Universal Beteiligungs und Servicegesellschaft mbH Has $4.08 Million Position in Victoria's Secret & Co. $VSCO

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH cut its stake in Victoria's Secret by 71.6%, selling 189,676 shares and leaving it with 75,252 shares worth about $4.08 million.
• Victoria's Secret beat quarterly expectations with $2.77 EPS vs. $2.48 expected and $2.27B revenue (up 7.8% year-over-year), and provided FY26 guidance of 3.20–3.45 EPS while analysts have raised ratings and set a consensus price target of $61.80.
• Institutional ownership is high (90.29%) while insiders (Directors Donna James and Anne Sheehan) recently bought shares, modestly increasing their ownership.

Universal Beteiligungs und Servicegesellschaft mbH lowered its holdings in Victoria's Secret & Co. (NYSE:VSCO - Free Report) by 71.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 75,252 shares of the company's stock after selling 189,676 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH owned about 0.09% of Victoria's Secret & Co. worth $4,076,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the business. Dimensional Fund Advisors LP grew its position in Victoria's Secret & Co. by 10.3% in the 3rd quarter. Dimensional Fund Advisors LP now owns 2,549,501 shares of the company's stock valued at $69,187,000 after purchasing an additional 238,516 shares during the period. Cramer Rosenthal Mcglynn LLC lifted its stake in Victoria's Secret & Co. by 32.0% during the 3rd quarter. Cramer Rosenthal Mcglynn LLC now owns 2,363,850 shares of the company's stock valued at $64,155,000 after acquiring an additional 572,844 shares in the last quarter. Bank of America Corp DE lifted its stake in Victoria's Secret & Co. by 44.2% during the 2nd quarter. Bank of America Corp DE now owns 1,415,200 shares of the company's stock valued at $26,210,000 after acquiring an additional 434,012 shares in the last quarter. Allianz Asset Management GmbH lifted its stake in Victoria's Secret & Co. by 106.6% during the 3rd quarter. Allianz Asset Management GmbH now owns 1,006,679 shares of the company's stock valued at $27,321,000 after acquiring an additional 519,481 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in Victoria's Secret & Co. by 76.0% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 905,160 shares of the company's stock valued at $24,566,000 after acquiring an additional 390,789 shares in the last quarter. Institutional investors and hedge funds own 90.29% of the company's stock.

Victoria's Secret & Co. Stock Down 1.9%

VSCO stock opened at $50.75 on Thursday. 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 firm has a market capitalization of $4.08 billion, a PE ratio of 27.29, a PEG ratio of 1.59 and a beta of 2.26. Victoria's Secret & Co. has a twelve month low of $17.50 and a twelve month high of $66.89. The stock has a 50-day simple moving average of $51.21 and a two-hundred day simple moving average of $49.27.

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, beating analysts' consensus estimates of $2.48 by $0.29. The business had revenue of $2.27 billion during the quarter, compared to analyst estimates of $2.22 billion. Victoria's Secret & Co. had a return on equity of 33.55% and a net margin of 2.45%.The company's quarterly revenue was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $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. On average, equities analysts predict that Victoria's Secret & Co. will post 3.46 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

VSCO has been the topic of several recent analyst reports. Barclays raised their price objective on 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. Zacks Research upgraded Victoria's Secret & Co. from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, March 10th. Weiss Ratings cut Victoria's Secret & Co. from a "hold (c)" rating to a "hold (c-)" rating in a research note on Monday. Bank of America upgraded Victoria's Secret & Co. from a "neutral" rating to a "buy" rating and raised their price objective for the company from $58.00 to $68.00 in a research note on Wednesday. Finally, Wall Street Zen cut Victoria's Secret & Co. from a "strong-buy" rating to a "buy" rating in a research note on Sunday, April 5th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $61.80.

Insider Transactions at Victoria's Secret & Co.

In related news, Director Donna James bought 2,175 shares of Victoria's Secret & Co. stock in a transaction on Thursday, April 2nd. The stock was acquired at an average price of $46.23 per share, with a total value of $100,550.25. Following the acquisition, the director directly owned 63,097 shares of the company's stock, valued at $2,916,974.31. This represents a 3.57% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Anne Sheehan bought 4,842 shares of Victoria's Secret & Co. stock in a transaction 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 acquisition, the director directly owned 34,261 shares in the company, valued at approximately $1,571,209.46. This represents a 16.46% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 0.45% of the stock is owned by insiders.

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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