PVH (NYSE:PVH – Get Free Report) had its price objective lowered by analysts at JPMorgan Chase & Co. from $84.00 to $83.00 in a research report issued on Thursday, Benzinga reports. The brokerage currently has an “underweight” rating on the textile maker’s stock. JPMorgan Chase & Co.‘s price objective would indicate a potential upside of 14.01% from the stock’s previous close.
Several other equities analysts have also recently issued reports on PVH. Needham & Company LLC dropped their target price on PVH from $102.00 to $95.00 and set a “buy” rating on the stock in a research report on Thursday. Wells Fargo & Company dropped their price objective on PVH from $85.00 to $78.00 and set an “equal weight” rating on the stock in a report on Friday, June 5th. BTIG Research reissued a “buy” rating and issued a $100.00 target price on shares of PVH in a report on Friday, June 5th. Bank of America restated an “underperform” rating and set a $70.00 target price (down from $90.00) on shares of PVH in a research report on Thursday, June 25th. Finally, Citigroup reaffirmed a “buy” rating on shares of PVH in a research note on Friday, June 5th. Six research analysts have rated the stock with a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, PVH has a consensus rating of “Hold” and a consensus target price of $86.09.
PVH Stock Performance
PVH (NYSE:PVH – Get Free Report) last posted its quarterly earnings data on Wednesday, September 2nd. The textile maker reported $3.70 earnings per share for the quarter, topping analysts’ consensus estimates of $3.08 by $0.62. PVH had a return on equity of 10.87% and a net margin of 1.76%.The company had revenue of $2.10 billion during the quarter, compared to analysts’ expectations of $2.09 billion. During the same period last year, the firm earned $2.52 EPS. The firm’s revenue for the quarter was down 3.2% on a year-over-year basis. PVH has set its Q3 2026 guidance at 2.500-2.650 EPS and its FY 2026 guidance at 11.800-12.100 EPS. On average, analysts expect that PVH will post 12.01 earnings per share for the current year.
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently made changes to their positions in the company. Pzena Investment Management LLC purchased a new position in PVH during the 2nd quarter valued at about $444,571,000. BlackRock Inc. purchased a new stake in shares of PVH in the second quarter valued at about $332,758,000. California State Teachers Retirement System grew its position in shares of PVH by 7,475.8% in the second quarter. California State Teachers Retirement System now owns 3,938,825 shares of the textile maker’s stock valued at $292,497,000 after purchasing an additional 3,886,833 shares during the last quarter. Dimensional Fund Advisors LP grew its position in shares of PVH by 1.8% in the fourth quarter. Dimensional Fund Advisors LP now owns 3,055,544 shares of the textile maker’s stock valued at $204,786,000 after purchasing an additional 54,635 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC increased its stake in shares of PVH by 2.0% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 2,262,489 shares of the textile maker’s stock worth $173,216,000 after purchasing an additional 44,346 shares in the last quarter. Institutional investors and hedge funds own 97.25% of the company’s stock.
Key PVH News
Here are the key news stories impacting PVH this week:
- Positive Sentiment: Adjusted earnings beat estimates: PVH reported adjusted EPS of $3.70 versus the $3.08 consensus, helped by $107 million in tariff refunds, lower product costs, digital growth and disciplined expense management. Revenue of $2.10 billion was broadly in line with expectations. PVH Corp. Q2 Earnings Beat on Tariff Refunds, Revenues in Line
- Positive Sentiment: Share repurchases provide support: PVH plans to repurchase at least $300 million of stock in fiscal 2026. At roughly seven times estimated ex-tariff earnings, some analysts view the valuation as attractive, particularly if margins and regional performance improve. PVH: Buybacks And Valuation Create An Upside Opportunity
- Positive Sentiment: Full-year outlook reaffirmed: Management maintained fiscal 2026 adjusted EPS guidance of $11.80 to $12.10, close to the analyst consensus, signaling confidence in its PVH+ Plan and ongoing direct-to-consumer initiatives.
- Neutral Sentiment: Analyst remains bullish despite a target cut: Needham reduced its price target from $102 to $95 but retained a Buy rating, leaving substantial implied upside based on the cited share price. Needham Lowers PVH Price Target While Maintaining Buy Rating
- Negative Sentiment: Underlying sales remain weak: Revenue declined about 3% year over year. Calvin Klein sales fell, EMEA was pressured by geopolitical and economic conditions, and overall direct-to-consumer revenue was approximately flat, although Asia-Pacific grew.
- Negative Sentiment: GAAP loss and conservative near-term guidance: PVH posted a $102.9 million GAAP loss, including a $439 million noncash goodwill impairment charge, versus a profit a year earlier. Third-quarter EPS guidance of $2.50 to $2.65 is well below the $3.17 consensus, highlighting continued operating risk. PVH Reports Second-Quarter Revenue and GAAP Loss
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.
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