JPMorgan Chase & Co. Issues Pessimistic Forecast for Levi Strauss & Co. (NYSE:LEVI) Stock Price

Levi Strauss & Co. (NYSE:LEVI) had its price target decreased by equities research analysts at JPMorgan Chase & Co. from $34.00 to $33.00 in a research report issued to clients and investors on Thursday, Benzinga reports. The brokerage presently has an “overweight” rating on the blue-jean maker’s stock. JPMorgan Chase & Co.‘s price target indicates a potential upside of 73.53% from the stock’s current price.

A number of other research firms have also weighed in on LEVI. Telsey Advisory Group raised their target price on shares of Levi Strauss & Co. from $27.00 to $30.00 and gave the stock an “outperform” rating in a research note on Thursday, July 2nd. Raymond James Financial dropped their price target on Levi Strauss & Co. from $24.00 to $22.00 and set an “outperform” rating for the company in a research report on Thursday. UBS Group reaffirmed a “buy” rating on shares of Levi Strauss & Co. in a report on Wednesday, September 23rd. Wells Fargo & Company reduced their price objective on Levi Strauss & Co. from $25.00 to $20.00 and set an “equal weight” rating on the stock in a research report on Thursday. Finally, Needham & Company LLC reissued a “buy” rating and set a $28.00 price objective on shares of Levi Strauss & Co. in a research note on Thursday. Eleven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $26.15.

Levi Strauss & Co. Price Performance

LEVI traded down $0.49 on Thursday, hitting $19.02. 13,683,106 shares of the company’s stock were exchanged, compared to its average volume of 2,780,595. Levi Strauss & Co. has a fifty-two week low of $17.72 and a fifty-two week high of $25.70. The stock has a market cap of $7.32 billion, a price-to-earnings ratio of 11.74, a P/E/G ratio of 1.35 and a beta of 1.32. The firm has a 50-day moving average price of $21.30 and a 200-day moving average price of $22.14. The company has a current ratio of 1.60, a quick ratio of 0.98 and a debt-to-equity ratio of 0.46.

Levi Strauss & Co. (NYSE:LEVI) last issued its earnings results on Wednesday, October 7th. The blue-jean maker reported $0.48 EPS for the quarter, beating analysts’ consensus estimates of $0.36 by $0.12. The business had revenue of $1.61 billion during the quarter, compared to analysts’ expectations of $1.62 billion. Levi Strauss & Co. had a net margin of 9.66% and a return on equity of 25.79%. The company’s quarterly revenue was up 4.3% compared to the same quarter last year. During the same period in the prior year, the business earned $0.34 earnings per share. Levi Strauss & Co. has set its FY 2026 guidance at 1.540-1.560 EPS. As a group, equities analysts anticipate that Levi Strauss & Co. will post 1.54 earnings per share for the current year.

Insider Buying and Selling

In related news, EVP Harmit Singh sold 98,144 shares of the company’s stock in a transaction that occurred on Thursday, July 23rd. The stock was sold at an average price of $24.22, for a total value of $2,377,047.68. Following the transaction, the executive vice president directly owned 98,747 shares in the company, valued at approximately $2,391,652.34. This represents a 49.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.08% of the company’s stock.

Institutional Investors Weigh In On Levi Strauss & Co.

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Fund 1 Investments LLC purchased a new position in shares of Levi Strauss & Co. during the 2nd quarter worth $3,318,000. Engineers Gate Manager LP increased its position in shares of Levi Strauss & Co. by 74.3% during the 2nd quarter. Engineers Gate Manager LP now owns 811,600 shares of the blue-jean maker’s stock worth $20,152,000 after purchasing an additional 345,855 shares during the last quarter. Jones Financial Companies Lllp raised its holdings in Levi Strauss & Co. by 42.8% in the 2nd quarter. Jones Financial Companies Lllp now owns 180,423 shares of the blue-jean maker’s stock valued at $4,428,000 after buying an additional 54,107 shares during the period. Hsbc Holdings PLC purchased a new stake in Levi Strauss & Co. in the 4th quarter valued at about $1,887,000. Finally, Susquehanna Fundamental Investments LLC acquired a new position in Levi Strauss & Co. in the second quarter valued at about $2,203,000. Institutional investors and hedge funds own 69.14% of the company’s stock.

Key Headlines Impacting Levi Strauss & Co.

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

• Positive Sentiment: Levi Strauss reported third-quarter adjusted EPS of $0.48, well above the roughly $0.35–$0.36 analyst consensus, while earnings increased from $0.34 a year earlier. Revenue rose 4.3% year over year to $1.61 billion, supported by international and wholesale strength. Levi Strauss Earnings Report
• Positive Sentiment: The company raised fiscal 2026 adjusted EPS guidance to $1.54–$1.56 from $1.46–$1.52, helped by approximately $80 million in tariff refunds. Management expects to reinvest much of the benefit into the business, support buybacks and strengthen its balance sheet. Levi Raises Profit Guidance
• Positive Sentiment: Levi announced a quarterly dividend of $0.16 per share, equivalent to $0.64 annually and a reported 3.4% yield. Needham reaffirmed a Buy rating with a $28 price target, while unusually high call-option activity suggested increased bullish speculation. Levi Dividend Announcement
• Neutral Sentiment: Barclays cut its price target to $26 but retained an Overweight rating; Wells Fargo reduced its target to $20 and maintained Equal Weight. The changes indicate analysts see potential value but remain cautious about near-term execution.
• Negative Sentiment: The main pressure on the stock was softer DTC growth—reported at approximately 2%—particularly amid continued U.S. consumer weakness. The quarterly revenue result also missed consensus estimates, and management guided to roughly $6.7 billion of fiscal-year revenue versus a $6.8 billion analyst estimate. Levi Margin Outlook and DTC Growth
• Negative Sentiment: Investors also appear concerned that tariff refunds are a temporary earnings benefit, while higher expenses and margin pressure could limit sustainable profit growth. The mixed results therefore overshadowed the EPS beat and guidance increase.

Levi Strauss & Co. Company Profile

Levi Strauss & Co is an apparel company best known for its Levi’s brand of denim jeans and related clothing. Its product portfolio includes jeans, tops, bottoms, jackets, footwear, accessories and other casualwear for men, women and children.

Founded in 1853 and headquartered in San Francisco, California, the company also owns the Dockers, Beyond Yoga and Signature by Levi Strauss & Co brands. Levi Strauss & Co sells its products through company-operated stores, e-commerce platforms, wholesale partners and other distribution channels.

The company serves customers in North America, Europe, Asia and other international markets.