Barclays Has Lowered Expectations for Victoria's Secret & Co. (NYSE:VSXY) Stock Price

Key Points

• Barclays cut its price target for Victoria’s Secret & Co. from $108 to $106 while maintaining an “overweight” rating, implying roughly 43% upside from the reported $74.09 share price.
• The company beat quarterly EPS expectations with $0.95 per share, and revenue rose 10.4% year over year to $1.61 billion; however, revenue narrowly missed estimates and the stock fell 12.6%.
• Analyst sentiment remains generally positive, with a “Moderate Buy” consensus and an average target of $90.50, although insider selling and concerns about slowing sales growth remain risks.

Victoria's Secret & Co. (NYSE:VSXY - Get Free Report) had its price target cut by Barclays from $108.00 to $106.00 in a note issued to investors on Friday, Benzinga reports. The brokerage presently has an "overweight" rating on the stock. Barclays's target price points to a potential upside of 43.07% from the company's current price.

VSXY has been the subject of a number of other reports. UBS Group boosted their target price on Victoria's Secret & Co. from $90.00 to $95.00 and gave the company a "neutral" rating in a research note on Tuesday, August 18th. JPMorgan Chase & Co. increased their price target on Victoria's Secret & Co. from $88.00 to $110.00 and gave the stock an "overweight" rating in a report on Tuesday, July 28th. TD Cowen lifted their target price on Victoria's Secret & Co. from $75.00 to $80.00 and gave the stock a "hold" rating in a research note on Tuesday, August 18th. Wells Fargo & Company lifted their target price on shares of Victoria's Secret & Co. from $57.00 to $90.00 and gave the company an "overweight" rating in a research report on Wednesday, June 3rd. Finally, Morgan Stanley reiterated an "overweight" rating and set a $99.00 price target on shares of Victoria's Secret & Co. in a research report on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat, Victoria's Secret & Co. has an average rating of "Moderate Buy" and a consensus target price of $90.50.

Victoria's Secret & Co. Trading Down 12.6%

Shares of Victoria's Secret & Co. stock opened at $74.09 on Friday. The company has a quick ratio of 0.41, a current ratio of 1.26 and a debt-to-equity ratio of 1.17. Victoria's Secret & Co. has a fifty-two week low of $23.15 and a fifty-two week high of $102.46. The business's fifty day moving average is $85.69 and its two-hundred day moving average is $66.69. The firm has a market cap of $5.88 billion, a PE ratio of 39.83, a P/E/G ratio of 0.58 and a beta of 2.05.

Victoria's Secret & Co. (NYSE:VSXY - Get Free Report) last issued its earnings results on Thursday, September 3rd. The company reported $0.95 EPS for the quarter, beating analysts' consensus estimates of $0.77 by $0.18. Victoria's Secret & Co. had a return on equity of 38.03% and a net margin of 3.11%.The firm's revenue for the quarter was up 10.4% on a year-over-year basis. Analysts anticipate that Victoria's Secret & Co. will post 4.71 earnings per share for the current year.

Insider Activity

In related news, major shareholder International Pte Ltd Bbrc sold 798,920 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $89.15, for a total value of $71,223,718.00. Following the transaction, the insider directly owned 7,810,631 shares of the company's stock, valued at $696,317,753.65. This trade represents a 9.28% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders sold 1,364,570 shares of company stock valued at $121,396,640 in the last 90 days. 0.52% of the stock is currently owned by company insiders.

Institutional Trading of Victoria's Secret & Co.

Hedge funds have recently made changes to their positions in the stock. Smartleaf Asset Management LLC lifted its position in Victoria's Secret & Co. by 11.5% in the fourth quarter. Smartleaf Asset Management LLC now owns 1,935 shares of the company's stock worth $106,000 after purchasing an additional 199 shares during the period. Maryland State Retirement & Pension System boosted its position in Victoria's Secret & Co. by 2.1% in the fourth quarter. Maryland State Retirement & Pension System now owns 11,725 shares of the company's stock valued at $635,000 after buying an additional 245 shares in the last quarter. Investors Asset Management of Georgia Inc. GA ADV increased its position in Victoria's Secret & Co. by 4.5% in the first quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 5,755 shares of the company's stock worth $267,000 after purchasing an additional 250 shares during the period. Oregon Public Employees Retirement Fund raised its stake in Victoria's Secret & Co. by 1.6% during the 4th quarter. Oregon Public Employees Retirement Fund now owns 18,308 shares of the company's stock worth $992,000 after buying an additional 286 shares during the period. Finally, Optimize Financial Inc lifted its position in shares of Victoria's Secret & Co. by 1.5% in the fourth quarter. Optimize Financial Inc now owns 23,074 shares of the company's stock worth $1,250,000 after purchasing an additional 332 shares in the last quarter. Institutional investors and hedge funds own 90.29% of the company's stock.

Victoria's Secret & Co. News Summary

Here are the key news stories impacting Victoria's Secret & Co. this week:

• Positive Sentiment: Second-quarter adjusted earnings were $0.95 per share, exceeding analyst expectations of approximately $0.76–$0.78 and rising from $0.33 a year earlier. Revenue increased 10.4% year over year to $1.61 billion, while net income also improved. Victoria's Secret & Co. Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 outlook to projected net sales of $7.10 billion–$7.18 billion and adjusted EPS of $4.45–$4.70, supporting the company’s profitability narrative. Victoria’s Secret Forecasts Fiscal 2026 Outlook
• Positive Sentiment: Telsey Advisory Group raised its price target from $90 to $100 and maintained an “outperform” rating, indicating some analysts see substantial upside after the selloff.
• Neutral Sentiment: Chief Executive Officer Martin Waters said the company is “not done,” while retail-focused investors continued to describe the decline as a buying opportunity. However, this support has not offset broader concerns about the results. VSXY Slides Toward Worst Week Since March
• Negative Sentiment: Quarterly revenue of $1.61 billion missed the roughly $1.62 billion consensus estimate. Investors appear to be treating the sales shortfall and decelerating growth as more important than the EPS beat, sending the stock toward its weakest week since March. Victoria’s Secret Retreats After Revenue Miss
• Negative Sentiment: Management’s third-quarter revenue outlook of approximately $1.6 billion was broadly in line with estimates rather than signaling a meaningful acceleration, reinforcing concerns about the pace of future sales growth.

About Victoria's Secret & Co.

Victoria’s Secret & Co is a leading designer, manufacturer and marketer of intimate apparel, beauty products and accessories for women. The company operates a portfolio of brands that includes Victoria’s Secret, renowned for its lingerie, bras and sleepwear; PINK, a line targeting younger consumers with activewear and lifestyle products; and Victoria’s Secret Beauty, offering fragrances, cosmetics and personal care items. Products are sold through retail stores as well as direct-to-consumer channels, including e-commerce platforms and mobile applications.

The origins of Victoria’s Secret date back to 1977, when founders Roy and Gaye Raymond opened the first store in San Francisco.

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