Argus Upgrades V.F. (NYSE:VFC) to “Strong-Buy”

V.F. (NYSE:VFC) was upgraded by analysts at Argus to a “strong-buy” rating in a report issued on Wednesday,Zacks.com reports.

Several other analysts also recently commented on the stock. Wells Fargo & Company raised their price objective on shares of V.F. from $12.00 to $15.00 and gave the company an “equal weight” rating in a research report on Tuesday, December 16th. The Goldman Sachs Group increased their price target on V.F. from $16.00 to $18.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 28th. Weiss Ratings upgraded V.F. from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, January 29th. Robert W. Baird set a $25.00 price objective on V.F. in a research note on Wednesday, December 17th. Finally, Guggenheim began coverage on V.F. in a research note on Tuesday, December 9th. They set a “neutral” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $18.22.

V.F. Trading Up 0.6%

Shares of NYSE:VFC opened at $20.31 on Wednesday. The stock has a 50 day moving average of $19.36 and a 200 day moving average of $16.28. The company has a market cap of $7.94 billion, a PE ratio of 36.92, a price-to-earnings-growth ratio of 1.37 and a beta of 1.65. The company has a current ratio of 1.55, a quick ratio of 1.03 and a debt-to-equity ratio of 1.99. V.F. has a 12-month low of $9.41 and a 12-month high of $26.69.

V.F. (NYSE:VFC) last released its earnings results on Wednesday, January 28th. The textile maker reported $0.58 EPS for the quarter, topping analysts’ consensus estimates of $0.43 by $0.15. V.F. had a net margin of 2.33% and a return on equity of 19.08%. The company had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.81 billion. During the same quarter last year, the business earned $0.62 EPS. The firm’s revenue was up 1.5% compared to the same quarter last year. As a group, equities research analysts expect that V.F. will post 0.73 EPS for the current year.

Insider Transactions at V.F.

In other news, Director Juliana L. Chugg sold 6,678 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $21.30, for a total transaction of $142,241.40. Following the sale, the director directly owned 40 shares of the company’s stock, valued at $852. This represents a 99.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 1.10% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the business. Segall Bryant & Hamill LLC raised its stake in V.F. by 43.4% during the third quarter. Segall Bryant & Hamill LLC now owns 4,938,084 shares of the textile maker’s stock valued at $71,257,000 after purchasing an additional 1,495,148 shares in the last quarter. Russell Investments Group Ltd. increased its holdings in shares of V.F. by 104.7% in the 2nd quarter. Russell Investments Group Ltd. now owns 567,886 shares of the textile maker’s stock worth $6,673,000 after buying an additional 290,444 shares during the last quarter. Fiduciary Alliance LLC increased its holdings in shares of V.F. by 22.0% in the 3rd quarter. Fiduciary Alliance LLC now owns 586,877 shares of the textile maker’s stock worth $8,469,000 after buying an additional 105,786 shares during the last quarter. New York State Common Retirement Fund raised its position in shares of V.F. by 21.3% during the 2nd quarter. New York State Common Retirement Fund now owns 573,649 shares of the textile maker’s stock valued at $6,740,000 after buying an additional 100,680 shares in the last quarter. Finally, SG Americas Securities LLC grew its position in V.F. by 115.2% in the third quarter. SG Americas Securities LLC now owns 113,951 shares of the textile maker’s stock worth $1,644,000 after acquiring an additional 60,998 shares in the last quarter. 86.84% of the stock is owned by hedge funds and other institutional investors.

Key V.F. News

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

• Positive Sentiment: Zacks Research refreshed forward earnings models and is materially more bullish than consensus — projecting FY2027 EPS of $1.09 and FY2028 EPS of $1.44 (consensus ~ $0.73). Zacks also models sequential quarterly recovery (examples: Q2 2028 $0.64, Q3 2028 $0.78), which supports a stronger forward valuation for VFC.
• Positive Sentiment: Recent reported results (Jan. 28) topped estimates: Q? EPS $0.58 vs. $0.43 expected and revenue $2.88B vs. $2.81B expected — evidence of demand resilience across key brands that underpins near?term momentum.
• Positive Sentiment: Board announced a quarterly dividend of $0.09 (annualized $0.36, ~1.8% yield) with an ex?dividend date of March 10 — supports income investor interest and signals management confidence in cash flow.
• Positive Sentiment: Several institutional holders have recently increased positions (e.g., Segall Bryant & Hamill, Russell Investments, New York State Common Retirement Fund), indicating conviction from larger, professional investors.
• Neutral Sentiment: Wall Street coverage remains mixed: most brokers rate VFC a Hold with a consensus price target near $18.22; a few firms (Barclays) are overweight while others remain neutral — implies limited near?term analyst catalyst upside.
• Neutral Sentiment: Unrelated market item: Gaudium IVF plans an IPO Feb. 20 (not material to V.F.). Gaudium IVF and Women Health to float IPO on Feb 20
• Negative Sentiment: Director Juliana L. Chugg sold 6,678 shares on Feb. 10 at ~$21.30 (proceeds ~$142k), reducing her holding to 40 shares — a large percentage reduction that can be viewed negatively by some investors and may add short?term selling pressure. SEC filing: Form 4

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.