Seaport Res Ptn Comments on V.F.'s Q3 Earnings (NYSE:VFC)

Key Points

• V.F. Corporation's earnings per share (EPS) estimates for Q3 2026 have been decreased from $0.61 to $0.60 by Seaport Res Ptn, amid a consensus full-year estimate of $0.73 EPS.
• The company reported a quarterly EPS of ($0.24), exceeding expectations, but revenue decreased by 7.3% year-over-year, totaling $1.76 billion.
• V.F.'s stock price target has seen multiple cuts by various analysts, with a current average price target of $16.04 and a consensus rating of "Hold."

V.F. Corporation (NYSE:VFC - Free Report) - Equities researchers at Seaport Res Ptn decreased their Q3 2026 earnings per share (EPS) estimates for V.F. in a report released on Wednesday, July 30th. Seaport Res Ptn analyst M. Kummetz now anticipates that the textile maker will earn $0.60 per share for the quarter, down from their previous estimate of $0.61. The consensus estimate for V.F.'s current full-year earnings is $0.73 per share. Seaport Res Ptn also issued estimates for V.F.'s FY2026 earnings at $0.78 EPS, FY2027 earnings at $1.21 EPS and FY2028 earnings at $1.66 EPS.

Other equities research analysts also recently issued reports about the company. Truist Financial decreased their price target on V.F. from $24.00 to $13.00 and set a "hold" rating for the company in a report on Thursday, May 22nd. Needham & Company LLC increased their price target on V.F. from $15.00 to $19.00 and gave the stock a "buy" rating in a report on Wednesday, July 30th. Citigroup downgraded V.F. from a "buy" rating to a "neutral" rating and decreased their price target for the stock from $30.00 to $12.00 in a report on Monday, April 7th. JPMorgan Chase & Co. cut their price objective on V.F. from $25.00 to $18.00 and set a "neutral" rating for the company in a research report on Monday, May 19th. Finally, Wells Fargo & Company cut their price objective on V.F. from $13.00 to $12.00 and set an "equal weight" rating for the company in a research report on Thursday, May 22nd. Two analysts have rated the stock with a sell rating, fifteen have assigned a hold rating and seven have assigned a buy rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Hold" and a consensus target price of $16.04.

V.F. Stock Performance

Shares of NYSE VFC traded down $0.52 during mid-day trading on Friday, hitting $12.07. 7,593,332 shares of the company were exchanged, compared to its average volume of 8,848,673. The company has a quick ratio of 0.65, a current ratio of 1.27 and a debt-to-equity ratio of 2.76. The stock has a 50 day simple moving average of $12.36 and a 200-day simple moving average of $15.85. V.F. has a 1-year low of $9.41 and a 1-year high of $29.02. The firm 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. (NYSE:VFC - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The textile maker reported ($0.24) earnings per share for the quarter, beating the consensus estimate of ($0.35) by $0.11. V.F. had a positive return on equity of 22.77% and a negative net margin of 0.50%. The business had revenue of $1.76 billion during the quarter, compared to the consensus estimate of $1.70 billion. During the same period in the prior year, the company earned ($0.33) earnings per share. The company's revenue was down 7.3% compared to the same quarter last year.

Institutional Trading of V.F.

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Farther Finance Advisors LLC increased its position in V.F. by 94.8% during the 2nd 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 in the last quarter. SG Americas Securities LLC purchased a new stake in V.F. during the 1st quarter worth about $350,000. Arkadios Wealth Advisors increased its position in V.F. by 158.8% during the 2nd quarter. Arkadios Wealth Advisors now owns 56,904 shares of the textile maker's stock worth $669,000 after purchasing an additional 34,915 shares in the last quarter. Entropy Technologies LP purchased a new stake in V.F. during the 1st quarter worth about $749,000. Finally, Amalgamated Bank boosted its stake in V.F. by 46.2% in the 1st quarter. Amalgamated Bank now owns 152,410 shares of the textile maker's stock worth $2,365,000 after buying an additional 48,151 shares during the last quarter. Hedge funds and other institutional investors own 86.84% of the company's stock.

Insider Activity

In related news, Director Richard Carucci acquired 50,000 shares of the company's stock in a transaction that occurred on Friday, May 23rd. The stock was purchased at an average price of $12.05 per share, for a total transaction of $602,500.00. Following the transaction, the director owned 280,282 shares in the company, valued at $3,377,398.10. This trade represents a 21.71% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Bracken Darrell acquired 85,840 shares of the company's stock in a transaction that occurred on Friday, May 23rd. The shares were bought at an average price of $11.73 per share, with a total value of $1,006,903.20. Following the transaction, the insider owned 295,406 shares in the company, valued at $3,465,112.38. This represents a 40.96% increase in their position. The disclosure for this purchase can be found here. Insiders bought a total of 185,840 shares of company stock worth $2,198,403 over the last 90 days. 1.10% of the stock is currently owned by corporate insiders.

V.F. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 18th. Stockholders of record on Wednesday, September 10th will be given a $0.09 dividend. The ex-dividend date is Wednesday, September 10th. This represents a $0.36 dividend on an annualized basis and a dividend yield of 3.0%. V.F.'s dividend payout ratio (DPR) is currently -276.92%.

V.F. Company Profile

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.