Campbell Soup

Campbell's was dropped from the S&P 500 during the June rebalancing, joining Pool Corp in moving to the S&P SmallCap 600. The stock now yields north of 7% after a share-price decline driven by weak volumes, costs from the Sovos Brands deal and an ERP conversion. The company has paid a dividend for 51 years, with a payout ratio around 76% and solid cash-flow coverage, and recent moves include a 49% stake in La Regina to expand Rao's production. Dividend growth has been minimal, making Campbell's a high-yield, low-growth income play rather than a growth compounding stock. » More on finance.yahoo.com

Campbell’s said Daniel L. Poland will resign as executive vice president and chief enterprise transformation officer effective August 3, 2026, and will remain with the company to assist with the transition through January 10, 2027. The company did not name a successor. Campbell’s also reported a third quarter with revenue down 4% (worse than expected), but better-than-expected gross and operating margins and earnings per share of $0.50, beating estimates by $0.02. Analysts reacted with mixed target‑price adjustments (e.g., UBS 19→17, Sell; RBC 23→21; Stifel Hold 20), and management announced personnel changes with Melissa Nippert and Beth Jolly taking key roles as two executives retire. » More on de.investing.com

For the quarter ended April 30, 2026, 18 analysts on average expect earnings per share of $0.479 after $0.220 a year earlier, while revenue is forecast on average to fall to $2.38 billion (prior year $2.48 billion). For the current fiscal year, 19 analysts project earnings per share of $2.17 versus $2.01 a year earlier, and the annual revenue estimate averages $9.76 billion versus $10.25 billion previously. The data come from analyst estimates ahead of the quarterly results release on June 8, 2026. » More on finanzen.net