Telsey Advisory Group Decreases Earnings Estimates for V.F.

Key Points

• Telsey Advisory Group has lowered its Q2 2026 earnings estimate for V.F. Corporation from $0.59 to $0.42 per share, while maintaining a "Market Perform" rating and a price target of $14.00.
• V.F. Corporation recently reported a quarterly earnings loss of ($0.24) EPS, outperforming the consensus estimate of ($0.35), though its revenue decreased by 7.3% year-over-year.
• The company declared a quarterly dividend of $0.09 per share, with a dividend yield of 3.1%, despite a significant negative dividend payout ratio of -276.92%.

V.F. Corporation (NYSE:VFC - Free Report) - Investment analysts at Telsey Advisory Group reduced their Q2 2026 earnings estimates for shares of V.F. in a research report issued to clients and investors on Thursday, July 31st. Telsey Advisory Group analyst D. Telsey now forecasts that the textile maker will post earnings of $0.42 per share for the quarter, down from their previous forecast of $0.59. 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 Q4 2026 earnings at ($0.02) EPS.

Several other equities research analysts also recently commented on VFC. Robert W. Baird reduced their target price 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. BNP Paribas Exane downgraded shares of V.F. from a "neutral" rating to an "underperform" rating in a research note on Thursday. Piper Sandler reduced their target price on shares of V.F. from $18.00 to $12.00 and set a "neutral" rating on the stock in a research note on Friday, April 11th. KGI Securities began coverage on shares of V.F. in a research note on Thursday. They issued an "outperform" rating and a $14.80 target price on the stock. Finally, The Goldman Sachs Group reduced their price target on shares of V.F. from $25.00 to $12.00 and set a "neutral" rating on the stock in a research report on Tuesday, April 22nd. Two investment analysts have rated the stock with a sell rating, fifteen have issued a hold rating and seven have assigned a buy rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus price target of $16.04.

V.F. Stock Down 0.5%

Shares of NYSE:VFC opened at $11.66 on Monday. V.F. has a 52 week low of $9.41 and a 52 week high of $29.02. The company has a debt-to-equity ratio of 2.76, a quick ratio of 0.65 and a current ratio of 1.27. The company's fifty day moving average is $12.35 and its 200-day moving average is $15.93. The company has a market capitalization of $4.55 billion, a PE ratio of -89.69, a P/E/G ratio of 1.55 and a beta of 1.68.

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

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 paid 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 -276.92%.

Insider Activity

In related news, EVP Abhishek Dalmia purchased 50,000 shares of the stock in a transaction dated Friday, May 23rd. The stock was bought at an average cost of $11.78 per share, with a total value of $589,000.00. Following the purchase, the executive vice president directly owned 380,614 shares in the company, valued at $4,483,632.92. The trade was a 15.12% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at this link. Also, Director Richard Carucci purchased 50,000 shares of the stock in a transaction dated Friday, May 23rd. The stock was bought at an average cost of $12.05 per share, with a total value of $602,500.00. Following the completion of the purchase, the director owned 280,282 shares in the company, valued at $3,377,398.10. The trade was a 21.71% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders purchased a total of 185,840 shares of company stock valued at $2,198,403 in the last ninety days. 1.10% of the stock is owned by insiders.

Institutional Trading of V.F.

Institutional investors and hedge funds have recently modified their holdings of the stock. Farther Finance Advisors LLC increased its stake 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. Fiduciary Alliance LLC increased its stake in V.F. by 61.1% during the 2nd 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. Russell Investments Group Ltd. increased its stake in V.F. by 11.1% during the 1st 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. Entropy Technologies LP bought a new stake in V.F. during the 1st quarter worth approximately $749,000. Finally, Amalgamated Bank increased its stake in V.F. by 46.2% during the 1st 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.

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