CPB
CAMPBELL'S Co
$21.49
-0.88%
$6.6B
No data for this timeframe.
Vol
Market Cap$6.6B
Cap SizeMid Cap
Analyst ConsensusSell (7%)
Inst. Holders9 funds
Inst. Value$1.1B
Inst. Activity2 buys / 1 sells
Reddit Sentiment61° Warm
SEC Reports1
Congressional1 trades
Recent Activity
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 (d
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
Apr 1, 2026
Insider
Cretella Risa sold 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 sold 17,274,200 shares
10%+ Owner @ $22.27 ($384.7M)
Mar 30, 2026
Insider
McLoughlin Keith R sold 3,854.82 shares
Director @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
966,456 shares ($26.9M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
717,338 shares ($20.0M)
May 6, 2026
Congress
William Keating sell
$15,001 - $50,000 — House
Price Targets
$21.44
-3.1% upside
Hold
Current $22.13
Low $14.00
Median $20.00
High $56.00
18 analysts
$14.00
$56.00
Analyst Ratings
2Strong Buy
0Buy
15Hold
10Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.39 ▼ -5.7% | $0.37 — $0.41 | -36% YoY | 18 |
| Next Q | $0.63 ▼ -11.1% | $0.57 — $0.72 | -18% YoY | 14 |
| Current FY | $2.17 | $2.15 — $2.20 | -27% YoY | 19 |
| Next FY | $1.99 ▼ -9.3% | $1.77 — $2.46 | -9% YoY | 20 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $655.4M | — |
| TWO SIGMA INVESTMENTS, LP | $157.0M | DOUBLED |
| MORGAN STANLEY | $126.8M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $55.3M | NEW |
| FMR LLC | $32.8M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 1, 2026 | Cretella Risa | F | $145.7K |
| Mar 31, 2026 | Amendment & | J | $384.7M |
| Mar 30, 2026 | McLoughlin Keith | A | $0.00 |
| Mar 30, 2026 | Schmidt Kurt | A | $0.00 |
| Mar 30, 2026 | Averill Howard | A | $0.00 |
Reddit Sentiment
61°
Warm
Bearish
Neutral
Bullish
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| William Keating | D | SELL | $15,001 - $50,000 |
9 institutional holders with $1.1B total value (39,536,425 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, MORGAN. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 23,515,429 | $655.4M | 59.5% | — |
| 2 | TWO SIGMA INVESTMENTS, LP | 5,634,710 | $157.0M | 14.3% | DOUBLED +534.8% |
| 3 | MORGAN STANLEY | 4,550,388 | $126.8M | 11.5% | ADD +34.5% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,984,341 | $55.3M | 5.0% | NEW |
| 5 | FMR LLC | 1,175,499 | $32.8M | 3.0% | ADD +70.5% |
| 6 | NORGES BANK | 966,456 | $26.9M | 2.4% | NEW |
| 7 | BANK OF AMERICA CORP /DE/ | 851,580 | $23.7M | 2.2% | ADD +29.9% |
| 8 | WELLS FARGO & COMPANY/MN | 717,338 | $20.0M | 1.8% | ADD +95.9% |
| 9 | Hillman Capital Management, Inc. | 140,684 | $3.9M | 0.4% | ADD +83.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 966,456 | — | $26.9M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 366,260 | 717,338 | +95.9% | $20.0M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 1,833,074 | 0 | -100.0% | $0.00 | 2025-Q4 |
| MORGAN STANLEY | ADD | 4,350,341 | 5,851,150 | +34.5% | $184.8M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 777,772 | 4,937,170 | +534.8% | $155.9M | 2025-Q3 |
| UBS Group AG | DOUBLED | 1,353,459 | 3,730,947 | +175.7% | $117.8M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 2,884,827 | 1,833,074 | -36.5% | $57.9M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 1,109,086 | 366,260 | -67.0% | $11.6M | 2025-Q3 |
| Hillman Capital Management, Inc. | ADD | 94,210 | 173,034 | +83.7% | $5.5M | 2025-Q3 |
| NORGES BANK | EXIT | 1,336,608 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 1,862,227 | 2,884,827 | +54.9% | $88.4M | 2025-Q2 |
| FMR LLC | ADD | 828,232 | 1,412,021 | +70.5% | $43.3M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,336,608 | — | $41.0M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 227,336 | 1,109,086 | +387.9% | $34.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 375,464 | 777,772 | +107.1% | $23.8M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 476,486 | 618,776 | +29.9% | $19.0M | 2025-Q2 |
| UBS Group AG | TRIM | 2,113,528 | 1,422,951 | -32.7% | $56.8M | 2025-Q1 |
| FMR LLC | DOUBLED | 156,325 | 828,232 | +429.8% | $33.1M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 2,304,562 | 579,776 | -74.8% | $23.1M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 1,998,756 | 375,464 | -81.2% | $15.0M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 173,826 | 227,336 | +30.8% | $9.1M | 2025-Q1 |
| Hillman Capital Management, Inc. | TRIM | 141,340 | 103,772 | -26.6% | $4.1M | 2025-Q1 |
| NORGES BANK | EXIT | 1,215,574 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 3,641,406 | 4,763,425 | +30.8% | $199.5M | 2024-Q4 |
| UBS Group AG | DOUBLED | 864,975 | 2,113,528 | +144.3% | $88.5M | 2024-Q4 |
15 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 1, 2026 | Cretella Risa | EVP, President, M&B | F | 6,543 | $22.27 | $145.7K |
| Mar 31, 2026 | Amendment & Restatement of Agreement of Trust of Mary Alice Dorrance Malone dated April 17, 1990 | 10%+ Owner | J | 17,274,200 | $22.27 | $384.7M |
| Mar 30, 2026 | McLoughlin Keith R | Director | A | 3,854.82 | $0.00 | $0.00 |
| Mar 30, 2026 | Schmidt Kurt | Director | A | 3,223.62 | $0.00 | $0.00 |
| Mar 30, 2026 | Averill Howard M | Director | A | 2,051.39 | $0.00 | $0.00 |
| Mar 30, 2026 | Dorrance Bennett JR | Director | A | 1,925 | $0.00 | $0.00 |
| Mar 30, 2026 | vanBeuren Archbold D | Director | A | 2,037 | $0.00 | $0.00 |
| Mar 30, 2026 | Hill Grant | Director | A | 3,224 | $0.00 | $0.00 |
| Mar 30, 2026 | Hofstetter Sarah | Director | A | 1,882.32 | $0.00 | $0.00 |
| Mar 30, 2026 | Lautenbach Marc Bradley | Director | A | 2,023.22 | $0.00 | $0.00 |
| Mar 30, 2026 | Hilado Maria Teresa | Director | A | 2,037.31 | $0.00 | $0.00 |
| Mar 30, 2026 | Malone Mary Alice Dorrance JR | Director | A | 1,882 | $0.00 | $0.00 |
| Mar 30, 2026 | ARREDONDO FABIOLA R | Director | A | 1,925 | $0.00 | $0.00 |
| Mar 1, 2026 | Anand Mohit | EVP / President, Snacks | A | 21,505 | $0.00 | $0.00 |
| Feb 1, 2026 | Poland Daniel L | EVP / Chief ETO | F | 14,020 | $27.01 | $378.7K |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 6.0/10.
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
-3.1% upside
Hold (3.30)
$14.00 Low
$56.00 High
| Metric | Value |
|---|---|
| Current Price | $22.13 |
| Target Low | $14.00 |
| Target Mean | $21.44 |
| Target Median | $20.00 |
| Target High | $56.00 |
| # Analysts | 18 |
| Recommendation | Hold (3.30) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$0.39 | $0.37 | $0.41 | -36.4% | -5.7% | 0↑ 7↓ | $2.2B | -7.0% | 18 |
| Next Q 2026-10-31 |
$0.63 | $0.57 | $0.72 | -18.5% | -11.1% | 0↑ 10↓ | $2.6B | -1.2% | 14 |
| 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 |
$1.99 | $1.77 | $2.46 | -8.7% | -9.3% | 0↑ 8↓ | $9.8B | 0.1% | 20 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.394 | |
| 7d ago | $0.412 | -0.018 |
| 30d ago | $0.418 | -0.024 |
| 60d ago | $0.420 | -0.026 |
| 90d ago | $0.494 | -0.099 |
15 analyst firms have rated this stock: 0 upgrades, 4 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 0 | 15 | 10 | 1 | 7% | |
| May 1, 2026 | 2 | 0 | 15 | 10 | 1 | 7% | |
| Apr 1, 2026 | 3 | 0 | 13 | 11 | 1 | 11% | |
| Mar 1, 2026 | 2 | 0 | 14 | 10 | 1 | 7% | |
| Feb 1, 2026 | 2 | 0 | 14 | 10 | 1 | 7% | |
| Jan 1, 2026 | 2 | 0 | 15 | 9 | 1 | 7% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 6, 2026 | William Keating | D | HOUSE | SELL | $15,001 - $50,000 | Campbell Soup Co | May 19, 2026 (14d) |
61°
Warm
Bearish
Neutral
Bullish
5 mentions
2 bullish
0 bearish
5 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 10, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 7, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 7, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 6, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 6, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
CPB squeezoooo MEME
▲ 1
💬 0
⚡ 0.5
How likely is a short squeeze on Campbell’s (CPB)?
▲ 1
💬 1
⚡ 0.5
Curious what people think of KHC
▲ 1
💬 1
⚡ 0.5
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)
May 29, 2026
short_volume
Short Volume: CPB — 64.6% short (2.2M / 3.5M)
Short: 2,235,787 | Exempt: 593 | TRF Vol: 3,458,686 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: CPB — 62.0% short (1.6M / 2.5M)
Short: 1,568,481 | Exempt: 119 | TRF Vol: 2,530,234 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: CPB — 64.2% short (2.0M / 3.1M)
Short: 2,014,292 | Exempt: 3,328 | TRF Vol: 3,137,388 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: CPB — 72.7% short (2.3M / 3.2M)
Short: 2,302,622 | Exempt: 21,499 | TRF Vol: 3,167,677 | Short Ratio: 72.7% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: CPB — 58.7% short (2.9M / 4.9M)
Short: 2,869,089 | Exempt: 650 | TRF Vol: 4,891,276 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: CPB — 56.7% short (2.0M / 3.6M)
Short: 2,046,234 | Exempt: 117 | TRF Vol: 3,611,239 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: CPB — 58.3% short (1.7M / 2.8M)
Short: 1,651,328 | Exempt: 17,634 | TRF Vol: 2,832,623 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)