CAMPBELL'S Co
CPB · Food and Kindred Products · 298.2M shares · -0%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $79M (gross $142M, SBC $63M)
Reference price $21.45 · est. market cap ~$6.4B — last insider purchase, 2026-06-09 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B72Mature branded-food company with a real brand portfolio and strong cash flow but low growth and looming tariff cost pressure.
Strengths
- Healthy returns and margins: ROE 15.4% (77th pct), operating margin 11% (79th pct), FCF $705M (80th pct)
- Leading branded portfolio (Meals & Beverages, Snacks) with $375M cost-savings program and modest leverage
Risks
- Significant 2026 cost/tariff pressure flagged, private-label competition and weak quick ratio (0.28, 33rd pct)
- Mature, low-growth category with margin/ROA only modestly above median (ROA 4.0%, 71st pct)
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Weak liquidityCurrent ratio 0.77 (<1)
- Strong balance sheetStrong balance sheet — $132M cash & investments
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
30.4%
Operating margin
11.0%
Net margin
5.9%
Return on equity
15.4%
Return on assets
4.0%
ROIC
19.0%
Revenue growth (QoQ)
-7.7%
Net-income growth
6.2%
Debt / equity
0.2×
Net debt / EBITDA
0.4×
Interest coverage
3.3×
Current ratio
0.8×
Free cash flow
$705M
EBITDA
$1.6B
Tangible book value
-$5.4B
Cash & investments
$132M
Stock comp / revenue
0.6%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-09 | Dorrance Bennett JR | Buy | 100 | $21.45 |
| 2026-06-09 | Dorrance Bennett JR | Buy | 100 | $21.45 |
| 2026-06-09 | Dorrance Bennett JR | Buy | 100 | $21.45 |
| 2026-04-01 | Cretella Risa | Tax withheld | 6.5K | $22.27 |
| 2026-03-31 | Amendment & Restatement of Agreement of Trust of Mary Alice Dorrance Malone dated April 17, 1990 | Other | 17.3M | $22.27 |
| 2026-03-30 | ARREDONDO FABIOLA R | Grant | 1.9K | — |
| 2026-03-30 | Dorrance Bennett JR | Grant | 1.9K | — |
| 2026-03-30 | Hill Grant | Grant | 3.2K | — |
| 2026-03-30 | vanBeuren Archbold D | Grant | 2.0K | — |
| 2026-03-30 | Malone Mary Alice Dorrance JR | Grant | 1.9K | — |
| 2026-03-01 | Anand Mohit | Grant | 22K | — |
| 2026-02-01 | Poland Daniel L | Tax withheld | 14K | $27.01 |
| 2026-01-09 | Sanzio Anthony | Sell | 2.7K | $26.51 |
| 2026-01-06 | Malone Mary Alice Dorrance JR | Other | 26.7M | $27.01 |
| 2026-01-06 | Amendment & Restatement of Agreement of Trust of Mary Alice Dorrance Malone dated April 17, 1990 | Other | 26.7M | $27.01 |
| 2025-12-30 | Brawley Charles A. III | Sell | 12K | $28.14 |
| 2025-12-29 | Hill Grant | Grant | 2.5K | — |
| 2025-12-29 | Malone Mary Alice Dorrance JR | Grant | 1.5K | — |
| 2025-12-29 | Dorrance Bennett JR | Grant | 1.5K | — |
| 2025-12-29 | ARREDONDO FABIOLA R | Grant | 1.5K | — |
| 2025-12-29 | vanBeuren Archbold D | Grant | 1.6K | — |
| 2025-12-01 | Brawley Charles A. III | Tax withheld | 3.4K | $30.48 |
| 2025-11-01 | Cunfer Todd E | Grant | 52K | — |
| 2025-11-01 | Cunfer Todd E | Grant | 21K | — |
| 2025-11-01 | Johnson May Diane | Tax withheld | 17K | $30.29 |
| 2025-10-01 | Palumbo Kelly L | Grant | 13K | — |
| 2025-10-01 | Palumbo Kelly L | Grant | 6.8K | — |
| 2025-10-01 | BEEKHUIZEN MICK J | Grant | 97K | — |
| 2025-10-01 | Johnson May Diane | Grant | 24K | — |
| 2025-10-01 | Duggan Elizabeth Maire Meiman | Grant | 21K | — |
| 2025-10-01 | Anderson Carrie L | Grant | 24K | — |
| 2025-10-01 | Poland Daniel L | Grant | 28K | — |
| 2025-10-01 | Lukin Janda K | Grant | 19K | — |
| 2025-10-01 | Cretella Risa | Grant | 24K | — |
| 2025-10-01 | Sanzio Anthony | Grant | 11K | — |
| 2025-10-01 | Brawley Charles A. III | Grant | 21K | — |
| 2025-09-30 | Johnson May Diane | Tax withheld | 7.7K | $30.87 |
| 2025-09-30 | Duggan Elizabeth Maire Meiman | Tax withheld | 2.6K | $30.87 |
| 2025-09-30 | Duggan Elizabeth Maire Meiman | Grant | 2.4K | — |
| 2025-09-30 | Lukin Janda K | Tax withheld | 2.3K | $30.87 |
| 2025-09-30 | Lukin Janda K | Grant | 2.4K | — |
| 2025-09-30 | Brawley Charles A. III | Tax withheld | 2.2K | $30.87 |
| 2025-09-30 | Brawley Charles A. III | Grant | 2.2K | — |
| 2025-09-30 | Sanzio Anthony | Tax withheld | 2.3K | $30.87 |
| 2025-09-30 | Sanzio Anthony | Grant | 2.2K | — |
| 2025-09-30 | Cretella Risa | Tax withheld | 904 | $30.87 |
| 2025-09-30 | Poland Daniel L | Tax withheld | 5.9K | $30.87 |
| 2025-09-30 | Poland Daniel L | Grant | 7.1K | — |
| 2025-09-30 | Anderson Carrie L | Tax withheld | 3.8K | $30.87 |
| 2025-09-30 | Johnson May Diane | Grant | 6.5K | — |
| 2025-09-30 | BEEKHUIZEN MICK J | Tax withheld | 17K | $30.87 |
| 2025-09-30 | BEEKHUIZEN MICK J | Grant | 17K | — |
| 2025-09-25 | Malone Mary Alice Dorrance JR | Grant | 1.1K | — |
| 2025-09-25 | Dorrance Bennett JR | Grant | 1.3K | — |
| 2025-09-25 | Hill Grant | Grant | 2.2K | — |
| 2025-09-25 | ARREDONDO FABIOLA R | Grant | 1.3K | — |
| 2025-09-25 | vanBeuren Archbold D | Grant | 1.4K | — |
| 2025-06-26 | Dorrance Bennett JR | Grant | 1.4K | — |
| 2025-06-26 | vanBeuren Archbold D | Grant | 1.5K | — |
| 2025-06-26 | Hill Grant | Grant | 2.3K | — |
| 2025-06-26 | ARREDONDO FABIOLA R | Grant | 1.4K | — |
| 2025-04-01 | Cretella Risa | Tax withheld | 6.6K | $39.92 |
| 2025-03-31 | Brawley Charles A. III | Sell | 2.5K | $40.03 |
| 2025-03-27 | vanBeuren Archbold D | Grant | 1.1K | — |
| 2025-03-27 | Hill Grant | Grant | 1.8K | — |
| 2025-03-27 | Dorrance Bennett JR | Grant | 1.1K | — |
| 2025-03-27 | MALONE MARY ALICE | Grant | 1.1K | — |
| 2025-03-27 | ARREDONDO FABIOLA R | Grant | 1.1K | — |
| 2025-03-14 | DORRANCE BENNETT | Gift | 25K | — |
| 2025-03-14 | DORRANCE BENNETT | Gift | 1.7K | — |
| 2025-03-01 | Anderson Carrie L | Tax withheld | 3.7K | $39.85 |
| 2025-02-01 | BEEKHUIZEN MICK J | Grant | 23K | — |
| 2025-02-01 | Poland Daniel L | Tax withheld | 2.6K | $39.62 |
| 2025-01-03 | Sanzio Anthony | Sell | 2.0K | $41.90 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-17 | 2026-06-17 | 0000016732-26-000014 ↗ |
| 10-Q | 2026-06-08 | 2026-05-03 | 0000016732-26-000012 ↗ |
| 8-K | 2026-06-08 | 2026-06-08 | 0000016732-26-000010 ↗ |
| 10-Q | 2026-03-11 | 2026-02-01 | 0000016732-26-000006 ↗ |
| 8-K | 2026-03-11 | 2026-03-11 | 0000016732-26-000004 ↗ |
| 8-K | 2025-12-15 | 2025-12-11 | 0001193125-25-319210 ↗ |
| 10-Q | 2025-12-09 | 2025-11-02 | 0000016732-25-000126 ↗ |
| 8-K | 2025-12-09 | 2025-12-09 | 0000016732-25-000125 ↗ |
| 8-K | 2025-12-09 | 2025-12-09 | 0000016732-25-000128 ↗ |
| 8-K | 2025-12-09 | 2025-12-08 | 0001193125-25-311905 ↗ |
| 8-K | 2025-11-19 | 2025-11-18 | 0000016732-25-000117 ↗ |
| 8-K | 2025-10-07 | 2025-10-02 | 0000016732-25-000115 ↗ |