Levi Strauss & Co.’s (LEVI) “Buy” Rating Reiterated at BTIG Research

BTIG Research reissued their buy rating on shares of Levi Strauss & Co. (NYSE:LEVI) in a research report released on Thursday morning,Benzinga reports. BTIG Research currently has a $27.00 target price on the blue-jean maker’s stock.

Several other research analysts have also recently issued reports on LEVI. UBS Group lifted their target price on Levi Strauss & Co. from $32.00 to $33.00 and gave the company a “buy” rating in a research report on Monday, January 12th. Stifel Nicolaus lifted their price objective on shares of Levi Strauss & Co. from $24.00 to $27.00 and gave the stock a “buy” rating in a report on Thursday, October 2nd. Weiss Ratings upgraded shares of Levi Strauss & Co. from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, January 26th. JPMorgan Chase & Co. increased their target price on shares of Levi Strauss & Co. from $23.00 to $33.00 and gave the company an “overweight” rating in a report on Friday, October 10th. Finally, Telsey Advisory Group restated an “outperform” rating and set a $27.00 price target on shares of Levi Strauss & Co. in a report on Wednesday, January 21st. Twelve equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, Levi Strauss & Co. presently has a consensus rating of “Moderate Buy” and a consensus target price of $26.46.

Levi Strauss & Co. Trading Down 3.5%

NYSE:LEVI opened at $19.82 on Thursday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.55 and a quick ratio of 0.87. Levi Strauss & Co. has a one year low of $12.17 and a one year high of $24.82. The company has a market cap of $7.74 billion, a PE ratio of 13.57, a PEG ratio of 1.41 and a beta of 1.33. The firm has a 50-day moving average of $21.47 and a 200-day moving average of $21.49.

Levi Strauss & Co. (NYSE:LEVI) last announced its quarterly earnings results on Wednesday, January 28th. The blue-jean maker reported $0.41 earnings per share for the quarter, beating the consensus estimate of $0.39 by $0.02. The business had revenue of $1.77 billion for the quarter, compared to analysts’ expectations of $1.71 billion. Levi Strauss & Co. had a net margin of 9.20% and a return on equity of 25.08%. The firm’s revenue for the quarter was up .9% compared to the same quarter last year. During the same quarter last year, the firm earned $0.50 EPS. Levi Strauss & Co. has set its FY 2026 guidance at 1.400-1.460 EPS. As a group, equities research analysts expect that Levi Strauss & Co. will post 1.27 EPS for the current fiscal year.

Levi Strauss & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Tuesday, February 10th will be given a $0.14 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $0.56 annualized dividend and a yield of 2.8%. Levi Strauss & Co.’s payout ratio is currently 38.36%.

Insiders Place Their Bets

In other news, SVP David Jedrzejek sold 7,093 shares of the stock in a transaction that occurred on Tuesday, January 27th. The shares were sold at an average price of $21.38, for a total transaction of $151,648.34. Following the completion of the transaction, the senior vice president directly owned 98,193 shares of the company’s stock, valued at $2,099,366.34. This represents a 6.74% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 1.25% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Levi Strauss & Co.

A number of hedge funds have recently modified their holdings of the stock. US Bancorp DE grew its holdings in Levi Strauss & Co. by 260.5% during the third quarter. US Bancorp DE now owns 1,121 shares of the blue-jean maker’s stock valued at $26,000 after purchasing an additional 810 shares during the period. Northwestern Mutual Wealth Management Co. lifted its position in shares of Levi Strauss & Co. by 140.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,425 shares of the blue-jean maker’s stock valued at $26,000 after buying an additional 833 shares during the last quarter. Hara Capital LLC grew its stake in shares of Levi Strauss & Co. by 8,080.0% during the 2nd quarter. Hara Capital LLC now owns 2,045 shares of the blue-jean maker’s stock worth $38,000 after acquiring an additional 2,020 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in Levi Strauss & Co. by 133.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 3,286 shares of the blue-jean maker’s stock worth $51,000 after acquiring an additional 1,879 shares during the last quarter. Finally, First Command Advisory Services Inc. purchased a new stake in Levi Strauss & Co. in the 2nd quarter worth about $71,000. Institutional investors own 69.14% of the company’s stock.

Key Stories Impacting Levi Strauss & Co.

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

• Positive Sentiment: Q4 beat — Adjusted EPS $0.41 vs $0.39 expected and revenue $1.77B vs $1.71B, driven by denim and DTC strength; this confirms near‑term demand resilience. Proactive: Levi Strauss tops quarterly estimates
• Positive Sentiment: DTC/strategy momentum — CEO called the business at a “true inflection,” emphasizing DTC-first, brand elevation and marketing (including a planned Super Bowl ad) that support longer‑term margin expansion and revenue mix improvement. MSN: CEO sees ‘true inflection’
• Positive Sentiment: Analyst support — Multiple firms (TD Cowen, Needham, BTIG) reiterated Buy ratings and raised/maintained targets (~$26–$28), indicating analyst conviction in execution and upside from current levels. TipRanks: Analyst note
• Positive Sentiment: Shareholder returns — Company declared a quarterly dividend ($0.14/share, ~2.7% yield annualized), reinforcing capital return policy and supporting valuation floor for income‑seeking investors.
• Neutral Sentiment: Investor‑day/earnings call color — Transcripts provide detail on product mix (denim, yoga), pricing actions and marketing spend (useful for thesis but less likely to move price immediately). Seeking Alpha: Earnings call transcript
• Negative Sentiment: FY2026 guidance short of consensus — Company set FY26 EPS at $1.40–$1.46 vs ~$1.48 consensus, prompting near‑term selling despite the quarter beat. Investing.com: Beat but weak outlook
• Negative Sentiment: Margin pressures — Tariff cost impacts and a softer wholesale channel were cited as headwinds to near‑term margins, limiting upside to profit despite revenue growth. Proactive: Tariff, wholesale headwinds
• Negative Sentiment: Insider selling — SVP David Jedrzejek sold ~7,093 shares (~6.7% reduction of his holding), a modest negative signal for some investors. SEC Form 4: Jedrzejek sale

Levi Strauss & Co. Company Profile

Levi Strauss & Co is a global apparel company best known for its denim jeans and casual wear. Founded in 1853 in San Francisco by Bavarian immigrant Levi Strauss, the company pioneered the modern blue jean with the introduction of rivet-reinforced work pants. Over its more than 160-year history, Levi Strauss has evolved into a lifestyle brand, offering a broad portfolio that includes denim for men, women and children, as well as tops, outerwear, footwear and accessories.

The company’s flagship label, Levi’s®, is recognized worldwide for its iconic styles such as the 501® Original Fit Jeans, while additional brands, including Dockers®, Target core metric, and Denizen® by Levi’s, cater to diverse price points and consumer segments.