V.F.’s (VFC) “Market Perform” Rating Reiterated at Telsey Advisory Group

Telsey Advisory Group reiterated their market perform rating on shares of V.F. (NYSE:VFC) in a report released on Wednesday morning, Marketbeat Ratings reports. The brokerage currently has a $16.00 price target on the textile maker’s stock.

A number of other research analysts have also recently weighed in on the company. KGI Securities set a $14.50 target price on V.F. and gave the company a “neutral” rating in a report on Wednesday, October 29th. Wells Fargo & Company raised their price objective on V.F. from $12.00 to $15.00 and gave the stock an “equal weight” rating in a report on Tuesday, December 16th. Robert W. Baird set a $25.00 price objective on V.F. in a research note on Wednesday, December 17th. JPMorgan Chase & Co. increased their target price on shares of V.F. from $14.00 to $17.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 20th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of V.F. in a report on Monday, December 29th. Three equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $18.09.

V.F. Price Performance

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

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

V.F. Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Tuesday, March 10th will be paid a dividend of $0.09 per share. The ex-dividend date is Tuesday, March 10th. This represents a $0.36 dividend on an annualized basis and a dividend yield of 1.8%. V.F.’s dividend payout ratio (DPR) is currently 65.45%.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in VFC. Russell Investments Group Ltd. lifted its holdings in V.F. by 104.7% in the 2nd quarter. Russell Investments Group Ltd. now owns 567,886 shares of the textile maker’s stock worth $6,673,000 after buying an additional 290,444 shares in the last quarter. Segall Bryant & Hamill LLC increased its position in shares of V.F. by 30.7% during the second quarter. Segall Bryant & Hamill LLC now owns 3,442,936 shares of the textile maker’s stock worth $40,454,000 after acquiring an additional 808,474 shares during the last quarter. SG Americas Securities LLC lifted its stake in shares of V.F. by 115.2% in the third quarter. SG Americas Securities LLC now owns 113,951 shares of the textile maker’s stock worth $1,644,000 after acquiring an additional 60,998 shares in the last quarter. Fiduciary Alliance LLC boosted its holdings in V.F. by 22.0% in the third quarter. Fiduciary Alliance LLC now owns 586,877 shares of the textile maker’s stock valued at $8,469,000 after purchasing an additional 105,786 shares during the last quarter. Finally, Farther Finance Advisors LLC grew its stake in V.F. by 94.8% during the 2nd quarter. Farther Finance Advisors LLC now owns 4,975 shares of the textile maker’s stock valued at $58,000 after purchasing an additional 2,421 shares in the last quarter. 86.84% of the stock is currently owned by hedge funds and other institutional investors.

V.F. News Summary

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

V.F. Company Profile

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.