CPB

CAMPBELL'S Co

Nasdaq · Food and Kindred Products · Inc. NJ · CIK 0000016732
$21.11 -3.03% $6.3B
33 New Institutional Positions17 Institutional ExitsCongressional Activity (1)
Vol
Market Cap$6.3B
Cap SizeMid Cap
Analyst ConsensusSell (7%)
Inst. Holders50 funds
Inst. Value$3.0B
Inst. Activity33 buys / 17 sells
Insider Activity1B / 0S
Insider Net $$2.1K
Reddit Sentiment61° Warm
SEC Reports3
Congressional1 trades
Exchange Nasdaq·Sector Food and Kindred Products·Inc. NJ·CIK 0000016732·Prev Close $21.77

Recent Activity

Jun 18, 2026 short_volume
Short Volume: CPB — 63.6% short (2.3M / 3.6M)
Short: 2,313,231 | Exempt: 17,779 | TRF Vol: 3,639,457 | Short Ratio: 63.6% | Off-exchange volume (d
Jun 17, 2026 SEC
Campbell's Company announced that EVP and Chief Enterprise Transformation Officer Daniel L. Poland will step down from h
8-K — Impact 2/10
Jun 11, 2026 SEC
Institutional cluster for Campbell's (CPB) shows mixed but net bullish activity: 8 buyers (net +$405M) vs 7 sellers (net
INST-CLUSTER — Impact 4/10
Jun 9, 2026 Insider
Dorrance Bennett JR bought 100 shares
Director @ $21.45 ($2.1K)
Jun 8, 2026 SEC
Campbell's Q3 FY2026 results show continued top-line pressure with net sales down 4% YoY to $2.366B and adjusted EPS dow
8-K — Impact 6/10
May 6, 2026 Congress
William Keating sell
$15,001 - $50,000 — House
Apr 1, 2026 Insider
Cretella Risa surrendered for taxes 6,543 shares
EVP, President, M&B @ $22.27 ($145.7K)
Mar 31, 2026 Insider
Amendment & Restatement of Agreement of Trust of Mary Alice Dorrance Malone dated April 17, 1990 acquired 17,274,200 shares
10%+ Owner @ $22.27 ($384.7M)

Price Targets

$21.44 +1.4% upside Hold
Current $21.15 Low $14.00 Median $20.00 High $56.00 18 analysts
$14.00 $56.00

Analyst Ratings

Strong Sell7% buy · 28 analysts
2Strong Buy
0Buy
15Hold
10Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 9, 2026 UBS MAINTAIN Sell → Sell
Jun 9, 2026 RBC Capital MAINTAIN Sector Perform → Sector Perform
Jun 9, 2026 B of A Securities MAINTAIN Underperform → Underperform
Jun 8, 2026 Barclays MAINTAIN Underweight → Underweight
Jun 5, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.48 ▼ -1.7% $0.46 — $0.50 -23% YoY 17
Next Q $0.62 ▼ -11.8% $0.57 — $0.67 0% YoY 18
Current FY $2.17 $2.15 — $2.20 -27% YoY 19
Next FY $1.98 ▼ -9.6% $1.77 — $2.46 -9% YoY 20

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BlackRock, Inc.$381.1MTRIM
Invesco Ltd.$300.6MADD
VANGUARD CAPITAL MANAGEMENT LLC$293.1M
STATE STREET CORP$278.6M

Recent Insider Trades

DateInsiderTypeValue
Jun 9, 2026Dorrance BennettBUY$2.1K
Apr 1, 2026Cretella RisaF$145.7K
Mar 31, 2026Amendment &J$384.7M
Mar 30, 2026McLoughlin KeithA$0.00
Mar 30, 2026Schmidt KurtA$0.00

Reddit Sentiment

61°
Warm
Bearish Neutral Bullish
5 mentions 2 bullish 0 bearish

Congressional Trades

1 members: 0 buys, 1 sells
MemberPartyTypeAmount
William KeatingDSELL$15,001 - $50,000
50 institutional holders with $3.0B total value (133,489,223 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, Invesco. Net buying activity: 33 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.17,112,705$381.1M12.8%TRIM -31.3%
3Invesco Ltd.13,496,177$300.6M10.1%ADD +38.9%
4VANGUARD CAPITAL MANAGEMENT LLC13,160,519$293.1M9.9%
5STATE STREET CORP12,509,743$278.6M9.4%
6DIMENSIONAL FUND ADVISORS LP10,239,231$228.0M7.7%
7VANGUARD PORTFOLIO MANAGEMENT LLC10,007,389$222.9M7.5%
8TWO SIGMA INVESTMENTS, LP7,951,510$177.1M6.0%
9MORGAN STANLEY6,416,941$142.9M4.8%ADD +41.0%
10CITADEL ADVISORS LLC4,060,651$90.4M3.0%
11FIRST TRUST ADVISORS LP2,820,793$62.8M2.1%ADD +35.0%
12LAZARD ASSET MANAGEMENT LLC2,750,811$61.3M2.1%NEW
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/2,295,060$51.1M1.7%
14DEUTSCHE BANK AG\2,278,529$50.7M1.7%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,101,377$46.8M1.6%
16GOLDMAN SACHS GROUP INC2,002,362$44.6M1.5%
17HSBC HOLDINGS PLC1,864,119$41.3M1.4%DOUBLED +644.9%
18SUSQUEHANNA INTERNATIONAL GROUP, LLP1,784,500$39.7M1.3%
19Connor, Clark & Lunn Investment Management Ltd.1,730,334$38.5M1.3%ADD +58.3%
20WELLS FARGO & COMPANY/MN1,452,041$32.3M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BlackRock, Inc.TRIM24,904,58817,112,705-31.3%$381.1M2026-Q1
Invesco Ltd.ADD9,719,40913,496,177+38.9%$300.6M2026-Q1
MORGAN STANLEYADD4,550,3886,416,941+41.0%$142.9M2026-Q1
FIRST TRUST ADVISORS LPADD2,089,4002,820,793+35.0%$62.8M2026-Q1
LAZARD ASSET MANAGEMENT LLCNEW2,750,811$61.3M2026-Q1
HSBC HOLDINGS PLCDOUBLED250,2461,864,119+644.9%$41.3M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD1,093,0151,730,334+58.3%$38.5M2026-Q1
Cerity Partners LLCTRIM2,680,8391,136,263-57.6%$25.3M2026-Q1
AmundiADD463,131604,436+30.5%$13.5M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM885,891560,577-36.7%$12.5M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMTRIM505,786338,774-33.0%$7.5M2026-Q1
PEAK6 LLCDOUBLED16,633335,395+1916.4%$7.5M2026-Q1
NOMURA HOLDINGS INCDOUBLED8,431316,461+3653.5%$7.0M2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCDOUBLED90,311255,232+182.6%$5.7M2026-Q1
BRANDES INVESTMENT PARTNERS, LPADD112,984167,214+48.0%$3.7M2026-Q1
SEI INVESTMENTS COADD128,923162,791+26.3%$3.6M2026-Q1
AMERIPRISE FINANCIAL INCADD101,716158,031+55.4%$3.5M2026-Q1
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.ADD63,404100,656+58.8%$2.2M2026-Q1
STIFEL FINANCIAL CORPADD66,95091,539+36.7%$2.0M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD71,47889,723+25.5%$2.0M2026-Q1
Russell Investments Group, Ltd.TRIM172,90680,212-53.6%$1.8M2026-Q1
Brevan Howard Capital Management LPADD52,93970,320+32.8%$1.6M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD51,37365,809+28.1%$1.4M2026-Q1
FIFTH THIRD BANCORPDOUBLED12,84352,740+310.7%$1.2M2026-Q1
CAPSTONE INVESTMENT ADVISORS, LLCTRIM79,12451,165-35.3%$1.1M2026-Q1
15 unique insiders with 16 transactions. Net insider value: $2.1K ($2.1K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 9, 2026Dorrance Bennett JRDirectorBUY100$21.45$2.1K
Apr 1, 2026Cretella RisaEVP, President, M&BTAX W/H6,543$22.27$145.7K
Mar 31, 2026Amendment & Restatement of Agreement of Trust of Mary Alice Dorrance Malone dated April 17, 199010%+ OwnerJ17,274,200$22.27$384.7M
Mar 30, 2026McLoughlin Keith RDirectorAWARD3,854.82
Mar 30, 2026Schmidt KurtDirectorAWARD3,223.62
Mar 30, 2026Averill Howard MDirectorAWARD2,051.39
Mar 30, 2026Dorrance Bennett JRDirectorAWARD1,925
Mar 30, 2026vanBeuren Archbold DDirectorAWARD2,037
Mar 30, 2026Hill GrantDirectorAWARD3,224
Mar 30, 2026Hofstetter SarahDirectorAWARD1,882.32
Mar 30, 2026Lautenbach Marc BradleyDirectorAWARD2,023.22
Mar 30, 2026Hilado Maria TeresaDirectorAWARD2,037.31
Mar 30, 2026Malone Mary Alice Dorrance JRDirectorAWARD1,882
Mar 30, 2026ARREDONDO FABIOLA RDirectorAWARD1,925
Mar 1, 2026Anand MohitEVP / President, SnacksAWARD21,505
Feb 1, 2026Poland Daniel LEVP / Chief ETOTAX W/H14,020$27.01$378.7K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (7% buy). Based on 28 analysts: 2 strong buy, 0 buy, 15 hold, 10 sell, 1 strong sell.

Analyst Price Targets

$21.44 mean target +1.4% upside Hold (3.30)
$14.00 Low $56.00 High
MetricValue
Current Price$21.15
Target Low$14.00
Target Mean$21.44
Target Median$20.00
Target High$56.00
# Analysts18
RecommendationHold (3.30)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$0.48 $0.46 $0.50 -22.8% -1.7% 1↑ 7↓ $2.2B -7.0% 17
Next Q
2026-07-31
$0.62 $0.57 $0.67 0.4% -11.8% 0↑ 10↓ $2.6B -1.2% 18
Current FY
2026-07-31
$2.17 $2.15 $2.20 -26.8% -0.3% 0↑ 8↓ $9.8B -4.8% 19
Next FY
2027-07-31
$1.98 $1.77 $2.46 -9.0% -9.6% 0↑ 13↓ $9.8B 0.1% 20

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.478
7d ago$0.485-0.007
30d ago$0.487-0.008
60d ago$0.492-0.014
90d ago$0.583-0.104
15 analyst firms have rated this stock: 0 upgrades, 4 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 9, 2026 UBS MAINTAIN Sell Sell
Jun 9, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Jun 9, 2026 B of A Securities MAINTAIN Underperform Underperform
Jun 8, 2026 Barclays MAINTAIN Underweight Underweight
Jun 5, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jun 3, 2026 Bernstein DOWNGRADE Market Perform Underperform
Jun 2, 2026 UBS MAINTAIN Sell Sell
Jun 1, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jun 1, 2026 Stephens & Co. DOWNGRADE Overweight Equal-Weight
May 22, 2026 DA Davidson MAINTAIN Neutral Neutral
Apr 27, 2026 Bernstein DOWNGRADE Outperform Market Perform
Apr 23, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 21, 2026 Stifel MAINTAIN Hold Hold
Apr 14, 2026 Barclays MAINTAIN Underweight Underweight
Apr 14, 2026 BTIG INITIATE Neutral
Apr 9, 2026 BNP Paribas MAINTAIN Underperform Underperform
Apr 8, 2026 Wells Fargo MAINTAIN Underweight Underweight
Mar 30, 2026 Deutsche Bank MAINTAIN Hold Hold
Mar 13, 2026 UBS MAINTAIN Sell Sell
Mar 12, 2026 Barclays MAINTAIN Underweight Underweight
Mar 12, 2026 Deutsche Bank MAINTAIN Hold Hold
Mar 12, 2026 TD Cowen MAINTAIN Hold Hold
Mar 12, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Mar 12, 2026 B of A Securities MAINTAIN Underperform Underperform
Mar 12, 2026 Bernstein MAINTAIN Outperform Outperform
Mar 12, 2026 DA Davidson MAINTAIN Neutral Neutral
Mar 12, 2026 Wells Fargo DOWNGRADE Equal-Weight Underweight
Mar 12, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Mar 12, 2026 Stifel MAINTAIN Hold Hold
Mar 6, 2026 UBS MAINTAIN Sell Sell
Mar 6, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Mar 3, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 16, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202620151017%
May 1, 202620151017%
Apr 1, 2026301311111%
Mar 1, 202620141017%
Feb 1, 202620141017%
Jan 1, 20262015917%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
May 6, 2026William KeatingDHOUSESELL$15,001 - $50,000Campbell Soup CoMay 19, 2026 (14d)
61°
Warm
Bearish Neutral Bullish
5 mentions 2 bullish 0 bearish 5 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 10, 2026150° Neutral001
Jun 7, 2026160° Warm101
Jun 7, 2026160° Warm101
Apr 6, 2026144° Neutral001
Apr 6, 2026144° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 9d 5h ago
CPB squeezoooo MEME
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 11d 16h ago
How likely is a short squeeze on Campbell’s (CPB)?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
Curious what people think of KHC
▲ 1 💬 1 ⚡ 0.5
Jun 18, 2026
short_volume
Short Volume: CPB — 63.6% short (2.3M / 3.6M)
Short: 2,313,231 | Exempt: 17,779 | TRF Vol: 3,639,457 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)
Jun 17, 2026
short_volume
Short Volume: CPB — 59.1% short (3.0M / 5.1M)
Short: 2,996,424 | Exempt: 22,053 | TRF Vol: 5,065,849 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Jun 16, 2026
short_volume
Short Volume: CPB — 63.7% short (2.8M / 4.4M)
Short: 2,789,069 | Exempt: 15,696 | TRF Vol: 4,379,659 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Jun 15, 2026
short_volume
Short Volume: CPB — 56.0% short (1.7M / 3.1M)
Short: 1,748,071 | Exempt: 1,552 | TRF Vol: 3,123,594 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Jun 12, 2026
short_volume
Short Volume: CPB — 63.0% short (1.9M / 3.0M)
Short: 1,869,577 | Exempt: 1,433 | TRF Vol: 2,965,638 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: CPB — 71.6% short (3.1M / 4.3M)
Short: 3,099,833 | Exempt: 7,049 | TRF Vol: 4,327,880 | Short Ratio: 71.6% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: CPB — 59.5% short (3.3M / 5.5M)
Short: 3,263,618 | Exempt: 500 | TRF Vol: 5,484,933 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: CPB — 69.2% short (3.4M / 4.8M)
Short: 3,353,751 | Exempt: 12,115 | TRF Vol: 4,845,514 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
earnings_calendar
CPB Q3 2026 Earnings Before Market Open — 2026-06-08
Jun 8, 2026
short_volume
Short Volume: CPB — 76.7% short (4.6M / 6.0M)
Short: 4,605,898 | Exempt: 4,751 | TRF Vol: 6,004,837 | Short Ratio: 76.7% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: CPB — 74.8% short (4.5M / 6.0M)
Short: 4,523,866 | Exempt: 2,686 | TRF Vol: 6,048,049 | Short Ratio: 74.8% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: CPB — 69.9% short (2.9M / 4.2M)
Short: 2,939,646 | Exempt: 9,615 | TRF Vol: 4,205,072 | Short Ratio: 69.9% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: CPB — 69.2% short (2.5M / 3.6M)
Short: 2,487,886 | Exempt: 1,005 | TRF Vol: 3,595,438 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: CPB — 72.9% short (1.8M / 2.5M)
Short: 1,795,994 | Exempt: 8,189 | TRF Vol: 2,463,033 | Short Ratio: 72.9% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: CPB — 72.4% short (2.7M / 3.7M)
Short: 2,669,999 | Exempt: 3,839 | TRF Vol: 3,686,989 | Short Ratio: 72.4% | Off-exchange volume (dark pool + OTC)