Comerica Bank Purchases 28,889 Shares of Victoria's Secret & Co. $VSCO

Key Points

• Comerica Bank increased its stake in Victoria's Secret by 129.3% in Q4, buying 28,889 shares to hold 51,224 shares worth about $2.78 million (0.06% of the company).
• Insider purchases — Directors Donna James and Anne Sheehan bought shares on April 2, raising their individual holdings (James by 3.57% and Sheehan by 16.46%), indicating insider confidence.
• Financials and analyst outlook — VSCO posted an earnings beat (Q quarter EPS $2.77 vs. $2.48 est.), provided FY2026 guidance of 3.20–3.45 EPS, and carries a consensus "Moderate Buy" with an average target of $61.80.

Comerica Bank increased its position in shares of Victoria's Secret & Co. (NYSE:VSCO - Free Report) by 129.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 51,224 shares of the company's stock after purchasing an additional 28,889 shares during the period. Comerica Bank owned 0.06% of Victoria's Secret & Co. worth $2,775,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Aster Capital Management DIFC Ltd purchased a new position in Victoria's Secret & Co. during the third quarter valued at $30,000. State of Wyoming purchased a new position in Victoria's Secret & Co. during the third quarter valued at $48,000. Quantbot Technologies LP purchased a new position in Victoria's Secret & Co. during the third quarter valued at $53,000. Flagship Harbor Advisors LLC purchased a new position in Victoria's Secret & Co. during the fourth quarter valued at $70,000. Finally, Lazard Asset Management LLC grew its stake in Victoria's Secret & Co. by 7.7% during 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 in the last quarter. 90.29% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Victoria's Secret & Co.

In other Victoria's Secret & Co. news, Director Donna James bought 2,175 shares of Victoria's Secret & Co. stock in a transaction dated Thursday, April 2nd. The shares were purchased at an average cost of $46.23 per share, for a total transaction of $100,550.25. Following the acquisition, the director directly owned 63,097 shares in the company, valued at approximately $2,916,974.31. This represents a 3.57% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, Director Anne Sheehan bought 4,842 shares of Victoria's Secret & Co. stock in a transaction dated Thursday, April 2nd. The stock was acquired at an average price of $45.86 per share, for a total transaction of $222,054.12. Following the completion of the acquisition, the director owned 34,261 shares in the company, valued at approximately $1,571,209.46. The trade was a 16.46% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders own 0.45% of the company's stock.

Victoria's Secret & Co. Stock Performance

Victoria's Secret & Co. stock opened at $50.36 on Tuesday. The company's 50-day moving average price is $51.02 and its 200-day moving average price is $49.58. Victoria's Secret & Co. has a twelve month low of $17.53 and a twelve month high of $66.89. The company has a quick ratio of 0.54, a current ratio of 1.25 and a debt-to-equity ratio of 1.07. The company has a market cap of $4.05 billion, a PE ratio of 27.07, a price-to-earnings-growth ratio of 0.90 and a beta of 2.18.

Victoria's Secret & Co. (NYSE:VSCO - Get Free Report) last posted its earnings results on Thursday, March 5th. The company reported $2.77 earnings per share for the quarter, topping analysts' consensus estimates of $2.48 by $0.29. Victoria's Secret & Co. had a net margin of 2.45% and a return on equity of 33.55%. The firm had revenue of $2.27 billion for the quarter, compared to the consensus estimate of $2.22 billion. During the same period in the previous year, the firm posted $2.60 EPS. The business's quarterly revenue was up 7.8% on a year-over-year basis. 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. On average, equities research analysts forecast that Victoria's Secret & Co. will post 3.49 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms recently weighed in on VSCO. Telsey Advisory Group raised their target price 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. Zacks Research raised shares of Victoria's Secret & Co. from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, March 10th. Jefferies Financial Group reaffirmed a "buy" rating on shares of Victoria's Secret & Co. in a research note on Thursday, March 5th. Weiss Ratings cut shares of Victoria's Secret & Co. from a "hold (c)" rating to a "hold (c-)" rating in a research note on Monday, April 27th. Finally, Barclays raised their target price 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. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $61.80.

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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