V.F. (NYSE:VFC) Raised to Strong-Buy at Argus

V.F. (NYSE:VFC) was upgraded by equities researchers at Argus to a “strong-buy” rating in a research report issued on Wednesday,Zacks.com reports.

A number of other equities analysts also recently weighed in on VFC. Wells Fargo & Company boosted their price target on V.F. from $12.00 to $15.00 and gave the stock an “equal weight” rating in a research report on Tuesday, December 16th. Barclays restated an “overweight” rating on shares of V.F. in a research note on Thursday, January 29th. UBS Group reaffirmed a “neutral” rating and set a $20.00 price target on shares of V.F. in a report on Thursday, January 29th. Wall Street Zen upgraded shares of V.F. from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Finally, Piper Sandler increased their price objective on shares of V.F. from $14.00 to $18.00 and gave the company a “neutral” rating in a research report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $18.22.

V.F. Price Performance

Shares of VFC opened at $20.31 on Wednesday. The company has a current ratio of 1.55, a quick ratio of 1.03 and a debt-to-equity ratio of 1.99. The company’s fifty day simple moving average is $19.36 and its 200 day simple moving average is $16.28. V.F. has a 1-year low of $9.41 and a 1-year high of $26.69. The company has a market cap of $7.94 billion, a price-to-earnings ratio of 36.92, a PEG ratio of 1.37 and a beta of 1.65.

V.F. (NYSE:VFC) last announced its quarterly earnings data on Wednesday, January 28th. The textile maker reported $0.58 EPS for the quarter, beating analysts’ consensus estimates of $0.43 by $0.15. The company had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.81 billion. V.F. had a net margin of 2.33% and a return on equity of 19.08%. The company’s quarterly revenue was up 1.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.62 EPS. On average, research analysts forecast that V.F. will post 0.73 earnings per share for the current fiscal year.

Insider Activity at V.F.

In related news, Director Juliana L. Chugg sold 6,678 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $21.30, for a total transaction of $142,241.40. Following the transaction, the director directly owned 40 shares of the company’s stock, valued at approximately $852. This trade represents a 99.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 1.10% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the business. Russell Investments Group Ltd. raised its position in shares of V.F. by 104.7% in the second quarter. Russell Investments Group Ltd. now owns 567,886 shares of the textile maker’s stock valued at $6,673,000 after buying an additional 290,444 shares in the last quarter. Segall Bryant & Hamill LLC raised its holdings in V.F. by 30.7% in the 2nd quarter. Segall Bryant & Hamill LLC now owns 3,442,936 shares of the textile maker’s stock valued at $40,454,000 after acquiring an additional 808,474 shares in the last quarter. SG Americas Securities LLC lifted its position in shares of V.F. by 115.2% during the 3rd quarter. SG Americas Securities LLC now owns 113,951 shares of the textile maker’s stock valued at $1,644,000 after acquiring an additional 60,998 shares during the period. Fiduciary Alliance LLC grew its holdings in shares of V.F. by 22.0% during the 3rd quarter. Fiduciary Alliance LLC now owns 586,877 shares of the textile maker’s stock worth $8,469,000 after purchasing an additional 105,786 shares in the last quarter. Finally, New York State Common Retirement Fund increased its position in shares of V.F. by 21.3% in the second quarter. New York State Common Retirement Fund now owns 573,649 shares of the textile maker’s stock worth $6,740,000 after purchasing an additional 100,680 shares during the period. Institutional investors and hedge funds own 86.84% of the company’s stock.

V.F. News Summary

Here are the key news stories impacting V.F. this week:

• Positive Sentiment: Zacks Research refreshed forward earnings models and is materially more bullish than consensus — projecting FY2027 EPS of $1.09 and FY2028 EPS of $1.44 (consensus ~ $0.73). Zacks also models sequential quarterly recovery (examples: Q2 2028 $0.64, Q3 2028 $0.78), which supports a stronger forward valuation for VFC.
• Positive Sentiment: Recent reported results (Jan. 28) topped estimates: Q? EPS $0.58 vs. $0.43 expected and revenue $2.88B vs. $2.81B expected — evidence of demand resilience across key brands that underpins near‑term momentum.
• Positive Sentiment: Board announced a quarterly dividend of $0.09 (annualized $0.36, ~1.8% yield) with an ex‑dividend date of March 10 — supports income investor interest and signals management confidence in cash flow.
• Positive Sentiment: Several institutional holders have recently increased positions (e.g., Segall Bryant & Hamill, Russell Investments, New York State Common Retirement Fund), indicating conviction from larger, professional investors.
• Neutral Sentiment: Wall Street coverage remains mixed: most brokers rate VFC a Hold with a consensus price target near $18.22; a few firms (Barclays) are overweight while others remain neutral — implies limited near‑term analyst catalyst upside.
• Neutral Sentiment: Unrelated market item: Gaudium IVF plans an IPO Feb. 20 (not material to V.F.). Gaudium IVF and Women Health to float IPO on Feb 20
• Negative Sentiment: Director Juliana L. Chugg sold 6,678 shares on Feb. 10 at ~$21.30 (proceeds ~$142k), reducing her holding to 40 shares — a large percentage reduction that can be viewed negatively by some investors and may add short‑term selling pressure. SEC filing: Form 4

V.F. Company Profile

VF Corporation, commonly branded as VF, is a global apparel and footwear company that develops, markets and distributes a diverse portfolio of consumer brands. Its offerings span outdoor and action sports apparel, footwear and accessories under marquee names such as The North Face, Vans, Timberland, Dickies, JanSport and Smartwool. Through a “house of brands” strategy, VF leverages the unique heritage and design expertise of each label to serve distinct lifestyle and performance segments.

Founded in 1899 in Pennsylvania as the Reading Glove and Mitten Manufacturing Company, VF evolved through a series of acquisitions and strategic expansions to become a leading player in the global apparel industry.