Victoria's Secret & Co. (NYSE:VSCO) Updates Q1 2026 Earnings Guidance

Key Points

• Guidance update: Victoria's Secret & Co. set Q1 2026 guidance at $0.20–$0.30 EPS (consensus $0.09) and revenue of $1.5 billion, and raised FY2026 EPS guidance to $3.20–$3.45.
• Recent results and analyst stance: The company beat the last quarter (EPS $2.77 vs. $2.46; revenue $2.27B vs. $2.22B), and analysts carry a consensus "Moderate Buy" with an average price target of $59 (range includes higher targets like Barclays' $80); shares trade near $60 with a ~$4.8B market cap.

Victoria's Secret & Co. (NYSE:VSCO - Get Free Report) updated its first quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.200-0.300 for the period, compared to the consensus EPS estimate of 0.090. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.4 billion. Victoria's Secret & Co. also updated its FY 2026 guidance to 3.200-3.450 EPS.

Wall Street Analyst Weigh In

Several analysts have weighed in on VSCO shares. Bank of America raised Victoria's Secret & Co. from an "underperform" rating to a "neutral" rating and set a $52.00 price objective for the company in a report on Monday, December 8th. Wall Street Zen raised shares of Victoria's Secret & Co. from a "hold" rating to a "buy" rating in a research note on Saturday, December 6th. Barclays increased their price objective on shares of Victoria's Secret & Co. from $65.00 to $80.00 and gave the company an "overweight" rating in a report on Monday. UBS Group reaffirmed a "buy" rating on shares of Victoria's Secret & Co. in a report on Monday, February 23rd. Finally, Wells Fargo & Company set a $45.00 price target on Victoria's Secret & Co. and gave the company an "equal weight" rating in a research note on Tuesday, December 16th. Seven research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, Victoria's Secret & Co. presently has a consensus rating of "Moderate Buy" and an average price target of $59.00.

Victoria's Secret & Co. Price Performance

Shares of VSCO stock opened at $60.22 on Thursday. The company has a quick ratio of 0.38, a current ratio of 1.30 and a debt-to-equity ratio of 1.96. Victoria's Secret & Co. has a 12-month low of $13.76 and a 12-month high of $66.89. The firm has a fifty day moving average of $59.56 and a 200-day moving average of $42.89. The firm has a market capitalization of $4.83 billion, a price-to-earnings ratio of 29.38, a price-to-earnings-growth ratio of 2.29 and a beta of 2.19.

Victoria's Secret & Co. (NYSE:VSCO - Get Free Report) last issued its quarterly earnings data on Thursday, March 5th. The company reported $2.77 EPS for the quarter, topping the consensus estimate of $2.46 by $0.31. Victoria's Secret & Co. had a return on equity of 33.47% and a net margin of 2.67%.The business had revenue of $2.27 billion for the quarter, compared to the consensus estimate of $2.22 billion. 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. On average, equities research analysts forecast that Victoria's Secret & Co. will post 2.37 earnings per share for the current year.

Institutional Trading of Victoria's Secret & Co.

A number of large investors have recently bought and sold shares of VSCO. DV Equities LLC acquired a new position in shares of Victoria's Secret & Co. during the 4th quarter worth about $49,000. Quantbot Technologies LP bought a new stake in Victoria's Secret & Co. during the third quarter worth about $53,000. Kestra Advisory Services LLC acquired a new position in Victoria's Secret & Co. during the fourth quarter valued at approximately $78,000. Smartleaf Asset Management LLC grew its stake in Victoria's Secret & Co. by 11.5% in the fourth quarter. Smartleaf Asset Management LLC now owns 1,935 shares of the company's stock valued at $106,000 after purchasing an additional 199 shares in the last quarter. Finally, Lazard Asset Management LLC grew its stake in Victoria's Secret & Co. by 7.7% in the second quarter. Lazard Asset Management LLC now owns 7,258 shares of the company's stock valued at $133,000 after purchasing an additional 521 shares in the last quarter. 90.29% of the stock is owned by institutional investors.

About Victoria's Secret & Co.

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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