Welcome to our dedicated page for The Campbell's Company SEC filings (Ticker: CPB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Campbell's Company filings document a New Jersey packaged-food issuer with capital stock listed on Nasdaq under CPB. Recent Form 8-K reports record quarterly operating results, amendments to revolving credit arrangements, senior unsecured note offerings under shelf registration materials, annual meeting voting results and financial or accounting leadership changes.
Proxy materials and related governance filings disclose board elections, auditor ratification, advisory executive-compensation votes, director and officer compensation programs, equity awards and shareholder voting mechanics. The filings also identify the company's Meals & Beverages and Snacks operating context, public-company capital structure and material agreements associated with its branded food portfolio.
Campbell's Co director Bennett Dorrance Jr. reported small open-market purchases of common stock through family-related accounts. On 2026-06-09, accounts associated with him bought a total of 300 shares of Campbell's common stock at $21.45 per share, split into three 100-share transactions.
The purchases were made indirectly, including as custodian under the Uniform Transfers to Minors Act for his daughter and son, and in an account held by his son. The filing notes that he disclaims beneficial ownership of these family-held shares except to the extent of his pecuniary interest. A separate trust associated with him is shown holding 572,410 shares of common stock following the reported date.
The Campbell's Company reported lower sales but higher earnings for its third quarter of 2026. Net sales fell to $2.366 billion from $2.475 billion, mainly from weaker volume/mix and the noosa yoghurt divestiture, partly offset by pricing.
Gross margin compressed to 27.5% from 29.4% as tariffs, inflation and other supply chain costs outweighed productivity gains and price realization. Net earnings rose to $124 million, or $0.41 per diluted share, from $66 million or $0.22, largely because last year included sizable impairment and restructuring charges. Adjusted earnings declined due to lower gross profit.
The company is executing large cost savings programs, with $211 million of pre-tax costs incurred to date and an estimated $310 million total through 2028, plus about $220 million of related capital spending. It also agreed to acquire 49% of La Regina, producer of Rao’s pasta sauces, for $286 million, consolidating the business and adding a call/put structure on the remaining 51%.
The Campbell's Company reported third-quarter fiscal 2026 results with softer sales and lower adjusted profitability. Net sales were $2.366 billion, down 4% year over year on a reported and organic basis. GAAP EBIT rose to $239 million and GAAP EPS to $0.41, largely reflecting lapping prior-year charges.
On an adjusted basis, EBIT fell 24% to $274 million and adjusted EPS declined 32% to $0.50, highlighting margin pressure from inflation and restructuring and optimization activity. For fiscal 2026, Campbell’s reaffirmed guidance calling for organic net sales down 2% to 1%, adjusted EBIT down 20% to 17%, and adjusted EPS of $2.15 to $2.25 versus $2.91 in fiscal 2025. Year-to-date cash flow from operations was strong at $839 million, and management emphasized ongoing cost savings, portfolio simplification, and investment behind core brands in Meals & Beverages and Snacks.
The Campbell's Company ownership filing shows Catherine D. Malone, as Trustee of the Mary Alice Dorrance Malone Revocable Trust, reports beneficial ownership of 30,492,657 shares of common stock, representing 10.23% of the class. The trust reports sole voting and dispositive power over those shares and states a merger on 03/31/2026 increased its indirect interests by 17,274,200 shares.
CAMPBELL'S Co reported a Form 4 for the “Amendment & Restatement of Agreement of Trust of Mary Alice Dorrance Malone dated April 17, 1990” showing an internal restructuring transaction coded J. The trust restructured 17,274,200 shares of common stock at a reference price of $22.27 per share, all held indirectly.
After this change, the reporting trust is shown with 51,045,671 indirect shares of CAMPBELL'S Co common stock. Footnotes explain the trust has only a pecuniary interest in portions of 18,426,809 shares held by Contango, LP and 4,271,414 shares held by Quizhou, LP, with no voting or dispositive power over those entities. The trust holds an indirect beneficial interest in all of the 17,274,200 shares held by Consul FL, LLC, and the restructuring reflects a merger with another Malone trust that increased these indirect interests, rather than an open-market buy or sell.
Campbell's Co executive Risa Cretella, EVP and President, M&B, reported a tax-related share disposition involving the company’s Common Stock. 6,543 shares were withheld at $22.27 per share to cover tax obligations. After this transaction, she continues to directly hold 105,120 shares of Campbell's Co stock, indicating this was a routine compensation-related event rather than an open-market trade.
ARREDONDO FABIOLA R reported acquisition or exercise transactions in this Form 4 filing.
CAMPBELL'S Co director Fabiola R. Arredondo received a stock grant of 1,925 shares of common stock on March 30, 2026 at no purchase price. Following this award, she directly holds 31,772 Campbell's common shares, reflecting an increase in her equity stake through compensation, not an open‑market purchase.
Dorrance Bennett JR reported acquisition or exercise transactions in this Form 4 filing.
Campbell's Co director Bennett Dorrance Jr reported an indirect award of 1,925 shares of Common Stock to the Bennett Dorrance, Jr. Trust at $0.00 per share, indicating a compensation-related grant rather than a market purchase. Following this award, the trust holds 572,410 Campbell's shares indirectly attributed to him, so the new grant modestly increases an already substantial indirect position.
Campbell's Co director and major shareholder Mary Alice Dorrance Malone, Jr. reported an indirect acquisition of common stock through a related trust. On March 30, 2026, the Mary Alice Malone, Jr. Management Trust received a grant or other acquisition of 1,882 shares of Campbell's common stock at no stated price, bringing that trust’s holdings to 82,454 shares.
The filing also lists substantial indirect holdings of Campbell's common stock in multiple trusts and entities associated with Ms. Malone, Jr., including large positions held by limited partnerships and limited liability companies where she is a co-manager or beneficiary and in some cases disclaims beneficial ownership except to the extent of her pecuniary interest.
Campbell's Co director Hill Grant received a grant of 3,224 shares of Common Stock at $0.00 per share, reflecting a compensation-related award rather than an open-market purchase. After this award, Grant directly holds 35,244.05 shares of Campbell's Co common stock.
The total includes 438.41 shares acquired through dividend reinvestment since Grant’s prior report, showing ongoing accumulation of stock via the company’s dividend reinvestment mechanism in addition to the new share grant.