Victoria’s Secret & Co. (NYSE:VSXY) Shares Gap Down – Time to Sell?

Shares of Victoria’s Secret & Co. (NYSE:VSXY) gapped down before the market opened on Thursday . The stock had previously closed at $84.81, but opened at $76.86. Victoria’s Secret & Co. shares last traded at $73.31, with a volume of 2,202,871 shares.

Victoria’s Secret & Co. News Roundup

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

• Positive Sentiment: Adjusted earnings significantly exceeded estimates. Victoria’s Secret reported adjusted earnings of $0.95 per share, up from $0.33 a year earlier and above consensus estimates ranging from $0.76 to $0.78. Victoria’s Secret Q2 Earnings Surpass Estimates
• Positive Sentiment: Sales increased year over year and management raised its fiscal 2026 sales outlook. Quarterly revenue rose 10.4% to approximately $1.61 billion, while net income also increased. The improved sales forecast provides a positive signal regarding demand and the company’s turnaround efforts. Victoria’s Secret Net Income Rises and Lifts Sales Outlook
• Positive Sentiment: An analyst became more bullish. Telsey Advisory Group raised its price target from $90 to $100 and maintained an “outperform” rating, suggesting confidence in the company’s earnings potential. Benzinga analyst coverage
• Neutral Sentiment: The earnings beat was accompanied by a net margin of 3.11% and return on equity of 38.03%, highlighting solid profitability but also the relatively thin margin profile of the business. Victoria’s Secret Second Quarter 2026 Results
• Negative Sentiment: Revenue missed expectations. Sales of $1.61 billion were below analysts’ approximately $1.62 billion forecast. Investors appear to be prioritizing the modest top-line shortfall and the need for sustained sales momentum, which helps explain the negative stock reaction despite the strong EPS beat. Victoria’s Secret Q2 Key Metrics Versus Estimates

Wall Street Analyst Weigh In

Several brokerages recently commented on VSXY. Jefferies Financial Group lowered shares of Victoria’s Secret & Co. from a “buy” rating to a “hold” rating and increased their price objective for the company from $65.00 to $73.00 in a research report on Wednesday, June 3rd. The Goldman Sachs Group boosted their target price on shares of Victoria’s Secret & Co. from $56.00 to $84.00 and gave the stock a “neutral” rating in a research report on Wednesday, June 3rd. Wells Fargo & Company upped their price target on shares of Victoria’s Secret & Co. from $57.00 to $90.00 and gave the company an “overweight” rating in a research note on Wednesday, June 3rd. Morgan Stanley reaffirmed an “overweight” rating and issued a $99.00 price target on shares of Victoria’s Secret & Co. in a report on Monday, July 6th. Finally, UBS Group lifted their price objective on shares of Victoria’s Secret & Co. from $90.00 to $95.00 and gave the stock a “neutral” rating in a research note on Tuesday, August 18th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, Victoria’s Secret & Co. has a consensus rating of “Moderate Buy” and a consensus price target of $90.70.

Victoria’s Secret & Co. Stock Performance

The company has a debt-to-equity ratio of 1.17, a current ratio of 1.26 and a quick ratio of 0.41. The company has a market capitalization of $6.00 billion, a PE ratio of 40.59, a price-to-earnings-growth ratio of 0.57 and a beta of 2.05. The firm’s fifty day simple moving average is $85.87 and its 200 day simple moving average is $66.58.

Victoria’s Secret & Co. (NYSE:VSXY) last announced its quarterly earnings results on Thursday, September 3rd. The company reported $0.95 earnings per share for the quarter, topping the consensus estimate of $0.76 by $0.19. The company had revenue of $1.61 billion for the quarter, compared to the consensus estimate of $1.62 billion. Victoria’s Secret & Co. had a return on equity of 38.03% and a net margin of 3.11%.Victoria’s Secret & Co.’s quarterly revenue was up 10.4% compared to the same quarter last year. On average, research analysts predict that Victoria’s Secret & Co. will post 4.71 EPS for the current year.

Insider Buying and Selling

In related news, major shareholder International Pte Ltd Bbrc sold 798,920 shares of the firm’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $89.15, for a total transaction of $71,223,718.00. Following the sale, the insider directly owned 7,810,631 shares of the company’s stock, valued at $696,317,753.65. This trade represents a 9.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders sold 1,364,570 shares of company stock worth $121,396,640 over the last quarter. 0.52% of the stock is owned by company insiders.

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

Several hedge funds have recently bought and sold shares of the stock. Geode Capital Management LLC boosted its holdings in Victoria’s Secret & Co. by 2.8% during the fourth quarter. Geode Capital Management LLC now owns 1,760,139 shares of the company’s stock worth $95,365,000 after buying an additional 47,462 shares in the last quarter. Sequoia Financial Advisors LLC grew its position in Victoria’s Secret & Co. by 212.4% during the first quarter. Sequoia Financial Advisors LLC now owns 18,754 shares of the company’s stock valued at $869,000 after buying an additional 12,750 shares during the period. Landscape Capital Management L.L.C. increased its holdings in Victoria’s Secret & Co. by 47.5% in the fourth quarter. Landscape Capital Management L.L.C. now owns 177,423 shares of the company’s stock valued at $9,611,000 after buying an additional 57,133 shares in the last quarter. California State Teachers Retirement System increased its holdings in Victoria’s Secret & Co. by 23.5% in the first quarter. California State Teachers Retirement System now owns 84,333 shares of the company’s stock valued at $3,910,000 after buying an additional 16,044 shares in the last quarter. Finally, Apollon Wealth Management LLC purchased a new position in Victoria’s Secret & Co. in the first quarter valued at $940,000. Hedge funds and other institutional investors own 90.29% of the company’s stock.

Victoria’s Secret & Co. Company Profile

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.