V.F. (NYSE:VFC) Releases Earnings Results, Beats Expectations By $0.15 EPS

V.F. (NYSE:VFC) announced its earnings results on Wednesday. The textile maker reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.43 by $0.15, Zacks reports. The business had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.81 billion. V.F. had a net margin of 0.95% and a return on equity of 20.34%. V.F.’s revenue for the quarter was up 1.5% on a year-over-year basis. During the same period in the previous year, the business posted $0.62 earnings per share.

Here are the key takeaways from V.F.’s conference call:

• Q3 beat: Revenue was up 2% (above guidance), adjusted operating margin rose to 12.1% with operating income of $341M, and reported net debt (ex?leases) fell by almost $600 million while YTD free cash flow was $513M.
• Fiscal 2026 guidance targets are constructive: full?year revenue flat to up, gross margin ?54.5%, operating margin ?6.5%, and a goal to reduce leverage to ?3.5x, with management reiterating improving cash generation.
• Brand momentum is broad: The North Face grew 5% (Americas +15%) with premiumization initiatives and a large NYC flagship, Timberland grew 5% (Americas +9%), and Altra accelerated +23% and is on track to exceed $250M in fiscal 2026.
• Vans remains a weakness: Revenue declined ~10% in Q3 (underlying trend down high?single digits), though digital showed early improvement; the company announced a commercial leadership transition as it pursues a patient turnaround.
• Near?term headwinds include tariff pressure (roughly $40M unmitigated in Q3 and ~$100M YTD) and continued softness in APAC/EMEA, which management says will be mitigated over time via pricing and sourcing actions.

V.F. Stock Performance

Shares of V.F. stock traded up $1.04 on Thursday, hitting $20.15. The stock had a trading volume of 10,225,706 shares, compared to its average volume of 7,579,677. The company has a quick ratio of 0.87, a current ratio of 1.36 and a debt-to-equity ratio of 2.40. The business’s 50 day moving average is $18.61 and its two-hundred day moving average is $15.63. V.F. has a twelve month low of $9.41 and a twelve month high of $26.93. The stock has a market cap of $7.87 billion, a price-to-earnings ratio of 91.57, a price-to-earnings-growth ratio of 2.06 and a beta of 1.66.

V.F. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Tuesday, March 10th will be given a $0.09 dividend. This represents a $0.36 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend is Tuesday, March 10th. V.F.’s dividend payout ratio (DPR) is presently 65.45%.

Hedge Funds Weigh In On V.F.

A hedge fund recently raised its stake in V.F. stock. Russell Investments Group Ltd. lifted its position in V.F. Corporation (NYSE:VFC) by 1.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 578,767 shares of the textile maker’s stock after purchasing an additional 10,881 shares during the quarter. Russell Investments Group Ltd. owned about 0.15% of V.F. worth $8,352,000 at the end of the most recent quarter. Institutional investors and hedge funds own 86.84% of the company’s stock.

V.F. News Roundup

Here are the key news stories impacting V.F. this week:

• Positive Sentiment: Q3 results beat estimates — VF reported revenue ~ $2.88B and EPS above consensus, with sales up modestly year-over-year and margin improvement cited as management continues its turnaround. Reuters: Vans parent VF Corp beats third-quarter revenue estimate
• Positive Sentiment: Brand-level strength — The North Face and Timberland led holiday sales and profit gains, offsetting weakness at Vans and helping expand margins. This was highlighted across several outlets and the company presentation. Benzinga: Timberland Parent VF Corp Turns Holiday Shoppers Into Higher Profits
• Positive Sentiment: Company statement / investor materials — VF said the transformation is progressing: revenue growth, margin expansion and debt reduction were called out in the corporate release and investor presentation. BusinessWire: VF Corporation Progressed on Transformation
• Positive Sentiment: Dividend declared — VF announced a quarterly dividend (record March 10; payable March 19), which supports yield-seeking investors and signals confidence in cash flow. TipRanks: VF Reports Q3 2026 Results and Declares Dividend
• Neutral Sentiment: Investor resources — Earnings call transcript, slide deck and analyst summaries are available (useful for deeper diligence but not new catalysts by themselves). Q3 Slide Deck / Press Release
• Negative Sentiment: Analyst targets remain mixed to conservative — Stifel nudged its price target to $19 (hold) while Telsey reaffirmed a $16 target; several published targets still sit below the recent market price, which may cap upside until sustained improvement is confirmed. Benzinga: Analyst updates

Wall Street Analysts Forecast Growth

VFC has been the topic of several recent analyst reports. Jefferies Financial Group assumed coverage on V.F. in a research note on Wednesday, January 14th. They set a “hold” rating and a $18.00 target price on the stock. Truist Financial set a $18.00 price target on shares of V.F. in a report on Wednesday, January 14th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of V.F. in a research note on Monday, December 29th. Telsey Advisory Group set a $20.00 target price on V.F. in a research note on Thursday. Finally, Wells Fargo & Company increased their price target on V.F. from $12.00 to $15.00 and gave the company an “equal weight” rating in a research note on Tuesday, December 16th. Three equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $17.34.

V.F. Company Profile

VF Corporation, commonly branded as VF, is a global apparel and footwear company that develops, markets and distributes a diverse portfolio of consumer brands. Its offerings span outdoor and action sports apparel, footwear and accessories under marquee names such as The North Face, Vans, Timberland, Dickies, JanSport and Smartwool. Through a “house of brands” strategy, VF leverages the unique heritage and design expertise of each label to serve distinct lifestyle and performance segments.

Founded in 1899 in Pennsylvania as the Reading Glove and Mitten Manufacturing Company, VF evolved through a series of acquisitions and strategic expansions to become a leading player in the global apparel industry.