Victoria's Secret & Co. (NYSE:VSXY) Stock Rating Lowered by Wall Street Zen

Key Points

• Wall Street Zen downgraded Victoria’s Secret from “buy” to “hold,” while broader analyst sentiment remains “Moderate Buy” with a consensus price target of $89.90.
• The company beat quarterly EPS expectations with $0.95 versus $0.77 anticipated, and revenue rose 10.4% year over year to $1.61 billion; however, sales slightly missed estimates, contributing to investor concerns about moderating growth.
• Management raised its fiscal 2026 outlook to $7.10 billion–$7.18 billion in sales and adjusted EPS of $4.45–$4.70, though insiders sold approximately $121.4 million of shares over the past 90 days.

Victoria's Secret & Co. (NYSE:VSXY - Get Free Report) was downgraded by research analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a note issued to investors on Saturday, Wall Street Zen reports.

Several other equities research analysts have also recently issued reports on VSXY. Weiss Ratings upgraded Victoria's Secret & Co. from a "hold (c-)" rating to a "hold (c)" rating in a research note on Wednesday, June 24th. TD Cowen boosted their price target on Victoria's Secret & Co. from $75.00 to $80.00 and gave the company a "hold" rating in a research note on Tuesday, August 18th. Wells Fargo & Company increased their price objective on shares of Victoria's Secret & Co. from $57.00 to $90.00 and gave the stock an "overweight" rating in a research note on Wednesday, June 3rd. UBS Group reduced their price target on shares of Victoria's Secret & Co. from $95.00 to $87.00 and set a "neutral" rating on the stock in a research report on Friday. Finally, The Goldman Sachs Group raised their price objective on Victoria's Secret & Co. from $56.00 to $84.00 and gave the company a "neutral" rating in a research note on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and six have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $89.90.

Victoria's Secret & Co. Trading Up 2.5%

VSXY stock opened at $75.48 on Friday. Victoria's Secret & Co. has a 52 week low of $25.00 and a 52 week high of $102.46. The company has a debt-to-equity ratio of 1.17, a quick ratio of 0.41 and a current ratio of 1.26. The company's 50-day simple moving average is $85.45 and its 200 day simple moving average is $66.75. The company has a market capitalization of $6.00 billion, a PE ratio of 40.58, a price-to-earnings-growth ratio of 0.50 and a beta of 2.05.

Victoria's Secret & Co. (NYSE:VSXY - Get Free Report) last announced its earnings results on Thursday, September 3rd. The company reported $0.95 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.77 by $0.18. Victoria's Secret & Co. had a net margin of 5.46% and a return on equity of 43.36%. The firm had revenue of $1.61 billion for the quarter, compared to analyst estimates of $1.62 billion. The company's revenue was up 10.4% on a year-over-year basis. As a group, sell-side analysts anticipate that Victoria's Secret & Co. will post 4.71 earnings per share for the current year.

Insider Buying and Selling

In other Victoria's Secret & Co. news, major shareholder International Pte Ltd Bbrc sold 798,920 shares of the firm's stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $89.15, for a total value of $71,223,718.00. Following the completion of the sale, the insider owned 7,810,631 shares of the company's stock, valued at approximately $696,317,753.65. This trade represents a 9.28% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders sold a total of 1,364,570 shares of company stock valued at $121,396,640 over the last ninety days. Company insiders own 0.52% of the company's stock.

Hedge Funds Weigh In On Victoria's Secret & Co.

A number of large investors have recently modified their holdings of VSXY. Parallel Advisors LLC raised its holdings in Victoria's Secret & Co. by 666.7% during the first quarter. Parallel Advisors LLC now owns 621 shares of the company's stock worth $29,000 after buying an additional 540 shares during the last quarter. Pinpoint Asset Management Singapore Pte. Ltd. bought a new position in shares of Victoria's Secret & Co. in the fourth quarter valued at $33,000. Hantz Financial Services Inc. grew its holdings in shares of Victoria's Secret & Co. by 104.3% during the fourth quarter. Hantz Financial Services Inc. now owns 811 shares of the company's stock valued at $44,000 after buying an additional 414 shares during the last quarter. DV Equities LLC acquired a new position in shares of Victoria's Secret & Co. during the fourth quarter valued at about $49,000. Finally, Quantbot Technologies LP bought a new stake in shares of Victoria's Secret & Co. during the third quarter worth about $53,000. 90.29% of the stock is currently owned by institutional investors.

Victoria's Secret & Co. News Roundup

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

• Positive Sentiment: Second-quarter adjusted earnings were $0.95 per share, well above analyst estimates of approximately $0.77-$0.78 and up from $0.33 a year earlier. Revenue increased 10.4% year over year to $1.61 billion. Victoria's Secret & Co. Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 outlook, projecting net sales of $7.10 billion-$7.18 billion and adjusted EPS of $4.45-$4.70. Third-quarter revenue guidance of roughly $1.6 billion is broadly in line with consensus. Victoria’s Secret forecasts fiscal 2026 sales and earnings
• Positive Sentiment: Barclays maintained an overweight rating and lowered its price target only modestly, from $108 to $106, leaving substantial implied upside based on the referenced price. Retail investors and some analysts view the recent selloff as a potential entry point.
• Neutral Sentiment: UBS reduced its price target from $95 to $87 and assigned a neutral rating. Although the revised target remains above the stock’s referenced price, the cut signals more cautious expectations for the company’s near-term performance.
• Negative Sentiment: Revenue of $1.61 billion missed the approximately $1.62 billion consensus estimate. Investors focused on the topline miss and signs that sales growth is moderating, prompting a sharp decline in the prior session despite the earnings beat. Victoria's Secret retreats after revenue miss

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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