The Campbell's (CPB) Insider Archbold Vanbeuren Buys 1,964 Shares
Archbold Vanbeuren purchased 1,964 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
Archbold Vanbeuren bought 1,964 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
- Archbold Vanbeuren bought 1,964 shares of The Campbell's Company (CPB) on June 29, 2026, a transaction valued at approximately $45,000 based on the current share price of $23.22.
- The Campbell's Company has struggled with revenue growth, reporting a decline of 7.9%, and will next report earnings on December 9, 2026.
- Analysts have mixed opinions on the stock, with ratings ranging from 'Sell' to 'In-Line' and price targets between $18 and $22.
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Insider Buying and Selling at The Campbell's Company
Archbold Vanbeuren bought 1,964 shares of The Campbell's Company (CPB) on June 29, 2026. This purchase is valued at approximately $45,000 based on the stock's current price of $23.22. Insider buying often indicates a level of confidence in the company's future prospects.
What's New in the Insider Activity
This transaction adds to Vanbeuren's existing stake in The Campbell's Company. His recent purchase reflects his ongoing interest in the company, which could suggest he believes in its potential for recovery and growth despite recent challenges in the market.
Institutional Moves
No other funds reported changes in their positions in The Campbell's Company during this period. The lack of additional institutional activity reflects a steady state for the company’s shareholders.
Stock Performance and Current Position
Shares of The Campbell's Company are currently trading above their 200-day moving average of $23.63, indicating some stability in its recent performance. However, the stock has seen fluctuations, with a 52-week range that spans from $19.56 to $34.17, reflecting volatility in the market. Investors are watching closely as the company prepares to report its next earnings on December 9, 2026.
Recent Earnings
The Campbell's Company reported revenue of $9.74 billion, but it faced a revenue decline of 7.9% year-over-year. The earnings per share (EPS) stands at $1.31, with a net margin of 4.1% and a return on equity (ROE) of 10.05%. The next earnings report is due on December 9, 2026.
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
Several analysts have maintained their ratings on The Campbell's Company. On September 14, 2026, Evercore ISI Group maintained an 'In-Line' rating with a price target of $21.00, slightly down from a prior target of $22.00. DA Davidson also kept a 'Neutral' rating with a target of $20.00, while RBC Capital rated it 'Sector Perform' with a lowered target of $19.00. UBS has a 'Sell' rating, setting a price target at $19.00.
What The Campbell's Company Does
The Campbell's Company, based in Camden, NJ, produces a wide range of food and beverage products, including soups, snacks, and beverages. The company's diverse offerings aim to cater to both retail and foodservice markets, positioning it as a significant player in the packaged foods industry.
What's Ahead for The Campbell's Company
Investors will keep an eye on upcoming earnings and any further insider transactions. The insider purchases on June 29, 2026, reflect a commitment to the company's direction, but challenges remain with the recent revenue decline. As always, the 13F filings reflect positions as of the reporting date and may not represent current holdings.
Related Filing Alerts
Source: Archbold Vanbeuren'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