ARGA Investment Management LP Cuts Holdings in Victoria's Secret & Co. $VSCO

Key Points

• ARGA Investment Management LP reduced its stake in Victoria's Secret & Co. by 27.6% in Q4, selling 19,393 shares and ending the period with 50,830 shares valued at about $2.75 million (≈0.06% ownership).
• Victoria's Secret beat quarterly expectations with EPS of $2.77 (vs. $2.48 est.) and revenue of $2.27B (vs. $2.22B est.), and issued guidance of $0.20–$0.30 for Q1 FY2026 and $3.20–$3.45 for FY2026.
• Directors Anne Sheehan and Donna James bought shares in April at roughly $46 each, while analysts hold an average rating of Moderate Buy and an average target price of $60.20.

ARGA Investment Management LP lessened its stake in Victoria's Secret & Co. (NYSE:VSCO - Free Report) by 27.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 50,830 shares of the company's stock after selling 19,393 shares during the period. ARGA Investment Management LP owned approximately 0.06% of Victoria's Secret & Co. worth $2,753,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of VSCO. Comerica Bank boosted its holdings in shares of Victoria's Secret & Co. by 129.3% in the 4th quarter. Comerica Bank now owns 51,224 shares of the company's stock worth $2,775,000 after purchasing an additional 28,889 shares in the last quarter. Pictet Asset Management Holding SA boosted its holdings in shares of Victoria's Secret & Co. by 9.9% in the 4th quarter. Pictet Asset Management Holding SA now owns 11,941 shares of the company's stock worth $647,000 after purchasing an additional 1,072 shares in the last quarter. Vanguard Group Inc. boosted its holdings in shares of Victoria's Secret & Co. by 3.1% in the 4th quarter. Vanguard Group Inc. now owns 8,748,614 shares of the company's stock worth $473,912,000 after purchasing an additional 263,079 shares in the last quarter. Evergreen Capital Management LLC purchased a new position in shares of Victoria's Secret & Co. in the 4th quarter worth about $424,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank boosted its holdings in shares of Victoria's Secret & Co. by 21.9% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 24,822 shares of the company's stock worth $1,345,000 after purchasing an additional 4,458 shares in the last quarter. Hedge funds and other institutional investors own 90.29% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on VSCO shares. UBS Group set a $58.00 price objective on Victoria's Secret & Co. in a report on Friday, March 6th. The Goldman Sachs Group upped their price objective on shares of 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. Barclays upped their price objective on shares of Victoria's Secret & Co. from $65.00 to $80.00 and gave the company an "overweight" rating in a research note on Monday, March 2nd. TD Cowen cut their price objective on shares of Victoria's Secret & Co. from $60.00 to $58.00 and set a "hold" rating for the company in a research note on Friday, March 6th. Finally, Telsey Advisory Group upped their price objective on shares of Victoria's Secret & Co. from $66.00 to $71.00 and gave the company an "outperform" rating in a research note on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $60.20.

Victoria's Secret & Co. Trading Down 0.3%

Shares of VSCO stock opened at $52.62 on Tuesday. The stock has a market capitalization of $4.23 billion, a PE ratio of 28.29, a P/E/G ratio of 1.59 and a beta of 2.26. Victoria's Secret & Co. has a 1-year low of $17.50 and a 1-year high of $66.89. The business has a 50-day moving average of $51.61 and a 200 day moving average of $49.10. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.25 and a quick ratio of 0.54.

Victoria's Secret & Co. (NYSE:VSCO - Get Free Report) last issued its earnings results on Thursday, March 5th. The company reported $2.77 earnings per share for the quarter, beating the consensus estimate of $2.48 by $0.29. The company had revenue of $2.27 billion during the quarter, compared to analysts' expectations of $2.22 billion. Victoria's Secret & Co. had a return on equity of 33.55% and a net margin of 2.45%.Victoria's Secret & Co.'s quarterly revenue was up 7.8% compared to the same quarter last year. During the same period in the prior year, the business posted $2.60 EPS. 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. As a group, sell-side analysts anticipate that Victoria's Secret & Co. will post 3.46 earnings per share for the current year.

Insider Buying and Selling at Victoria's Secret & Co.

In other news, Director Anne Sheehan purchased 4,842 shares of the company's stock in a transaction on Thursday, April 2nd. The stock was acquired at an average price of $45.86 per share, with a total value of $222,054.12. Following the transaction, the director directly owned 34,261 shares of the company's stock, valued at approximately $1,571,209.46. This represents a 16.46% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Donna James purchased 2,175 shares of the company's stock in a transaction on Thursday, April 2nd. The shares were purchased at an average cost of $46.23 per share, with a total value of $100,550.25. Following the transaction, the director directly owned 63,097 shares in the company, valued at $2,916,974.31. This trade represents a 3.57% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.45% of the company's stock.

Victoria's Secret & Co. Company Profile

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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