Seaport Res Ptn Issues Optimistic Outlook for V.F. Earnings

Key Points

• Seaport Res Ptn has raised its Q2 2026 earnings per share (EPS) estimate for V.F. Corporation to $0.62, up from the previous forecast of $0.58.
• V.F. Corporation's stock currently has an average rating of "Hold" from analysts, with a consensus target price of $16.21.
• Insiders have recently purchased a significant number of shares, indicating confidence in the company's performance, with EVP Abhishek Dalmia acquiring 50,000 shares at an average cost of $11.78 per share.

V.F. Corporation (NYSE:VFC - Free Report) - Stock analysts at Seaport Res Ptn increased their Q2 2026 earnings per share (EPS) estimates for shares of V.F. in a research report issued to clients and investors on Sunday, July 27th. Seaport Res Ptn analyst M. Kummetz now forecasts that the textile maker will earn $0.62 per share for the quarter, up from their previous forecast of $0.58. 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 Q3 2026 earnings at $0.61 EPS and Q4 2026 earnings at $0.01 EPS.

Other equities research analysts have also recently issued research reports about the company. JPMorgan Chase & Co. dropped their price objective on V.F. from $25.00 to $18.00 and set a "neutral" rating for the company in a report on Monday, May 19th. Piper Sandler decreased their target price on V.F. from $18.00 to $12.00 and set a "neutral" rating for the company in a research report on Friday, April 11th. KGI Securities assumed coverage on V.F. in a research report on Thursday. They issued an "outperform" rating and a $14.80 target price for the company. Stifel Nicolaus reduced their price objective on V.F. from $28.00 to $15.00 and set a "buy" rating for the company in a research report on Thursday, May 22nd. Finally, The Goldman Sachs Group reduced their price objective on V.F. from $25.00 to $12.00 and set a "neutral" rating for the company in a research report on Tuesday, April 22nd. Two equities research analysts have rated the stock with a sell rating, fifteen have issued a hold rating and seven have issued a buy rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Hold" and a consensus target price of $16.04.

V.F. Trading Down 0.5%

NYSE VFC traded down $0.06 on Tuesday, hitting $11.66. The company's stock had a trading volume of 13,586,900 shares, compared to its average volume of 8,835,622. V.F. has a 52-week low of $9.41 and a 52-week high of $29.02. 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 company's 50-day simple moving average is $12.35 and its 200 day simple moving average is $16.11. The firm has a market cap of $4.54 billion, a P/E ratio of -89.69, a PEG ratio of 1.45 and a beta of 1.66.

V.F. (NYSE:VFC - Get Free Report) last issued its earnings results 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 company had revenue of $1.76 billion during the quarter, compared to analysts' expectations of $1.70 billion. During the same period in the prior year, the business posted ($0.33) EPS. V.F.'s quarterly revenue was down 7.3% compared to the same quarter last year.

V.F. Dividend Announcement

The company also recently announced 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. This represents a $0.36 annualized dividend and a dividend yield of 3.1%. The ex-dividend date of this dividend is Wednesday, September 10th. V.F.'s payout ratio is -72.00%.

Insider Transactions at V.F.

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

Institutional Investors Weigh In On V.F.

Large investors have recently added to or reduced their stakes in the stock. Rhumbline Advisers raised its holdings in shares of V.F. by 11.0% in the first quarter. Rhumbline Advisers now owns 928,753 shares of the textile maker's stock worth $14,414,000 after buying an additional 92,174 shares during the period. Fiduciary Alliance LLC grew its stake in V.F. by 61.1% in 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 in the last quarter. GAMMA Investing LLC grew its stake in V.F. by 1,355.2% in the first quarter. GAMMA Investing LLC now owns 404,405 shares of the textile maker's stock worth $6,276,000 after purchasing an additional 376,615 shares in the last quarter. Russell Investments Group Ltd. grew its stake in V.F. by 11.1% in 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 in the last quarter. Finally, Amalgamated Bank grew its stake in V.F. by 46.2% in the first quarter. Amalgamated Bank now owns 152,410 shares of the textile maker's stock worth $2,365,000 after purchasing an additional 48,151 shares in the last quarter. 86.84% of the stock is owned by institutional investors.

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.