CPBConsumer Defensive · Packaged FoodsThe 20 Wall Street analysts covering The Campbell's Co. hold a median 12-month price target of $19 — -3.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 34 of 100 as at 1 Oct 2026 — in the lower half.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (86): 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.
The bullish and bearish analyst opinions on CPB, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits −3.2% from it.
Of the 20 most recent actions, 4 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 Sept 2026 | Evercore ISI Group | Maintains | In-Line | $22 → $21 |
| 8 Sept 2026 | DA Davidson | Maintains | Neutral | $20 |
| 4 Sept 2026 | Barclays | Maintains | Underweight | $19 → $18 |
| 4 Sept 2026 | Barclays | Maintains | Underweight | — |
| 4 Sept 2026 | Jefferies | Maintains | Hold | $22 → $20 |
| 4 Sept 2026 | Jefferies | Maintains | Hold | — |
| 4 Sept 2026 | RBC Capital | Maintains | Sector Perform | $21 → $19 |
| 4 Sept 2026 | RBC Capital | Maintains | Sector Perform | — |
| 4 Sept 2026 | UBS | Maintains | Sell | $18 → $19 |
| 4 Sept 2026 | UBS | Maintains | Sell | — |
| 31 Aug 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 31 Aug 2026 | Evercore ISI Group | Maintains | In-Line | $23 → $22 |
| 31 Aug 2026 | RBC Capital | Reiterates | Sector Perform | $21 |
| 31 Aug 2026 | RBC Capital | Reiterates | Sector Perform | — |
| 20 Aug 2026 | UBS | Maintains | Sell | $17 → $18 |
| 20 Aug 2026 | UBS | Maintains | Sell | — |
| 19 Aug 2026 | TD Cowen | Maintains | Hold | $20 → $22 |
| 19 Aug 2026 | TD Cowen | Maintains | Hold | — |
| 18 Aug 2026 | JP Morgan | Maintains | Neutral | $20 → $22 |
| 18 Aug 2026 | JP Morgan | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 2 Oct 2026, The Campbell's Co. returned −34.2% against +15.4% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 45% of US stocks
Cheaper than 78% of US stocks
Cheaper than 53% of US stocks
Cheaper than 44% of US stocks
Higher than 17% of US stocks
Higher than 31% of US stocks
Higher than 30% of US stocks
Higher than 64% of US stocks
Higher than 58% of US stocks
Higher than 63% of US stocks
Higher than 76% of US stocks
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.
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 $5.9B and an enterprise value of $13.3B.
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.
Trailing P/E: 15.1×; forward P/E: 10.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 5.04%, paying out 119% of earnings.
The Campbell's Co. employs 13,500 people — $735K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Campbell's cut a dividend it had maintained for 25 years. The article notes that Smucker exhibits some of the same warning signs that preceded Campbell's dividend cut.
Why it matters — CPB watchers would care because the article highlights that Campbell's recently ended a long-running dividend streak, signalling potential financial strain for the company.
Campbell's cut its dividend by 35.9% to strengthen its balance sheet and support debt reduction amid rising interest expenses and macroeconomic uncertainty. The company's FY27 guidance points to further near-term weakness, with organic net sales down 4%-2%, adjusted EPS down 24%-17%, and gross margins pressured by inflation and negative pricing.
Why it matters — A CPB watcher would care because the dividend cut, while intended to fortify the balance sheet, signals that Campbell's expects continued financial pressure through FY27, with significant declines in sales and earnings.
Campbell's continues to see falling profit, but an analyst rates the stock Buy at $20 citing long-term catalysts and a roughly 5% dividend yield, despite weak FY2027 guidance. Rao's is highlighted as CB's standout growth driver, and a $500 million cost-savings program through FY2030 is expected to provide EBIT leverage.
Why it matters — A CPB watcher would care because this analysis weighs near-term profit declines and weak guidance against long-term growth assets like Rao's and an upcoming cost-savings program, which could shape the stock's outlook.
Campbell's announced the launch of its new Campbell's Sauces lineup, featuring four flavors (Thai Curry, Butter Chicken, Creamy Lemon Garlic, and Smothered Chicken), designed to enable quick two-step weeknight dinners in 20 minutes or less. The rollout is promoted in partnership with dancer Witney Carson under the "Two-Step Tuesdays by Campbell's" campaign.
Why it matters — The new product line represents an expansion of Campbell's offerings in the convenient meal-solution category, which could broaden its consumer appeal for busy weeknight cooks.
This weekly dividend announcement summary identifies that The Campbell's Co. announced a 35.90% dividend cut, which the article cites as a sign of severe deterioration in its dividend safety profile. The company was among the week's dividend announcers, most of which raised or held their dividends.
Why it matters — CPB watchers would be concerned because the substantial dividend cut signals a significant weakening of the company's dividend sustainability and financial safety.
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.
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 1 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Oct 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 (86 of 100).
No one can know that. What the data says: the median 12-month target from 20 analysts implies -3.2% from the last close, and Ticker Nerd's factor model ranks The Campbell's Co. 34 out of 100 as at 1 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
The Campbell's Co. returned -34.2% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
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.
The most recent item we track (24/7 Wall Street, 28 Sept 2026): "Smucker vs. Campbell's: One of These Dividends Already Broke". Campbell's cut a dividend it had maintained for 25 years. The article notes that Smucker exhibits some of the same warning signs that preceded Campbell's dividend cut.
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 · 13,500 employees · United States · https://www.thecampbellscompany.com
