Victoria’s Secret & Co. (NYSE:VSXY) Stock Rating Lowered by Wall Street Zen

Victoria’s Secret & Co. (NYSE:VSXY) was downgraded by equities researchers at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Saturday, Wall Street Zen reports.

Other equities analysts have also recently issued reports about the stock. UBS Group lowered their price objective on shares of Victoria’s Secret & Co. from $95.00 to $87.00 and set a “neutral” rating for the company in a research report on Friday. Barclays decreased their target price on shares of Victoria’s Secret & Co. from $108.00 to $106.00 and set an “overweight” rating on the stock in a research note on Friday. Wells Fargo & Company upped their price target on shares of Victoria’s Secret & Co. from $57.00 to $90.00 and gave the stock an “overweight” rating in a report on Wednesday, June 3rd. Weiss Ratings upgraded Victoria’s Secret & Co. from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, June 24th. Finally, TD Cowen raised their price objective on Victoria’s Secret & Co. from $75.00 to $80.00 and gave the company a “hold” rating in a report on Tuesday, August 18th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, Victoria’s Secret & Co. presently has an average rating of “Moderate Buy” and a consensus target price of $89.90.

Victoria’s Secret & Co. Stock Performance

Victoria’s Secret & Co. stock opened at $75.48 on Friday. Victoria’s Secret & Co. has a 12-month low of $25.00 and a 12-month high of $102.46. The company has a quick ratio of 0.41, a current ratio of 1.26 and a debt-to-equity ratio of 1.17. The business’s 50-day moving average price is $85.45 and its two-hundred day moving average price is $66.81. The stock has a market cap of $6.00 billion, a PE ratio of 26.67, a P/E/G ratio of 0.51 and a beta of 2.05.

Victoria’s Secret & Co. (NYSE:VSXY) last issued its earnings results on Thursday, September 3rd. The company reported $0.95 EPS for the quarter, topping the consensus estimate of $0.77 by $0.18. The firm had revenue of $1.61 billion during the quarter, compared to the consensus estimate of $1.62 billion. Victoria’s Secret & Co. had a return on equity of 43.36% and a net margin of 5.46%.The business’s revenue was up 10.4% on a year-over-year basis. As a group, analysts expect that Victoria’s Secret & Co. will post 4.72 earnings per share for the current fiscal year.

Insider Activity

In other news, major shareholder International Pte Ltd Bbrc sold 798,920 shares of Victoria’s Secret & Co. stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $89.15, for a total transaction of $71,223,718.00. Following the transaction, the insider owned 7,810,631 shares in the company, valued at approximately $696,317,753.65. The trade was a 9.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders have sold a total of 1,364,570 shares of company stock worth $121,396,640 over the last ninety days. 0.52% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Victoria’s Secret & Co.

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Bbfit Investments PTE Ltd. bought a new stake in Victoria’s Secret & Co. in the fourth quarter valued at approximately $558,521,000. California State Teachers Retirement System acquired a new stake in Victoria’s Secret & Co. during the 2nd quarter valued at approximately $571,660,000. Dimensional Fund Advisors LP raised its holdings in Victoria’s Secret & Co. by 10.3% during the 3rd quarter. Dimensional Fund Advisors LP now owns 2,549,501 shares of the company’s stock worth $69,187,000 after purchasing an additional 238,516 shares during the last quarter. Goldman Sachs Group Inc. raised its holdings in Victoria’s Secret & Co. by 11.0% during the 4th quarter. Goldman Sachs Group Inc. now owns 2,011,366 shares of the company’s stock worth $108,956,000 after purchasing an additional 199,170 shares during the last quarter. Finally, Marshall Wace LLP lifted its position in shares of Victoria’s Secret & Co. by 301.4% in the 4th quarter. Marshall Wace LLP now owns 1,792,727 shares of the company’s stock worth $97,112,000 after purchasing an additional 1,346,104 shares during the period. Institutional investors and hedge funds own 90.29% of the company’s stock.

Victoria’s Secret & Co. News Summary

Here are the key news stories impacting Victoria’s Secret & Co. this week:

• Positive Sentiment: Second-quarter adjusted earnings were $0.95 per share, well above analyst estimates of approximately $0.77-$0.78 and up from $0.33 a year earlier. Revenue increased 10.4% year over year to $1.61 billion. Victoria’s Secret & Co. Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 outlook, projecting net sales of $7.10 billion-$7.18 billion and adjusted EPS of $4.45-$4.70. Third-quarter revenue guidance of roughly $1.6 billion is broadly in line with consensus. Victoria’s Secret forecasts fiscal 2026 sales and earnings
• Positive Sentiment: Barclays maintained an overweight rating and lowered its price target only modestly, from $108 to $106, leaving substantial implied upside based on the referenced price. Retail investors and some analysts view the recent selloff as a potential entry point.
• Neutral Sentiment: UBS reduced its price target from $95 to $87 and assigned a neutral rating. Although the revised target remains above the stock’s referenced price, the cut signals more cautious expectations for the company’s near-term performance.
• Negative Sentiment: Revenue of $1.61 billion missed the approximately $1.62 billion consensus estimate. Investors focused on the topline miss and signs that sales growth is moderating, prompting a sharp decline in the prior session despite the earnings beat. Victoria’s Secret retreats after revenue miss

Victoria’s Secret & Co. Company Profile

Victoria’s Secret & Co is a leading designer, manufacturer and marketer of intimate apparel, beauty products and accessories for women. The company operates a portfolio of brands that includes Victoria’s Secret, renowned for its lingerie, bras and sleepwear; PINK, a line targeting younger consumers with activewear and lifestyle products; and Victoria’s Secret Beauty, offering fragrances, cosmetics and personal care items. Products are sold through retail stores as well as direct-to-consumer channels, including e-commerce platforms and mobile applications.

The origins of Victoria’s Secret date back to 1977, when founders Roy and Gaye Raymond opened the first store in San Francisco.