Campbell Soup
About: Over the past 150-plus years, Campbell has evolved into a leading packaged food manufacturer in North America, with a portfolio that extends beyond its iconic red-and-white labeled canned soup. In fiscal 2024, snacks accounted for nearly half of its revenue, followed by soup (28%), other simple meals (17%), and beverages (7%). Outside its namesake, its brands include Pepperidge Farm, Goldfish, Snyder's of Hanover, Swanson, Pacific Foods, Prego, Pace, V8, and recently acquired Rao's (a deal that closed in March 2024). Around 90% of its revenue results from the US and the remainder from Canada and Latin America.
Employees: 14,400
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
4.5% more ownership
Funds ownership: 52.52% [Q3] → 57.03% (+4.5%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 4 (+0) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 217
4% less funds holding
Funds holding: 640 [Q3] → 617 (-23) [Q4]
7% less capital invested
Capital invested by funds: $7.64B [Q3] → $7.11B (-$523M) [Q4]
10% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 99
42% less call options, than puts
Call options by funds: $61.3M | Put options by funds: $105M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Morgan Stanley Megan Alexander 44% 1-year accuracy 7 / 16 met price target | 7%upside $40 | Equal-Weight Initiated | 24 Mar 2025 |
DA Davidson Brian Holland 30% 1-year accuracy 3 / 10 met price target | 4%upside $39 | Neutral Maintained | 11 Mar 2025 |
Citigroup Thomas Palmer 40% 1-year accuracy 12 / 30 met price target | 1%downside $37 | Sell Maintained | 6 Mar 2025 |
RBC Capital Nik Modi 53% 1-year accuracy 21 / 40 met price target | 17%upside $44 | Sector Perform Maintained | 6 Mar 2025 |
Wells Fargo Chris Carey 53% 1-year accuracy 27 / 51 met price target | 7%upside $40 | Equal-Weight Maintained | 6 Mar 2025 |
Financial journalist opinion
Based on 7 articles about CPB published over the past 30 days









