Q3 Earnings Forecast for PVH Issued By Telsey Advisory Group

Key Points

• Telsey Advisory Group has lowered its Q3 2026 EPS estimate for PVH from $2.62 to $2.50, while maintaining an "Outperform" rating and a $90.00 target price.
• PVH's recent quarterly earnings surpassed expectations, reporting $2.52 EPS against a consensus estimate of $1.97, alongside revenues of $2.17 billion.
• Analysts show a generally favorable outlook on PVH, with nine rating it as a "Buy" and an average target price of $95.27, indicating a confidence in future performance.

PVH Corp. (NYSE:PVH - Free Report) - Telsey Advisory Group cut their Q3 2026 EPS estimates for PVH in a research note issued to investors on Thursday, August 28th. Telsey Advisory Group analyst D. Telsey now expects that the textile maker will post earnings of $2.50 per share for the quarter, down from their previous forecast of $2.62. Telsey Advisory Group has a "Outperform" rating and a $90.00 price objective on the stock. The consensus estimate for PVH's current full-year earnings is $11.67 per share. Telsey Advisory Group also issued estimates for PVH's Q4 2026 earnings at $3.69 EPS, FY2026 earnings at $10.95 EPS, Q2 2027 earnings at $2.95 EPS, Q3 2027 earnings at $3.01 EPS and FY2027 earnings at $12.32 EPS.

PVH has been the subject of several other research reports. Morgan Stanley boosted their price target on shares of PVH from $64.00 to $70.00 and gave the company an "equal weight" rating in a report on Thursday, August 28th. Jefferies Financial Group raised shares of PVH from a "hold" rating to a "buy" rating and boosted their price target for the company from $70.00 to $105.00 in a report on Wednesday, May 14th. Evercore ISI reduced their price objective on shares of PVH from $105.00 to $95.00 and set an "outperform" rating for the company in a report on Thursday, June 5th. JPMorgan Chase & Co. upped their price objective on shares of PVH from $76.00 to $87.00 and gave the stock a "neutral" rating in a report on Monday, July 28th. Finally, Wells Fargo & Company upped their price objective on shares of PVH from $80.00 to $88.00 and gave the stock an "equal weight" rating in a report on Thursday, August 28th. Nine equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $95.27.

PVH Stock Performance

Shares of PVH traded up $1.53 during midday trading on Friday, hitting $85.85. 986,652 shares of the stock traded hands, compared to its average volume of 1,415,479. PVH has a 1-year low of $59.28 and a 1-year high of $113.47. The firm has a market capitalization of $4.13 billion, a PE ratio of 9.62, a price-to-earnings-growth ratio of 2.65 and a beta of 1.84. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.63 and a current ratio of 1.37. The business's 50 day moving average price is $74.46 and its two-hundred day moving average price is $72.96.

PVH (NYSE:PVH - Get Free Report) last released its earnings results on Tuesday, August 26th. The textile maker reported $2.52 earnings per share for the quarter, beating the consensus estimate of $1.97 by $0.55. PVH had a net margin of 5.34% and a return on equity of 11.90%. The firm had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.11 billion. During the same quarter in the previous year, the firm earned $3.01 earnings per share. The firm's revenue for the quarter was up 4.5% compared to the same quarter last year. PVH has set its Q3 2025 guidance at 2.350-2.50 EPS. FY 2025 guidance at 10.750-11.00 EPS.

Hedge Funds Weigh In On PVH

Large investors have recently made changes to their positions in the business. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new position in shares of PVH in the 2nd quarter valued at about $38,000. UMB Bank n.a. increased its holdings in PVH by 63.3% in the second quarter. UMB Bank n.a. now owns 619 shares of the textile maker's stock worth $42,000 after buying an additional 240 shares during the last quarter. Hantz Financial Services Inc. increased its holdings in PVH by 1,284.4% in the second quarter. Hantz Financial Services Inc. now owns 623 shares of the textile maker's stock worth $43,000 after buying an additional 578 shares during the last quarter. Kapitalo Investimentos Ltda acquired a new position in PVH in the fourth quarter worth approximately $47,000. Finally, Smartleaf Asset Management LLC increased its holdings in PVH by 30.0% in the first quarter. Smartleaf Asset Management LLC now owns 802 shares of the textile maker's stock worth $52,000 after buying an additional 185 shares during the last quarter. Institutional investors and hedge funds own 97.25% of the company's stock.

Insider Activity

In related news, Director Jesper Andersen acquired 600 shares of the business's stock in a transaction on Wednesday, June 11th. The shares were purchased at an average price of $66.10 per share, for a total transaction of $39,660.00. Following the acquisition, the director owned 736 shares in the company, valued at approximately $48,649.60. This represents a 441.18% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Stefan Larsson acquired 15,645 shares of the business's stock in a transaction on Thursday, June 26th. The shares were bought at an average price of $63.92 per share, for a total transaction of $1,000,028.40. Following the acquisition, the chief executive officer owned 269,438 shares in the company, valued at approximately $17,222,476.96. This trade represents a 6.16% increase in their position. The disclosure for this purchase can be found here. 1.20% of the stock is currently owned by insiders.

PVH Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 24th. Shareholders of record on Wednesday, September 3rd will be issued a dividend of $0.0375 per share. This represents a $0.15 annualized dividend and a yield of 0.2%. The ex-dividend date is Wednesday, September 3rd. PVH's payout ratio is presently 1.68%.

About PVH

PVH Corp. operates as an apparel company in the United States and internationally. The company operates through Tommy Hilfiger North America, Tommy Hilfiger International, Calvin Klein North America, Calvin Klein International, and Heritage Brands Wholesale segments. It designs and markets men's, women's, and children's branded apparel, footwear and accessories, underwear, sleepwear, outerwear, home furnishings, luggage, dresses, suits and swimwear, activewear, sportswear, socks and accessories, outerwear, golf products, footwear, watches and jewelry, eyeglasses and non-ophthalmic sunglasses, jeans wear, performance apparel, intimate apparel, dress shirts, handbags, fragrance, small leather goods, and other related products; and men's and boy's tailored clothing products, duvets, pillows, mattress pads and toppers, and feather beds.