Allspring Global Investments Holdings LLC Acquires New Shares in Victoria's Secret & Co. $VSCO

Key Points

• Allspring Global Investments Holdings LLC opened a new stake in Victoria's Secret & Co., buying 145,984 shares worth about $7.79 million and holding roughly 0.18% of the company at the end of the quarter.
• Insider purchases: Directors Donna James and Anne Sheehan bought 2,175 shares at $46.23 and 4,842 shares at $45.86 respectively on April 2, increasing their holdings to 63,097 and 34,261 shares.
• Victoria's Secret recently beat quarterly expectations with $2.77 EPS (vs. $2.48 est.) and $2.27B revenue (vs. $2.22B est.), set Q1 2026 EPS guidance of $0.20–0.30 and FY 2026 guidance of $3.20–3.45, and carries a consensus analyst target of about $60.20 ("Moderate Buy").

Allspring Global Investments Holdings LLC bought a new stake in Victoria's Secret & Co. (NYSE:VSCO - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 145,984 shares of the company's stock, valued at approximately $7,790,000. Allspring Global Investments Holdings LLC owned 0.18% of Victoria's Secret & Co. at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in VSCO. Aster Capital Management DIFC Ltd acquired a new position in Victoria's Secret & Co. in the third quarter valued at about $30,000. Hara Capital LLC acquired a new position in Victoria's Secret & Co. in the second quarter valued at about $36,000. State of Wyoming acquired a new position in Victoria's Secret & Co. in the third quarter valued at about $48,000. Quantbot Technologies LP acquired a new position in Victoria's Secret & Co. in the third quarter valued at about $53,000. Finally, Lazard Asset Management LLC grew its stake in Victoria's Secret & Co. by 7.7% in the second quarter. Lazard Asset Management LLC now owns 7,258 shares of the company's stock valued at $133,000 after acquiring an additional 521 shares during the period. 90.29% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Victoria's Secret & Co.

In related news, Director Donna James purchased 2,175 shares of Victoria's Secret & Co. stock in a transaction that occurred on Thursday, April 2nd. The stock was purchased at an average cost of $46.23 per share, with a total value of $100,550.25. Following the completion of the transaction, the director owned 63,097 shares of the company's stock, valued at approximately $2,916,974.31. This trade represents a 3.57% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Anne Sheehan purchased 4,842 shares of Victoria's Secret & Co. stock in a transaction that occurred on Thursday, April 2nd. The shares were bought at an average cost of $45.86 per share, with a total value of $222,054.12. Following the completion of the transaction, the director directly owned 34,261 shares of the company's stock, valued at approximately $1,571,209.46. The trade was a 16.46% increase in their position. The SEC filing for this purchase provides additional information. Corporate insiders own 0.45% of the company's stock.

Victoria's Secret & Co. Stock Performance

Shares of NYSE VSCO opened at $48.25 on Tuesday. The stock has a 50 day moving average price of $53.55 and a 200 day moving average price of $46.55. Victoria's Secret & Co. has a 52 week low of $15.34 and a 52 week high of $66.89. The company has a debt-to-equity ratio of 1.07, a quick ratio of 0.54 and a current ratio of 1.25. The stock has a market capitalization of $3.88 billion, a PE ratio of 25.94, a price-to-earnings-growth ratio of 1.39 and a beta of 2.26.

Victoria's Secret & Co. (NYSE:VSCO - Get Free Report) last issued its quarterly earnings results on Thursday, March 5th. The company reported $2.77 EPS for the quarter, beating the consensus estimate of $2.48 by $0.29. Victoria's Secret & Co. had a return on equity of 33.55% and a net margin of 2.45%.The firm had revenue of $2.27 billion during the quarter, compared to analysts' expectations of $2.22 billion. During the same period in the prior year, the firm posted $2.60 earnings per share. The business's quarterly revenue was up 7.8% compared to the same quarter last year. Victoria's Secret & Co. has set its Q1 2026 guidance at 0.200-0.300 EPS and its FY 2026 guidance at 3.200-3.450 EPS. Analysts predict that Victoria's Secret & Co. will post 2.37 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

VSCO has been the subject of a number of research analyst reports. The Goldman Sachs Group boosted their target price on Victoria's Secret & Co. from $47.00 to $53.00 and gave the company a "neutral" rating in a research note on Thursday, January 29th. Jefferies Financial Group reissued a "buy" rating on shares of Victoria's Secret & Co. in a research note on Thursday, March 5th. Weiss Ratings upgraded Victoria's Secret & Co. from a "sell (d+)" rating to a "hold (c-)" rating in a report on Monday, March 30th. Bank of America upgraded Victoria's Secret & Co. from an "underperform" rating to a "neutral" rating and set a $52.00 price objective for the company in a report on Monday, December 8th. Finally, Barclays increased their price objective on Victoria's Secret & Co. from $65.00 to $80.00 and gave the stock an "overweight" rating in a report on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $60.20.

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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