Victoria’s Secret & Co. (NYSE:VSCO) Releases Q4 2025 Earnings Guidance

Victoria’s Secret & Co. (NYSE:VSCO) updated its fourth quarter 2025 earnings guidance on Friday. The company provided EPS guidance of 2.200-2.45 for the period, compared to the consensus EPS estimate of 2.220. The company issued revenue guidance of $2.2 billion-$2.2 billion, compared to the consensus revenue estimate of $2.2 billion. Victoria’s Secret & Co. also updated its FY 2025 guidance to 2.400-2.650 EPS.

Victoria’s Secret & Co. Stock Down 2.5%

Shares of NYSE:VSCO opened at $41.46 on Friday. The company has a market cap of $3.32 billion, a PE ratio of 23.04 and a beta of 2.24. Victoria’s Secret & Co. has a 52 week low of $13.76 and a 52 week high of $48.73. The company has a debt-to-equity ratio of 1.48, a quick ratio of 0.36 and a current ratio of 1.14. The firm has a 50 day simple moving average of $33.90 and a 200 day simple moving average of $25.93.

Victoria’s Secret & Co. (NYSE:VSCO) last announced its quarterly earnings data on Friday, December 5th. The company reported ($0.27) EPS for the quarter, topping analysts’ consensus estimates of ($0.60) by $0.33. The firm had revenue of $1.47 billion during the quarter, compared to analyst estimates of $1.41 billion. Victoria’s Secret & Co. had a return on equity of 33.77% and a net margin of 2.42%.The business’s quarterly revenue was up 9.2% compared to the same quarter last year. During the same period last year, the company posted ($0.50) EPS. Victoria’s Secret & Co. has set its FY 2025 guidance at 2.400-2.650 EPS and its Q4 2025 guidance at 2.200-2.45 EPS. As a group, research analysts expect that Victoria’s Secret & Co. will post 2.37 earnings per share for the current year.

Analysts Set New Price Targets

VSCO has been the subject of a number of research analyst reports. Morgan Stanley reiterated a “reduce” rating on shares of Victoria’s Secret & Co. in a research report on Friday, September 12th. Telsey Advisory Group lifted their price objective on Victoria’s Secret & Co. from $29.00 to $45.00 and gave the company a “market perform” rating in a research report on Tuesday. Bank of America boosted their target price on Victoria’s Secret & Co. from $18.00 to $21.00 and gave the company an “underperform” rating in a research note on Friday, August 29th. Jefferies Financial Group cut their price target on Victoria’s Secret & Co. from $28.00 to $26.00 and set a “buy” rating for the company in a research note on Friday, August 29th. Finally, Zacks Research raised Victoria’s Secret & Co. to a “hold” rating in a research note on Monday, August 11th. Four investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $33.18.

Hedge Funds Weigh In On Victoria’s Secret & Co.

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Baird Financial Group Inc. acquired a new position in shares of Victoria’s Secret & Co. in the first quarter valued at $233,000. Royal Bank of Canada lifted its position in shares of Victoria’s Secret & Co. by 279.1% during the 1st quarter. Royal Bank of Canada now owns 47,839 shares of the company’s stock worth $888,000 after buying an additional 35,220 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Victoria’s Secret & Co. by 2.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 62,949 shares of the company’s stock worth $1,170,000 after acquiring an additional 1,797 shares in the last quarter. Invesco Ltd. increased its position in shares of Victoria’s Secret & Co. by 8.0% during the 2nd quarter. Invesco Ltd. now owns 772,884 shares of the company’s stock worth $14,314,000 after purchasing an additional 57,048 shares in the last quarter. Finally, First Trust Advisors LP lifted its holdings in Victoria’s Secret & Co. by 194.4% during the 2nd quarter. First Trust Advisors LP now owns 152,625 shares of the company’s stock valued at $2,827,000 after purchasing an additional 100,787 shares during the last quarter. 90.29% of the stock is currently owned by institutional investors.

About Victoria’s Secret & Co.

Victoria’s Secret & Co operates as a lingerie, clothing and beauty retailer. It offers bras, panties, lingerie, pajamas, sleep, sport and swim apparel, and beauty products. The company was founded in 1963 and is headquartered in Reynoldsburg, OH.