CPB · NASDAQ · Packaged Foods

Campbell's (CPB)

Makes Campbell's soups, Rao's sauces, Goldfish crackers and other pantry foods and snacks.

$20.15
vs last close−0.07 (−0.32%)
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Campbell Soup CompanyCPB
Consumer Staples

Manufactures branded foods across Meals & Beverages and Snacks, led by Campbell's soups, Rao's sauces, Goldfish crackers and Pepperidge Farm baked goods. Sales are concentrated in North America, with broad retail and foodservice distribution and a direct-store-delivery network for snacks.

Manufactures branded foods through Meals & Beverages and Snacks. The meals portfolio spans Campbell's and Chunky soups, Swanson and Pacific Foods broths, Prego pasta sauce, Pace Mexican sauces, V8 beverages, and Rao's sauces, pasta and frozen foods. Snacks includes Goldfish crackers, Pepperidge Farm cookies and bakery products, Snyder's of Hanover pretzels, Lance crackers, Cape Cod and Kettle Brand chips, Late July snacks, and Snack Factory pretzel crisps.

Reaches grocery chains, mass merchants, club and convenience stores, e-commerce, and foodservice, while the Snacks division uses a direct-store-delivery network. The portfolio is concentrated in North America and depends on agricultural ingredients, packaging, retailer shelf space, and third-party distributors. Walmart accounts for about a fifth of sales, and soup demand peaks in fall and winter.

Company facts

CEOMick J. Beekhuizen
ListedDec 13, 1954
ExchangeNASDAQ
HeadquartersCamden, NJ
CountryUnited States
Employees13,700
CIK0000016732
ISINUS1344291091

Market cap$6.03B
EPS (ttm)$1.31
P/E (ttm)15.43
ROE10.2%
P/B1.57
P/S0.6185
Dividend yieldDiv yield7.72%
Beta−0.30vs XLP 1.13

Price target$20.00−1.0%Average of 29 analysts
ConsensusHold17 of 29 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 14, 2026Evercore ISITarget
Target: $22
Target: $21
Sep 4, 2026RBC CapitalReiterate
Rating: Target: $21
Rating: Sector PerformTarget: $19
Sep 4, 2026BarclaysReiterate
Rating: Target: $19
Rating: UnderweightTarget: $18
Sep 3, 2026JefferiesTarget
Target: $26
Target: $20
Aug 31, 2026Evercore ISITarget
Target: $48
Target: $22

Next report
Dec 8, 26
in 76 days
EPS estimate
$0.45
Revenue estimate
$2.56B
Fiscal quarter
Q1 FY27

EPSReportedEstimate

Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26Dec '26
Reported$0.74$0.73$0.62$0.77$0.51$0.50$0.39Pending
Estimate$0.73$0.65$0.56$0.74$0.57$0.48$0.39$0.45
Surprise+1.4%+12.3%+10.5%+4.8%−10.5%+4.4%+1.1%

RevenueReportedEstimate

Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26Dec '26
Reported$2.69B$2.48B$2.32B$2.68B$2.56B$2.37B$2.14BPending
Estimate$2.46B$2.40B$2.33B$2.65B$2.61B$2.38B$2.14B$2.56B
Surprise+9.3%+3.1%−0.4%+0.8%−1.7%−0.6%−0.3%
Estimate$0.45
ReportedDue Dec 8, 2026
Estimate$2.56B
ReportedDue Dec 8, 2026
View details

Debt to equity185.40%
Current ratio81.50%

ProfitabilityRevenueNet incomeNet margin

Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26
Revenue$2.77B$2.69B$2.48B$2.32B$2.68B$2.56B$2.37B$2.14B
Net income$218.0M$173.0M$66.0M$145.0M$194.0M$145.0M$124.0M−$60.0M
Net margin7.9%6.4%2.7%6.2%7.2%5.7%5.2%0.0%

GrowthOperating income

Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26
Operating income$396.0M$354.0M$308.0M$295.0M$337.0M$272.0M$239.0M$4.0M
YoY growth+7.9%+7.9%+12.8%+14.3%−14.9%−23.2%−22.4%−98.6%

Balance sheet, Aug 2, 2026Cash & short-term investments $394.0M · Total debt $7.14B · Total assets $15.65B · Shareholders' equity $3.85B

Revenue
$2.14B
Operating income
$4.0M
Net income
−$60.0M
View details

Dividend yield
7.72%
Next ex-date
Oct 1, 26
in 8 days
Annual dividend
$1.56
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yieldUpcoming

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Dividend$0.39$0.39$0.39$0.39$0.39$0.39$0.39$0.25
Annual yield3.57%3.82%4.93%4.94%5.90%7.09%6.69%7.06%
Ex-dateJan 2Apr 3Jul 3Oct 2Jan 8Apr 2Jul 2Oct 1
Payment dateJan 27Apr 28Aug 4Nov 3Feb 2May 4Aug 3Nov 2
View details

Institutions62.76%187.15M shares
654 holders · as of Jun 30, 2026
Insiders17.20%51.28M shares
25 holders · as of Aug 5, 2026
Strategic holders37.57%112.03M shares
3 holders · as of May 21, 2026
Adds to117.53%

298.21M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 117.53%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Amendment & Restatement of Agreement of Trust of Mary Alice Dorrance Malone dated April 17, 1990Strategic10 percent owner
21.55%64.26Mfiled May 21, 2026
Mary Alice MaloneInsiderdirector, 10 percent owner
13.40%39.96Mfiled Mar 28, 2025
Catherine D. Malone, as Trustee of the Mary Alice Dorrance Malone Revocable TrustStrategic
10.23%30.49Mfiled May 21, 2026
BlackRock, Inc.Institution
9.80%29.23Mas of Jun 30, 2026
Contango Limited, LPInstitution
6.18%18.43Mfiled Jan 20, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 9, 2026Bennett JR Dorrancedirector+100$21.45
Jan 9, 2026Anthony Sanzioofficer: EVP, Chief Comms Officer−2,700$26.51
Dec 30, 2025Charles A. III Brawleyofficer: EVP, Gen Counsel, and Corp Sec−11,550$28.15
View details

  • General Mills

    Progresso and Old El Paso press Campbell's biggest meals categories.

  • Mondelez International

    Ritz, Oreo, and Wheat Thins press Pepperidge Farm and Goldfish on snack shelves.

  • Kraft Heinz

    Classico pasta sauce contests Prego/Rao's on the Italian sauce shelf.

  • Conagra Brands

    Hunt's, Chef Boyardee, and Slim Jim compete across both of Campbell's segments.

  • PepsiCo

    Frito-Lay's kettle chips and branded snacks challenge Cape Cod and Kettle Brand.

  • Utz

    Utz Pretzels and Boulder Canyon target Snyder's and Cape Cod in salty snacks.

Compare

CompanyPriceChange
Campbell's$20.15−0.32%$6.03B15.411.70.6−7.9%
General Mills$35.19−0.75%$18.92B11.31.0−2.8%
Mondelez International$61.02−0.11%$77.96B22.519.02.0+4.1%
Kraft Heinz$23.65−1.48%$28.46B11.91.1−1.4%
Conagra Brands$14.66−0.91%$7.08B9.90.6+3.6%
PepsiCo$129.93−0.96%$179.21B17.214.91.8+6.4%
Utz$14.24+0.04%$1.26B17.30.9+1.4%
Median19.913.41.1+2.5%