THE CAMPBELL'S COMPANY
boothcheck covers THE CAMPBELL'S COMPANY (CPB) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• The name says soup and the revenue says otherwise: snacks is the single largest product line at about 43% of sales, ahead of soup at 27%, other simple meals at 23% and beverages at 7%, and the snack shelf runs through ⟦"Goldfish crackers, Snyder's of Hanover pretzels, Lance sandwich crackers, Cape Cod potato chips, Kettle Brand potato chips"⟧ among others. • Borrowings are the defining fact: net debt sits at roughly 7.6 times operating profit and operating income covers the interest bill only
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560 institutional managers reported holding CPB in 13F filings for the quarter ended 2026-03-31. Together they hold about 61% of the company; the top 10 hold 37%. 79 opened new positions that quarter. Held by Vanguard Group, BlackRock, Invesco, among others. On the short side, 55.3M shares were sold short as of the 2026-06-15 count, about 19% of shares outstanding (5.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CPB has cut its share count 1.7% over the past five years, spending $500.00M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $1.54 a share annually. Cash returned over the past three years: $1.37B in dividends and $156.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CPB over the trailing three years: 2026: 1 buy totaling $6k. 22 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CPB's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-08 | -7.5% | -5.9% |
| 2023-09-22 | -2.5% | -3.4% |
| 2023-12-07 | +7.6% | -0.8% |
| 2024-03-07 | -2.0% | +7.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CPB's latest 8-K filings: 2026-06-17 (items 5.02); 2026-06-08 (items 2.02, 9.01); 2026-03-11 (items 2.02, 9.01); 2025-12-15 (items 8.01, 9.01); 2025-12-09 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.