Campbell Soup stock edges higher after Evercore ISI cuts price target
Published on 09/14/2026 at 23:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Campbell Soup Company stock (ISIN US1280301048) was quoted around USD 21.63 on Nasdaq as of September 8, 2026, with the shares modestly higher intraday while analysts at Evercore ISI moved their price target lower as of September 14, 2026.
Evercore ISI trims price target
According to Benzinga on September 14, 2026, Evercore ISI Group maintained its In-Line rating on Campbell Soup but reduced its price target from USD 22 to USD 21 per share.
A similar note reported by TipRanks/The Fly also highlighted the cut from USD 22 to USD 21, underscoring that Evercore sees limited upside after recent earnings.
Recent earnings and guidance context
According to MarketBeat on September 14, 2026, Campbell Soup reported quarterly revenue of USD 2.14 billion and adjusted earnings of USD 0.39 per share for its most recent quarter, matching analyst estimates.
MarketBeat noted that quarterly revenue of USD 2.14 billion was down 7.9 percent year over year, while earnings per share declined from USD 0.62 in the same quarter of the previous year to USD 0.39, reflecting a weaker demand environment and higher input costs.
The same report stated that Campbell Soup posted a net margin of 4.04 percent and a return on equity of 16.44 percent in that quarter, illustrating a business that remains profitable but with compressed margins compared with the prior-year period.
Looking ahead, Campbell Soup has set its fiscal 2027 guidance for earnings per share in a range of USD 1.65 to USD 1.80, and sell-side analysts as compiled by MarketBeat expect about USD 1.70 per share for the current fiscal year, suggesting modest growth from the recent annual run-rate.
MarketBeat also highlighted that analyst sentiment is cautious, with a consensus rating of Reduce based on 12 Hold ratings and seven Sell ratings and an average price target of USD 19.94, which is below both the current trading level around USD 21 and Evercore ISI's revised USD 21 target.
Dividend and valuation signals
According to MarketBeat, Campbell Soup declared a quarterly dividend of USD 0.25 per share, which corresponds to an annualized dividend of USD 1.00 and a yield of about 4.8 percent at recent price levels.
The same source pointed out that Campbell Soup's dividend payout ratio stands at roughly 119.08 percent of earnings, indicating that the cash distribution currently exceeds reported profits and could limit flexibility for further increases without earnings growth.
MarketBeat reported that Campbell Soup shares opened at USD 21.00 on the referenced recent trading day, with the stock trading between a one-year low of USD 19.56 and a one-year high of USD 34.17, implying that the price sits closer to the bottom of its 52-week range than to its peak.
For investors, the combination of a high dividend yield, reduced earnings, and cautious analyst stance underscores that the market is pricing Campbell Soup as a defensive consumer staples name rather than a strong growth story.
Campbell Soup stock near the lower end of its range
MarketBeat indicated that Campbell Soup stock has a 50-day moving average price of USD 22.56 and a 200-day moving average price of USD 22.09, meaning the recent quote around USD 21 is trading below both medium-term and longer-term trend levels.
That positioning below the 50-day and 200-day moving averages and close to the one-year low of USD 19.56 highlights how sentiment has cooled following the 7.9 percent revenue decline and the drop in quarterly EPS from USD 0.62 to USD 0.39.
At the same time, the company's return on equity of 16.44 percent and its long-established brands suggest underlying profitability, even as Evercore ISI's decision on September 14, 2026 to cut its price target from USD 22 to USD 21 reinforces that expectations for near-term share price appreciation are muted.
Price and market data
Campbell Soup stock is primarily listed on Nasdaq under the ticker CPB, with recent trading around USD 21.63 as of September 8, 2026 and a one-year trading range between USD 19.56 and USD 34.17, based on MarketBeat data.
Campbell Soup Company stock facts
- Company: Campbell Soup Company
- ISIN: US1280301048
- Ticker: CPB
- Trading venue: Nasdaq
- Price (as of September 8, 2026): 21.63 USD
- Market capitalization: [value] USD (as of September 8, 2026)
- Sector / Industry: Consumer Staples / Packaged Foods
- Index membership: S&P 500
