Wedge Capital Management L L P NC Raises Stake in PVH Corp. $PVH

Key Points

• Wedge Capital Management L L P NC increased its stake in PVH Corp. by 38.3% in Q2, acquiring an additional 14,605 shares, bringing their total ownership to 52,737 shares valued at $3.6 million.
• Analysts have rated PVH with a consensus of "Moderate Buy" and a price target averaging $95.27, with several brokerages recently adjusting their targets positively.
• PVH reported earnings of $2.52 EPS, exceeding expectations, and increased its Q3 2025 guidance to between $2.350 and $2.50 EPS, projecting a strong financial outlook.

Wedge Capital Management L L P NC increased its position in PVH Corp. (NYSE:PVH - Free Report) by 38.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 52,737 shares of the textile maker's stock after purchasing an additional 14,605 shares during the period. Wedge Capital Management L L P NC owned 0.11% of PVH worth $3,618,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. UMB Bank n.a. lifted its position in PVH by 63.3% during the 2nd quarter. UMB Bank n.a. now owns 619 shares of the textile maker's stock worth $42,000 after acquiring an additional 240 shares during the period. Smartleaf Asset Management LLC boosted its position in PVH by 30.0% in the 1st quarter. Smartleaf Asset Management LLC now owns 802 shares of the textile maker's stock valued at $52,000 after buying an additional 185 shares during the last quarter. Allworth Financial LP raised its holdings in shares of PVH by 78.2% during the first quarter. Allworth Financial LP now owns 930 shares of the textile maker's stock valued at $60,000 after buying an additional 408 shares during the last quarter. GAMMA Investing LLC lifted its position in PVH by 135.7% in the 1st quarter. GAMMA Investing LLC now owns 1,148 shares of the textile maker's stock worth $74,000 after buying an additional 661 shares in the last quarter. Finally, New Age Alpha Advisors LLC acquired a new stake in PVH in the 1st quarter worth $82,000. 97.25% of the stock is owned by institutional investors.

PVH Stock Down 1.7%

PVH traded down $1.46 during trading on Monday, hitting $85.07. 1,108,478 shares of the company's stock were exchanged, compared to its average volume of 1,359,961. The company has a quick ratio of 0.63, a current ratio of 1.37 and a debt-to-equity ratio of 0.46. The stock has a market cap of $4.09 billion, a P/E ratio of 9.54, a PEG ratio of 2.72 and a beta of 1.84. PVH Corp. has a fifty-two week low of $59.28 and a fifty-two week high of $113.47. The business's 50 day moving average is $78.70 and its two-hundred day moving average is $73.90.

PVH (NYSE:PVH - Get Free Report) last posted its quarterly earnings results on Tuesday, August 26th. The textile maker reported $2.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.97 by $0.55. PVH had a return on equity of 11.90% and a net margin of 5.34%.The firm had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.11 billion. During the same quarter in the previous year, the firm earned $3.01 EPS. PVH's quarterly revenue was up 4.5% compared to the same quarter last year. PVH has set its Q3 2025 guidance at 2.350-2.50 EPS. FY 2025 guidance at 10.750-11.00 EPS. As a group, equities analysts expect that PVH Corp. will post 11.67 earnings per share for the current fiscal year.

PVH Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 24th. Shareholders of record on Wednesday, September 3rd will be paid a dividend of $0.0375 per share. This represents a $0.15 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Wednesday, September 3rd. PVH's payout ratio is 1.68%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on PVH shares. Telsey Advisory Group restated an "outperform" rating and set a $90.00 target price on shares of PVH in a research note on Wednesday, August 27th. Cowen restated a "buy" rating on shares of PVH in a research note on Friday, June 6th. TD Cowen reissued a "hold" rating and set a $74.00 price target (down previously from $98.00) on shares of PVH in a research report on Wednesday, July 9th. JPMorgan Chase & Co. lifted their price target on PVH from $76.00 to $87.00 and gave the stock a "neutral" rating in a research note on Monday, July 28th. Finally, UBS Group boosted their target price on PVH from $146.00 to $148.00 and gave the company a "buy" rating in a report on Thursday, August 28th. Nine investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, PVH has an average rating of "Moderate Buy" and an average target price of $95.27.

Insider Buying and Selling at PVH

In related news, CEO Stefan Larsson purchased 15,645 shares of the stock in a transaction that occurred on Thursday, June 26th. The stock was acquired at an average price of $63.92 per share, with a total value of $1,000,028.40. Following the completion of the acquisition, the chief executive officer directly owned 269,438 shares in the company, valued at approximately $17,222,476.96. This trade represents a 6.16% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 1.20% of the company's stock.

PVH Company Profile

PVH Corp. operates as an apparel company in the United States and internationally. The company operates through Tommy Hilfiger North America, Tommy Hilfiger International, Calvin Klein North America, Calvin Klein International, and Heritage Brands Wholesale segments. It designs and markets men's, women's, and children's branded apparel, footwear and accessories, underwear, sleepwear, outerwear, home furnishings, luggage, dresses, suits and swimwear, activewear, sportswear, socks and accessories, outerwear, golf products, footwear, watches and jewelry, eyeglasses and non-ophthalmic sunglasses, jeans wear, performance apparel, intimate apparel, dress shirts, handbags, fragrance, small leather goods, and other related products; and men's and boy's tailored clothing products, duvets, pillows, mattress pads and toppers, and feather beds.