Telsey Advisory Group Lowers Earnings Estimates for V.F.

V.F. Corporation (NYSE:VFC) – Investment analysts at Telsey Advisory Group reduced their Q3 2026 EPS estimates for shares of V.F. in a research report issued to clients and investors on Wednesday, October 29th. Telsey Advisory Group analyst D. Telsey now anticipates that the textile maker will post earnings per share of $0.42 for the quarter, down from their previous estimate of $0.63. The consensus estimate for V.F.’s current full-year earnings is $0.73 per share. Telsey Advisory Group also issued estimates for V.F.’s Q4 2026 earnings at ($0.01) EPS and FY2026 earnings at $0.69 EPS.

V.F. (NYSE:VFC) last released its earnings results on Tuesday, October 28th. The textile maker reported $0.52 EPS for the quarter, beating the consensus estimate of $0.42 by $0.10. V.F. had a net margin of 0.95% and a return on equity of 20.34%. The company had revenue of $2.80 billion for the quarter, compared to analyst estimates of $2.73 billion. During the same quarter last year, the firm earned $0.60 EPS. The firm’s quarterly revenue was up 1.6% compared to the same quarter last year. V.F. has set its Q3 2026 guidance at EPS.

VFC has been the subject of several other research reports. Baird R W raised shares of V.F. from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, August 26th. Stifel Nicolaus cut shares of V.F. from a “buy” rating to a “hold” rating and increased their price target for the company from $15.00 to $16.00 in a research report on Tuesday, September 16th. UBS Group increased their price target on shares of V.F. from $14.00 to $15.00 and gave the company a “neutral” rating in a research report on Tuesday, October 7th. Barclays dropped their price target on V.F. from $19.00 to $18.00 and set an “overweight” rating for the company in a research note on Wednesday. Finally, KGI Securities set a $14.50 price target on V.F. and gave the stock a “neutral” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, thirteen have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $16.19.

V.F. Trading Down 0.2%

Shares of VFC opened at $14.04 on Friday. The stock has a market capitalization of $5.48 billion, a P/E ratio of 63.80, a PEG ratio of 2.06 and a beta of 1.76. The company has a quick ratio of 0.65, a current ratio of 1.36 and a debt-to-equity ratio of 2.40. The firm has a fifty day simple moving average of $14.77 and a two-hundred day simple moving average of $13.24. V.F. has a twelve month low of $9.41 and a twelve month high of $29.02.

Hedge Funds Weigh In On V.F.

A number of institutional investors and hedge funds have recently modified their holdings of the company. Arkadios Wealth Advisors increased its position in V.F. by 32.8% during the third quarter. Arkadios Wealth Advisors now owns 75,555 shares of the textile maker’s stock valued at $1,090,000 after acquiring an additional 18,651 shares during the last quarter. SG Americas Securities LLC increased 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 purchasing an additional 60,998 shares during the last quarter. Bard Financial Services Inc. lifted its stake in shares of V.F. by 3.1% in the 3rd quarter. Bard Financial Services Inc. now owns 33,440 shares of the textile maker’s stock worth $483,000 after purchasing an additional 1,000 shares during the period. Farther Finance Advisors LLC boosted its holdings in shares of V.F. by 50.1% in the third quarter. Farther Finance Advisors LLC now owns 7,465 shares of the textile maker’s stock worth $108,000 after buying an additional 2,490 shares during the last quarter. Finally, Fiduciary Alliance LLC boosted its holdings in shares of V.F. by 22.0% in the third quarter. Fiduciary Alliance LLC now owns 586,877 shares of the textile maker’s stock worth $8,469,000 after buying an additional 105,786 shares during the last quarter. 86.84% of the stock is currently owned by hedge funds and other institutional investors.

V.F. Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 18th. Shareholders of record on Wednesday, December 10th will be paid a dividend of $0.09 per share. The ex-dividend date is Wednesday, December 10th. This represents a $0.36 dividend on an annualized basis and a yield of 2.6%. V.F.’s payout ratio is currently 163.64%.

V.F. Company Profile

VF Corp. engages in the business of producing and marketing apparel, footwear, and accessories. It operates through the following segments: Outdoor, Active, Work, and Other. The Outdoor segment includes authentic outdoor-based lifestyle brands such as performance-based and outdoor apparel, footwear, and equipment.