What is Telsey Advisory Group’s Forecast for VF Q1 Earnings?

VF Corporation (NYSE:VFC) – Research analysts at Telsey Advisory Group lowered their Q1 2026 earnings estimates for VF in a research report issued to clients and investors on Thursday, May 22nd. Telsey Advisory Group analyst D. Telsey now anticipates that the textile maker will post earnings per share of ($0.35) for the quarter, down from their prior forecast of ($0.24). The consensus estimate for VF’s current full-year earnings is $0.73 per share. Telsey Advisory Group also issued estimates for VF’s Q4 2026 earnings at ($0.01) EPS.

Other equities research analysts also recently issued reports about the stock. Robert W. Baird cut their target price on shares of VF from $17.00 to $14.00 and set a “neutral” rating on the stock in a research report on Thursday, May 22nd. Citigroup lowered shares of VF from a “buy” rating to a “neutral” rating and cut their price target for the stock from $30.00 to $12.00 in a report on Monday, April 7th. Needham & Company LLC cut their price target on shares of VF from $28.00 to $15.00 and set a “buy” rating on the stock in a report on Wednesday, May 21st. Wall Street Zen lowered shares of VF from a “buy” rating to a “hold” rating in a report on Saturday. Finally, BNP Paribas reaffirmed a “neutral” rating on shares of VF in a report on Thursday, May 22nd. Sixteen research analysts have rated the stock with a hold rating and six have assigned a buy rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $16.21.

VF Stock Performance

Shares of VFC stock opened at $13.54 on Monday. The business’s 50-day moving average price is $12.90 and its 200-day moving average price is $18.92. VF has a 12 month low of $9.41 and a 12 month high of $29.02. The firm has a market capitalization of $5.27 billion, a price-to-earnings ratio of -11.38, a PEG ratio of 6.77 and a beta of 1.68. The company has a current ratio of 1.56, a quick ratio of 1.00 and a debt-to-equity ratio of 2.31.

VF (NYSE:VFC) last released its quarterly earnings data on Wednesday, May 21st. The textile maker reported ($0.13) earnings per share for the quarter, beating the consensus estimate of ($0.14) by $0.01. VF had a positive return on equity of 14.86% and a negative net margin of 4.63%. The company had revenue of $2.14 billion for the quarter, compared to the consensus estimate of $2.17 billion. During the same quarter last year, the business posted ($0.32) EPS. VF’s revenue for the quarter was down 4.6% on a year-over-year basis.

Hedge Funds Weigh In On VF

Several large investors have recently bought and sold shares of the stock. CKW Financial Group lifted its position in shares of VF by 29.4% during the fourth quarter. CKW Financial Group now owns 2,200 shares of the textile maker’s stock valued at $47,000 after purchasing an additional 500 shares in the last quarter. SG Americas Securities LLC bought a new position in shares of VF during the first quarter valued at about $350,000. Russell Investments Group Ltd. lifted its position in shares of VF by 11.1% during the 1st quarter. Russell Investments Group Ltd. now owns 277,442 shares of the textile maker’s stock worth $4,306,000 after buying an additional 27,727 shares in the last quarter. Fiduciary Alliance LLC lifted its position in shares of VF by 16.4% during the 1st quarter. Fiduciary Alliance LLC now owns 298,596 shares of the textile maker’s stock worth $4,634,000 after buying an additional 42,065 shares in the last quarter. Finally, Amalgamated Bank lifted its holdings in VF by 46.2% during the first quarter. Amalgamated Bank now owns 152,410 shares of the textile maker’s stock worth $2,365,000 after acquiring an additional 48,151 shares during the period. 86.84% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other VF news, insider Bracken Darrell purchased 85,840 shares of the company’s stock in a transaction that occurred on Friday, May 23rd. The shares were acquired at an average price of $11.73 per share, with a total value of $1,006,903.20. Following the transaction, the insider now owns 295,406 shares in the company, valued at $3,465,112.38. The trade was a 40.96% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Richard Carucci bought 50,000 shares of the company’s stock in a transaction dated Friday, May 23rd. The stock was bought at an average price of $12.05 per share, for a total transaction of $602,500.00. Following the acquisition, the director now directly owns 280,282 shares of the company’s stock, valued at approximately $3,377,398.10. This represents a 21.71% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders have bought a total of 185,840 shares of company stock worth $2,198,403 in the last ninety days. Corporate insiders own 0.70% of the company’s stock.

VF Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 18th. Investors of record on Tuesday, June 10th will be issued a $0.09 dividend. This represents a $0.36 dividend on an annualized basis and a dividend yield of 2.66%. The ex-dividend date is Tuesday, June 10th. VF’s dividend payout ratio is currently -72.00%.

About VF

VF Corp. engages in the business of producing and marketing apparel, footwear, and accessories. It operates through the following segments: Outdoor, Active, Work, and Other. The Outdoor segment includes authentic outdoor-based lifestyle brands such as performance-based and outdoor apparel, footwear, and equipment.