CPBCPBConsumer Defensive · Packaged Foods

CPB Stock Forecast: The Campbell's Co. Price Predictions for 2026-2027

Last close, 9 Sept 2026
$22
+0.55% on the day

The 20 Wall Street analysts covering The Campbell's Co. hold a median 12-month price target of $19 — -13.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 34 of 100 as at 8 Sept 2026 — in the lower half.

Market cap
$6.5B
Ticker Nerd rank
34 / 100
Median analyst target
$19
Analysts covering
20
Revenue$2.4B−4.4% y/y
Operating income$246.0M
Net income$124.0M
Free cash flow$29.0M
Quarterly, 7 quarters to 30 Apr 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−7.7%
1M
−5.1%
YTD
−17.7%
1Y
−31.2%
From 52W high
−31.3%
From 52W low
+11.5%
$20
$32
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

CPB stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores The Campbell's Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 8 Sept 2026
34 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Value
83
Volatility
77
Accruals
66
Issuance
58
Quality
49
Revisions
36
Momentum
29
Size
20
Growth
10

Value (83): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.

Growth (10): Sales and profits are flat, shrinking, or growing more slowly than they were.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

CPB stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on CPB, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$15$20$25$30$35$40Oct 25Jan 26Apr 26Jul 26CPBHigh $42Median $19Low $16

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says20 analysts
1 Buy13 Hold6 Sell
Low $16Median $19High $42

The green dot is the last close — the median target sits −13.2% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 5 moved their price target up and 4 moved it down.

DateFirmActionRatingTarget
4 Sept 2026BarclaysMaintainsUnderweight$19$18
4 Sept 2026JefferiesMaintainsHold$22$20
4 Sept 2026RBC CapitalMaintainsSector Perform$21$19
4 Sept 2026UBSMaintainsSell$18$19
31 Aug 2026Evercore ISI GroupMaintainsIn-Line$23$22
31 Aug 2026RBC CapitalReiteratesSector Perform$21
20 Aug 2026UBSMaintainsSell$17$18
20 Aug 2026UBSMaintainsSell
19 Aug 2026TD CowenMaintainsHold$20$22
19 Aug 2026TD CowenMaintainsHold
18 Aug 2026JP MorganMaintainsNeutral$20$22
18 Aug 2026JP MorganMaintainsNeutral
22 July 2026StifelMaintainsHold
22 July 2026StifelMaintainsHold$20$22
23 June 2026William BlairInitiatesMarket Perform
23 June 2026William BlairInitiatesMarket Perform
9 June 2026B of A SecuritiesMaintainsUnderperform
9 June 2026RBC CapitalMaintainsSector Perform
9 June 2026UBSMaintainsSell
8 June 2026BarclaysMaintainsUnderweight

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CPB appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

CPB vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 9 Sept 2026, The Campbell's Co. returned −31.2% against +18.5% for the S&P 500, dividends included.

CPB vs S&P 500, last 12 monthsTotal return, rebased to 100
60708090100110120Oct 25Jan 26Apr 26Jul 26CPBS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

CPB analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−13.9%
Analysts raising
0
Analysts cutting
7
Fundamentals

The Campbell's Co. (CPB) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
16.6×

Cheaper than 44% of US stocks

Price / sales
0.7×

Cheaper than 78% of US stocks

Price / book
1.6×

Cheaper than 54% of US stocks

EV / EBITDA
8.3×

Cheaper than 44% of US stocks

Growth & margins
Revenue growth (YoY)
−7.9%

Higher than 17% of US stocks

Earnings growth (YoY)
−4.4%

Higher than 31% of US stocks

Gross margin
27.5%

Higher than 30% of US stocks

Operating margin
10.3%

Higher than 65% of US stocks

Net margin
4.1%

Higher than 58% of US stocks

Returns & dividend
Return on equity
10.1%

Higher than 63% of US stocks

Return on assets
5.0%

Higher than 76% of US stocks

Dividend yield
4.6%

Higher than 81% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

The Campbell's Co. (CPB) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • The Campbell's Co. has a market value of $6.5B and an enterprise value of $13.5B.

  • Revenue in the twelve months to 30 Apr 2026: $9.9B. The latest quarter shrank 7.9% year on year.

  • Net income over the same four quarters: $608.0M, a 6.1% net margin.

  • Diluted earnings per share, trailing twelve months: $2.02.

  • Free cash flow in the twelve months to 30 Apr 2026: $671.0M, after $427.0M of capital spending.

  • The Campbell's Co. spent $28.0M on share buybacks and $470.0M on dividends in the twelve months to 30 Apr 2026.

  • Shares outstanding: 298.2M.

  • Trailing P/E: 16.6×; forward P/E: 11.9× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 4.60%, paying out 119% of earnings.

  • The Campbell's Co. employs 13,700 people $725K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 Apr 2026 · market figures as at 10 Sept 2026

Data provided by Twelve Data

Peers

CPB vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelPackaged Foods
CompanyMarket capTKN rank
CPBThe Campbell's Co.$6.5B
34
INGRIngredion, Inc.$6.4B
55
LWLamb Weston Holdings, Inc.$6.8B
77
PPCPilgrim's Pride Corp.$7.1B
54
CAGConagra Brands, Inc.$7.3B
56
SFDSmithfield Foods, Inc.$8.7B
38
DARDarling Ingredients, Inc.$10.6B
94

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own The Campbell's Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest CPB news & analysis

The Campbell's Company (CPB) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

Seeking Alpha · 9 Sept 2026neutral

The Campbell's Company presented at the Barclays 19th Annual Global Consumer Staples Conference, with a transcript of the presentation published by Seeking Alpha. The event was an investor-facing presentation by the company.

Why it matters — A CPB watcher would care because the conference presentation offers insight into the company's strategy and outlook as communicated to the investment community.

Bear of the Day: The Campbell's Co. (CPB)

Zacks Investment Research · 8 Sept 2026negative

Zacks Investment Research named The Campbell's Co. (CPB) its "Bear of the Day," highlighting that the company announced its first dividend cut since 2001.

Why it matters — A dividend cut—the first in over two decades—is a significant signal for Campbell's investors who rely on the company's long-standing shareholder payouts.

Buy 3 Ideal September Dividend Dogs Out Of Barron's 58 August Picks

Seeking Alpha · 5 Sept 2026neutral

Barron's August 24th, 2026 stock picks highlighted 47 dividend-paying stocks, with Danone, Gap, and Kohl's identified as "safer" ideal candidates using a dividend dog strategy. The top ten highest-yielding picks project gains of 15.4% to 44.59% by September 2027, with an average net gain of 23.6% and risk/volatility about 14% below the market.

Why it matters — CPB watchers would care because this Barron's feature on high-yield dividend strategies reflects the broader dividend-investing environment that Campbell's operates within, though Campbell's itself is not mentioned in the article.

2 Big Food Dividends Were Just Cut. 3 More Quietly Stopped Growing.

24/7 Wall Street · 5 Sept 2026negative

The article reports that Conagra and Campbell's have already cut their dividends, while noting that several other legacy food companies are showing quieter signs of stagnant payouts. It describes three warning patterns said to signal when a frozen dividend may be followed by a cut.

Why it matters — CPB watchers would care because the piece points directly to Campbell's as one of the big food companies that has already reduced its dividend.

Campbell's cuts 13% of salaried workforce, closes plants as part of turnaround effort

Fox Business · 4 Sept 2026negative

Campbell's is cutting 13% of its salaried workforce and closing plants as part of a turnaround effort, with CEO Mick Beekhuizen calling recent results "unacceptable" and targeting $500 million in savings.

Why it matters — The significant headcount reduction and plant closures signal a major restructuring that could affect Campbell's operational footprint and cost structure.

FAQ

Frequently asked questions about CPB stock

What is the CPB stock price forecast for 2026-2027?

The 20 Wall Street analysts covering The Campbell's Co. have a median 12-month price target of $19, with estimates ranging from $16 to $42. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is CPB stock a buy right now?

Of the 20 analysts covering The Campbell's Co., 1 rate it a Buy, 13 a Hold and 6 a Sell. Ticker Nerd's systematic factor model ranks The Campbell's Co. 34 out of 100 across roughly 4,600 US stocks as at 8 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank CPB?

As at 8 Sept 2026, The Campbell's Co. ranks 34 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (83 of 100).

Will CPB stock go up?

No one can know that. What the data says: the median 12-month target from 20 analysts implies -13.2% from the last close, and Ticker Nerd's factor model ranks The Campbell's Co. 34 out of 100 as at 8 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the CPB stock forecast for 2030?

No analyst covering The Campbell's Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CPB are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $16 to $42 over the next 12 months.

How has CPB stock performed over the past year?

The Campbell's Co. returned -31.2% over the 12 months to 9 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does The Campbell's Co. do?

The Campbell’s Company Common Stock represents ownership in The Campbell’s Company, a U.S.-based consumer staples business focused on food and beverage products. The company serves retail, foodservice, and commercial customers through two main segments: Meals & Beverages and Snacks.

What is the latest news on CPB?

The most recent item we track (Seeking Alpha, 9 Sept 2026): "The Campbell's Company (CPB) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript". The Campbell's Company presented at the Barclays 19th Annual Global Consumer Staples Conference, with a transcript of the presentation published by Seeking Alpha. The event was an investor-facing presentation by the company.

Company

About The Campbell's Co.

The Campbell’s Company Common Stock represents ownership in The Campbell’s Company, a U.S.-based consumer staples business focused on food and beverage products. The company serves retail, foodservice, and commercial customers through two main segments: Meals & Beverages and Snacks. Its portfolio includes soups, broths, sauces, beverages, cookies, crackers, pretzels, chips, and other shelf-stable packaged foods sold under well-known brands such as Campbell’s, Pepperidge Farm, Goldfish, Prego, Pace, Swanson, V8, Snyder’s of Hanover, and Cape Cod. The Campbell’s Company plays an important role in the packaged foods market by supplying everyday pantry staples and branded convenience foods to households and institutions across the United States and internationally. Its broad product mix and established brand presence make it a recognizable participant in the global food and beverage industry.

CEO Mr. Mick J. Beekhuizen · 13,700 employees · United States · https://www.thecampbellscompany.com