Zacks Research Issues Negative Forecast for V.F. Earnings

V.F. Corporation (NYSE:VFC) – Equities researchers at Zacks Research decreased their Q2 2027 earnings per share (EPS) estimates for V.F. in a note issued to investors on Wednesday, August 12th. Zacks Research analyst Team now forecasts that the textile maker will earn $0.51 per share for the quarter, down from their prior estimate of $0.54. Zacks Research has a “Hold” rating on the stock. The consensus estimate for V.F.’s current full-year earnings is $1.07 per share. Zacks Research also issued estimates for V.F.’s Q3 2027 earnings at $0.66 EPS, Q4 2027 earnings at $0.13 EPS, FY2027 earnings at $1.04 EPS, Q2 2028 earnings at $0.60 EPS, Q3 2028 earnings at $0.82 EPS, FY2028 earnings at $1.36 EPS and FY2029 earnings at $2.02 EPS.

V.F. (NYSE:VFC) last posted its earnings results on Wednesday, July 29th. The textile maker reported ($0.27) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.22) by ($0.05). V.F. had a return on equity of 18.91% and a net margin of 2.88%.The business had revenue of $1.67 billion for the quarter, compared to analyst estimates of $1.64 billion. During the same period last year, the business earned ($0.24) EPS. V.F.’s revenue was down 5.2% compared to the same quarter last year.

Other analysts have also issued reports about the stock. Barclays reduced their price objective on shares of V.F. from $24.00 to $23.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Stifel Nicolaus lowered their target price on shares of V.F. from $19.00 to $17.00 and set a “hold” rating for the company in a research note on Thursday, July 30th. Williams Trading set a $19.00 price target on shares of V.F. in a research report on Sunday, May 17th. Citigroup assumed coverage on shares of V.F. in a research note on Thursday, May 21st. They issued a “neutral” rating and a $18.00 price target on the stock. Finally, Needham & Company LLC decreased their price objective on shares of V.F. from $25.00 to $21.00 and set a “buy” rating on the stock in a report on Wednesday, July 29th. Two research analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $18.21.

V.F. Stock Performance

Shares of V.F. stock opened at $14.59 on Thursday. The firm has a market cap of $5.74 billion, a PE ratio of 21.15, a price-to-earnings-growth ratio of 1.06 and a beta of 1.57. The company has a quick ratio of 0.78, a current ratio of 1.43 and a debt-to-equity ratio of 1.70. V.F. has a 52 week low of $12.28 and a 52 week high of $22.27. The business’s fifty day simple moving average is $16.49 and its 200-day simple moving average is $17.76.

Institutional Investors Weigh In On V.F.

Several large investors have recently added to or reduced their stakes in VFC. Bank of New York Mellon Corp purchased a new position in V.F. in the 2nd quarter valued at approximately $42,038,000. Russell Investments Group Ltd. increased its position in shares of V.F. by 14.0% during the fourth quarter. Russell Investments Group Ltd. now owns 659,773 shares of the textile maker’s stock worth $11,930,000 after acquiring an additional 81,006 shares during the period. New York State Common Retirement Fund raised its stake in shares of V.F. by 0.8% in the fourth quarter. New York State Common Retirement Fund now owns 540,861 shares of the textile maker’s stock valued at $9,779,000 after acquiring an additional 4,249 shares in the last quarter. Madison Asset Management LLC acquired a new stake in shares of V.F. in the second quarter valued at $3,913,000. Finally, Hillsdale Investment Management Inc. purchased a new position in V.F. in the first quarter valued at $3,209,000. 86.84% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other V.F. news, Director Richard Carucci purchased 30,000 shares of the business’s stock in a transaction on Tuesday, June 9th. The shares were bought at an average cost of $17.17 per share, for a total transaction of $515,100.00. Following the completion of the purchase, the director directly owned 336,043 shares of the company’s stock, valued at approximately $5,769,858.31. This trade represents a 9.80% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Bracken Darrell purchased 32,894 shares of V.F. stock in a transaction dated Friday, July 31st. The shares were acquired at an average cost of $14.98 per share, for a total transaction of $492,752.12. Following the transaction, the insider directly owned 1,402,109 shares of the company’s stock, valued at approximately $21,003,592.82. This represents a 2.40% increase in their position. The disclosure for this purchase is available in the SEC filing. 1.54% of the stock is currently owned by corporate insiders.

V.F. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Thursday, September 10th will be paid a dividend of $0.09 per share. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $0.36 annualized dividend and a yield of 2.5%. V.F.’s dividend payout ratio is presently 52.17%.

V.F. News Roundup

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

• Positive Sentiment: Zacks raised its EPS forecasts for V.F.’s Q3 2027 from $0.62 to $0.66, Q4 2027 from $0.10 to $0.13, Q3 2028 from $0.81 to $0.82, and FY2028 from $1.35 to $1.36.
• Neutral Sentiment: Zacks kept its Hold rating and projects EPS of $1.04 for FY2027, $1.36 for FY2028, and $2.02 for FY2029. The current-year consensus estimate remains $1.07 per share.
• Negative Sentiment: Zacks lowered its EPS forecasts for Q2 2027 from $0.54 to $0.51, Q2 2028 from $0.62 to $0.60, FY2027 from $1.05 to $1.04, and FY2029 from $2.05 to $2.02. These cuts suggest analysts remain cautious about the pace of V.F.’s recovery.

About V.F.

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.