RBF Capital LLC Decreases Holdings in Victoria's Secret & Co. $VSXY

Key Points

• RBF Capital cut its Victoria’s Secret stake by 87.5% in the first quarter, selling 35,000 shares and retaining 5,000 shares worth approximately $232,000. Institutional investors collectively own 90.29% of the company.
• Victoria’s Secret exceeded quarterly expectations, reporting $0.60 in EPS versus $0.29 expected and revenue of $1.56 billion versus $1.52 billion forecast. Analysts remain moderately bullish, with JPMorgan raising its price target to $110 and the consensus target at $88.70.
• Investor risks include significant insider selling, with major shareholder International Pte Ltd Bbrc selling 1.1 million shares for about $88.7 million, while the stock trades at roughly 48 times earnings and carries a 1.17 debt-to-equity ratio.

RBF Capital LLC decreased its stake in Victoria's Secret & Co. (NYSE:VSXY - Free Report) by 87.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,000 shares of the company's stock after selling 35,000 shares during the quarter. RBF Capital LLC's holdings in Victoria's Secret & Co. were worth $232,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Baird Financial Group Inc. acquired a new position in shares of Victoria's Secret & Co. during the 1st quarter worth about $233,000. Royal Bank of Canada boosted its holdings in Victoria's Secret & Co. by 279.1% in the 1st quarter. Royal Bank of Canada now owns 47,839 shares of the company's stock worth $888,000 after buying an additional 35,220 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Victoria's Secret & Co. by 2.9% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 62,949 shares of the company's stock worth $1,170,000 after buying an additional 1,797 shares during the last quarter. Invesco Ltd. boosted its holdings in Victoria's Secret & Co. by 8.0% in the 2nd quarter. Invesco Ltd. now owns 772,884 shares of the company's stock worth $14,314,000 after buying an additional 57,048 shares during the last quarter. Finally, First Trust Advisors LP increased its stake in Victoria's Secret & Co. by 194.4% during the 2nd quarter. First Trust Advisors LP now owns 152,625 shares of the company's stock worth $2,827,000 after buying an additional 100,787 shares in the last quarter. Institutional investors and hedge funds own 90.29% of the company's stock.

Insider Buying and Selling

In other Victoria's Secret & Co. news, major shareholder International Pte Ltd Bbrc sold 1,107,672 shares of the business's stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $80.11, for a total transaction of $88,735,603.92. Following the transaction, the insider owned 9,202,959 shares of the company's stock, valued at approximately $737,249,045.49. The trade was a 10.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders sold a total of 2,500,000 shares of company stock worth $212,353,716 in the last quarter. Company insiders own 0.52% of the company's stock.

Victoria's Secret & Co. Stock Down 0.7%

VSXY stock opened at $88.50 on Friday. The company has a current ratio of 1.26, a quick ratio of 0.41 and a debt-to-equity ratio of 1.17. The firm has a 50-day moving average of $76.84 and a two-hundred day moving average of $61.57. Victoria's Secret & Co. has a 12 month low of $18.04 and a 12 month high of $91.97. The company has a market cap of $7.03 billion, a price-to-earnings ratio of 47.58, a PEG ratio of 0.70 and a beta of 2.07.

Victoria's Secret & Co. (NYSE:VSXY - Get Free Report) last issued its earnings results on Tuesday, June 2nd. The company reported $0.60 earnings per share for the quarter, topping the consensus estimate of $0.29 by $0.31. The business had revenue of $1.56 billion for the quarter, compared to analysts' expectations of $1.52 billion. Victoria's Secret & Co. had a return on equity of 38.03% and a net margin of 3.11%.During the same period in the previous year, the firm posted $0.09 EPS. As a group, analysts forecast that Victoria's Secret & Co. will post 4.67 earnings per share for the current fiscal year.

Key Victoria's Secret & Co. News

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

• Positive Sentiment: Victoria’s Secret was highlighted as both a value and momentum opportunity. Zacks points to favorable Style Scores and recent share-price strength, while the company’s improved outlook and earnings momentum may support longer-term investor interest. Zacks momentum analysis
• Positive Sentiment: Zacks identified VSXY as one of two apparel stocks with solid guidance and positive earnings-estimate revisions. Victoria’s Secret raised its fiscal 2026 outlook, suggesting management sees improving demand. Zacks apparel stock analysis
• Positive Sentiment: JPMorgan raised its price target from $88 to $110 and assigned an “overweight” rating, implying additional upside. The broader analyst consensus remains “Moderate Buy,” although the average target near $88.70 indicates that some analysts see limited upside from recent levels. JPMorgan price-target update
• Positive Sentiment: The company’s latest quarterly results exceeded expectations, with earnings of $0.60 per share versus a $0.29 consensus estimate and revenue of $1.56 billion versus $1.52 billion expected. Zacks value analysis
• Neutral Sentiment: The stock reached a new 52-week high following an analyst upgrade, confirming strong momentum but also highlighting the risk of profit-taking after its substantial advance. 52-week high report
• Negative Sentiment: Major shareholder International Pte Ltd Bbrc sold 798,920 shares for approximately $71.2 million, reducing its position by 9.28%. The same investor sold 289,479 shares the prior week and made additional sales in June. Repeated large-holder selling can weigh on sentiment and supply shares into a rally. Insider selling report
• Negative Sentiment: Despite the bullish outlook, VSXY trades at roughly 48 times earnings. Its debt-to-equity ratio of 1.17 and quick ratio of 0.41 add financial-risk concerns, particularly if apparel demand softens.

Analysts Set New Price Targets

A number of equities analysts have commented on the company. JPMorgan Chase & Co. increased their target price on Victoria's Secret & Co. from $88.00 to $110.00 and gave the company an "overweight" rating in a report on Tuesday. TD Cowen boosted their price target on Victoria's Secret & Co. from $50.00 to $75.00 and gave the stock a "hold" rating in a research report on Thursday, June 4th. Weiss Ratings upgraded Victoria's Secret & Co. from a "hold (c-)" rating to a "hold (c)" rating in a research report on Wednesday, June 24th. UBS Group downgraded Victoria's Secret & Co. from a "buy" rating to a "neutral" rating and increased their price objective for the company from $81.00 to $90.00 in a research note on Wednesday, June 3rd. Finally, Barclays raised their price objective on Victoria's Secret & Co. from $67.00 to $108.00 and gave the company an "overweight" rating in a report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $88.70.

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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