Campbell's extends $1.85B credit facility maturity to April 2031

Thu, 17 Sep 2026 16:11:09 -0400

The Campbell's Company (NASDAQ: CPB) has extended the maturity date of its $1.85 billion five-year credit agreement by one year, according to a filing with securities regulators.

The extension agreement, effective September 16, 2026, moves the maturity date of the credit facility from April 16, 2030 to April 16, 2031. JPMorgan Chase Bank, N.A. serves as administrative agent under the agreement. All other terms and conditions of the original credit agreement remain unchanged.

The original credit agreement was dated April 16, 2024. The amendment was filed as Exhibit 10.1 to a Current Report on Form 8-K.

Form 8-K CAMPBELL'S Co For: Sep 16

Thu, 17 Sep 2026 16:09:00 -0400

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Campbell's Debuts News Sauces Lineup to Make Dinnertime Simple

Tue, 15 Sep 2026 09:00:00 -0400

In partnership with pro dancer, Witney Carson, the brand rolls out Two-Step Tuesdays by Campbell's -- proving delicious weeknight dinners are just two steps away

Key Takeaways:

With new

Campbell's Debuts News Sauces Lineup to Make Dinnertime Simple

Tue, 15 Sep 2026 09:00:00 -0400

In partnership with pro dancer, Witney Carson, the brand rolls out Two-Step Tuesdays by Campbell's -- proving delicious weeknight dinners are just two steps away

Key Takeaways:

With new

DA Davidson Reiterates Neutral Rating on The Campbell's Co. (CPB)

Tue, 08 Sep 2026 09:36:29 -0400

DA Davidson analyst Matt Curtis reiterated a Neutral rating and $20.00 price target on The Campbell's Co. (NASDAQ: CPB).
The analyst commented, "F4Q results were broadly in-line, though initial FY27 guidance was below consensus as ongoing weakness in Snacks and elevated inflation outweighed pricing and new cost savings/restructuring initiatives. While pricing and savings initiatives should deliver sequential YOY EPS improvement following a F1Q trough, visibility on CPB’s LT recovery remains limited, and we prefer to wait for tangible turnaround progress before becoming more constructive (Reiterate NEUTRAL/$20 PT on 8.2x our CY27 EBITDA est.)."
For an analyst ratings summary and ratings history on

The Campbell’s Company to Participate in a Fireside Chat at Barclays Global Consumer Staples Conference on September 9

Fri, 04 Sep 2026 12:00:00 -0400

CAMDEN, N.J.--(BUSINESS WIRE)-- The Campbell’s Company (NASDAQ:CPB) today announced that Mick Beekhuizen, President and Chief Executive Officer, and Todd Cunfer, Executive Vice President and Chief Financial Officer, will participate in a fireside chat at the Barclays 19th Annual Global Consumer Staples Conference on Wednesday, September 9, 2026 at 2:15 P.M. ET.
A listen-only live webcast of the event can be accessed under the Events & Presentations section of the company’s investor relations website: https://investor.thecampbellscompany.com/. A replay will be accessible after the event through the same website.
About The Campbell’s Company
For more than 155 years,

The Campbell’s Company to Participate in a Fireside Chat at Barclays Global Consumer Staples Conference on September 9

Fri, 04 Sep 2026 12:00:00 -0400

CAMDEN, N.J.--(BUSINESS WIRE)-- The Campbell’s Company (NASDAQ:CPB) today announced that Mick Beekhuizen, President and Chief Executive Officer, and Todd Cunfer, Executive Vice President and Chief Financial Officer, will participate in a fireside chat at the Barclays 19th Annual Global Consumer Staples Conference on Wednesday, September 9, 2026 at 2:15 P.M. ET.
A listen-only live webcast of the event can be accessed under the Events & Presentations section of the company’s investor relations website: https://investor.thecampbellscompany.com/. A replay will be accessible after the event through the same website.
About The Campbell’s Company
For more than 155 years,

The Campbell's Co. (CPB) PT Raised to $19 at UBS, Sell Rating Maintained

Fri, 04 Sep 2026 09:19:08 -0400
(Updated - September 4, 2026 9:19 AM EDT)
UBS analyst Peter Grom raised the price target on The Campbell's Co. (NASDAQ: CPB) to $19.00 (from $18.00) while maintaining a Sell rating.
The analyst commented, "Earlier this morning CPB reported a largely in-line 4Q EPS and provided initial FY27 guidance that came in below Street expectations while also announcing a reduction to its dividend. While the headline outlook was weaker than consensus, our conversations heading into the print would suggest the midpoint was only modestly below buyside expectations. Shares traded lower on the day (-7% vs. -0.3% XLP), which we think was a

The Campbell's Co. (CPB) PT Raised to $19 at UBS, Sell Rating Maintained

Fri, 04 Sep 2026 09:19:08 -0400
(Updated - September 4, 2026 9:19 AM EDT)
UBS analyst Peter Grom raised the price target on The Campbell's Co. (NASDAQ: CPB) to $19.00 (from $18.00) while maintaining a Sell rating.
The analyst commented, "Earlier this morning CPB reported a largely in-line 4Q EPS and provided initial FY27 guidance that came in below Street expectations while also announcing a reduction to its dividend. While the headline outlook was weaker than consensus, our conversations heading into the print would suggest the midpoint was only modestly below buyside expectations. Shares traded lower on the day (-7% vs. -0.3% XLP), which we think was a

The Campbell's Co. (CPB) PT Lowered to $19 at RBC Capital

Fri, 04 Sep 2026 07:23:36 -0400
RBC Capital analyst Nik Modi lowered the price target on The Campbell's Co. (NASDAQ: CPB) to $19.00 (from $21.00) while maintaining a Sector Perform rating.

BTIG Reiterates Neutral Rating on The Campbell's Co. (CPB)

Fri, 04 Sep 2026 05:50:03 -0400

BTIG analyst Robert Dickerson reiterated a Neutral rating on The Campbell's Co. (NASDAQ: CPB).
The analyst comments "Given the decline in EPS vis-a-vis the decline in the stock today, Campbell's now trading near a 12x P/E, or a 10% premium to its LTM average and a ~20% discount to its 10-year average. While the stock is clearly not expensive relative to history, we think its discounted valuation is warranted given a lack of near-term sales, profit, and earnings growth potential, all while the balance sheet is already levered. BTIG does not provide price targets for Neutral-rated stocks."
For an analyst ratings summary

BofA Securities Reiterates Underperform Rating on The Campbell's Co. (CPB)

Fri, 04 Sep 2026 05:14:20 -0400

BofA Securities analyst Peter Galbo reiterated an Underperform rating and $18.00 price target on The Campbell's Co. (NASDAQ: CPB)
The analyst comments "CPB 4Q26 adj EPS of $0.39 vs. BofAe/VA of $0.40/$0.39, with ~$5mm miss vs BofAe on operating income. More importantly, CPB introduced FY27 guidance for net & organic sales to decline -2-4%, adj EBIT to decline -7-12%, and adj EPS to decline -17-24% to $1.65-$1.80. The $1.73 EPS midpoint is 3%/6% below BofAe/VA of $1.77/$1.83. CPB also reduced its quarterly dividend (see our April dividend cut prediction) by 36% to $0.25/sh from $0.39/sh to accelerate debt reduction (~$170mm annually).

The Campbell's Co. (CPB) PT Lowered to $18 at Barclays

Fri, 04 Sep 2026 04:22:31 -0400
Barclays analyst Andrew Lazar lowered the price target on The Campbell's Co. (NASDAQ: CPB) to $18.00 (from $19.00) while maintaining a Underweight rating.

The Campbell's Co. (CPB) PT Lowered to $20 at Jefferies, 'we remain cautious'

Thu, 03 Sep 2026 16:24:28 -0400

Jefferies analyst Scott Marks lowered the price target on The Campbell's Co. (NASDAQ: CPB) to $20.00 (from $22.00) while maintaining a Hold rating.
The analyst comments "Q4'26 results were ~in line, with solid M&B volume growth offset by continued pressure in Snacks and margin compression across the business. Mgmt announced a ~36% dividend cut and the F'27 guide frames a difficult year, as the outlook came in below cons expectations, pressured by Snacks and pricing actions that will weigh on volumes. With elevated inflation pressuring margins and the road to Snacks recovery uncertain, we remain cautious."

The Campbell's Co. (CPB) PT Lowered to $20 at Jefferies, 'we remain cautious'

Thu, 03 Sep 2026 16:24:28 -0400

Jefferies analyst Scott Marks lowered the price target on The Campbell's Co. (NASDAQ: CPB) to $20.00 (from $22.00) while maintaining a Hold rating.
The analyst comments "Q4'26 results were ~in line, with solid M&B volume growth offset by continued pressure in Snacks and margin compression across the business. Mgmt announced a ~36% dividend cut and the F'27 guide frames a difficult year, as the outlook came in below cons expectations, pressured by Snacks and pricing actions that will weigh on volumes. With elevated inflation pressuring margins and the road to Snacks recovery uncertain, we remain cautious."

Stifel Reiterates Hold Rating on The Campbell's Co. (CPB)

Thu, 03 Sep 2026 08:48:16 -0400

Stifel analyst Matthew Smith reiterated a Hold rating and {REMOVEPT} price target on The Campbell's Co. (NASDAQ: CPB).
The analyst comments "Campbell reported 4Q26 EPS of $0.39 representing a 37% decline including a high-single digit headwind from lapping an extra week in the prior year. EPS was in line with consensus and $0.01 below our estimate. Organic sales declined 1% driven by lower volume/mix and the gross margin contracted 190bps driven by cost inflation. The company announced a 36% reduction to its dividend and will use the cash savings to improve debt reduction with the balance sheet near 4.3x net debt

Stifel Reiterates Hold Rating on The Campbell's Co. (CPB)

Thu, 03 Sep 2026 08:48:16 -0400

Stifel analyst Matthew Smith reiterated a Hold rating and {REMOVEPT} price target on The Campbell's Co. (NASDAQ: CPB).
The analyst comments "Campbell reported 4Q26 EPS of $0.39 representing a 37% decline including a high-single digit headwind from lapping an extra week in the prior year. EPS was in line with consensus and $0.01 below our estimate. Organic sales declined 1% driven by lower volume/mix and the gross margin contracted 190bps driven by cost inflation. The company announced a 36% reduction to its dividend and will use the cash savings to improve debt reduction with the balance sheet near 4.3x net debt

TD Cowen: 'We expect Campbell's stock down on weak guidance below consensus'

Thu, 03 Sep 2026 08:03:27 -0400

TD Cowen analyst Robert Moskow reiterated a Hold rating and $22.00 price target on The Campbell's Co. (NASDAQ: CPB)
The analyst comments "We expect Campbell's stock down on weak guidance below consensus and a 36% dividend cut. EPS guidance of $1.65 to $1.80 compared to consensus of $1.83. Organic net sales expected down -4% to -2% vs consensus of -1% despite claims of a stronger new product pipeline. Mgmt announced a new $500M cost savings program over four years, including a 13% workforce reduction that already took place."
For an analyst ratings summary and ratings history on The Campbell's Co. click

TD Cowen: 'We expect Campbell's stock down on weak guidance below consensus'

Thu, 03 Sep 2026 08:03:27 -0400

TD Cowen analyst Robert Moskow reiterated a Hold rating and $22.00 price target on The Campbell's Co. (NASDAQ: CPB)
The analyst comments "We expect Campbell's stock down on weak guidance below consensus and a 36% dividend cut. EPS guidance of $1.65 to $1.80 compared to consensus of $1.83. Organic net sales expected down -4% to -2% vs consensus of -1% despite claims of a stronger new product pipeline. Mgmt announced a new $500M cost savings program over four years, including a 13% workforce reduction that already took place."
For an analyst ratings summary and ratings history on The Campbell's Co. click

Campbell Soup (CPB) Reports In-Line Q4 EPS, Misses on Revenue; Offers FY27 EPS Guidance

Thu, 03 Sep 2026 07:17:46 -0400

Campbell Soup (NASDAQ: CPB) reported Q4 EPS of $0.39, in-line with the analyst estimate of $0.39. Revenue for the quarter came in at $2.1 billion versus the consensus estimate of $2.15 billion.
GUIDANCE:
Campbell Soup sees FY2027 EPS of $1.65-$1.80, versus the consensus of $1.90.
For earnings history and earnings-related data on Campbell Soup (CPB) click here.

Campbell Soup (CPB) Reports In-Line Q4 EPS, Misses on Revenue; Offers FY27 EPS Guidance

Thu, 03 Sep 2026 07:17:46 -0400

Campbell Soup (NASDAQ: CPB) reported Q4 EPS of $0.39, in-line with the analyst estimate of $0.39. Revenue for the quarter came in at $2.1 billion versus the consensus estimate of $2.15 billion.
GUIDANCE:
Campbell Soup sees FY2027 EPS of $1.65-$1.80, versus the consensus of $1.90.
For earnings history and earnings-related data on Campbell Soup (CPB) click here.

Campbell's Reports Fourth Quarter Fiscal 2026 Results

Thu, 03 Sep 2026 07:15:00 -0400

Provides Full-Year Fiscal 2027 Guidance

Targeting $500 Million Cost Savings by Fiscal 2030

Resetting Dividend to Accelerate Debt Reduction
Fourth Quarter:

Net Sales decreased 8% to $2.1 billion and decreased 1% on an organic basis.

Earnings Before Interest and Taxes (EBIT) decreased to $4 million; Adjusted EBIT decreased 25% to $242 million, including an estimated 8% impact from the extra week in the prior year period.

Earnings Per Share (EPS) decreased to $(0.23); Adjusted EPS decreased 37% to $0.39, including an estimated $0.06 per share, or 7%, impact from the extra week in the prior year period.

Full Year:

Net Sales decreased 5% to $9.7

Campbell's Reports Fourth Quarter Fiscal 2026 Results

Thu, 03 Sep 2026 07:15:00 -0400

Provides Full-Year Fiscal 2027 Guidance

Targeting $500 Million Cost Savings by Fiscal 2030

Resetting Dividend to Accelerate Debt Reduction
Fourth Quarter:

Net Sales decreased 8% to $2.1 billion and decreased 1% on an organic basis.

Earnings Before Interest and Taxes (EBIT) decreased to $4 million; Adjusted EBIT decreased 25% to $242 million, including an estimated 8% impact from the extra week in the prior year period.

Earnings Per Share (EPS) decreased to $(0.23); Adjusted EPS decreased 37% to $0.39, including an estimated $0.06 per share, or 7%, impact from the extra week in the prior year period.

Full Year:

Net Sales decreased 5% to $9.7

Campbell Soup (CPB) call put ratio 1 call to 1.8 puts into quarter results

Wed, 02 Sep 2026 05:16:12 -0400

Campbell Soup (NASDAQ: CPB) September 4 weekly 23.50 straddle priced for a move of 8%. Call put ratio 1 call to 1.8 puts into the expected release of quarter results before the bell on September 3.

Campbell Soup (CPB) call put ratio 1 call to 1.8 puts into quarter results

Wed, 02 Sep 2026 05:16:12 -0400

Campbell Soup (NASDAQ: CPB) September 4 weekly 23.50 straddle priced for a move of 8%. Call put ratio 1 call to 1.8 puts into the expected release of quarter results before the bell on September 3.

StreetInsider.com News Articles

Campbell's extends $1.85B credit facility maturity to April 2031

Form 8-K CAMPBELL'S Co For: Sep 16

Campbell's Debuts News Sauces Lineup to Make Dinnertime Simple

Campbell's Debuts News Sauces Lineup to Make Dinnertime Simple

DA Davidson Reiterates Neutral Rating on The Campbell's Co. (CPB)

The Campbell’s Company to Participate in a Fireside Chat at Barclays Global Consumer Staples Conference on September 9

The Campbell’s Company to Participate in a Fireside Chat at Barclays Global Consumer Staples Conference on September 9

The Campbell's Co. (CPB) PT Raised to $19 at UBS, Sell Rating Maintained

The Campbell's Co. (CPB) PT Raised to $19 at UBS, Sell Rating Maintained

The Campbell's Co. (CPB) PT Lowered to $19 at RBC Capital

BTIG Reiterates Neutral Rating on The Campbell's Co. (CPB)

BofA Securities Reiterates Underperform Rating on The Campbell's Co. (CPB)

The Campbell's Co. (CPB) PT Lowered to $18 at Barclays

The Campbell's Co. (CPB) PT Lowered to $20 at Jefferies, 'we remain cautious'

The Campbell's Co. (CPB) PT Lowered to $20 at Jefferies, 'we remain cautious'

Stifel Reiterates Hold Rating on The Campbell's Co. (CPB)

Stifel Reiterates Hold Rating on The Campbell's Co. (CPB)

TD Cowen: 'We expect Campbell's stock down on weak guidance below consensus'

TD Cowen: 'We expect Campbell's stock down on weak guidance below consensus'

Campbell Soup (CPB) Reports In-Line Q4 EPS, Misses on Revenue; Offers FY27 EPS Guidance

Campbell Soup (CPB) Reports In-Line Q4 EPS, Misses on Revenue; Offers FY27 EPS Guidance

Campbell's Reports Fourth Quarter Fiscal 2026 Results

Campbell's Reports Fourth Quarter Fiscal 2026 Results

Campbell Soup (CPB) call put ratio 1 call to 1.8 puts into quarter results

Campbell Soup (CPB) call put ratio 1 call to 1.8 puts into quarter results