Levi Strauss & Co.’s (LEVI) Buy Rating Reaffirmed at Needham & Company LLC

Levi Strauss & Co. (NYSE:LEVI)‘s stock had its “buy” rating restated by investment analysts at Needham & Company LLC in a research note issued on Thursday,Benzinga reports. They currently have a $28.00 price objective on the blue-jean maker’s stock. Needham & Company LLC’s price target would indicate a potential upside of 36.55% from the company’s current price.

LEVI has been the subject of a number of other research reports. Bank of America increased their price target on shares of Levi Strauss & Co. from $26.00 to $27.00 and gave the stock a “buy” rating in a research report on Wednesday, October 1st. BTIG Research restated a “buy” rating and set a $27.00 target price on shares of Levi Strauss & Co. in a research note on Thursday. UBS Group lifted their price target on Levi Strauss & Co. from $32.00 to $33.00 and gave the company a “buy” rating in a research note on Monday, January 12th. Morgan Stanley upped their price objective on Levi Strauss & Co. from $19.00 to $20.00 and gave the stock an “equal weight” rating in a research report on Friday, October 10th. Finally, Raymond James Financial assumed coverage on Levi Strauss & Co. in a research note on Tuesday, December 23rd. They issued an “outperform” rating and a $26.00 price objective on the stock. Twelve investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $26.46.

Levi Strauss & Co. Price Performance

Levi Strauss & Co. stock opened at $20.51 on Thursday. The firm has a market cap of $8.01 billion, a PE ratio of 13.49, a price-to-earnings-growth ratio of 1.43 and a beta of 1.33. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.52 and a quick ratio of 0.87. The stock’s fifty day moving average price is $21.48 and its two-hundred day moving average price is $21.50. Levi Strauss & Co. has a one year low of $12.17 and a one year high of $24.82.

Levi Strauss & Co. (NYSE:LEVI) last released its earnings results on Wednesday, January 28th. The blue-jean maker reported $0.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.02. Levi Strauss & Co. had a return on equity of 27.92% and a net margin of 9.48%.The company had revenue of $1.77 billion for the quarter, compared to analyst estimates of $1.71 billion. During the same period in the prior year, the firm posted $0.50 EPS. Levi Strauss & Co.’s quarterly revenue was up .9% on a year-over-year basis. Levi Strauss & Co. has set its FY 2026 guidance at 1.400-1.460 EPS. As a group, research analysts expect that Levi Strauss & Co. will post 1.27 EPS for the current fiscal year.

Hedge Funds Weigh In On Levi Strauss & Co.

Several large investors have recently bought and sold shares of the company. Figure 8 Investment Strategies LLC grew its holdings in shares of Levi Strauss & Co. by 1.2% during the fourth quarter. Figure 8 Investment Strategies LLC now owns 50,939 shares of the blue-jean maker’s stock worth $1,056,000 after purchasing an additional 583 shares during the last quarter. Jones Financial Companies Lllp grew its holdings in Levi Strauss & Co. by 10.3% during the 3rd quarter. Jones Financial Companies Lllp now owns 6,553 shares of the blue-jean maker’s stock worth $151,000 after acquiring an additional 614 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its position in Levi Strauss & Co. by 2.4% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 26,732 shares of the blue-jean maker’s stock valued at $575,000 after acquiring an additional 638 shares during the period. US Bancorp DE raised its stake in shares of Levi Strauss & Co. by 260.5% during the third quarter. US Bancorp DE now owns 1,121 shares of the blue-jean maker’s stock valued at $26,000 after acquiring an additional 810 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. raised its stake in shares of Levi Strauss & Co. by 140.7% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,425 shares of the blue-jean maker’s stock valued at $26,000 after acquiring an additional 833 shares during the last quarter. 69.14% of the stock is currently owned by institutional investors.

Levi Strauss & Co. News Roundup

Here are the key news stories impacting Levi Strauss & Co. this week:

• Positive Sentiment: Q4 beat — LEVI reported $0.41 EPS vs. $0.39 expected and $1.77B revenue vs. $1.71B expected, driven by strong denim demand (wide?leg jeans) that supported margins. Levi Strauss beats quarterly results estimates on strong denim demand
• Positive Sentiment: Dividend announced — Board declared a $0.14 quarterly dividend (annualized yield ~2.7%), payable Feb. 25 to holders of record Feb. 10, which supports income?oriented holders and signals confidence in cash flow.
• Positive Sentiment: Brand & marketing investment — CEO said Levi will run a Super Bowl ad for the first time in ~20 years, reflecting a push to elevate the brand and drive DTC momentum. Levi Strauss CEO: Super Bowl ad
• Neutral Sentiment: Operational metrics — Net margin (~9.5%) and ROE (~27.9%) remain strong; revenue was only modestly higher y/y (+0.9%) and EPS declined versus last year’s quarter, reflecting mixed underlying trends. Levi press release / Q4 results
• Negative Sentiment: FY?2026 EPS guidance below consensus — Management set FY?26 EPS at $1.40–$1.46 vs. street consensus ~ $1.48, which trimmed investor upside despite revenue guidance roughly in line with expectations; this guidance shortfall is the key reason shares weakened. Levi beats Q4 expectations, but shares dip on weak 2026 outlook
• Negative Sentiment: Macroeconomic & cost pressure — Management cited higher U.S. import tariffs and softer consumer spending that required pricing actions; while pricing helped offset costs this quarter, the headwinds add risk to margin sustainability. Pricing actions counter tariff impact

About Levi Strauss & Co.

Levi Strauss & Co is a global apparel company best known for its denim jeans and casual wear. Founded in 1853 in San Francisco by Bavarian immigrant Levi Strauss, the company pioneered the modern blue jean with the introduction of rivet-reinforced work pants. Over its more than 160-year history, Levi Strauss has evolved into a lifestyle brand, offering a broad portfolio that includes denim for men, women and children, as well as tops, outerwear, footwear and accessories.

The company’s flagship label, Levi’s®, is recognized worldwide for its iconic styles such as the 501® Original Fit Jeans, while additional brands, including Dockers®, Target core metric, and Denizen® by Levi’s, cater to diverse price points and consumer segments.