Northwestern Mutual Wealth Management Co. Sells 24,144 Shares of PVH Corp. $PVH

Northwestern Mutual Wealth Management Co. trimmed its position in PVH Corp. (NYSE:PVH) by 71.7% in the second quarter, Holdings Channel.com reports. The firm owned 9,545 shares of the textile maker’s stock after selling 24,144 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in PVH were worth $709,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in PVH. Pzena Investment Management LLC acquired a new position in PVH during the 2nd quarter valued at about $444,571,000. BlackRock Inc. acquired a new stake in shares of PVH during the 2nd quarter worth approximately $332,758,000. Bank of New York Mellon Corp bought a new stake in shares of PVH during the second quarter worth approximately $25,665,000. Goldman Sachs Group Inc. lifted its holdings in PVH by 79.8% in the first quarter. Goldman Sachs Group Inc. now owns 553,500 shares of the textile maker’s stock valued at $35,778,000 after buying an additional 245,740 shares during the period. Finally, Man Group plc acquired a new position in PVH in the second quarter valued at approximately $14,894,000. 97.25% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Zacks Research raised shares of PVH from a “strong sell” rating to a “hold” rating in a report on Wednesday. Wells Fargo & Company cut their price target on PVH from $85.00 to $78.00 and set an “equal weight” rating on the stock in a research note on Friday, June 5th. Weiss Ratings upgraded PVH from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday. UBS Group reaffirmed a “buy” rating on shares of PVH in a research note on Friday. Finally, BTIG Research reissued a “buy” rating and issued a $100.00 target price on shares of PVH in a research note on Friday, June 5th. Six equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $86.55.

PVH Stock Up 2.3%

Shares of NYSE PVH opened at $74.10 on Friday. PVH Corp. has a 52-week low of $59.60 and a 52-week high of $100.75. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.93 and a current ratio of 1.65. The stock has a market cap of $3.42 billion, a P/E ratio of -20.03, a P/E/G ratio of 1.10 and a beta of 1.72. The firm has a 50 day moving average price of $79.47 and a 200 day moving average price of $79.12.

PVH (NYSE:PVH) last announced its quarterly earnings results on Wednesday, September 2nd. The textile maker reported $3.70 earnings per share for the quarter, topping analysts’ consensus estimates of $3.08 by $0.62. PVH had a negative net margin of 1.89% and a positive return on equity of 11.94%. The company had revenue of $2.10 billion for the quarter, compared to analysts’ expectations of $2.09 billion. During the same period last year, the firm posted $2.52 earnings per share. The business’s quarterly revenue was down 3.2% compared to the same quarter last year. PVH has set its Q3 2026 guidance at 2.500-2.650 EPS and its FY 2026 guidance at 11.800-12.100 EPS. Analysts expect that PVH Corp. will post 12 EPS for the current year.

PVH Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 23rd. Shareholders of record on Wednesday, September 2nd will be issued a dividend of $0.0375 per share. The ex-dividend date is Wednesday, September 2nd. This represents a $0.15 annualized dividend and a yield of 0.2%. PVH’s payout ratio is currently -4.05%.

PVH News Roundup

Here are the key news stories impacting PVH this week:

• Positive Sentiment: Adjusted earnings beat expectations: PVH reported second-quarter adjusted EPS of $3.70, well above the $3.08 consensus estimate and up from $2.52 a year earlier. The beat was helped by approximately $1.80 per share in tariff refunds, lower product costs and disciplined expenses. Revenue of roughly $2.1 billion was broadly in line with forecasts. PVH Corp. Q2 Earnings Beat on Tariff Refunds
• Positive Sentiment: Cost savings and shareholder returns support the outlook: Management reaffirmed fiscal 2026 EPS guidance of $11.80-$12.10 and is targeting $45 million in run-rate savings. PVH also plans to repurchase approximately $300 million of stock during 2026, potentially supporting per-share results and valuation. PVH forecasts fiscal 2026 EPS
• Positive Sentiment: Longer-term operating trends remain encouraging: Digital and direct-to-consumer momentum, improving margins, resilient Americas demand and growth in Asia are viewed as potential catalysts. Needham maintained a Buy rating, although it reduced its price target to $95. Should You Buy, Sell or Hold PVH Stock Post Q2 Earnings?
• Neutral Sentiment: Analyst views are mixed: Zacks upgraded PVH from Strong Sell to Hold, while JPMorgan maintained an Underweight rating and lowered its target to $83. The differing views reflect uncertainty over the pace of recovery and the stock’s earnings valuation.
• Negative Sentiment: Sales and near-term guidance remain concerns: Quarterly revenue declined year over year, pressured by weakness at Calvin Klein and international markets. Fiscal third-quarter EPS guidance of $2.50-$2.65 is materially below the $3.17 analyst consensus. PVH also reported a GAAP loss tied partly to heavy impairment charges, while tariffs, macroeconomic pressure and geopolitical disruptions could weigh on demand. PVH sales hurt by Calvin Klein declines

PVH Profile

PVH Corp is a leading global apparel company known for its portfolio of iconic brands in the dress shirt, sportswear and lifestyle categories. The company designs, markets and distributes clothing, accessories and fragrances under both owned and licensed brands. PVH’s core brand holdings include Calvin Klein and Tommy Hilfiger, complemented by a range of heritage labels such as Van Heusen, IZOD, ARROW, Warner’s and Olga.

PVH’s operations span the entire value chain from product design and development to manufacturing, marketing and distribution.