Victoria's Secret & Co. (NYSE:VSCO) Trading Down 7.1% - Here's What Happened

Key Points

• Victoria’s Secret & Co. shares fell 7.1% on Friday, trading as low as $55.24 after closing at $59.60 the prior session, with volume below its daily average.
• Despite the drop, the company has received mostly positive analyst coverage, including recent upgrades from Zacks and Bank of America; MarketBeat shows a consensus rating of Moderate Buy with a $61.80 price target.
• The retailer recently reported strong quarterly results, beating EPS and revenue estimates, and management guided for Q1 2026 EPS of $0.20-$0.30 and full-year 2026 EPS of $3.20-$3.45.

Victoria's Secret & Co. (NYSE:VSCO - Get Free Report)'s share price was down 7.1% during trading on Friday . The stock traded as low as $55.24 and last traded at $55.3850. Approximately 1,226,738 shares were traded during trading, a decline of 44% from the average daily volume of 2,183,789 shares. The stock had previously closed at $59.60.

Analyst Upgrades and Downgrades

Several equities analysts have commented on VSCO shares. Zacks Research raised Victoria's Secret & Co. from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, March 10th. Bank of America raised Victoria's Secret & Co. from a "neutral" rating to a "buy" rating and raised their price objective for the company from $58.00 to $68.00 in a research report on Wednesday, April 29th. Jefferies Financial Group reissued a "buy" rating on shares of Victoria's Secret & Co. in a research report on Thursday, March 5th. Telsey Advisory Group raised their price objective on Victoria's Secret & Co. from $66.00 to $71.00 and gave the company an "outperform" rating in a research report on Monday, March 2nd. Finally, UBS Group set a $58.00 price target on Victoria's Secret & Co. in a research report on Friday, March 6th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have assigned a Hold rating to the company's stock. According to MarketBeat, Victoria's Secret & Co. presently has a consensus rating of "Moderate Buy" and a consensus price target of $61.80.

Victoria's Secret & Co. Trading Down 7.1%

The firm has a 50-day moving average price of $49.27 and a 200-day moving average price of $51.61. The company has a debt-to-equity ratio of 1.07, a quick ratio of 0.54 and a current ratio of 1.25. The stock has a market cap of $4.40 billion, a PE ratio of 29.76, a price-to-earnings-growth ratio of 0.98 and a beta of 2.18.

Victoria's Secret & Co. (NYSE:VSCO - Get Free Report) last posted its quarterly earnings results on Thursday, March 5th. The company reported $2.77 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.48 by $0.29. The firm had revenue of $2.27 billion during the quarter, compared to analyst estimates of $2.22 billion. Victoria's Secret & Co. had a return on equity of 33.55% and a net margin of 2.45%.Victoria's Secret & Co.'s quarterly revenue was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.60 EPS. Victoria's Secret & Co. has set its Q1 2026 guidance at 0.200-0.300 EPS and its FY 2026 guidance at 3.200-3.450 EPS. As a group, equities analysts anticipate that Victoria's Secret & Co. will post 3.49 EPS for the current fiscal year.

Insider Transactions at Victoria's Secret & Co.

In other Victoria's Secret & Co. news, Director Anne Sheehan bought 4,842 shares of the firm's stock in a transaction on Thursday, April 2nd. The stock was acquired at an average price of $45.86 per share, with a total value of $222,054.12. Following the transaction, the director owned 34,261 shares in the company, valued at $1,571,209.46. This represents a 16.46% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Donna James bought 2,175 shares of the firm's stock in a transaction on Thursday, April 2nd. The stock was acquired at an average cost of $46.23 per share, with a total value of $100,550.25. Following the transaction, the director owned 63,097 shares in the company, valued at $2,916,974.31. The trade was a 3.57% increase in their position. The SEC filing for this purchase provides additional information. 0.52% of the stock is currently owned by insiders.

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

A number of hedge funds have recently bought and sold shares of the business. Bbfit Investments PTE Ltd. purchased a new position in Victoria's Secret & Co. in the 4th quarter worth about $558,521,000. Vanguard Group Inc. raised its position in Victoria's Secret & Co. by 3.1% in the 4th quarter. Vanguard Group Inc. now owns 8,748,614 shares of the company's stock worth $473,912,000 after buying an additional 263,079 shares during the last quarter. Dimensional Fund Advisors LP grew its stake in shares of Victoria's Secret & Co. by 10.3% during the 3rd quarter. Dimensional Fund Advisors LP now owns 2,549,501 shares of the company's stock valued at $69,187,000 after purchasing an additional 238,516 shares during the period. Cramer Rosenthal Mcglynn LLC grew its stake in shares of Victoria's Secret & Co. by 32.0% during the 3rd quarter. Cramer Rosenthal Mcglynn LLC now owns 2,363,850 shares of the company's stock valued at $64,155,000 after purchasing an additional 572,844 shares during the period. Finally, Goldman Sachs Group Inc. grew its stake in shares of Victoria's Secret & Co. by 11.0% during the 4th quarter. Goldman Sachs Group Inc. now owns 2,011,366 shares of the company's stock valued at $108,956,000 after purchasing an additional 199,170 shares during the period. Hedge funds and other institutional investors own 90.29% of the company's stock.

Victoria's Secret & Co. Company Profile

Victoria's Secret & Co is a leading designer, manufacturer and marketer of intimate apparel, beauty products and accessories for women. The company operates a portfolio of brands that includes Victoria's Secret, renowned for its lingerie, bras and sleepwear; PINK, a line targeting younger consumers with activewear and lifestyle products; and Victoria's Secret Beauty, offering fragrances, cosmetics and personal care items. Products are sold through retail stores as well as direct-to-consumer channels, including e-commerce platforms and mobile applications.

The origins of Victoria's Secret date back to 1977, when founders Roy and Gaye Raymond opened the first store in San Francisco.

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