Levi Strauss & Co. (NYSE:LEVI) Updates FY 2026 Earnings Guidance

Levi Strauss & Co. (NYSE:LEVI) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 1.460-1.520 for the period, compared to the consensus EPS estimate of 1.510. The company issued revenue guidance of $6.7 billion-$6.8 billion, compared to the consensus revenue estimate of $6.7 billion.

Analysts Set New Price Targets

LEVI has been the subject of a number of research analyst reports. Weiss Ratings raised shares of Levi Strauss & Co. from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, May 6th. Raymond James Financial upped their price target on shares of Levi Strauss & Co. from $25.00 to $27.00 and gave the company an “outperform” rating in a research note on Thursday, July 2nd. Wall Street Zen upgraded Levi Strauss & Co. from a “hold” rating to a “strong-buy” rating in a report on Saturday, April 11th. Citigroup increased their target price on Levi Strauss & Co. from $23.00 to $25.00 and gave the stock a “neutral” rating in a research note on Monday, June 29th. Finally, UBS Group increased their price objective on Levi Strauss & Co. from $33.00 to $34.00 and gave the stock a “buy” rating in a research report on Wednesday, April 8th. Thirteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $27.21.

Levi Strauss & Co. Trading Down 1.1%

Levi Strauss & Co. stock opened at $24.38 on Thursday. Levi Strauss & Co. has a fifty-two week low of $17.72 and a fifty-two week high of $25.58. The firm’s fifty day moving average price is $23.05 and its 200-day moving average price is $21.61. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.97 and a current ratio of 1.58. The stock has a market cap of $9.38 billion, a P/E ratio of 15.53, a PEG ratio of 1.85 and a beta of 1.33.

Levi Strauss & Co. (NYSE:LEVI) last issued its quarterly earnings results on Wednesday, July 8th. The blue-jean maker reported $0.28 EPS for the quarter, beating analysts’ consensus estimates of $0.24 by $0.04. The business had revenue of $1.56 billion for the quarter, compared to analysts’ expectations of $1.52 billion. Levi Strauss & Co. had a net margin of 9.52% and a return on equity of 25.35%. The business’s quarterly revenue was up 8.0% on a year-over-year basis. During the same period last year, the business earned $0.22 earnings per share. Levi Strauss & Co. has set its FY 2026 guidance at 1.460-1.520 EPS. Equities research analysts forecast that Levi Strauss & Co. will post 1.51 earnings per share for the current fiscal year.

Levi Strauss & Co. Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Stockholders of record on Wednesday, July 22nd will be given a $0.16 dividend. The ex-dividend date is Wednesday, July 22nd. This represents a $0.64 dividend on an annualized basis and a dividend yield of 2.6%. This is an increase from Levi Strauss & Co.’s previous quarterly dividend of $0.14. Levi Strauss & Co.’s dividend payout ratio is 35.67%.

Insiders Place Their Bets

In other Levi Strauss & Co. news, major shareholder E. Haas Jr. Family Fund Peter sold 145,662 shares of the firm’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $24.01, for a total value of $3,497,344.62. Following the completion of the sale, the insider directly owned 145,662 shares in the company, valued at $3,497,344.62. This trade represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Robert D. Haas sold 488,851 shares of Levi Strauss & Co. stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $24.11, for a total value of $11,786,197.61. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 1,468,570 shares of company stock worth $34,136,152. Company insiders own 1.08% of the company’s stock.

Levi Strauss & Co. News Roundup

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

• Positive Sentiment: Levi Strauss beat Q2 estimates on both revenue and earnings, with sales up 8% year over year and direct-to-consumer sales growing strongly, showing healthy demand for the brand. Levi Strauss & Co. Reports Second-Quarter Results
• Positive Sentiment: The company raised full-year guidance again and increased its quarterly dividend, signaling management confidence in the business outlook. Levi Strauss beats quarterly expectations, raises guidance and dividend
• Neutral Sentiment: Levi’s ongoing shift toward a DTC-first model and changes to its distribution network may improve efficiency over time, but the near-term impact is still unfolding. Levi Strauss Raises Guidance Again
• Negative Sentiment: Despite the beat, investors were disappointed by the company’s cautious earnings outlook, which appears to be weighing on the stock. Levi’s stock falls 5% despite Q2 beat as full-year earnings guidance disappoints

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of LEVI. Northwestern Mutual Wealth Management Co. boosted its stake in 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 worth $26,000 after acquiring an additional 833 shares in the last quarter. US Bancorp DE increased 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 purchasing an additional 810 shares in the last quarter. Kestra Advisory Services LLC bought a new position in shares of Levi Strauss & Co. during the fourth quarter valued at approximately $39,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Levi Strauss & Co. by 133.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 3,286 shares of the blue-jean maker’s stock valued at $51,000 after purchasing an additional 1,879 shares during the last quarter. Finally, Headlands Technologies LLC lifted its holdings in shares of Levi Strauss & Co. by 17,721.6% during the second quarter. Headlands Technologies LLC now owns 6,594 shares of the blue-jean maker’s stock valued at $122,000 after purchasing an additional 6,557 shares during the last quarter. 69.14% of the stock is owned by hedge funds and other institutional investors.

Levi Strauss & Co. Company Profile

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.