Campbell Soup stock falls after weak quarter and dividend cut
Published on 09/21/2026 at 19:56 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Campbell Soup Company stock (ISIN US1280301048) ended the last completed trading session on September 18, 2026 at USD 20.69 on the Nasdaq, down 2.31% from the prior close and roughly 25.8% below its USD 27.87 level at the beginning of 2026 per data compiled by MarketBeat.
Earnings miss growth hopes and pressure guidance
According to MarketBeat, Campbell Soup most recently reported its fiscal fourth-quarter 2026 results on September 3, 2026, posting earnings per share of USD 0.39, in line with the consensus estimate but on a significantly weaker top line.
The same overview notes that quarterly revenue came in at USD 2.14 billion in fiscal Q4 2026, representing a 7.9 percent decline year over year as higher costs and softer consumer demand weighed on volumes and margins.
Dividend cut and cautious outlook weigh on Campbell Soup stock
As Investing.com reported on September 21, 2026, the fiscal Q4 2026 release showed that Campbell Soup swung to a quarterly loss, with higher input costs and weaker consumer demand compressing margins and weighing on volumes.
In the same report, management guided for fiscal 2027 net sales to decline by 2 to 4 percent and for adjusted EBIT to fall by 7 to 12 percent, signaling that earnings pressure is likely to persist into the new fiscal year.
According to TheStreet, the company reduced its quarterly dividend by 36 percent from USD 0.39 per share to USD 0.25 per share, removing a key support for income-focused investors and reinforcing the perception of a tougher earnings environment.
Analyst sentiment turns more cautious
Analyst reaction to the weak quarter and dividend cut has been subdued. According to MarketBeat on September 21, 2026, Zacks Research cut its Q1 2027 EPS estimate for Campbell Soup to USD 0.42 from USD 0.65 and maintains a Strong Sell rating on the stock.
The same analysis highlights that Campbell Soup earned USD 0.39 per share in the latest quarter while revenue fell 7.9 percent to USD 2.14 billion, and that current full-year guidance stands at USD 1.65 to 1.80 EPS, underscoring management’s expectation of lower profitability.
Based on recent data compiled by MarketBeat, Campbell Soup carries a consensus Reduce rating from 19 analysts, with twelve rating the shares Hold and seven assigning Sell recommendations, and an average 12-month price target of USD 19.88, slightly below the current share price.
Stock trades near the bottom of its 52-week range
Per the same price overview from MarketBeat, Campbell Soup shares closed at USD 20.69 on September 18, 2026, with a 52-week low of USD 19.56 and a 52-week high of USD 34.17, placing the latest price close to the bottom end of the one-year trading range.
The same data set shows that Campbell Soup had a market capitalization of USD 6.17 billion as of September 18, 2026 and that the shares offer a dividend yield of 7.54 percent on an annualized dividend of USD 1.00 per share, though the payout ratio stands above earnings at around 119 percent according to the Zacks-based analysis, indicating limited room for further shareholder distributions unless profitability improves.
Price and investor perspective
With Campbell Soup stock trading at USD 20.69 on the Nasdaq as of September 18, 2026, only slightly above its 52-week low of USD 19.56 and well below the USD 34.17 high of the past year, investors face a combination of elevated yield, weaker near-term earnings prospects and a cautious outlook that keeps the shares under pressure.
Campbell Soup stock at a glance
- Company: Campbell Soup Company
- ISIN: US1280301048
- Ticker: CPB
- Trading venue: Nasdaq
- Price (as of September 18, 2026, 16:00): 20.69 USD
- Market capitalization: 6.17 billion USD (as of September 18, 2026)
- Sector / Industry: Consumer Staples / Packaged Foods
- Index membership: S&P 500
