Gilbert Cisneros Buys Shares of The Campbell's Company

House member Gilbert Cisneros has made a recent investment in The Campbell's Company (NasdaqGS: CPB). According to a disclosure filed on June 9, 2026, Cisneros purchased shares valued between $1,001 and $15,000. The exact number of shares was not disclosed, but the transaction adds to his portfolio in the consumer defensive sector.

Other Institutional Activity in The Campbell's Company

In addition to Cisneros's purchase, several institutional investors have adjusted their holdings in The Campbell's Company. BlackRock, Inc. reduced its position by 7,791,883 shares, leaving it with 17,112,705 shares valued at approximately $381.1 million. In contrast, Invesco Ltd. increased its stake by 3,776,768 shares, bringing its total to 13,496,177 shares worth about $300.6 million. Vanguard Capital Management LLC added 13,160,519 shares, matching its total holding value of approximately $293.1 million. State Street Corp and Dimensional Fund Advisors LP also increased their positions, with State Street adding 1,473,614 shares and Dimensional adding 1,933,814 shares.

The Campbell's Company Stock Snapshot

Shares of The Campbell's Company are trading at $22.73 on the NasdaqGS. The company has a market capitalization of around $6.8 billion and a P/E ratio of 11.18. Its stock has a 52-week low of $19.56 and a high of $34.17. The 50-day moving average is $20.90, while the 200-day moving average is $26.74. The company has a beta of 0.01, indicating low volatility compared to the market.

Recent Earnings

The Campbell's Company reported revenue of approximately $9.93 billion, with a slight decline in revenue growth of 4.4% year-over-year. The company achieved a net margin of 6.12% and a return on equity of 15.39%. Earnings per share stood at $2.04. The next earnings report is scheduled for June 8, 2026.

Dividend

The Campbell's Company offers an annual dividend rate of $1.56, yielding 6.84% based on current prices. The dividend payout ratio is 76.47%, reflecting the company's commitment to returning capital to shareholders.

Insider Buying and Selling at The Campbell's Company

Recent insider activity includes Dorrance Bennett Jr buying 300 shares at an average price of $21.45 on June 9, 2026. Other insiders, including Mary Alice Dorrance Jr, Marc Bradley Lautenbach, Maria Teresa Hilado, Howard Averill, and Kurt Schmidt, made purchases earlier in the year, although the exact prices were not disclosed.

Analysts Set New Price Targets

On June 9, 2026, UBS maintained a 'sell' rating with a price target of $17.00, while RBC Capital maintained a 'hold' rating with a target of $21.00. B of A Securities also maintained a 'sell' rating, setting a target at $18.00. The consensus among 18 analysts is a 'hold' recommendation with a mean target price of $21.44.

About The Campbell's Company

The Campbell's Company, headquartered in Camden, New Jersey, is a major player in the packaged foods industry. With about 13,700 employees, the company operates in two segments: Meals & Beverages and Snacks. It offers a variety of products, including soups, sauces, and snacks, under well-known brands like Campbell's, Swanson, and Pepperidge Farm. The company was founded in 1869 and continues to be a staple in American households.

Bottom Line

Gilbert Cisneros's recent purchase of The Campbell's Company shares highlights ongoing interest in the consumer defensive sector. Institutional investors are also actively adjusting their positions in the company. As always, it's important to remember that this information is based on past filings and may not reflect current positions. Investors often track such moves for insights into potential market trends.