Kiltearn Partners LLP Invests $3.67 Million in PVH Corp. $PVH

Kiltearn Partners LLP bought a new position in shares of PVH Corp. (NYSE:PVH) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 49,402 shares of the textile maker’s stock, valued at approximately $3,669,000. PVH comprises 0.9% of Kiltearn Partners LLP’s portfolio, making the stock its 26th biggest position.

Several other institutional investors also recently bought and sold shares of the stock. Neuberger Berman Group LLC increased its holdings in PVH by 4.7% in the 4th quarter. Neuberger Berman Group LLC now owns 3,467 shares of the textile maker’s stock valued at $232,000 after acquiring an additional 155 shares during the last quarter. GAMMA Investing LLC lifted its stake in PVH by 10.2% in the 2nd quarter. GAMMA Investing LLC now owns 1,708 shares of the textile maker’s stock worth $127,000 after purchasing an additional 158 shares in the last quarter. NewEdge Advisors LLC boosted its holdings in shares of PVH by 1.1% during the 1st quarter. NewEdge Advisors LLC now owns 16,212 shares of the textile maker’s stock valued at $1,131,000 after purchasing an additional 171 shares during the last quarter. Smartleaf Asset Management LLC boosted its holdings in shares of PVH by 15.0% during the 4th quarter. Smartleaf Asset Management LLC now owns 1,381 shares of the textile maker’s stock valued at $94,000 after purchasing an additional 180 shares during the last quarter. Finally, Osaic Holdings Inc. grew its position in shares of PVH by 12.4% during the second quarter. Osaic Holdings Inc. now owns 1,672 shares of the textile maker’s stock valued at $114,000 after purchasing an additional 184 shares in the last quarter. 97.25% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the company. Weiss Ratings cut PVH from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 14th. Zacks Research lowered PVH from a “hold” rating to a “strong sell” rating in a research note on Tuesday, August 4th. JPMorgan Chase & Co. restated an “underweight” rating and set a $84.00 price target (up from $70.00) on shares of PVH in a report on Tuesday, August 4th. Evercore set a $79.00 price objective on PVH and gave the stock an “in-line” rating in a research note on Thursday, June 4th. Finally, BTIG Research reaffirmed a “buy” rating and set a $100.00 price objective on shares of PVH in a report on Friday, June 5th. Seven analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $86.62.

PVH Stock Performance

Shares of NYSE:PVH opened at $78.56 on Friday. PVH Corp. has a 52 week low of $59.60 and a 52 week high of $100.75. The stock has a market capitalization of $3.62 billion, a P/E ratio of 24.86, a PEG ratio of 1.16 and a beta of 1.74. The firm has a fifty day simple moving average of $79.83 and a two-hundred day simple moving average of $78.52. The company has a quick ratio of 0.93, a current ratio of 1.68 and a debt-to-equity ratio of 0.46.

PVH (NYSE:PVH) last posted its earnings results on Wednesday, June 3rd. The textile maker reported $2.01 earnings per share for the quarter, topping analysts’ consensus estimates of $1.80 by $0.21. The firm had revenue of $2.03 billion for the quarter, compared to the consensus estimate of $2 billion. PVH had a net margin of 1.76% and a return on equity of 10.87%. The business’s quarterly revenue was up 2.1% on a year-over-year basis. During the same period in the previous year, the firm posted $2.30 EPS. PVH has set its Q2 2026 guidance at 3.000-3.10 EPS and its FY 2026 guidance at 11.800-12.10 EPS. On average, analysts expect that PVH Corp. will post 12.01 earnings per share for the current fiscal year.

PVH Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 23rd. Shareholders of record on Wednesday, September 2nd will be paid a dividend of $0.0375 per share. This represents a $0.15 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Wednesday, September 2nd. PVH’s payout ratio is presently 4.75%.

PVH Company 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.