Todd Asset Management LLC Grows Position in Vipshop Holdings Limited $VIPS

Todd Asset Management LLC increased its position in Vipshop Holdings Limited (NYSE:VIPS) by 5.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,766,841 shares of the technology company’s stock after purchasing an additional 151,732 shares during the quarter. Todd Asset Management LLC owned approximately 0.54% of Vipshop worth $48,946,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in VIPS. Richardson Financial Services Inc. raised its stake in Vipshop by 153.8% during the fourth quarter. Richardson Financial Services Inc. now owns 2,063 shares of the technology company’s stock valued at $36,000 after buying an additional 1,250 shares during the last quarter. Cooper Investors PTY Ltd. purchased a new position in Vipshop during the fourth quarter valued at $58,000. Huntington National Bank raised its stake in Vipshop by 36.3% during the third quarter. Huntington National Bank now owns 4,530 shares of the technology company’s stock valued at $89,000 after buying an additional 1,207 shares during the last quarter. Global Retirement Partners LLC raised its stake in Vipshop by 104.3% during the fourth quarter. Global Retirement Partners LLC now owns 5,975 shares of the technology company’s stock valued at $106,000 after buying an additional 3,050 shares during the last quarter. Finally, Farther Finance Advisors LLC raised its stake in Vipshop by 229.1% during the fourth quarter. Farther Finance Advisors LLC now owns 8,648 shares of the technology company’s stock valued at $153,000 after buying an additional 6,020 shares during the last quarter. Hedge funds and other institutional investors own 48.82% of the company’s stock.

Key Headlines Impacting Vipshop

Here are the key news stories impacting Vipshop this week:

• Positive Sentiment: Vipshop posted strong Q1 2026 results, with EPS of $3.39 beating estimates and revenue roughly in line with expectations, suggesting profitability remains resilient. Vipshop earnings report and conference call
• Positive Sentiment: The company said it expects to benefit from an outlet-store and asset-monetization strategy, including approval to spin off two brick-and-mortar outlet stores into a REIT and plans for additional similar projects, which could unlock value. Vipshop seeks to boost growth through outlet strategy
• Neutral Sentiment: Management and analyst commentary around the earnings call highlighted improved efficiency, online-to-offline expansion, and AI-driven cost savings, which support the longer-term growth story but do not change near-term fundamentals by themselves. Vipshop Q1 2026 results earnings call presentation
• Negative Sentiment: The main pressure point for the stock is weaker Q2 revenue guidance versus Wall Street expectations, which signals slower near-term growth even after the Q1 profit beat. Vipshop issues softer second-quarter outlook despite steady first-quarter performance

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on VIPS shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Vipshop in a research note on Friday, March 27th. JPMorgan Chase & Co. reduced their target price on Vipshop from $22.00 to $21.00 and set an “overweight” rating for the company in a report on Tuesday, March 31st. Benchmark reissued a “hold” rating on shares of Vipshop in a report on Friday. Jefferies Financial Group reaffirmed a “buy” rating on shares of Vipshop in a report on Thursday, February 26th. Finally, UBS Group set a $18.50 price objective on Vipshop and gave the stock a “buy” rating in a report on Friday. Six equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Vipshop presently has an average rating of “Moderate Buy” and a consensus price target of $20.20.

Vipshop Stock Performance

NYSE:VIPS opened at $14.39 on Monday. The stock has a 50-day simple moving average of $15.00 and a two-hundred day simple moving average of $17.13. Vipshop Holdings Limited has a 52-week low of $13.35 and a 52-week high of $21.08. The firm has a market capitalization of $6.89 billion, a PE ratio of 6.76, a P/E/G ratio of 1.19 and a beta of 0.67.

Vipshop Increases Dividend

The firm also recently disclosed an annual dividend, which was paid on Friday, April 24th. Stockholders of record on Friday, April 10th were given a $0.62 dividend. The ex-dividend date was Friday, April 10th. This is a positive change from Vipshop’s previous annual dividend of $0.43. This represents a dividend yield of 411.0%. Vipshop’s dividend payout ratio (DPR) is presently 28.17%.

Vipshop Profile

Vipshop Holdings Limited (NYSE:VIPS) is a leading online discount retailer in China, offering high-quality branded products at competitive prices through a time-limited, flash-sales model. The company provides consumers with access to a rotating selection of merchandise, combining the excitement of limited-time offers with curated brand partnerships to drive customer engagement and loyalty.

Vipshop’s platform features a diverse range of product categories, including apparel, footwear, cosmetics, home furnishings, digital electronics and other lifestyle goods.