Why did Campbells Company (CPB) stock move recently?

On 9/3/2026, Campbells Company moved -9.0% — Campbell's fell after it forecast fiscal 2027 sales and profit below analyst estimates, citing pressured consumer spending, and cut its quarterly dividend to $0.25 from $0.39. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Campbells Company (CPB) overvalued or fairly valued?

MarketChacha shows Campbells Company's valuation in context — a trailing P/E of about 12.1, a forward P/E of about 10.4, a price-to-book of about 1.6 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Campbells Company's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.71×) from reported figures — education, not a rating.

What is Campbells Company's revenue?

Campbells Company reported revenue of $10.3B for FY2025, with net profit of $602.0M, per official filings.

What is the share price of Campbells Company (CPB)?

Campbells Company last traded at $21.38 (-3.4% on the day), as of 9/4/2026 — a delayed quote shown for education, not investment advice.

Campbells Company

CPB · NYSE · Consumer Staples · United States

Snapshot

TickerCPB

ExchangeNYSE

SectorConsumer Staples

IndustryPackaged Foods

CountryUnited States

Employees13,700

HeadquartersCamden, United States

Websitewww.thecampbellscompany.com

Filings tracked16

About Campbells Company

The Campbell's Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. It operates through Meals & Beverages, and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada. This segment provides Campbell's condensed and ready-to-serve soups; Swanson broth and stocks; Pacific Foods broth, soups, and non-dairy beverages; Prego pasta sauces; Pace Mexican sauces; Campbell's gravies, pasta, beans, and dinner sauces; Swanson canned poultry; V8 juices and beverages; Campbell's tomato juice; Rao's pasta sauces, dry pasta, frozen entrées, frozen pizza, and soups; and Michael Angelo's frozen entrées and pasta sauces, as well as snacking products in foodservice in Canada. Its Snacks segment retails Pepperidge Farm cookies, crackers, fresh bakery, and frozen products, that includes Goldfish crackers, Snyder's of Hanover pretzels, Lance sandwich crackers, Cape Cod and Kettle Brand potato chips, Late July snacks, Snack Factory pretzel crisps, and other snacking products. This segment is also involved in the snacking, and meals and beverage retail business in Latin America. It sells its products through retail food chains, mass discounters and merchandisers, club stores, convenience and dollar stores, e-commerce and other retail, commercial, and non-commercial establishments, and independent contractor distributors. The company was formerly known as Campbell Soup Company and changed its name to The Campbell's Company in November 2024. The Campbell's Company was founded in 1869 and is headquartered in Camden, New Jersey.

Who owns it

Insiders37.5%
Institutions62.5%
Public & other0.0%

818 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.9.79%
Vanguard Portfolio Management LLC4.16%
Vanguard Capital Management LLC3.10%
Dimensional Fund Advisors LP2.87%
Two Sigma Investments, LP2.70%
State Street Corporation2.61%
Morgan Stanley2.37%
UBS Group AG2.17%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Margin has compressed by about 3.3 points over the period — profitability is trending down.

Cash conversion1.71×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend9.2% → 5.9%

Margin has compressed by about 3.3 points over the period — profitability is trending down.

Return on equity15.4%

Latest ROE of 15.4% — capital is generating a healthy return.

Growth qualityrev 5% · PAT -16%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $2.6B · EPS 0.58

Est. earnings growth -24.2%

Next fiscal year

Rev $9.7B · EPS 1.90

Est. earnings growth -12.2%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$10.3B

Net margin

5.9%

ROE

15.4%

Revenue CAGR (2y)

+4.7%

Profit CAGR (2y)

-16.2%

EPS (FY2025)

2.01

Net profit (FY2025)

$602.0M

Ask MarketChacha about CPB

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 3, 2026
Campbell's fell after it forecast fiscal 2027 sales and profit below analyst estimates, citing pressured consumer spending, and cut its quarterly dividend to $0.25 from $0.39.
source 1 ↗source 2 ↗· confidence: high
Jul 27, 2026
No clear company-specific catalyst identified in recent filings or credible news coverage; the move appears to reflect broader market or sector sentiment amid ongoing institutional activity and a recent analyst price target raise.
source 1 ↗source 2 ↗· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$10.3B	$602.0M	2.01	5.9%	15.4%
FY2024	$9.6B	$567.0M	1.89	5.9%	14.9%
FY2023	$9.4B	$858.0M	2.85	9.2%	23.4%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$2.4B	$124.0M	0.41	5.2%
2026Q1	$2.6B	$145.0M	0.48	5.7%
2025Q4	$2.7B	$194.0M	0.65	7.2%
2025Q2	$2.5B	$66.0M	0.22	2.7%
2025Q1	$2.7B	$173.0M	0.58	6.4%
2024Q4	$2.8B	$218.0M	0.72	7.9%
2024Q2	$2.4B	$133.0M	0.44	5.6%
2024Q1	$2.5B	$203.0M	0.68	8.3%
2023Q4	$2.5B	$234.0M	0.78	9.3%
2023Q2	$2.2B	$160.0M	0.53	7.2%
2023Q1	$2.5B	$232.0M	0.77	9.3%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Executive/director change
SEC6/17/2026material
8-K — Results of operations, Exhibits
SEC6/8/2026material
10-Q filing
SEC6/8/2026
8-K — Results of operations, Exhibits
SEC3/11/2026material
10-Q filing
SEC3/11/2026

2025

8-K — Other events, Exhibits
SEC12/15/2025material
8-K — Material agreement, Unregistered equity sale, Exhibits
SEC12/9/2025material
8-K — Results of operations, Exhibits
SEC12/9/2025material
10-Q filing
SEC12/9/2025
8-K — Reg FD disclosure, Exhibits
SEC12/9/2025material
8-K — Shareholder vote results
SEC11/19/2025material
8-K — Executive/director change
SEC10/7/2025material
10-K filing
SEC9/18/2025
8-K — Executive/director change
SEC9/5/2025material
8-K — Results of operations, Exhibits
SEC9/3/2025material
8-K — Material agreement, Exhibits
SEC8/5/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.