The Campbell's (CPB) Insider JR Buys 1,814 Shares
Mary Alice Dorrance JR bought 1,814 shares of The Campbell's Company on June 29, 2026.
Reviewed by automated data checks against the source filing. How we make and check alerts
Malone Mary Alice Dorrance JR bought 1,814 shares of The Campbell's Company ($CPB) on June 29, 2026. The trade was reported to the SEC in a Form 4 filing.
Since the trade, $CPB is up 0.1% after 1 week, up 1.5% after 1 month and down 11.1% to date (from the $22.34 close on Jun 29, 2026).
CPB
The Campbell's Company
Key Points
- Mary Alice Dorrance JR purchased 1,814 shares of The Campbell's Company on June 29, 2026, as the stock traded at $23.22.
- Other insiders, including Howard Averill and Grant Hill, also bought shares on the same day, further indicating their confidence in the company.
- The Campbell's Company is scheduled to report its next earnings on December 9, 2026.
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Insider Buying and Selling at The Campbell's Company
Mary Alice Dorrance JR bought 1,814 shares of The Campbell's Company (CPB) on June 29, 2026. The shares were traded at approximately $23.22, reflecting a growing commitment to the company amid a challenging market. This transaction adds to a series of insider purchases on the same day, suggesting a collective confidence among executives.
Other Insiders Join the Buying
On June 29, 2026, several insiders made notable purchases. Howard Averill bought 1,977 shares, while Grant Hill purchased 3,107 shares. Archbold Vanbeuren also acquired 1,964 shares. These coordinated moves by multiple insiders indicate a strong belief in the company's future prospects, particularly as it navigates the current economic landscape.
Stock Performance Context
As of the publication date, shares of The Campbell's Company were trading at $23.22. While this is above the 52-week low of $19.56, it’s still well below the 52-week high of $34.17. The stock's price action is important as the company prepares for its earnings report on December 9, 2026, which could influence investor sentiment and stock performance.
Recent Earnings
The Campbell's Company reported revenue of $9.74 billion but faced a revenue decline of 7.9%. The earnings per share (EPS) stood at $1.31, with a net profit margin of 4.08%. These figures highlight the challenges the company has faced but also set the stage for potential recovery as they look ahead to their next earnings date.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
5 target cuts vs 0 raises.
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EPS & revenue
EPS beat estimates by 3.5%. Revenue missed estimates by 1.6%.
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Profit surprise
EBITDA missed by 36 percent. Operating income missed by 12 percent.
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Pre-earnings setup
Bar was low, analysts cautious going in.
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Analyst signal
5 target cuts.
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Earnings quality
Gross margin down 1.9 points. Operating margin down 2.3 points. Positive free cash flow.
Earnings Call Summary
Campbell beat EPS by one penny but missed revenue by $39 million in the quarter. The big problem is Snacks, where the segment margin dropped to 7 percent, down 390 basis points, due to a 6 percent sales decline and deleverage in manufacturing and distribution from Fresh Bakery execution failures that began before the winter storm. RAO'S in Meals and Beverages grew 14.5 percent, driving strong consumption in Q2, but that growth is not expected to sustain. Management is shifting marketing dollars to promotional pricing on chips and pretzels to compete, investing $100 million in overhead cuts, and suspending share buybacks to focus on debt reduction as leverage sits above four times.
Guidance Management reaffirmed full year earnings guidance of about $0.90 per share but provided no new revenue or near-term sales forecast. They expect Snacks to decline about 4 percent in the second half of the year, with Fresh Bakery challenges to persist into Q3 before improving in Q4. Meals and Beverages is expected to see flat to down 1 percent consumption in the back half after strong Q2 driven by holiday demand and RAO'S growth.
Very weak report. The release materially worsened the forward outlook.
Analysts Set New Price Targets
Analysts have recently maintained various ratings for The Campbell's Company. On September 14, 2026, Evercore ISI Group maintained an In-Line rating with a price target of $21.00, down from $22.00. Similarly, DA Davidson gave it a Neutral rating with a target of $20.00. Overall, the consensus remains a hold, with a mean price target of $20.79 among 17 analyst opinions.
What The Campbell's Company Does
The Campbell's Company, based in Camden, New Jersey, produces a wide range of food and beverage products, including soups, sauces, and snacks. As the company continues to adapt to market conditions, insider buying like that of Dorrance JR suggests a commitment to navigating its challenges successfully.
What's Ahead for The Campbell's Company
Investors will watch closely for the upcoming earnings report on December 9, 2026. This report could shed light on the company's financial health and outlook. The insider transactions, particularly in light of recent market conditions, also provide a reminder that positions may shift as executives reassess their strategies.
Related Filing Alerts
Source: Malone Mary Alice Dorrance JR's Form 4 filing on $CPB (Jun 29, 2026). Find the original filing: CPB Form 4 filings on SEC EDGAR. Written by software, not financial advice. How we make alerts