Explain this page
Arphra AIPlain-English read on Campbell Soup Company’s valuation06-07today
- James Campbell Company Expands Portfolio with Acquisition of Multifamily Property, The Element, in West O‘ahu15h
- James Campbell Company Expands Portfolio with Acquisition of Multifamily Property, The Element, in West O‘ahu15h
- Campbell's Announces Leadership Transitions in Transformation Office and Communications19h
- Campbell's Announces Leadership Transitions in Transformation Office and Communications19h
AI Issuer Brief
Arphra AILoading cached brief…
Fair value
Football field →Weighted blend
$62.54
+196.26% vs spot
Recommendation
Strong Buy
19 of 21 methods
Method spread
14bull4bear
±5% threshold
Analyst PT consensus: $25.83 (+22.36%)
Candlestick · 1Y
Open in chart workstation →CPB
22.31-29.95%H 34.17L 19.56MA50 21.01MA200 26.97Avg vol 7.1M
Price change · trailing returns
Live| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.03% | -7.29% | +3.79% | +0.14% | -26.42% | -24.26% | -33.72% | -53.90% | -53.37% | -66.18% | +1134.50% |
Insider · 30d
History →Bought
$0
0 txns
Sold
$6.34M
10 txns
Net flow
−$6.34M
Aftermarket
LiveLast trade
$21.11
100 sh
Bid
$21.08
5 sh
Ask
$21.35
1 sh
Spread
$0.270
Recent quarters
All financials →| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 Feb 2026 | $2.56B | $145M | $0.48 |
| Q1 Nov 2025 | $2.68B | $194M | $0.65 |
| Q4 Aug 2025 | $2.32B | $145M | $0.49 |
| Q3 Apr 2025 | $2.48B | $66M | $0.22 |
| Q2 Jan 2025 | $2.69B | $173M | $0.58 |
| Q1 Oct 2024 | $2.77B | $218M | $0.72 |
Sector & industry today
LiveSectors
- Utilities+3.33%
- Financial Services+0.02%
- Industrials-0.12%
- Healthcare-0.72%
- Energy-0.94%
- Technology-0.95%
- Consumer Defensive-1.52%
- Basic Materials-1.60%
- Consumer Cyclical-1.74%
- Communication Services-1.79%
- Real Estate-2.19%
Top industries (issuer's industry highlighted)
- Packaged Foods-1.57%
- Auto - Dealerships-6.22%
- Trucking-5.25%
- Renewable Utilities+5.11%
- Oil & Gas Energy-4.86%
- Consulting Services-4.82%
- Financial - Mortgages-4.15%
- REIT - Office-3.71%
- Software - Application-3.50%
- Medical - Healthcare Information Services-3.48%
- Grocery Stores-3.45%
- Discount Stores-3.44%
Analyst view
DB · price_targets + analyst_gradesConsensus target
$25.83
+22.36% upside
Low
$18.00
Median
$25.00
High
$38.00
Recent actions
0 ↑0 ↓8 hold
- May 01, 2026
- Apr 01, 2026
- Mar 01, 2026
- Feb 01, 2026
- Jan 01, 2026
News
DB · news_items- James Campbell Company Expands Portfolio with Acquisition of Multifamily Property, The Element, in West O‘ahubusinesswire.com·Jun 17, 2026
- James Campbell Company Expands Portfolio with Acquisition of Multifamily Property, The Element, in West O‘ahubusinesswire.com·Jun 17, 2026
- Campbell's Announces Leadership Transitions in Transformation Office and Communicationsbusinesswire.com·Jun 17, 2026
- Campbell's Announces Leadership Transitions in Transformation Office and Communicationsbusinesswire.com·Jun 17, 2026
- How Is Campbell's Capitalizing on Shifting Consumer Preferences?zacks.com·Jun 17, 2026
- Campbell's® Partners with Banza® to Introduce Its First-Ever Gluten Free Condensed Chicken Noodle Soupgurufocus.com·Jun 16, 2026
- General Mills and Campbell's Both Pay Around 7% in Dividends. Which Stock Is the Safer Option for Income Investors?fool.com·Jun 10, 2026
- Wall Street's Most Accurate Analysts Spotlight On 3 Risk Off Stocks Delivering High-Dividend Yieldsbenzinga.com·Jun 09, 2026
Recent analyst activity
DB- Jun 09, 2026GradeSell → SellThe Campbell's Co. (CPB) PT Lowered to $17 at UBS as Top-Line Pressures PersistUBS
- Jun 09, 2026PT$21.00Campbell's price target lowered to $21 from $23 at RBC CapitalRBC Capital
- Jun 09, 2026PT$17.00Campbell's price target lowered to $17 from $19 at UBSUBS
- Jun 09, 2026GradeUnderperform → UnderperformThe Campbell's Co. (CPB) PT Lowered to $18 at Bernstein SocGen GroupBernstein
- Jun 09, 2026PT$18.00The Campbell's Co. (CPB) PT Lowered to $18 at Bernstein SocGen GroupBernstein
- Jun 08, 2026GradeNeutral → NeutralBTIG on Campbell's Co. (CPB): 'needs to reduce its traditional "eating soups" with other faster turning items before the category becomes a smaller part of the isle'BTIG
- Jun 08, 2026PT$19.00Campbell's price target lowered to $19 from $21 at BarclaysBarclays
- Jun 08, 2026GradeUnderweight → UnderweightCampbell's price target lowered to $19 from $21 at BarclaysBarclays
- Jun 05, 2026PT$21.00Campbell's price target lowered to $21 from $23 at Morgan StanleyMorgan Stanley
- Jun 04, 2026GradeSector Perform → Sector PerformRBC Capital: 'The Campbell's Co. (CPB) Still Moving in the Wrong Direction'RBC Capital
- Jun 03, 2026PT$19.00Campbell's downgraded to Underperform from Market Perform at BernsteinBernstein
- Jun 03, 2026GradeMarket Perform → UnderperformCampbell's downgraded to Underperform from Market Perform at BernsteinBernstein
- Jun 02, 2026PT$19.00Campbell's price target lowered to $19 from $20 at UBSUBS
- Jun 01, 2026PT$21.00Campbell's downgraded to Equal Weight from Overweight at StephensStephens
Peers
- HRLHormel Foods Corporation$21.33$11.74B
- SJMThe J. M. Smucker Company$96.97$10.34B
- SFDSmithfield Foods, Inc.$26.29$10.33B
- EDUNew Oriental Education & Technology Group Inc.$53.82$8.57B
- TAPMolson Coors Beverage Company$42.14$7.91B
- PPCPilgrim's Pride Corporation$31.88$7.58B
- INGRIngredion Incorporated$110.43$6.96B
- CAGConagra Brands, Inc.$14.06$6.73B
Total assets
$14.9B
Total debt
$7.21B
Cash & equiv
$132M
Operating CF
$1.13B
Free cash flow
$705M
Buybacks
-$62M
Recent insiders
All →| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
Sanzio Anthony officer: EVP, Chief Comms Officer | Sell | 2,700 | $71.58K | Jan 09, 2026 |
Brawley Charles A. III officer: EVP, Gen Counsel, and Corp Sec | Sell | 11,550 | $325.07K | Dec 30, 2025 |
Brawley Charles A. III officer: EVP, Gen Counsel, and Corp Sec | Sell | 2,498 | $100K | Mar 31, 2025 |
Sanzio Anthony officer: Executive Vice President | Sell | 2,000 | $83.81K | Jan 03, 2025 |
Polomski Stanley officer: Senior VP and Controller | Sell | 13,440 | $649.69K | Oct 01, 2024 |
Sanzio Anthony officer: Executive Vice President | Sell | 250 | $10.94K | Apr 04, 2024 |
Income statement · annual
5y| Period | Revenue | Op income | Net income | EPS | Net margin |
|---|---|---|---|---|---|
| FY 2025 | $10.25B | $1.35B | $602M | $2.01 | +5.87% |
| FY 2024 | $9.64B | $1.23B | $567M | $1.89 | +5.88% |
| FY 2023 | $9.36B | $1.31B | $858M | $2.85 | +9.17% |
| FY 2022 | $8.56B | $1.15B | $757M | $2.51 | +8.84% |
| FY 2021 | $8.48B | $1.27B | $1B | $3.29 | +11.82% |