Victoria’s Secret & Co. (NYSE:VSCO) Trading Down 8.7% – Should You Sell?

Shares of Victoria’s Secret & Co. (NYSE:VSCO) were down 8.7% during trading on Friday . The company traded as low as $47.83 and last traded at $48.12. Approximately 901,859 shares were traded during mid-day trading, a decline of 55% from the average daily volume of 2,016,441 shares. The stock had previously closed at $52.71.

Key Victoria’s Secret & Co. News

Here are the key news stories impacting Victoria’s Secret & Co. this week:

• Positive Sentiment: Beat expectations and raised guidance — VSCO posted Q4 adjusted EPS of $2.77 and revenue of $2.27B, topping consensus; management issued FY2026 EPS and revenue guidance above Street forecasts, signaling confidence in the turnaround. Press Release: Q4 and Full Year Results
• Positive Sentiment: Sales momentum and strategy — Comparable sales rose (8% Q4; 5% full year) and management highlighted stronger performance at core brands (including Pink), digital growth and international expansion as drivers for margin improvement. CNBC: Sales Growth and Strategy
• Positive Sentiment: Analyst/coverage takeaways emphasize upside — Multiple outlets note the beat, stronger-than-expected guidance and a management presentation outlining 5%–6% sales growth plus margin expansion for 2026. Seeking Alpha: Growth & Margin Outlook
• Neutral Sentiment: Full disclosure resources — Earnings call transcript, slide deck and presentations are available for investors who want management detail and Q&A context. Seeking Alpha: Earnings Call Transcript MSN: Call Transcript
• Negative Sentiment: Strategic review of DailyLook and operating-income weakness — Management initiated a strategic review of the DailyLook business after reporting a drop in its operating income, creating uncertainty about that division’s outlook and potential restructuring or divestiture. MSN: Strategic Review of DailyLook
• Negative Sentiment: Market reaction — Despite the beat, the stock sold off (reports note shares slid), suggesting investors are weighing near-term risks (DailyLook, margin mix, valuation) and locking in gains after the turnaround run. Blockonomi: Stock Slides Despite Beats

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on VSCO shares. JPMorgan Chase & Co. upgraded shares of Victoria’s Secret & Co. from a “neutral” rating to an “overweight” rating and boosted their price objective for the stock from $34.00 to $60.00 in a report on Friday, December 5th. Zacks Research lowered shares of Victoria’s Secret & Co. from a “strong-buy” rating to a “hold” rating in a report on Friday, February 6th. TD Cowen reaffirmed a “hold” rating and set a $58.00 price objective (down from $60.00) on shares of Victoria’s Secret & Co. in a research note on Friday. Morgan Stanley upgraded shares of Victoria’s Secret & Co. from an “equal weight” rating to an “overweight” rating and set a $60.00 target price for the company in a report on Friday, December 5th. Finally, Barclays boosted their price target on Victoria’s Secret & Co. from $65.00 to $80.00 and gave the company an “overweight” rating in a report on Monday. Six investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, Victoria’s Secret & Co. has an average rating of “Hold” and a consensus price target of $60.20.

Victoria’s Secret & Co. Trading Down 8.1%

The company has a market cap of $3.89 billion, a PE ratio of 23.63, a PEG ratio of 2.21 and a beta of 2.19. The stock has a 50 day moving average price of $59.53 and a 200 day moving average price of $42.96. The company has a current ratio of 1.30, a quick ratio of 0.38 and a debt-to-equity ratio of 1.96.

Victoria’s Secret & Co. (NYSE:VSCO) last announced its earnings results on Thursday, March 5th. The company reported $2.77 EPS for the quarter, beating analysts’ consensus estimates of $2.48 by $0.29. Victoria’s Secret & Co. had a net margin of 2.67% and a return on equity of 33.47%. The firm had revenue of $2.27 billion for the quarter, compared to analysts’ expectations of $2.22 billion. During the same quarter in the previous year, the business posted $2.60 EPS. The company’s quarterly revenue was up 7.8% on a year-over-year basis. 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. Sell-side analysts predict that Victoria’s Secret & Co. will post 2.37 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in VSCO. Bbfit Investments PTE Ltd. bought a new stake in Victoria’s Secret & Co. in the fourth quarter worth $558,521,000. Vanguard Group Inc. lifted its holdings in shares of Victoria’s Secret & Co. by 3.1% during the fourth quarter. Vanguard Group Inc. now owns 8,748,614 shares of the company’s stock valued at $473,912,000 after purchasing an additional 263,079 shares in the last quarter. Goldentree Asset Management LP boosted its position in shares of Victoria’s Secret & Co. by 71.8% during the second quarter. Goldentree Asset Management LP now owns 2,989,087 shares of the company’s stock valued at $55,242,000 after buying an additional 1,249,065 shares during the last quarter. Dimensional Fund Advisors LP increased its holdings in Victoria’s Secret & Co. by 10.3% in the 3rd quarter. Dimensional Fund Advisors LP now owns 2,549,501 shares of the company’s stock worth $69,187,000 after buying an additional 238,516 shares in the last quarter. Finally, Cramer Rosenthal Mcglynn LLC boosted its holdings 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 acquiring an additional 572,844 shares during the last quarter. Institutional investors own 90.29% of the company’s stock.

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.