Q4 EPS Estimates for VSCO Lowered by Telsey Advisory Group

Key Points

• Telsey Advisory Group has lowered its Q4 2026 earnings per share estimate for Victoria's Secret & Co. from $2.34 to $2.18, while maintaining a "Market Perform" rating and a $24.00 price target.
• In its most recent earnings report, Victoria's Secret & Co. posted $0.33 EPS, surpassing analysts' expectations of $0.13, with revenues reaching $1.46 billion, above the forecasted $1.40 billion.
• The stock holds a consensus rating of "Hold" from analysts, with price targets ranging from $16.00 to $28.00, reflecting a mix of buy, hold, and sell ratings across different firms.

Victoria's Secret & Co. (NYSE:VSCO - Free Report) - Equities researchers at Telsey Advisory Group lowered their Q4 2026 earnings per share estimates for Victoria's Secret & Co. in a research report issued on Friday, August 29th. Telsey Advisory Group analyst D. Telsey now anticipates that the company will earn $2.18 per share for the quarter, down from their previous forecast of $2.34. Telsey Advisory Group has a "Market Perform" rating and a $24.00 price objective on the stock. The consensus estimate for Victoria's Secret & Co.'s current full-year earnings is $2.37 per share. Telsey Advisory Group also issued estimates for Victoria's Secret & Co.'s Q4 2027 earnings at $2.21 EPS.

Victoria's Secret & Co. (NYSE:VSCO - Get Free Report) last announced its earnings results on Thursday, August 28th. The company reported $0.33 earnings per share for the quarter, beating analysts' consensus estimates of $0.13 by $0.20. Victoria's Secret & Co. had a return on equity of 35.37% and a net margin of 2.42%.The company had revenue of $1.46 billion during the quarter, compared to analyst estimates of $1.40 billion. During the same period last year, the company posted $0.40 earnings per share. The firm's quarterly revenue was up 2.9% compared to the same quarter last year. Victoria's Secret & Co. has set its Q3 2025 guidance at -0.75--0.550 EPS. FY 2025 guidance at EPS.

A number of other analysts have also weighed in on the company. Jefferies Financial Group lowered their target price on Victoria's Secret & Co. from $28.00 to $26.00 and set a "buy" rating for the company in a research note on Friday. Zacks Research upgraded Victoria's Secret & Co. to a "hold" rating in a research note on Monday, August 11th. Wall Street Zen upgraded Victoria's Secret & Co. from a "sell" rating to a "hold" rating in a research note on Friday, August 22nd. Barclays raised their target price on Victoria's Secret & Co. from $23.00 to $27.00 and gave the company an "overweight" rating in a research note on Friday. Finally, The Goldman Sachs Group raised their target price on Victoria's Secret & Co. from $16.00 to $18.00 and gave the company a "sell" rating in a research note on Friday. Four analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and an average price target of $25.45.

Victoria's Secret & Co. Stock Performance

Shares of NYSE:VSCO opened at $22.93 on Monday. Victoria's Secret & Co. has a twelve month low of $13.76 and a twelve month high of $48.73. The firm has a market cap of $1.83 billion, a PE ratio of 12.74, a price-to-earnings-growth ratio of 1.26 and a beta of 2.19. The company has a debt-to-equity ratio of 1.60, a quick ratio of 0.33 and a current ratio of 1.16. The business has a fifty day moving average of $20.55 and a 200-day moving average of $20.70.

Hedge Funds Weigh In On Victoria's Secret & Co.

Several hedge funds have recently added to or reduced their stakes in VSCO. Virtus Advisers LLC bought a new position in Victoria's Secret & Co. in the first quarter valued at about $30,000. Caitong International Asset Management Co. Ltd bought a new position in Victoria's Secret & Co. in the second quarter valued at about $35,000. Hara Capital LLC bought a new position in Victoria's Secret & Co. during the second quarter worth about $36,000. NBC Securities Inc. boosted its holdings in Victoria's Secret & Co. by 141,000.0% during the first quarter. NBC Securities Inc. now owns 2,822 shares of the company's stock worth $52,000 after buying an additional 2,820 shares during the last quarter. Finally, Allworth Financial LP boosted its holdings in Victoria's Secret & Co. by 677.4% during the first quarter. Allworth Financial LP now owns 3,063 shares of the company's stock worth $57,000 after buying an additional 2,669 shares during the last quarter. Institutional investors own 90.29% of the company's stock.

About Victoria's Secret & Co.

Victoria's Secret & Co operates as a lingerie, clothing and beauty retailer. It offers bras, panties, lingerie, pajamas, sleep, sport and swim apparel, and beauty products. The company was founded in 1963 and is headquartered in Reynoldsburg, OH.

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