V.F. (NYSE:VFC) Rating Increased to Buy at Wall Street Zen

V.F. (NYSE:VFC) was upgraded by investment analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued on Saturday.

Several other equities research analysts also recently weighed in on VFC. KGI Securities set a $14.50 target price on shares of V.F. and gave the company a “neutral” rating in a research note on Wednesday, October 29th. Robert W. Baird set a $25.00 price objective on V.F. in a report on Wednesday, December 17th. JPMorgan Chase & Co. boosted their target price on V.F. from $14.00 to $17.00 and gave the stock a “neutral” rating in a research note on Tuesday, January 20th. Guggenheim initiated coverage on V.F. in a research report on Tuesday, December 9th. They set a “neutral” rating on the stock. Finally, Piper Sandler raised their price target on V.F. from $14.00 to $18.00 and gave the stock a “neutral” rating in a report on Friday. Three equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $18.09.

V.F. Price Performance

Shares of VFC stock opened at $19.55 on Friday. The stock’s 50-day moving average is $18.79 and its 200 day moving average is $15.71. V.F. has a 1-year low of $9.41 and a 1-year high of $26.79. The company has a debt-to-equity ratio of 1.99, a current ratio of 1.55 and a quick ratio of 0.87. The company has a market cap of $7.65 billion, a P/E ratio of 35.54, a PEG ratio of 1.91 and a beta of 1.66.

V.F. (NYSE:VFC) last released its quarterly earnings results on Wednesday, January 28th. The textile maker reported $0.58 EPS for the quarter, beating the consensus estimate of $0.43 by $0.15. V.F. had a net margin of 2.33% and a return on equity of 19.08%. The business had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.81 billion. During the same period in the prior year, the firm posted $0.62 earnings per share. The company’s quarterly revenue was up 1.5% on a year-over-year basis. Research analysts predict that V.F. will post 0.73 earnings per share for the current fiscal year.

Institutional Trading of V.F.

Several large investors have recently made changes to their positions in VFC. Quent Capital LLC raised its holdings in shares of V.F. by 1,635.2% during the fourth quarter. Quent Capital LLC now owns 13,170 shares of the textile maker’s stock worth $238,000 after purchasing an additional 12,411 shares during the last quarter. Fiduciary Alliance LLC boosted its holdings in V.F. by 10.3% in the fourth quarter. Fiduciary Alliance LLC now owns 647,496 shares of the textile maker’s stock valued at $11,707,000 after purchasing an additional 60,619 shares during the last quarter. GAMMA Investing LLC grew its position in V.F. by 30.5% during the 4th quarter. GAMMA Investing LLC now owns 10,987 shares of the textile maker’s stock worth $199,000 after purchasing an additional 2,570 shares during the period. Russell Investments Group Ltd. raised its stake in shares of V.F. by 1.9% during the 3rd quarter. Russell Investments Group Ltd. now owns 578,767 shares of the textile maker’s stock valued at $8,352,000 after buying an additional 10,881 shares during the last quarter. Finally, Segall Bryant & Hamill LLC lifted its holdings in shares of V.F. by 43.4% in the 3rd quarter. Segall Bryant & Hamill LLC now owns 4,938,084 shares of the textile maker’s stock valued at $71,257,000 after buying an additional 1,495,148 shares during the period. 86.84% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting V.F.

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

• Positive Sentiment: Q4 / Q3 beat — V.F. reported stronger-than-expected results (EPS beat and revenue slightly above consensus) and flagged improved cash-flow outlook, which supported an initial rally after the release. VF Corp (NYSE:VFC) exceeds Q4 CY2025 expectations, stock soars
• Positive Sentiment: Brand mix helped revenue — The North Face and Timberland outperformed and offset Vans softness, underpinning revenue growth and margins in the quarter. VF Revenue Rises as North Face Offsets Vans Weakness
• Neutral Sentiment: Analysts’ coverage update — Stifel Nicolaus raised its price target from $18 to $19 but kept a “hold” rating, suggesting limited near-term upside and possibly tempering investor enthusiasm. Stifel Nicolaus Issues Positive Forecast for V.F. (NYSE:VFC) Stock Price
• Neutral Sentiment: Investor commentary and transcripts — Several outlets published the earnings-call transcript and deeper takes on the quarter; these provide color on margin drivers and inventory/cash flow trends but contain no major surprises. VF (VFC) Q3 2026 Earnings Call Transcript
• Negative Sentiment: Tariff warning — Management cautioned that potential tariffs could dim the sales outlook for Vans and the broader business, creating uncertainty around forward guidance and margins. That comment is a near-term negative for sentiment. Vans parent VF Corp’s tariff warning dims upbeat quarterly sales forecast
• Negative Sentiment: Vans weakness — Coverage and market reaction highlighted Vans lagging versus other brands; given Vans’ importance to revenue, this continues to be a pressure point for the stock. Timberland Parent VF Corp Turns Holiday Shoppers Into Higher Profits

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.