Q3 EPS Estimates for Campbell Soup Lowered by Zacks Research

The Campbell Soup Company (NASDAQ:CPB - Free Report) - Analysts at Zacks Research lowered their Q3 2025 earnings per share estimates for Campbell Soup in a research report issued to clients and investors on Wednesday, March 19th. Zacks Research analyst R. Department now expects that the company will earn $0.65 per share for the quarter, down from their prior estimate of $0.79. The consensus estimate for Campbell Soup's current full-year earnings is $3.15 per share. Zacks Research also issued estimates for Campbell Soup's Q4 2025 earnings at $0.70 EPS and Q4 2026 earnings at $0.70 EPS.

A number of other research analysts have also recently issued reports on the stock. JPMorgan Chase & Co. cut shares of Campbell Soup from an "overweight" rating to a "neutral" rating and decreased their price target for the stock from $48.00 to $37.00 in a report on Thursday, March 6th. Jefferies Financial Group reduced their target price on Campbell Soup from $42.00 to $40.00 and set a "hold" rating for the company in a research note on Wednesday, March 5th. Stephens reaffirmed an "overweight" rating on shares of Campbell Soup in a research report on Wednesday, December 4th. DA Davidson cut their price objective on Campbell Soup from $46.00 to $39.00 and set a "neutral" rating on the stock in a report on Tuesday, March 11th. Finally, Bank of America decreased their target price on Campbell Soup from $45.00 to $41.00 and set an "underperform" rating for the company in a report on Thursday, March 6th. Four investment analysts have rated the stock with a sell rating, ten have assigned a hold rating and four have given a buy rating to the stock. Based on data from MarketBeat.com, Campbell Soup presently has a consensus rating of "Hold" and an average target price of $44.86.

Campbell Soup Stock Performance

Shares of Campbell Soup stock traded up $0.44 during midday trading on Monday, hitting $39.58. The company had a trading volume of 2,143,787 shares, compared to its average volume of 2,628,158. The stock has a market cap of $11.80 billion, a price-to-earnings ratio of 21.63, a PEG ratio of 2.71 and a beta of 0.15. Campbell Soup has a 12-month low of $36.92 and a 12-month high of $52.81. The company has a quick ratio of 0.50, a current ratio of 0.91 and a debt-to-equity ratio of 1.74. The company has a fifty day simple moving average of $39.05 and a 200 day simple moving average of $43.23.

Campbell Soup (NASDAQ:CPB - Get Free Report) last posted its quarterly earnings results on Wednesday, March 5th. The company reported $0.74 EPS for the quarter, topping analysts' consensus estimates of $0.73 by $0.01. The firm had revenue of $2.69 billion for the quarter, compared to analysts' expectations of $2.74 billion. Campbell Soup had a net margin of 5.57% and a return on equity of 23.79%. The firm's revenue was up 9.3% on a year-over-year basis.

Campbell Soup Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, April 28th. Investors of record on Thursday, April 3rd will be paid a $0.39 dividend. The ex-dividend date of this dividend is Thursday, April 3rd. This represents a $1.56 annualized dividend and a dividend yield of 3.94%. Campbell Soup's dividend payout ratio is presently 90.17%.

Insiders Place Their Bets

In related news, EVP Anthony Sanzio sold 2,000 shares of the company's stock in a transaction dated Friday, January 3rd. The shares were sold at an average price of $41.90, for a total value of $83,800.00. Following the completion of the sale, the executive vice president now owns 16,551 shares of the company's stock, valued at approximately $693,486.90. This represents a 10.78 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. 20.19% of the stock is currently owned by company insiders.

Institutional Trading of Campbell Soup

A number of institutional investors and hedge funds have recently added to or reduced their stakes in CPB. Franklin Resources Inc. raised its position in Campbell Soup by 1,593.8% in the 3rd quarter. Franklin Resources Inc. now owns 1,904,440 shares of the company's stock valued at $91,623,000 after purchasing an additional 1,792,005 shares during the last quarter. Raymond James Trust N.A. boosted its position in Campbell Soup by 43.8% during the third quarter. Raymond James Trust N.A. now owns 9,228 shares of the company's stock worth $451,000 after purchasing an additional 2,809 shares in the last quarter. Handelsbanken Fonder AB grew its stake in Campbell Soup by 161.8% in the 4th quarter. Handelsbanken Fonder AB now owns 186,277 shares of the company's stock valued at $7,801,000 after acquiring an additional 115,122 shares during the last quarter. ING Groep NV purchased a new position in Campbell Soup during the fourth quarter worth $1,062,000. Finally, Hussman Strategic Advisors Inc. raised its position in shares of Campbell Soup by 133.3% in the fourth quarter. Hussman Strategic Advisors Inc. now owns 147,000 shares of the company's stock valued at $6,156,000 after buying an additional 84,000 shares during the last quarter. Hedge funds and other institutional investors own 52.35% of the company's stock.

About Campbell Soup

Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. The company operates through Meals & Beverages and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada.