UBS Group Cuts Victoria’s Secret & Co. (NYSE:VSXY) Price Target to $87.00

Victoria’s Secret & Co. (NYSE:VSXY) had its target price decreased by UBS Group from $95.00 to $87.00 in a research report sent to investors on Friday morning,Benzinga reports. UBS Group currently has a neutral rating on the stock.

Several other equities research analysts have also issued reports on VSXY. JPMorgan Chase & Co. raised their price target on shares of Victoria’s Secret & Co. from $88.00 to $110.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 28th. Barclays dropped their price objective on Victoria’s Secret & Co. from $108.00 to $106.00 and set an “overweight” rating on the stock in a research note on Friday. Wells Fargo & Company increased their price objective on Victoria’s Secret & Co. from $57.00 to $90.00 and gave the company an “overweight” rating in a report on Wednesday, June 3rd. Weiss Ratings raised Victoria’s Secret & Co. from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, June 24th. Finally, Telsey Advisory Group upped their price target on Victoria’s Secret & Co. from $90.00 to $100.00 and gave the company an “outperform” rating in a research report on Wednesday, September 2nd. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Victoria’s Secret & Co. has an average rating of “Moderate Buy” and a consensus target price of $89.90.

Victoria’s Secret & Co. Trading Down 0.1%

NYSE VSXY opened at $75.48 on Friday. The business’s fifty day moving average is $85.45 and its 200-day moving average is $66.81. 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 stock has a market capitalization of $6.00 billion, a price-to-earnings ratio of 26.67, a PEG ratio of 0.51 and a beta of 2.05. Victoria’s Secret & Co. has a one year low of $25.00 and a one year high of $102.46.

Victoria’s Secret & Co. (NYSE:VSXY) last posted its quarterly earnings results on Thursday, September 3rd. The company reported $0.95 earnings per share for the quarter, beating the consensus estimate of $0.77 by $0.18. Victoria’s Secret & Co. had a net margin of 5.46% and a return on equity of 43.36%. The company had revenue of $1.61 billion during the quarter, compared to analyst estimates of $1.62 billion. The business’s revenue was up 10.4% on a year-over-year basis. Equities research analysts predict that Victoria’s Secret & Co. will post 4.72 EPS for the current year.

Insider Buying and Selling at Victoria’s Secret & Co.

In other news, major shareholder International Pte Ltd Bbrc sold 798,920 shares of the company’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $89.15, for a total value of $71,223,718.00. Following the completion of the transaction, the insider directly owned 7,810,631 shares in the company, valued at approximately $696,317,753.65. This represents a 9.28% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. In the last 90 days, insiders have sold 1,364,570 shares of company stock worth $121,396,640. Company insiders own 0.52% of the company’s stock.

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

Large investors have recently added to or reduced their stakes in the company. Bbfit Investments PTE Ltd. purchased a new position in shares of Victoria’s Secret & Co. during the fourth quarter valued at about $558,521,000. California State Teachers Retirement System purchased a new position in Victoria’s Secret & Co. during the second quarter valued at $571,660,000. Fuller & Thaler Asset Management Inc. bought a new position in Victoria’s Secret & Co. in the 4th quarter worth about $87,786,000. Marshall Wace LLP lifted its stake in shares of Victoria’s Secret & Co. by 301.4% in the fourth quarter. Marshall Wace LLP now owns 1,792,727 shares of the company’s stock worth $97,112,000 after buying an additional 1,346,104 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD boosted its stake in Victoria’s Secret & Co. by 1,454.1% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,045,465 shares of the company’s stock valued at $56,634,000 after purchasing an additional 978,194 shares during the last quarter. Institutional investors own 90.29% of the company’s stock.

Key Headlines Impacting Victoria’s Secret & Co.

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

• Positive Sentiment: Second-quarter adjusted earnings were $0.95 per share, well above analyst estimates of approximately $0.77-$0.78 and up from $0.33 a year earlier. Revenue increased 10.4% year over year to $1.61 billion. Victoria’s Secret & Co. Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 outlook, projecting net sales of $7.10 billion-$7.18 billion and adjusted EPS of $4.45-$4.70. Third-quarter revenue guidance of roughly $1.6 billion is broadly in line with consensus. Victoria’s Secret forecasts fiscal 2026 sales and earnings
• Positive Sentiment: Barclays maintained an overweight rating and lowered its price target only modestly, from $108 to $106, leaving substantial implied upside based on the referenced price. Retail investors and some analysts view the recent selloff as a potential entry point.
• Neutral Sentiment: UBS reduced its price target from $95 to $87 and assigned a neutral rating. Although the revised target remains above the stock’s referenced price, the cut signals more cautious expectations for the company’s near-term performance.
• Negative Sentiment: Revenue of $1.61 billion missed the approximately $1.62 billion consensus estimate. Investors focused on the topline miss and signs that sales growth is moderating, prompting a sharp decline in the prior session despite the earnings beat. Victoria’s Secret retreats after revenue miss

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.