Telsey Advisory Group Comments on VSCO FY2026 Earnings

Victoria's Secret & Co. (NYSE:VSCO - Free Report) - Stock analysts at Telsey Advisory Group decreased their FY2026 earnings estimates for Victoria's Secret & Co. in a research report issued to clients and investors on Thursday, June 12th. Telsey Advisory Group analyst D. Telsey now forecasts that the company will post earnings of $2.10 per share for the year, down from their previous estimate of $2.22. Telsey Advisory Group has a "Market Perform" rating and a $24.00 price objective on the stock. The consensus estimate for Victoria's Secret & Co.'s current full-year earnings is $2.37 per share. Telsey Advisory Group also issued estimates for Victoria's Secret & Co.'s Q4 2026 earnings at $2.34 EPS, Q1 2027 earnings at $0.13 EPS, Q2 2027 earnings at $0.22 EPS, Q4 2027 earnings at $2.39 EPS and FY2027 earnings at $2.25 EPS.

Several other equities analysts also recently commented on the stock. Jefferies Financial Group cut their price target on shares of Victoria's Secret & Co. from $42.00 to $35.00 and set a "buy" rating on the stock in a report on Wednesday, May 21st. Wells Fargo & Company reaffirmed an "underweight" rating and set a $15.00 target price (up previously from $12.00) on shares of Victoria's Secret & Co. in a research note on Wednesday, May 14th. Bank of America decreased their price target on Victoria's Secret & Co. from $20.00 to $18.00 and set an "underperform" rating for the company in a research note on Thursday. UBS Group set a $24.00 price objective on Victoria's Secret & Co. and gave the company a "neutral" rating in a report on Friday, May 23rd. Finally, Barclays increased their target price on Victoria's Secret & Co. from $22.00 to $23.00 and gave the stock an "overweight" rating in a research note on Thursday. Three analysts have rated the stock with a sell rating, seven have issued a hold rating and three have given a buy rating to the company's stock. According to data from MarketBeat, Victoria's Secret & Co. currently has an average rating of "Hold" and an average target price of $24.64.

Victoria's Secret & Co. Price Performance

NYSE VSCO traded down $1.63 during trading on Friday, hitting $18.18. 5,001,662 shares of the stock traded hands, compared to its average volume of 2,986,280. The company has a quick ratio of 0.33, a current ratio of 1.17 and a debt-to-equity ratio of 3.12. Victoria's Secret & Co. has a 12-month low of $13.76 and a 12-month high of $48.73. The firm has a 50-day simple moving average of $19.89 and a 200-day simple moving average of $28.39. The company has a market capitalization of $1.43 billion, a P/E ratio of 9.42, a price-to-earnings-growth ratio of 1.15 and a beta of 2.26.

Victoria's Secret & Co. (NYSE:VSCO - Get Free Report) last announced its earnings results on Wednesday, June 11th. The company reported $0.09 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.09. The company had revenue of $1.35 billion during the quarter, compared to analyst estimates of $1.32 billion. Victoria's Secret & Co. had a net margin of 2.47% and a return on equity of 44.74%. The firm's quarterly revenue was down .5% compared to the same quarter last year. During the same period in the previous year, the business posted $0.12 earnings per share.

Institutional Investors Weigh In On Victoria's Secret & Co.

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Allspring Global Investments Holdings LLC raised its position in shares of Victoria's Secret & Co. by 31,597.9% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 91,290 shares of the company's stock valued at $3,690,000 after purchasing an additional 91,002 shares during the last quarter. State of New Jersey Common Pension Fund D acquired a new position in Victoria's Secret & Co. during the 4th quarter valued at approximately $2,399,000. FengHe Fund Management Pte. Ltd. purchased a new position in shares of Victoria's Secret & Co. in the fourth quarter worth $2,435,000. Principal Financial Group Inc. lifted its stake in shares of Victoria's Secret & Co. by 3.2% during the fourth quarter. Principal Financial Group Inc. now owns 381,419 shares of the company's stock worth $15,798,000 after buying an additional 11,909 shares during the period. Finally, CIBC Asset Management Inc acquired a new stake in shares of Victoria's Secret & Co. during the fourth quarter worth $311,000. 90.29% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, major shareholder International Pte Ltd Bbrc purchased 584,000 shares of Victoria's Secret & Co. stock in a transaction dated Friday, March 28th. The stock was purchased at an average cost of $18.48 per share, with a total value of $10,792,320.00. Following the transaction, the insider now owns 10,098,131 shares in the company, valued at approximately $186,613,460.88. The trade was a 6.14% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. In the last quarter, insiders acquired 881,645 shares of company stock worth $15,881,968. 0.45% of the stock is currently owned by corporate insiders.

About Victoria's Secret & Co.

Victoria's Secret & Co operates as a lingerie, clothing and beauty retailer. It offers bras, panties, lingerie, pajamas, sleep, sport and swim apparel, and beauty products. The company was founded in 1963 and is headquartered in Reynoldsburg, OH.