Q3 EPS Estimates for V.F. Lowered by Telsey Advisory Group

Key Points

• Telsey Advisory Group has lowered its Q3 2026 earnings estimate for V.F. Corporation to $0.63 per share, down from $0.64, with a "Market Perform" rating and a price target of $14.00.
• V.F. reported a loss of ($0.24) EPS for the last quarter, surpassing analyst expectations, while also seeing a revenue decrease of 7.3% year-over-year.
• Insider purchases were notable, with V.F. directors buying a total of 185,840 shares in the last quarter, reflecting confidence in the company despite its challenges.

V.F. Corporation (NYSE:VFC - Free Report) - Stock analysts at Telsey Advisory Group dropped their Q3 2026 earnings estimates for V.F. in a note issued to investors on Thursday, July 31st. Telsey Advisory Group analyst D. Telsey now expects that the textile maker will post earnings of $0.63 per share for the quarter, down from their prior forecast of $0.64. Telsey Advisory Group has a "Market Perform" rating and a $14.00 price objective on the stock. The consensus estimate for V.F.'s current full-year earnings is $0.73 per share. Telsey Advisory Group also issued estimates for V.F.'s FY2026 earnings at $0.80 EPS, Q1 2027 earnings at ($0.15) EPS, Q2 2027 earnings at $0.54 EPS, Q3 2027 earnings at $0.64 EPS, Q4 2027 earnings at $0.04 EPS and FY2027 earnings at $1.07 EPS.

V.F. (NYSE:VFC - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The textile maker reported ($0.24) EPS for the quarter, beating analysts' consensus estimates of ($0.35) by $0.11. The company had revenue of $1.76 billion for the quarter, compared to analysts' expectations of $1.70 billion. V.F. had a negative net margin of 0.50% and a positive return on equity of 22.77%. V.F.'s revenue was down 7.3% compared to the same quarter last year. During the same period in the prior year, the company posted ($0.33) EPS.

A number of other brokerages have also recently commented on VFC. Truist Financial dropped their price target on shares of V.F. from $24.00 to $13.00 and set a "hold" rating on the stock in a research note on Thursday, May 22nd. BNP Paribas Exane cut shares of V.F. from a "neutral" rating to an "underperform" rating in a research note on Thursday. BNP Paribas cut shares of V.F. from a "neutral" rating to an "underperform" rating and dropped their price target for the company from $11.00 to $10.00 in a research note on Thursday. Wall Street Zen cut shares of V.F. from a "buy" rating to a "hold" rating in a research note on Saturday, May 24th. Finally, Robert W. Baird dropped their price target on shares of V.F. from $17.00 to $14.00 and set a "neutral" rating on the stock in a research note on Thursday, May 22nd. Two investment analysts have rated the stock with a sell rating, fifteen have given a hold rating and seven have issued a buy rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus target price of $16.04.

V.F. Stock Performance

Shares of VFC stock opened at $11.74 on Friday. The stock has a market capitalization of $4.57 billion, a P/E ratio of -90.27, a PEG ratio of 1.45 and a beta of 1.66. The company has a current ratio of 1.27, a quick ratio of 0.80 and a debt-to-equity ratio of 2.76. The firm's 50 day moving average is $12.35 and its 200 day moving average is $16.11. V.F. has a 12 month low of $9.41 and a 12 month high of $29.02.

Hedge Funds Weigh In On V.F.

Institutional investors have recently made changes to their positions in the stock. Farther Finance Advisors LLC increased its holdings in shares of V.F. by 94.8% in the 2nd quarter. Farther Finance Advisors LLC now owns 4,975 shares of the textile maker's stock worth $58,000 after buying an additional 2,421 shares during the last quarter. SG Americas Securities LLC bought a new position in shares of V.F. during the 1st quarter valued at $350,000. Entropy Technologies LP bought a new position in shares of V.F. during the 1st quarter valued at $749,000. Amalgamated Bank grew its holdings in shares of V.F. by 46.2% during the 1st quarter. Amalgamated Bank now owns 152,410 shares of the textile maker's stock valued at $2,365,000 after purchasing an additional 48,151 shares during the last quarter. Finally, Russell Investments Group Ltd. grew its holdings in shares of V.F. by 11.1% during the 1st quarter. Russell Investments Group Ltd. now owns 277,442 shares of the textile maker's stock valued at $4,306,000 after purchasing an additional 27,727 shares during the last quarter. Institutional investors own 86.84% of the company's stock.

Insider Transactions at V.F.

In related news, Director Richard Carucci purchased 50,000 shares of the firm's stock in a transaction dated Friday, May 23rd. The shares were purchased at an average price of $12.05 per share, with a total value of $602,500.00. Following the acquisition, the director directly owned 280,282 shares of the company's stock, valued at approximately $3,377,398.10. This represents a 21.71% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Bracken Darrell purchased 85,840 shares of the firm's stock in a transaction dated Friday, May 23rd. The stock was bought at an average cost of $11.73 per share, for a total transaction of $1,006,903.20. Following the acquisition, the insider directly owned 295,406 shares in the company, valued at approximately $3,465,112.38. The trade was a 40.96% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders have purchased 185,840 shares of company stock valued at $2,198,403 in the last quarter. Insiders own 1.10% of the company's stock.

V.F. Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 18th. Stockholders of record on Wednesday, September 10th will be issued a $0.09 dividend. The ex-dividend date of this dividend is Wednesday, September 10th. This represents a $0.36 dividend on an annualized basis and a dividend yield of 3.1%. V.F.'s dividend payout ratio is presently -72.00%.

About V.F.

VF Corp. engages in the business of producing and marketing apparel, footwear, and accessories. It operates through the following segments: Outdoor, Active, Work, and Other. The Outdoor segment includes authentic outdoor-based lifestyle brands such as performance-based and outdoor apparel, footwear, and equipment.

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