PVH (NYSE:PVH – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 11.800-12.100 for the period, compared to the consensus EPS estimate of 11.920. The company issued revenue guidance of -. PVH also updated its Q3 2026 guidance to 2.500-2.650 EPS.
Analyst Ratings Changes
Several analysts have recently issued reports on PVH shares. Needham & Company LLC decreased their price target on PVH from $107.00 to $102.00 and set a “buy” rating for the company in a research note on Thursday, June 4th. Wall Street Zen downgraded PVH from a “buy” rating to a “hold” rating in a research note on Saturday, June 6th. BTIG Research restated a “buy” rating and issued a $100.00 target price on shares of PVH in a report on Friday, June 5th. Weiss Ratings raised PVH from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday. Finally, The Goldman Sachs Group lowered their price target on PVH from $93.00 to $87.00 and set a “buy” rating on the stock in a report on Friday, June 5th. Six investment analysts have rated the stock with a Buy rating, five have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $86.82.
PVH Stock Performance
PVH (NYSE:PVH – Get Free Report) last issued its quarterly earnings results on Wednesday, September 2nd. The textile maker reported $3.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.08 by $0.62. The company had revenue of $2.10 billion for the quarter, compared to the consensus estimate of $2.09 billion. PVH had a return on equity of 10.87% and a net margin of 1.76%.The firm’s revenue was down 3.2% compared to the same quarter last year. During the same period last year, the business posted $2.52 earnings per share. PVH has set its Q3 2026 guidance at 2.500-2.650 EPS and its FY 2026 guidance at 11.800-12.100 EPS. Sell-side analysts anticipate that PVH will post 12.01 EPS for the current year.
PVH Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 23rd. Shareholders of record on Wednesday, September 2nd will be issued a $0.0375 dividend. The ex-dividend date of this dividend is Wednesday, September 2nd. This represents a $0.15 dividend on an annualized basis and a yield of 0.2%. PVH’s dividend payout ratio (DPR) is 4.75%.
Key Headlines Impacting PVH
Here are the key news stories impacting PVH this week:
- Positive Sentiment: PVH reported second-quarter adjusted EPS of $3.70, well above the $3.08 consensus estimate and up from $2.52 a year earlier. Revenue of $2.097 billion was approximately in line with expectations. PVH Beats Q2 Earnings Estimates
- Positive Sentiment: Management reaffirmed its full-year 2026 non-GAAP outlook and expects to repurchase at least $300 million of stock during the year, potentially supporting shareholder returns. Digital commerce revenue increased 4%, while direct-to-consumer trends improved in the Americas and Asia-Pacific. PVH Reports 2026 Second Quarter Results
- Neutral Sentiment: Full-year EPS guidance remains $11.80–$12.10, broadly consistent with the $11.92 analyst consensus. Gross margin improved to 63.0%, helped substantially by tariff refunds, making the sustainability of the improvement an important investor focus. PVH Reports Second-Quarter Revenue and GAAP Loss
- Negative Sentiment: Third-quarter EPS guidance of $2.50–$2.65 is materially below the $3.17 consensus estimate, raising concerns about near-term earnings momentum.
- Negative Sentiment: Reported revenue declined 3.2% year over year, while PVH posted a $102.9 million GAAP net loss versus a $224.2 million profit a year earlier. Results included a $439 million noncash goodwill impairment charge, and the prior-period comparison benefited from $107 million in tariff refunds. PVH Second-Quarter Revenue Falls
Institutional Investors Weigh In On PVH
Several hedge funds have recently modified their holdings of PVH. Neuberger Berman Group LLC grew its stake in shares of PVH by 4.7% in the fourth quarter. Neuberger Berman Group LLC now owns 3,467 shares of the textile maker’s stock worth $232,000 after acquiring an additional 155 shares during the last quarter. Smartleaf Asset Management LLC increased its holdings in shares of PVH by 15.0% during the 4th quarter. Smartleaf Asset Management LLC now owns 1,381 shares of the textile maker’s stock worth $94,000 after purchasing an additional 180 shares during the period. Osaic Holdings Inc. raised its position in shares of PVH by 12.4% during the second quarter. Osaic Holdings Inc. now owns 1,672 shares of the textile maker’s stock valued at $114,000 after buying an additional 184 shares during the last quarter. Danske Bank A S bought a new stake in shares of PVH in the third quarter valued at about $25,000. Finally, Northwestern Mutual Wealth Management Co. grew its position in PVH by 1.7% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 21,316 shares of the textile maker’s stock worth $1,786,000 after buying an additional 355 shares in the last quarter. 97.25% of the stock is owned by institutional investors.
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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