Victoria's Secret & Co. $VSCO is Barington Companies Management LLC's 3rd Largest Position

Key Points

• Barington Companies Management LLC trimmed its position in Victoria's Secret by 4.6% to 800,000 shares, making VSCO its 3rd largest position at about 16.3% of the fund (roughly $21.7M) and representing roughly 1% of the company.
• Victoria's Secret beat Q4 estimates (EPS $2.77 vs. $2.48) and raised FY‑2026 guidance to $3.20–$3.45, citing ~8% comparable‑sales growth and momentum from its turnaround initiatives (Pink revival, digital and international expansion).
• Despite the strong results and upgraded guidance, shares fell about 11.4% amid profit‑taking and concerns after the company initiated a strategic review of underperforming DailyLook, with institutional investors owning roughly 90% of the stock.

Barington Companies Management LLC lowered its position in Victoria's Secret & Co. (NYSE:VSCO - Free Report) by 4.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 800,000 shares of the company's stock after selling 38,886 shares during the period. Victoria's Secret & Co. makes up about 16.3% of Barington Companies Management LLC's portfolio, making the stock its 3rd largest position. Barington Companies Management LLC owned approximately 1.00% of Victoria's Secret & Co. worth $21,712,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the company. Primecap Management Co. CA lifted its position in Victoria's Secret & Co. by 1,586.7% during the second quarter. Primecap Management Co. CA now owns 1,972,333 shares of the company's stock valued at $36,528,000 after acquiring an additional 1,855,400 shares during the last quarter. Goldentree Asset Management LP grew its holdings in Victoria's Secret & Co. by 71.8% in the second quarter. Goldentree Asset Management LP now owns 2,989,087 shares of the company's stock worth $55,242,000 after purchasing an additional 1,249,065 shares during the last quarter. Marshall Wace LLP grew its holdings in Victoria's Secret & Co. by 2,729.6% in the second quarter. Marshall Wace LLP now owns 923,823 shares of the company's stock worth $17,109,000 after purchasing an additional 891,175 shares during the last quarter. Barington Capital Group L.P. increased its position in shares of Victoria's Secret & Co. by 255.1% during the second quarter. Barington Capital Group L.P. now owns 838,886 shares of the company's stock worth $15,536,000 after purchasing an additional 602,670 shares in the last quarter. Finally, Cramer Rosenthal Mcglynn LLC increased its position in shares of Victoria's Secret & Co. by 32.0% during the third quarter. Cramer Rosenthal Mcglynn LLC now owns 2,363,850 shares of the company's stock worth $64,155,000 after purchasing an additional 572,844 shares in the last quarter. Institutional investors own 90.29% of the company's stock.

Victoria's Secret & Co. News Roundup

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

• Positive Sentiment: Q4 results beat expectations — adjusted EPS $2.77 and revenue $2.27B; comparable sales rose ~8%, marking the best sales streak in years and showing broad-based strength across brands and channels. Victoria's Secret Q4 Earnings Beat Estimates, Comparable Sales Rise 8%
• Positive Sentiment: Company raised guidance — FY‑2026 EPS guidance of $3.20–$3.45 (well above consensus) and Q1 EPS of $0.20–$0.30; management signaled 5%–6% sales growth and margin expansion as priorities. This guidance upgrade is a direct catalyst for upward earnings expectations. Victoria's Secret & Co. Reports 2025 Fourth Quarter and Full Year Results
• Positive Sentiment: Management commentary and investor materials highlight continued momentum from turnaround strategy (Pink revival, digital and international expansion), supporting the raised targets. Victoria's Secret posts longest sales growth streak in four years as shoppers return to Pink brand
• Neutral Sentiment: Earnings call transcript and slide deck are available for deeper detail on margin drivers, channel mix and international plans — worth reviewing for modeling assumptions and cadence of margin recovery. Victoria's Secret & Co. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Company initiated a strategic review of DailyLook after that unit's operating income declined — signals a potential divestiture or restructuring and highlights segments that are underperforming versus core brands. Victoria’s Secret Initiates Strategic Review of DailyLook As Operating Income Drops
• Negative Sentiment: Shares fell on the news cycle despite the beat — higher trading volume and the 50‑day SMA sitting above the current price suggest short‑term profit-taking and a technical pullback from recent highs; investors may be locking gains or reacting to non-core unit weakness. Victoria’s Secret (VSCO) Stock Slides Despite Crushing Q4 Earnings Expectations

Victoria's Secret & Co. Trading Down 11.4%

NYSE:VSCO opened at $46.68 on Friday. Victoria's Secret & Co. has a 12 month low of $13.76 and a 12 month high of $66.89. The firm has a fifty day simple moving average of $59.38 and a 200-day simple moving average of $43.27. The company has a current ratio of 1.30, a quick ratio of 0.38 and a debt-to-equity ratio of 1.96. The company has a market capitalization of $3.75 billion, a P/E ratio of 25.10, a PEG ratio of 1.53 and a beta of 2.19.

Victoria's Secret & Co. (NYSE:VSCO - Get Free Report) last released its earnings results on Thursday, March 5th. The company reported $2.77 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.48 by $0.29. The firm had revenue of $2.27 billion for the quarter, compared to the consensus estimate of $2.22 billion. Victoria's Secret & Co. had a return on equity of 36.21% and a net margin of 2.45%.The firm's revenue was up 7.8% on a year-over-year basis. During the same period in the prior 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 research analysts anticipate that Victoria's Secret & Co. will post 2.37 earnings per share for the current year.

Wall Street Analyst Weigh In

VSCO has been the subject of a number of recent analyst reports. Wells Fargo & Company set a $45.00 price objective on Victoria's Secret & Co. and gave the stock an "equal weight" rating in a research report on Tuesday, December 16th. The Goldman Sachs Group upped their target price on Victoria's Secret & Co. from $47.00 to $53.00 and gave the company a "neutral" rating in a research report on Thursday, January 29th. Weiss Ratings upgraded Victoria's Secret & Co. from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Friday, February 6th. Telsey Advisory Group raised their price target on Victoria's Secret & Co. from $66.00 to $71.00 and gave the stock an "outperform" rating in a report on Monday, March 2nd. Finally, Morgan Stanley upgraded Victoria's Secret & Co. from an "equal weight" rating to an "overweight" rating and set a $60.00 price target on the stock in a research note on Friday, December 5th. Six research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, Victoria's Secret & Co. currently has a consensus rating of "Hold" and an average price target of $60.20.

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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