CAMPBELL'S Co(CPB)Stock Analysis
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Rank #1,219 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CPB Stock Analysis & AI Quality Score
AI stock analysis and institutional research for CAMPBELL'S Co (CPB), a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores CPB at 54.5/100 on a 32-signal composite quality model, placing it at rank #1,219 of 2,879 stocks — the top half of the AI-ranked universe. CPB scores in the top quartile across revenue scale (86.7). Areas of concern include earnings quality (17.7) and revenue growth (31.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), CAMPBELL'S Co reports quarterly revenue of $2.4B, net income of $124.0M, an operating margin of 10.1%. Top institutional holders of CPB by reported 13-F value include BlackRock,, Invesco Ltd., VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. CPB trades on the Nasdaq exchange and files with the SEC under CIK 16732. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CPB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CAMPBELL'S Co directly from SEC EDGAR. CAMPBELL'S Co's 13F Pro composite quality score has ranged between 55 and 60 since 2025, currently 54.5 — a stable long-term trajectory across 8 quarterly and live scoring snapshots.
Revenue
Q3 2026
$2.4B
Net Income
Q3 2026
$124.0M
Free Cash Flow
Q3 2026
$29.0M
Operating Margin
Q3 2026
10.1%
ROIC
Q3 2026
2.4%
D/E Ratio
Q3 2026
1.74
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+6.4% YoYNet Income
+6.2% YoYOperating Income
+12.4% YoYEPS (Diluted)
+6.3% YoYTotal Assets
-2.2% YoYTotal Debt
-4.6% YoYOp. Cash Flow
-4.6% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $10.25B +6.4% | $9.64B +3.0% | $9.36B +9.3% | $8.56B +1.0% | $8.48B -2.5% | $8.69B |
| Net Income | $602.0M +6.2% | $567.0M -33.9% | $858.0M +13.3% | $757.0M -24.5% | $1.00B -38.5% | $1.63B |
| Operating Income | $1.12B +12.4% | $1.00B -23.8% | $1.31B +12.8% | $1.16B -24.7% | $1.54B +39.6% | $1.11B |
| EPS (Diluted) | $2.01 +6.3% | $1.89 -33.7% | $2.85 +13.5% | $2.51 -23.7% | $3.29 -38.6% | $5.36 |
| Total Assets | $14.90B -2.2% | $15.23B +26.3% | $12.06B +1.4% | $11.89B +1.3% | $11.73B -5.2% | $12.37B |
| Total Debt | $6.86B -4.6% | $7.18B +53.2% | $4.69B -2.5% | $4.81B -4.9% | $5.06B -18.4% | $6.20B |
| Operating Cash Flow | $1.13B -4.6% | $1.19B +3.7% | $1.14B -3.2% | $1.18B +14.1% | $1.03B -25.9% | $1.40B |
AI Insight: CPB Financial Trends
Campbell's revenue has contracted 12% over two years while operating margins remain under pressure, though debt deleveraging is underway.
• Revenue declined from $2,772M in Q4 2024 to $2,366M in Q2 2026, a 14.6% drop over 18 months.
• Operating margin compressed to 10.1% in Q2 2026 from 13.2% in Q4 2024, reflecting persistent cost pressures.
• Total debt fell $907M from peak of $7,917M in Q4 2024 to $7,010M in Q2 2026, improving leverage trajectory.
⚠ Operating cash flow collapsed to $99M in Q2 2026 from $516M in prior-year Q1 2026, signaling working capital or operational stress.
⚠ Net income volatile and modest ($124M in Q2 2026), insufficient to offset structural revenue headwinds.
AI Insight: CPB Ratio Trends
Campbell's profitability has deteriorated through early 2026, with operating margin and ROIC both contracting from Q4 2025 peaks.
• Operating margin fell from 12.6% in Q4 2025 to 10.1% in Q2 2026, a 250bp decline over two quarters.
• ROIC compressed from 12.3% in Q4 2025 to 8.7% in Q2 2026, the lowest level since Q2 2025.
• Leverage ratio improved to 1.74x (D/E) in Q2 2026, down from 2.06x in Q4 2024, signaling balance-sheet deleveraging.
⚠ Q2 2026 marks a three-quarter downtrend in profitability metrics—ROE, NPM, and ROA all near cycle lows.
⚠ Sequential margin deterioration suggests operational or pricing headwinds; Q2 weakness may not be purely seasonal.
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Available Research
13F Pro tracks comprehensive data for CAMPBELL'S Co including:
Top Institutional Holders of CPB
BlackRock, Inc.
$381.1M17,112,705 shInvesco Ltd.
$300.6M13,496,177 shVANGUARD CAPITAL MANAGEMENT LLC
$293.1M13,160,519 shSTATE STREET CORP
$278.6M12,509,743 shDIMENSIONAL FUND ADVISORS LP
$228.0M10,239,231 shVANGUARD PORTFOLIO MANAGEMENT LLC
$222.9M10,007,389 shTWO SIGMA INVESTMENTS, LP
$177.1M7,951,510 shMORGAN STANLEY
$142.9M6,416,941 shGEODE CAPITAL MANAGEMENT, LLC
$131.8M5,928,558 shUBS Group AG
$126.9M5,699,192 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $381.1M | 17,112,705 |
| Invesco Ltd. | $300.6M | 13,496,177 |
| VANGUARD CAPITAL MANAGEMENT LLC | $293.1M | 13,160,519 |
| STATE STREET CORP | $278.6M | 12,509,743 |
| DIMENSIONAL FUND ADVISORS LP | $228.0M | 10,239,231 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $222.9M | 10,007,389 |
| TWO SIGMA INVESTMENTS, LP | $177.1M | 7,951,510 |
| MORGAN STANLEY | $142.9M | 6,416,941 |
| GEODE CAPITAL MANAGEMENT, LLC | $131.8M | 5,928,558 |
| UBS Group AG | $126.9M | 5,699,192 |
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Popular Research
Is CPB a good stock to buy?
13F Pro's AI-powered analysis of CAMPBELL'S Co (CPB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Staples sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CPB are available on the CPB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own CPB?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CPB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CAMPBELL'S Co's investment landscape.