Market Cap
$5.9B
CPB
CAMPBELL'S Co
$19.62 ▲ +0.67%
Prev close $19.49Market cap$5.9B
ConsensusStrong Sell
12-mo target$20.79 (+6.0%)
▼ Bearish
Analyst conviction 1/10
High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on CPB right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (4%)
Inst. Holders
50 funds
Inst. Value
$3.5B
Inst. Activity
35 buys / 15 sells
Insider Activity
$2.1K buy / $0.00 sell
Insider Net $
$2.1K
Social Sentiment
61° Warm
SEC Reports
5
Congressional
2 trades
Price chart 30d -11.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: CPB — 59.5% short (1.9M / 3.1M)
Short: 1,851,602 | Exempt: 13,671 | TRF Vol: 3,111,837 | Short Ratio: 59.5% | Off-exchange volume (d
Sep 30, 2026 Insider
Cunfer Todd E surrendered for taxes 2,489 shares
EVP, Chief Financial Officer @ $20.23 ($50.4K)
Sep 30, 2026 Insider
Lukin Janda K surrendered for taxes 2,922 shares
EVP, Chief Growth Officer @ $20.23 ($59.1K)
Sep 30, 2026 Insider
Sep 3, 2026 SEC Brawley Charles A. III surrendered for taxes 3,051 shares
EVP, Gen Counsel, and Corp Sec @ $20.23 ($61.7K)
Campbell's reported Q4 FY2026 results with adjusted EPS of $0.39, in line with consensus, but GAAP EPS was a loss of $(0
8-K — Impact 7/10
Seven institutional buyers accumulated $8.9M in CPB during Q2 2026, overwhelmingly outweighing a single near-exit seller
INST-CLUSTER — Impact 5/10
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
29,225,401 shares ($650.8M)
Jun 30, 2026 Inst.
VANGUARD CAPITAL MANAGEMENT LLC — TRIM
9,255,680 shares ($206.1M)
Analyst ratings buy % -42.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
4% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 8, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Sep 4, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Sep 4, 2026 | UBS | MAINTAIN | Sell | 55% |
| Sep 4, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Sep 4, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Aug 31, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| Aug 31, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 20, 2026 | UBS | MAINTAIN | Sell | 55% |
| Aug 19, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 1 | 15 | 10 | 2 | 4% | |
| Aug 1, 2026 | 0 | 1 | 15 | 10 | 2 | 4% | |
| Jul 1, 2026 | 1 | 0 | 15 | 10 | 2 | 4% | |
| 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% |
Price targets
Where 17 covering analysts think CPB trades over the next 12 months.
$20.79 +6.0% upside Buy
Current$19.62 Low$16.00 Median$19.00 High$41.50 17 analysts
$16.00$41.50
Analyst rating Hold· 3.3/5 as of Oct 2, 2026
Social media sentiment mood +13.6%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
61°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 2 bearish, 1 mixed, 1 neutral · avg impact 4.8/10.
BEARISH8-K7/10
Campbell's reported Q4 FY2026 results with adjusted EPS of $0.39, in line with consensus, but GAAP E
Sep 3, 2026
BULLISHINST-CLUSTER5/10
Seven institutional buyers accumulated $8.9M in CPB during Q2 2026, overwhelmingly outweighing a sin
Jul 30, 2026
NEUTRAL8-K2/10
Campbell's Company announced that EVP and Chief Enterprise Transformation Officer Daniel L. Poland w
Jun 17, 2026
MIXEDINST-CLUSTER4/10
Institutional cluster for Campbell's (CPB) shows mixed but net bullish activity: 8 buyers (net +$405
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: CPB — 59.5% short (1.9M / 3.1M)
Short: 1,851,602 | Exempt: 13,671 | TRF Vol: 3,111,837 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: CPB — 62.9% short (1.8M / 2.9M)
Short: 1,798,235 | Exempt: 4,856 | TRF Vol: 2,858,605 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
short_volume
Short Volume: CPB — 60.1% short (2.5M / 4.2M)
Short: 2,547,082 | Exempt: 2,224 | TRF Vol: 4,240,198 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
ftd
FTD: CPB — 46,512 shares ($1.0M) failed to deliver
Settlement: 20260910, Price: $21.88, FTD Value: $1,017,682.56, THE CAMPBELL'S COMPANY COMMON
Sep 9, 2026
short_volume
Short Volume: CPB — 58.0% short (1.7M / 2.9M)
Short: 1,664,517 | Exempt: 8,367 | TRF Vol: 2,869,585 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.41 | $0.35–$0.45 | -46.4% | -31.0% | 1↑ 11↓ | $2.6B | 16 |
| Next Q | $0.42 | $0.38–$0.44 | -18.0% | -8.2% | 1↑ 11↓ | $2.5B | 16 |
| Current FY | $1.70 | $1.65–$1.74 | -21.8% | -10.2% | 0↑ 17↓ | $9.5B | 20 |
| Next FY | $1.84 | $1.66–$2.17 | 8.2% | -10.9% | 0↑ 9↓ | $9.5B | 19 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.412 | — |
| 7d ago | $0.413 | -0.001 |
| 30d ago | $0.597 | -0.185 |
| 60d ago | $0.621 | -0.208 |
| 90d ago | $0.622 | -0.210 |
Institutional ownership
Which big funds own CPB (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.5B total value (158,229,480 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 29,225,401 | $650.8M | 18.5% | ADD +70.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,422,314 | $276.6M | 7.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,255,680 | $206.1M | 5.8% | TRIM -29.7% |
| DIMENSIONAL FUND ADVISORS LP | 8,554,455 | $190.5M | 5.4% | — |
| TWO SIGMA INVESTMENTS, LP | 8,046,417 | $179.2M | 5.1% | — |
| STATE STREET CORP | 7,782,642 | $173.3M | 4.9% | TRIM -37.8% |
| MORGAN STANLEY | 7,076,660 | $157.6M | 4.5% | — |
| UBS Group AG | 6,471,754 | $144.1M | 4.1% | — |
| BRANDES INVESTMENT PARTNERS, LP | 6,334,950 | $141.1M | 4.0% | DOUBLED +3688.5% |
| GOLDMAN SACHS GROUP INC | 4,942,269 | $110.1M | 3.1% | DOUBLED +146.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 17,112,705 | 29,225,401 | +70.8% | $650.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | TRIM | 13,160,519 | 9,255,680 | -29.7% | $206.1M |
| STATE STREET CORP | TRIM | 12,509,743 | 7,782,642 | -37.8% | $173.3M |
| BRANDES INVESTMENT PARTNERS, LP | DOUBLED | 167,214 | 6,334,950 | +3688.5% | $141.1M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 2,002,362 | 4,942,269 | +146.8% | $110.1M |
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | 5,928,558 | 4,193,369 | -29.3% | $93.4M |
| Quantinno Capital Management LP | DOUBLED | 1,337,058 | 3,229,749 | +141.6% | $71.9M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 650,746 | 3,137,396 | +382.1% | $69.9M |
| Cerity Partners LLC | DOUBLED | 1,136,263 | 2,377,477 | +109.2% | $52.9M |
| Gotham Asset Management, LLC | DOUBLED | 456,433 | 1,829,112 | +300.7% | $40.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
19 insiders, 42 transactions. Net $2.1K — $2.1K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Cunfer Todd E | EVP, Chief Financial Officer | TAX W/H | 2,489 | $20.23 | $50.4K |
| Sep 30, 2026 | Lukin Janda K | EVP, Chief Growth Officer | TAX W/H | 2,922 | $20.23 | $59.1K |
| Sep 30, 2026 | Brawley Charles A. III | EVP, Gen Counsel, and Corp Sec | TAX W/H | 3,051 | $20.23 | $61.7K |
| Sep 30, 2026 | BEEKHUIZEN MICK J | President and CEO | TAX W/H | 17,556 | $20.23 | $355.2K |
| Sep 25, 2026 | McLoughlin Keith R | Director | AWARD | 4,414.04 | — | — |
| Sep 25, 2026 | vanBeuren Archbold D | Director | AWARD | 2,333 | — | — |
| Sep 25, 2026 | Schmidt Kurt | Director | AWARD | 3,691.28 | — | — |
| Sep 25, 2026 | Hill Grant | Director | AWARD | 3,691 | — | — |
| Sep 25, 2026 | Hilado Maria Teresa | Director | AWARD | 2,332.86 | — | — |
| Sep 25, 2026 | Lautenbach Marc Bradley | Director | AWARD | 2,316.73 | — | — |
Congressional trades
CPB trades disclosed by members of Congress, with disclosure delay.
2 members · 1 buys / 1 sells
| 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) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | Campbell Soup Co | Jul 22, 2026(117d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CPB.
Shares short
38,555,533
Settlement Sep 15, 2026
Change vs prior
-2.4%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
Of shares outstanding
≈12.9%
Estimate — not % of float
All CPB filing & press-release reports (5)
- 8-K reportSep 3, 2026
- INST-CLUSTER reportJul 30, 2026
- 8-K reportJun 17, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 8, 2026