Telsey Advisory Group Reduces Earnings Estimates for V.F.

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) - Equities researchers 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 anticipates that the textile maker will earn $0.63 per share for the quarter, down from their previous estimate of $0.64. Telsey Advisory Group currently has a "Market Perform" rating and a $14.00 target price 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.

A number of other research firms have also recently commented on VFC. JPMorgan Chase & Co. cut their price target on shares of V.F. from $25.00 to $18.00 and set a "neutral" rating on the stock in a report on Monday, May 19th. BNP Paribas Exane cut shares of V.F. from a "neutral" rating to an "underperform" rating in a report on Thursday, July 31st. BMO Capital Markets set a $15.00 target price on shares of V.F. and gave the stock a "market perform" rating in a report on Thursday, May 22nd. Wall Street Zen cut shares of V.F. from a "buy" rating to a "hold" rating in a report on Saturday, May 24th. Finally, Citigroup cut shares of V.F. from a "buy" rating to a "neutral" rating and dropped their target price for the stock from $30.00 to $12.00 in a report on Monday, April 7th. 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. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $16.04.

V.F. Trading Down 4.1%

Shares of NYSE VFC traded down $0.52 during mid-day trading on Friday, reaching $12.07. The company had a trading volume of 7,593,332 shares, compared to its average volume of 8,848,673. The business's 50-day moving average is $12.36 and its 200-day moving average is $15.85. The company has a current ratio of 1.27, a quick ratio of 0.65 and a debt-to-equity ratio of 2.76. The stock has a market cap of $4.71 billion, a price-to-earnings ratio of -92.81, a price-to-earnings-growth ratio of 1.55 and a beta of 1.68. V.F. has a 52 week low of $9.41 and a 52 week high of $29.02.

V.F. (NYSE:VFC - Get Free Report) last posted its quarterly earnings results on Wednesday, July 30th. The textile maker reported ($0.24) EPS for the quarter, topping analysts' consensus estimates of ($0.35) by $0.11. The firm 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%. The business's revenue for the quarter was down 7.3% on a year-over-year basis. During the same period in the prior year, the business posted ($0.33) earnings per share.

V.F. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 18th. Shareholders of record on Wednesday, September 10th will be paid a dividend of $0.09 per share. This represents a $0.36 annualized dividend and a yield of 3.0%. The ex-dividend date of this dividend is Wednesday, September 10th. V.F.'s payout ratio is -276.92%.

Insiders Place Their Bets

In related news, EVP Abhishek Dalmia purchased 50,000 shares of V.F. stock in a transaction dated Friday, May 23rd. The shares were acquired at an average price of $11.78 per share, for a total transaction of $589,000.00. Following the acquisition, the executive vice president directly owned 380,614 shares in the company, valued at approximately $4,483,632.92. The trade was a 15.12% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Bracken Darrell purchased 85,840 shares of V.F. stock in a transaction dated Friday, May 23rd. The shares were bought at an average price of $11.73 per share, for a total transaction of $1,006,903.20. Following the acquisition, the insider owned 295,406 shares in the company, valued at approximately $3,465,112.38. This trade represents a 40.96% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders have acquired a total of 185,840 shares of company stock valued at $2,198,403 in the last 90 days. 1.10% of the stock is owned by insiders.

Institutional Trading of V.F.

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Arkadios Wealth Advisors raised its holdings in V.F. by 158.8% in the 2nd quarter. Arkadios Wealth Advisors now owns 56,904 shares of the textile maker's stock valued at $669,000 after buying an additional 34,915 shares during the period. Farther Finance Advisors LLC increased its stake in V.F. by 94.8% during the second quarter. Farther Finance Advisors LLC now owns 4,975 shares of the textile maker's stock worth $58,000 after purchasing an additional 2,421 shares during the period. Fiduciary Alliance LLC increased its stake in V.F. by 61.1% during the second quarter. Fiduciary Alliance LLC now owns 481,091 shares of the textile maker's stock worth $5,653,000 after purchasing an additional 182,495 shares during the period. Russell Investments Group Ltd. increased its stake in V.F. by 11.1% during the first quarter. Russell Investments Group Ltd. now owns 277,442 shares of the textile maker's stock worth $4,306,000 after purchasing an additional 27,727 shares during the period. Finally, Entropy Technologies LP purchased a new stake in V.F. during the first quarter worth about $749,000. 86.84% of the stock is currently owned by hedge funds and other institutional investors.

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.