Rep. Gilbert Cisneros (D-CA) Buys Shares of The Campbell's Company
House member Gilbert Cisneros recently bought shares of The Campbell's Company.
Financial Disclosure Report
Clerk of the House of Representatives • Legislative Resource Center • B81 Cannon Building • Washington, DC 20515
Filer Information
- Name:
- Rep. Gilbert Cisneros (D-CA)
- Status:
- Member — House
- State/District:
- CA-31
- Party:
- democrat
Filing Information
- Filing Type:
- Periodic Transaction Report
- Filing Year:
- 2026
- Filing Date:
- Jun 9, 2026
Schedule B: Transactions
| Asset | Transaction | Date | Amount |
|---|---|---|---|
| The Campbell's Company ($CPB) | Buy | May 15, 2026 | $1,001 - $15,000 |
Key Points
- Gilbert Cisneros, a House member, purchased shares of The Campbell's Company valued between $1,001 and $15,000, as reported on June 9, 2026.
- The Campbell's Company, trading at $22.73, has a market cap of approximately $6.8 billion and a P/E ratio of 11.18.
- Invesco Ltd. increased its stake in The Campbell's Company by 3,776,768 shares, totaling approximately $300.6 million.
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House member Gilbert Cisneros has made a recent investment in The Campbell's Company (NasdaqGS: CPB). According to a disclosure filed on June 9, 2026, Cisneros purchased shares valued between $1,001 and $15,000. The exact number of shares was not disclosed, but the transaction adds to his portfolio in the consumer defensive sector.
Gilbert Cisneros vs. the S&P 500
Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.
Other Institutional Activity in The Campbell's Company
In addition to Cisneros's purchase, several institutional investors have adjusted their holdings in The Campbell's Company. BlackRock, Inc. reduced its position by 7,791,883 shares, leaving it with 17,112,705 shares valued at approximately $381.1 million. In contrast, Invesco Ltd. increased its stake by 3,776,768 shares, bringing its total to 13,496,177 shares worth about $300.6 million. Vanguard Capital Management LLC added 13,160,519 shares, matching its total holding value of approximately $293.1 million. State Street Corp and Dimensional Fund Advisors LP also increased their positions, with State Street adding 1,473,614 shares and Dimensional adding 1,933,814 shares.
The Campbell's Company Stock Down 3.2%
Shares of The Campbell's Company are trading at $22.73 on the NasdaqGS. The company has a market capitalization of around $6.8 billion and a P/E ratio of 11.18. Its stock has a 52-week low of $19.56 and a high of $34.17. The 50-day moving average is $20.90, while the 200-day moving average is $26.74. The company has a beta of 0.01, indicating low volatility compared to the market.
$CPB stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
The Campbell's Company reported revenue of approximately $9.93 billion, with a slight decline in revenue growth of 4.4% year-over-year. The company achieved a net margin of 6.12% and a return on equity of 15.39%. Earnings per share stood at $2.04. The next earnings report is scheduled for June 8, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
5 target cuts vs 0 raises.
-
EPS & revenue
EPS beat estimates by 3.5%. Revenue missed estimates by 1.6%.
-
Profit surprise
EBITDA missed by 36 percent. Operating income missed by 12 percent.
-
Pre-earnings setup
Bar was low, analysts cautious going in.
-
Analyst signal
5 target cuts.
-
Earnings quality
Gross margin down 1.9 points. Operating margin down 2.3 points. Positive free cash flow.
Earnings Call Summary
Campbell beat EPS by one penny but missed revenue by $39 million in the quarter. The big problem is Snacks, where the segment margin dropped to 7 percent, down 390 basis points, due to a 6 percent sales decline and deleverage in manufacturing and distribution from Fresh Bakery execution failures that began before the winter storm. RAO'S in Meals and Beverages grew 14.5 percent, driving strong consumption in Q2, but that growth is not expected to sustain. Management is shifting marketing dollars to promotional pricing on chips and pretzels to compete, investing $100 million in overhead cuts, and suspending share buybacks to focus on debt reduction as leverage sits above four times.
Guidance Management reaffirmed full year earnings guidance of about $0.90 per share but provided no new revenue or near-term sales forecast. They expect Snacks to decline about 4 percent in the second half of the year, with Fresh Bakery challenges to persist into Q3 before improving in Q4. Meals and Beverages is expected to see flat to down 1 percent consumption in the back half after strong Q2 driven by holiday demand and RAO'S growth.
Very weak report. The release materially worsened the forward outlook.
Dividend
The Campbell's Company offers an annual dividend rate of $1.56, yielding 6.84% based on current prices. The dividend payout ratio is 76.47%, reflecting the company's commitment to returning capital to shareholders.
Insider Buying and Selling at The Campbell's Company
Recent insider activity includes Dorrance Bennett Jr buying 300 shares at an average price of $21.45 on June 9, 2026. Other insiders, including Mary Alice Dorrance Jr, Marc Bradley Lautenbach, Maria Teresa Hilado, Howard Averill, and Kurt Schmidt, made purchases earlier in the year, although the exact prices were not disclosed.
Analysts Set New Price Targets
On June 9, 2026, UBS maintained a 'sell' rating with a price target of $17.00, while RBC Capital maintained a 'hold' rating with a target of $21.00. B of A Securities also maintained a 'sell' rating, setting a target at $18.00. The consensus among 18 analysts is a 'hold' recommendation with a mean target price of $21.44.
About The Campbell's Company
The Campbell's Company, headquartered in Camden, New Jersey, is a major player in the packaged foods industry. With about 13,700 employees, the company operates in two segments: Meals & Beverages and Snacks. It offers a variety of products, including soups, sauces, and snacks, under well-known brands like Campbell's, Swanson, and Pepperidge Farm. The company was founded in 1869 and continues to be a staple in American households.
Bottom Line
Gilbert Cisneros's recent purchase of The Campbell's Company shares highlights ongoing interest in the consumer defensive sector. Institutional investors are also actively adjusting their positions in the company. As always, it's important to remember that this information is based on past filings and may not reflect current positions. Investors often track such moves for insights into potential market trends.
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