Vanguard Group Inc. Grows Holdings in Victoria's Secret & Co. $VSCO

Key Points

• Vanguard increased its stake in Victoria's Secret & Co. by 3.1% in Q4, owning 8,748,614 shares — roughly 10.90% of the company valued at about $473.9 million.
• Two directors, Donna James and Anne Sheehan, bought stock on April 2 (2,175 and 4,842 shares at about $46.23 and $45.86), lifting insider ownership to 0.45% and signaling insider confidence.
• Victoria's Secret beat quarterly estimates with $2.77 EPS (vs. $2.48) and $2.27B revenue (up 7.8%), and analysts rate the stock a Moderate Buy with an average target of $61.80.

Vanguard Group Inc. grew its position in shares of Victoria's Secret & Co. (NYSE:VSCO - Free Report) by 3.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,748,614 shares of the company's stock after purchasing an additional 263,079 shares during the period. Vanguard Group Inc. owned approximately 10.90% of Victoria's Secret & Co. worth $473,912,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of VSCO. Savvy Advisors Inc. lifted its holdings in Victoria's Secret & Co. by 3.0% during the 3rd quarter. Savvy Advisors Inc. now owns 11,895 shares of the company's stock worth $323,000 after buying an additional 346 shares in the last quarter. California State Teachers Retirement System increased its position in shares of Victoria's Secret & Co. by 0.7% during the second quarter. California State Teachers Retirement System now owns 65,191 shares of the company's stock worth $1,207,000 after acquiring an additional 483 shares during the period. Lazard Asset Management LLC raised its stake in shares of 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 in the last quarter. GAMMA Investing LLC raised its stake in shares of Victoria's Secret & Co. by 6.8% in the fourth quarter. GAMMA Investing LLC now owns 8,412 shares of the company's stock valued at $456,000 after acquiring an additional 537 shares in the last quarter. Finally, Arizona State Retirement System raised its stake in shares of Victoria's Secret & Co. by 2.6% in the third quarter. Arizona State Retirement System now owns 21,266 shares of the company's stock valued at $577,000 after acquiring an additional 545 shares in the last quarter. 90.29% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, Director Donna James purchased 2,175 shares of the stock in a transaction dated Thursday, April 2nd. The shares were acquired at an average cost of $46.23 per share, with a total value of $100,550.25. Following the purchase, 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 position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Anne Sheehan acquired 4,842 shares of Victoria's Secret & Co. stock in a transaction that occurred on Thursday, April 2nd. The stock was bought at an average price of $45.86 per share, with a total value of $222,054.12. Following the purchase, the director directly owned 34,261 shares of the company's stock, valued at approximately $1,571,209.46. This trade represents a 16.46% 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. Stock Up 1.0%

Shares of NYSE:VSCO opened at $50.78 on Wednesday. The company has a market cap of $4.09 billion, a price-to-earnings ratio of 27.30, a PEG ratio of 0.87 and a beta of 2.18. Victoria's Secret & Co. has a fifty-two week low of $17.53 and a fifty-two week high of $66.89. The firm's 50-day simple moving average is $50.75 and its 200-day simple moving average is $49.72. The company has a quick ratio of 0.54, a current ratio of 1.25 and a debt-to-equity ratio of 1.07.

Victoria's Secret & Co. (NYSE:VSCO - Get Free Report) last announced its quarterly earnings data on Thursday, March 5th. The company reported $2.77 EPS for the quarter, beating 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 during the quarter, compared to the consensus estimate of $2.22 billion. During the same quarter last year, the firm earned $2.60 earnings per share. The firm's 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. As a group, equities research analysts predict that Victoria's Secret & Co. will post 3.49 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. Bank of America raised shares of Victoria's Secret & Co. from a "neutral" rating to a "buy" rating and lifted their price objective for the stock from $58.00 to $68.00 in a research report on Wednesday, April 29th. Wall Street Zen downgraded Victoria's Secret & Co. from a "strong-buy" rating to a "buy" rating in a report on Sunday, April 5th. Weiss Ratings cut Victoria's Secret & Co. from a "hold (c)" rating to a "hold (c-)" rating in a research report on Monday, April 27th. Jefferies Financial Group reissued a "buy" rating on shares of Victoria's Secret & Co. in a research report on Thursday, March 5th. Finally, TD Cowen decreased their target price on 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. 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 has an average rating of "Moderate Buy" and an average target price of $61.80.

Victoria's Secret & Co. 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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