The Campbell's (CPB) Insider Keith Mcloughlin Buys 3,716 Shares
Insider Keith Mcloughlin purchased 3,716 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
Keith Mcloughlin bought 3,716 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
- Keith Mcloughlin bought 3,716 shares of The Campbell's Company (CPB) on June 29, 2026.
- The stock closed at $23.22 on the same day, reflecting a trading environment for CPB as it moves through a challenging market.
- This insider activity follows several recent purchases by other insiders, indicating a potential shared confidence in the company's direction.
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Insider Buying and Selling at The Campbell's Company
Keith Mcloughlin acquired 3,716 shares of The Campbell's Company (CPB) on June 29, 2026. The shares were bought at a market price of $23.22, the closing price on that day. This purchase adds to the growing trend of insider buying at the company, which has seen several other executives making similar trades on the same date.
Other Insiders Join In
On June 29, 2026, several other insiders also bought shares. Howard Averill purchased 1,977 shares, Grant Hill bought 3,107 shares, Archbold Vanbeuren acquired 1,964 shares, and Hilado Maria Teresa also bought 1,964 shares. This collective insider activity may suggest a shared optimism among Campbell's leadership regarding the company's future.
Stock Performance and Market Context
On the day of Mcloughlin's purchase, Campbell's stock traded at $23.22. This is close to its 52-week low of $19.56 and well below its high of $34.17. The stock's current position may indicate that insiders see value at this price point, especially as they navigate a challenging market environment. The shares are also trading slightly above their 50-day moving average of $22.43, which could suggest some stability in recent trading patterns.
Recent Earnings
For its latest earnings, The Campbell's Company reported revenues of approximately $9.74 billion, reflecting a revenue decline of 7.9%. The company has an EPS of $1.31 and a net margin of 4.08%. The next earnings report is scheduled for December 9, 2026, which will provide further insights into the company's performance amid current market conditions.
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 their ratings for Campbell's stock. Evercore ISI Group kept its rating at "In-Line" with a price target of $21.00, while DA Davidson and RBC Capital maintained their "Neutral" and "Sector Perform" ratings, respectively, with targets at $20.00 and $19.00. Barclays holds an "Underweight" rating with a target of $18.00, indicating mixed views among analysts regarding the stock's future performance.
What The Campbell's Company Does
The Campbell's Company, based in Camden, NJ, manufactures and markets various food and beverage products both domestically and internationally. Their operations are primarily divided into Meals & Beverages and Snacks segments, serving retail and foodservice sectors. Given the recent insider buying, it suggests a belief in the company’s potential for recovery and growth amid its current challenges.
What’s Next for Campbell's?
Looking ahead, investors will watch for the upcoming earnings report on December 9, 2026, to gauge how well the company is adapting to its market environment. Additionally, the trend of insider buying could signal positive expectations from the leadership, making it a key point of interest. Remember that the recent trades reflect the insiders’ positions as of June 29, 2026, and may not represent their current holdings.
Related Filing Alerts
Source: Keith Mcloughlin'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