Campbell’s Co (NASDAQ:CPB) stock has fallen to a 52-week low, currently trading at $31.66, down sharply from its 52-week high of $49.85. The stock has experienced a significant decline with a year-to-date return of -34.42% and a one-year change of -32.46%, reflecting a difficult period for the food and beverage company. Despite the downturn, Campbell’s continues to offer a solid dividend yield of 4.93% and has maintained dividend payments for 55 consecutive years, demonstrating its commitment to shareholders.
Recent company developments present a mixed outlook. Campbell’s reported third-quarter earnings per share above expectations, but revised its full-year 2025 EPS guidance to the lower end due in part to a 2% sales pull-forward affecting the fourth quarter. Argus downgraded the stock from Buy to Hold, citing volume declines and rising input costs pressuring margins, though they remain optimistic about the Sovos acquisition, especially the Rao’s brand. TD Cowen lowered its price target to $33 with a Hold rating, highlighting concerns about pricing power and weak demand in the snacks segment. DA Davidson cut its price target to $34, noting challenges in the snacks portfolio and the potential need for increased marketing spend. Meanwhile, Bernstein SocGen maintained an Outperform rating with a $44 price target, praising strong soup segment performance despite softness in snacks.
Overall, Campbell’s faces a complex environment marked by market pressures, shifting consumer trends, and cost challenges. Investors will be watching closely for the company’s strategic moves and how it navigates these headwinds going forward.