and sales; several outlets report the stock falling to multi‑year lows as investors reassess medium‑term growth. Tariffs land Campbell’s in a soup, stock hits 52-week low
Negative Sentiment: Analyst cuts, negative media commentary and high short interest amplify downside risk until clearer evidence of snack recovery or margin stabilization appears. Cramer trashes Campbell stock: ‘not a great American company anymore’

Campbell’s Company Profile

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Campbell’s (NASDAQ: CPB) is a leading manufacturer of shelf-stable foods and beverages, best known for its iconic soups and broths. Headquartered in Camden, New Jersey, the company offers a diverse portfolio of products designed to meet consumer demand for convenient, affordable meals and snacks. Since its founding in 1869, Campbell’s has grown through a combination of organic innovation and strategic acquisitions to expand its presence in the food industry.