Insider buying last 90 days
No open-market insider purchases were filed for CPB in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every CPB insider filing, plotted on the chart in Gekko.Open CPB in Gekko
NASDAQ: CPB
Campbell's (CPB) Stock Analysis & Forecast
Sep 28 close
$20.04+0.67 (+3.5%)
Gekko Brief
AI summaryCampbell's dividend cut dominates this week's coverage, with commentary noting the company slashed a payout it had maintained for 25 years, a 35.9% reduction that some frame as strengthening the balance sheet and supporting debt reduction amid rising interest expenses. Alongside this, weak FY2027 guidance and a prior quarter showing revenue down 7.9% year-over-year despite meeting consensus EPS of $0.39 continue to weigh on sentiment, even as Rao's is cited as a standout growth asset and a new "Two-step Tuesdays" sauce lineup launched. Several writeups rate the stock a Buy near current levels, citing valuation and long-term catalysts.
CPB closed at $20.04, up 3.5%, but remains below both its 50-day average of $22.20 and 200-day average of $23.39, with the 50-day below the 200-day. Trailing returns are negative across the one, three, six, and twelve month periods, including a 37.8% one-year decline. The GekkoIndex reads 64.4, placing the stock in the Accumulation zone, while the price sits 30.8% below Gekko Fair Value of $28.97.
The next earnings report is scheduled for 8 December 2026, 70 days out and beyond a typical 20-trading-day hold. Analyst coverage shows 17 firms with zero buy ratings, 12 hold and 5 sell, alongside a consensus target of $20.79. Seasonality over the next 20 trading days has averaged a 2.7% decline across 5 years, rising in only 1 of them. No insider, Congress, or unusual options activity appears in the current window.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Campbell's price vs fair value
Close $20.04200-day averageGekko Fair Value $28.97
Campbell's quick facts
- Market cap
- $5.98B
- P/E ratio
- 14.8
- Forward P/E
- 11.9
- EPS, TTM
- $1.31
- Revenue, TTM
- $9.74B
- Profit margin
- 4.1%
- Dividend yield
- 7.86%
- Beta
- 0.02
- Volume
- 7.25M avg 9.06M
- 1-year return
- −37.8%
- Typical daily move
- ±3.3%
- Typical 20-day move
- ±4.2%
- 50-day average
- $22.20
- 200-day average
- $23.39
- Next earnings
- Dec 8 before open
- Shares outstanding
- 298.2M
Campbell's swing-trade checklist
Campbell's scores 3 supportive, 0 mixed and 2 headwinds across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive0 mixed2 headwinds
- Trendheadwind
Below 50 and 200-day
Close $20.04 is below the 50-day ($22.20) and 200-day ($23.39) averages, and the 50-day is below the 200-day.
See the chart - GekkoIndexsupportive
64.4, Accumulation
Reading 64.4 is in the Accumulation zone.
See the GekkoIndex - Fair valuesupportive
30.8% below
Price is 30.8% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 70 days
Next report Dec 8, 2026, 70 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalityheadwind
−2.7% on average
From this point in the calendar, the next 20 trading days averaged −2.7% over 5 years, rising in 1 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Campbell's stock chart and price history
Campbell's closed at $20.04 on Sep 28, 2026, −37.8% over the past year, inside a 52-week range of $19.26 to $32.72.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −13.9%
- 3 months
- −12.9%
- 6 months
- −8.9%
- 1 year
- −37.8%
The full CPB chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open CPB in Gekko
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About Campbell's
Campbell's makes and sells a broad line of packaged food and beverages, covering everything from soups and broths to sauces, juices, and baby food. The company is widely recognized for its namesake condensed and ready-to-eat soups, along with other longtime household names such as Swanson broths, Prego sauces, Pace Mexican sauces, and V8 juices.
The business runs through two divisions. Meals & Beverages covers soups, broths, sauces, gravies, canned goods, and juices sold to retail and food service customers in the United States and Canada, including brands like Pacific Foods and Plum. Snacks reaches retail buyers, with notable reach in Latin America, and includes Pepperidge Farm cookies and crackers such as Milano and Goldfish, plus Snyder's of Hanover, Lance, Cape Cod, Kettle Brand, Late July, Snack Factory, Pop Secret, and Emerald. Products move through grocery chains, mass merchandisers, club and convenience stores, drug and dollar stores, e-commerce, and independent distributors.
Founded in 1869, Campbell's is headquartered in Camden, New Jersey. Its shares are listed on the NASDAQ under the ticker CPB.
- Listed
- NASDAQ
- Sector
- Consumer non-durables
- Industry
- Food: specialty/candy
- Website
- thecampbellscompany.com
Campbell's GekkoIndex: the smart money zone
Campbell's’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 64.4, in the Accumulation zone, down 3.9 points over five sessions.
64.4Accumulation
Down 3.9 points over five sessions.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 61 | +0.5% | −0.8% | ||
| Accumulation (current zone) | 310 | −0.7% | −2.1% | ||
| Neutral | 292 | −0.5% | −2.0% | ||
| Distribution | 7 | Too few readings yet | |||
| Selling | 2 | Too few readings yet | |||
Average CPB share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the CPB price, zone by zone.Track CPB in Gekko
Is Campbell's stock overvalued? Gekko Fair Value
Campbell's trades 30.8% below Gekko Fair Value of $28.97, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Campbell's shares are worth, recalculated every trading day.
$28.97
Gekko Fair Value, Sep 29, 2026
30.8% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open CPB in Gekko
Campbell's insider and Congress trading
No open-market insider purchases were filed for Campbell's, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in CPB were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for CPB, plotted on the chart in Gekko.Open CPB in Gekko
Buybacks
Campbell's has been buying back its own shares.
- Bought back, quarter ended Aug 2, 2026
- $26.00M
- As a share of market cap
- 0.44%
From company filings.
Campbell's earnings: next date and track record
Campbell's reports on Dec 8, 2026, before the open (70 days away), and beat the EPS estimate in 7 of its last 8 reports.
Next earnings report
Dec 8, 2026
Expected before the open, 70 days away
- EPS estimate
- $0.45
- Revenue estimate
- $2.56B
7 of 8reports beat the EPS estimate
±4.4%average move across the report
3 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Jun 8, 2026 AI summary
- What they said
- The call is Campbell's Company Q3 Fiscal 26 earnings Q&A. Management (CEO Mick Beekhuizen and CFO Todd Cunfer) addressed inflation pressures driven by higher oil prices and Middle East conflict, potential incremental 2-3% inflation on top of a baseline ~3%, driver shortages raising logistics costs, and $40M impact from incentive comp reset. They discussed productivity initiatives including a $100M SG&A takeout, early retirement package, CAPEX prioritization, working capital reduction, possible hybrid debt to manage leverage, and M&A being off the table. Snacks portfolio rationalization: focus on core brands (Goldfish, Pepperidge Farm), SKU simplification, fewer meaningful innovations, manufacturing/distribution node consolidation, and margin improvement. Meals & Beverages (M&B) benefits from ERP conversion timing, innovation pipeline (Rao's, Pacific), and strong Q4 net sales expectations. Tariff refunds of $0.03-0.04/sh in Q4 offset by higher fuel costs. RGM (revenue growth management) to optimize trade spend—shift from TPRs toward feature & display. Q4 net sales expected flattish to slightly up; organic sales outlook uncertain with lower-end more realistic (~-2%). Snacks margins improved sequentially (EBIT margin from ~7% to ~10%) but remain below target y/y (~400 bps down). Management emphasized balancing dividend, leverage, and earnings stabilization. No specific 2027 GAAP guidance provided.
- Guidance
- Management did not provide firm full-year 2027 financial guidance but gave forward-looking directional commentary: incremental 2-3% inflation above a baseline ~3% (implying 5-6% inflation if oil remains ~$100/barrel); expect Q4 net sales flattish to slightly up (with downside scenario around -2%); Q4 tariff refund benefit of $0.03-$0.04 per share; targeted $100M SG&A takeout over next couple years with aim to accelerate as much as possible into next year; approx. 300 million shares outstanding for next fiscal year; no M&A; hybrid debt may be considered to improve credit metrics.
- Risks flagged
- Risks mentioned: elevated inflation risk (oil price, Middle East conflict), driver shortages and higher diesel/logistics costs, heightened input costs (aluminum, fertilizer), potential continued year-long inflation if conflict persists, increased share count after La Regina acquisition, potential negative impacts from tariff timing, risk to margins and net sales especially in Snacks (Salty segment), and possible retailer pressure to pass back tariff refunds.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jun 8, 2026 | $0.50 est $0.48 | $2.37B est $2.38B | +2.1% |
| Mar 11, 2026 | $0.51 est $0.64 | $2.56B est $2.61B | −12.3% |
| Dec 9, 2025 | $0.77 est $0.74 | $2.68B est $2.65B | −6.2% |
| Sep 3, 2025 | $0.62 est $0.57 | $2.32B est $2.33B | +3.8% |
| Jun 2, 2025 | $0.73 est $0.66 | $2.48B est $2.40B | +0.6% |
| Mar 5, 2025 | $0.74 est $0.72 | $2.69B est $2.46B | −1.3% |
| Dec 3, 2024 | $0.89 est $0.87 | $2.77B est $2.74B | −7.7% |
| Aug 29, 2024 | $0.63 est $0.62 | $2.29B est $2.81B | −0.9% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Campbell's stock forecast and analyst price targets
Analysts’ average 12-month price target for Campbell's is $20.79, +3.7% from the last close, from 17 firms rating the stock in the last 90 days.
$20.79consensus 12-month target, +3.7% from the last close
Now $20.04Avg $20.79
Low $18High $22
Each firm’s latest rating in the last 90 days: 17 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 17 | Deutsche Bank | $19 | −5.2% |
| Sep 14 | Evercore ISI | $21 | +4.8% |
| Sep 10 | Barclays | $18 | −10.2% |
| Sep 8 | D.A. Davidson | $20 | −0.2% |
| Sep 4 | Wells Fargo | $18 | −10.2% |
−2.1%average 20-day move after past Accumulation readings
−2.7%average move over the next 20 trading days in the last 5 years
±3.3%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Campbell's seasonality: the next 20 trading days
Over the next 20 trading days from Sep 26, Campbell's averaged −2.7% across the last 5 years, rising in 1 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | −1.8% | 0 of 5 |
| Next 10 trading days | −3.2% | 0 of 5 |
| Next 15 trading days | −2.1% | 1 of 5 |
| Next 20 trading days | −2.7% | 1 of 5 |
| Next 30 trading days | −2.2% | 1 of 5 |
For scale, CPB’s typical 20-trading-day move in either direction is about 4.2%.
Campbell's market cap and key statistics
Campbell's’s market cap is $5.98B, with a P/E ratio of 14.8 and revenue of $9.74B over the last twelve months.
Valuation
- Market cap
- $5.98B
- P/E ratio
- 14.8
- Forward P/E
- 11.9
- EPS, TTM
- $1.31
- Gekko Fair Value
- $28.97
Trading
- Volume
- 7.25M
- Avg volume, 20 days
- 9.06M
- 52-week high
- $32.72
- 52-week low
- $19.26
- Shares outstanding
- 298.2M
Financials
- Revenue, TTM
- $9.74B
- Profit margin
- 4.1%
- Return on equity
- 10.1%
- Quarterly earnings growth, YoY
- +86.4%
Risk and income
- Beta
- 0.02
- Typical daily move
- ±3.3%
- Typical 20-day move
- ±4.2%
- Dividend yield
- 7.86%
Campbell's stock news this week
6 headlines about Campbell's from the past week, newest first, each linking to the publisher.
- Smucker vs. Campbell's: One of These Dividends Already Broke24/7 Wall Street, Sep 28
- Campbell's: The Dividend Cut Adds Fuel For The TurnaroundSeeking Alpha, Sep 28
- Campbell's: Profit Continues To Fall, But The Stock Is Becoming InterestingSeeking Alpha, Sep 28
- Campbell's debuts new sauce lineupDrug Store News, Sep 22
- The Campbell’s Company $CPB Position Lifted by MAC Alpha Capital Management LPDefense World, Sep 21
- Zacks Research Has Negative View of Campbell's Q1 EarningsMarketBeat, Sep 21
Campbell's peers
Campbell's’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| PEPPepsiCo | Buying | 17.5% below |
| MDLZMondelez International | Accumulation | 19.9% below |
| HSYHershey | Buying | 30.4% below |
| IFFInternational Flavors & Fragrances | Neutral | 2.9% below |
| MKCMcCormick | Accumulation | 15.4% below |
| SJMJ.M. Smucker | Accumulation | 7.5% above |
A peer links to its own page where one exists.
Campbell's stock FAQ
What is Campbell's’s market cap?
Campbell's’s market cap is $5.98B at the Sep 28, 2026 close of $20.04, with 298.2M shares outstanding. The shares trade on a P/E ratio of 14.8.
What is the Campbell's stock forecast?
The consensus analyst 12-month price target for Campbell's is $20.79, +3.7% from the last close. Of the 17 firms that rated the stock in the last 90 days, 0 rate it a buy, 12 a hold and 5 a sell. Gekko doesn’t publish price predictions of its own.
Is Campbell's stock overvalued or undervalued?
On Gekko’s estimate Campbell's is undervalued: the Sep 28, 2026 close of $20.04 is 30.8% below Gekko Fair Value of $28.97. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Campbell's report earnings next?
Campbell's is expected to report on Dec 8, 2026, before the market opens (70 days away). Analysts expect earnings of $0.45 per share on revenue of $2.56B. Campbell's beat the earnings estimate in 7 of its last 8 reports, moving 4.4% on average across the report.
What is Campbell's’s 52-week high and low?
Campbell's’s 52-week high is $32.72 and its 52-week low is $19.26; it closed at $20.04 on Sep 28, 2026, −37.8% over the past year. Over the last five years the shares peaked at $57.78 on Dec 28, 2022.
Is Campbell's stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and earnings risk) and 2 as headwinds (trend and seasonality). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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