CPB at a glance
Campbell's Company (The) (CPB, SEC CIK 16732) filed its latest 10-K annual report on September 24, 2026, a 10-Q quarterly report on June 8, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended August 2, 2026 (FY2026), Campbell's Company (The) (CPB) reported revenue of $9.7 billion (down 5.0% from FY2025) and net income of $403.0 million. Diluted EPS was $1.31.
- As of June 30, 2026, 40 institutional investment managers tracked by SignalX reported holding Campbell's Company (The) (CPB) shares worth $2.4 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $9.7B
- −5.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 40 funds
- $2.4B · +5 vs prior quarter
- Latest 8-K
- Sep 17, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Aug 2, 2026
Management Discussion & Analysis
- Revenue $9.744B in 2026, down 5% YoY from $10.253B in 2025; Meals & Beverages down 4%, Snacks down 6%
- Gross margin 28.1% in 2026 vs 30.4% in 2025; operating earnings fell 19%, Meals & Beverages down 14%, Snacks down 28%
- Best segment: Meals & Beverages operating earnings $1.098B; worst: Snacks operating loss of $28M in 2026
- Operating cash flow $1.039B in 2026 vs $1.131B in 2025; capex $361M in 2026; dividends $470M; share buybacks $26M
- 2027 outlook: persistent inflation, tariff and supply cost pressures; plans for $500M annual cost savings by 2030; dividend cut to $0.25 quarterly
Risk Factors
- Regulatory risk: new food ingredient, labeling and packaging rules from FDA and MAHA Commission increasing compliance costs and restricting marketing
- Geopolitical risk: Middle East conflicts causing material supply shortages and increased costs for ingredients, packaging and transportation in 2026-2027
- Supply chain risk: sole sourcing and disruptions from geopolitical conflicts, extreme weather, labor issues, or independent contractor disputes impairing manufacturing
- Competitive risk: largest customer Walmart accounted for an undisclosed % of sales in 2026, with rising competitor marketing spending and exposure to tariffs
- Financial risk: $7.137B indebtedness as of Aug 2026 raising credit downgrade risk, borrowing costs, and limiting flexibility versus less-leveraged competitors
Business Overview
- Core business model: Manufacturer and marketer of branded food and beverage products in Meals & Beverages and Snacks segments
- New: Acquired 49% stake in La Regina SPA for $286 million, producer of Rao’s sauces; completed $2.899B Sovos Brands acquisition in 2024
- Strategic shift: Latin America snacking and meals business moved from Snacks to Meals & Beverages segment in 2026; Pepperidge Farm frozen products shift to Meals & Beverages in 2027
- Quantitative metric: Employee count approx. 13,500 as of August 2026; capital expenditures $361 million in 2026, expected $300 million in 2027
- Noteworthy: Commodity and supply chain cost volatility driven by tariffs and Middle East geopolitical conflicts impacting 2026 and expected through 2027
AI summary of the CPB 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended May 3, 2026
Management Discussion & Analysis
- Filing text provided only an overview introduction; quarterly revenue and YoY change unavailable
- Profitability, margins, segment performance, cash flow, and capital deployment figures unavailable
- Near-term outlook, guidance, and emerging headwinds unavailable
AI summary of the CPB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $1.85B credit facility maturity extended one year, from April 16, 2030 to April 16, 2031
- Longer financing runway supports liquidity planning and reduces near-term refinancing pressure
Item 2.02: Results of Operations and Financial Condition
- Campbell’s released fiscal quarter results for the period ended August 2, 2026
- Detailed financial results and management commentary are contained in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- FY26 sales fell 5% to $9.7B and adjusted EPS fell 27% to $2.17, signaling broad-based operating deterioration
- Snacks weakness led the decline, with sales down 6% and operating earnings down 28% for the full year
AI summaries of CPB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CPB
Don't miss the next CPB filing
- Alerts as it files. A push when CPB files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CPB, by share count.
- Ask anything. An AI agent that reads every CPB filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Anand Mohit | A | Oct 1, 2026 | 147,060 | - |
| Lukin Janda K | A | Oct 1, 2026 | 123,840 | - |
| Green Cassandra | A | Oct 1, 2026 | 18,844 | - |
| Anand Mohit | A | Oct 1, 2026 | 25,227 | - |
| Palumbo Kelly L | A | Oct 1, 2026 | 8,619 | - |
| Lukin Janda K | A | Oct 1, 2026 | 20,322 | - |
| Nippert Melissa | A | Oct 1, 2026 | 10,511 | - |
| Nippert Melissa | A | Oct 1, 2026 | 69,660 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $9.6B | $10.3B | $9.7B |
| Operating Income | - | $1.1B | $852.0M |
| Net Income | $567.0M | $602.0M | $403.0M |
| Op. Margin | - | 11.0% | 8.7% |
| Net Margin | 5.9% | 5.9% | 4.1% |
| Balance Sheet | |||
| Total Assets | - | $14.9B | $15.6B |
| Equity | $3.8B | $3.9B | $3.9B |
| ROE | 14.9% | 15.4% | 10.5% |
| Per Share | |||
| EPS | - | $2.01 | $1.31 |
| Cash Flow | |||
| Operating CF | - | $1.1B | $1.0B |
| CapEx | $517.0M | $426.0M | $361.0M |
Source: XBRL data in Campbell's Company (The) (CPB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CPB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 40 | $2.38B |
| Q1 2026 | 35 | $2.41B |
| Q4 2025 | 35 | $2.88B |
| Q3 2025 | 35 | $3.47B |
| Q2 2025 | 34 | $3.02B |
| Q1 2025 | 31 | $2.49B |
| Q4 2024 | 29 | $2.48B |
| Q3 2024 | 26 | $1.58B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 265 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CPB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
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CPB SEC filings: frequently asked questions
Which institutions hold CPB stock?
As of June 30, 2026, the largest Campbell's Company (The) (CPB) holders among the 13F filers tracked by SignalX were BlackRock ($650.8 million), Vanguard Portfolio Management LLC ($276.6 million), Vanguard Capital Management LLC ($206.1 million), Dimensional Fund Advisors ($190.5 million), Two Sigma Investments ($179.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CPB's revenue in fiscal year 2026?
For the fiscal year ended August 2, 2026 (FY2026), Campbell's Company (The) (CPB) reported revenue of $9.7 billion (down 5.0% from FY2025) and net income of $403.0 million. Diluted EPS was $1.31. The figures come from the XBRL data in the 10-K.
What are the main risks in CPB's latest 10-K?
In the 10-K filed September 24, 2026, Campbell's Company (The) (CPB) flagged: Regulatory risk: new food ingredient, labeling and packaging rules from FDA and MAHA Commission increasing compliance costs and restricting marketing. Geopolitical risk: Middle East conflicts causing material supply shortages and increased costs for ingredients, packaging and transportation in 2026-2027. (AI summary of the Risk Factors section.)
What did CPB report in its latest 8-K?
Campbell's Company (The) (CPB) filed an 8-K on September 17, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). $1.85B credit facility maturity extended one year, from April 16, 2030 to April 16, 2031.
What are the latest CPB SEC filings?
Campbell's Company (The) (CPB) filed its latest 10-K annual report on September 24, 2026, a 10-Q quarterly report on June 8, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on October 5, 2026.
What is CPB's SEC CIK number?
Campbell's Company (The) (CPB)'s SEC Central Index Key (CIK) is 16732. EDGAR lists every CPB filing under that number.
Ask anything about CPB
The research agent reads CPB's filings, financials, insider trades and 13F holders, then answers with sources.