Victoria’s Secret & Co. $VSCO Shares Sold by Barington Companies Management LLC

Barington Companies Management LLC lessened its holdings in Victoria’s Secret & Co. (NYSE:VSCO) by 4.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 800,000 shares of the company’s stock after selling 38,886 shares during the quarter. Victoria’s Secret & Co. comprises approximately 16.3% of Barington Companies Management LLC’s investment portfolio, making the stock its 3rd largest holding. Barington Companies Management LLC’s holdings in Victoria’s Secret & Co. were worth $21,712,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. Baird Financial Group Inc. acquired a new stake in shares of Victoria’s Secret & Co. in the first quarter worth $233,000. Royal Bank of Canada raised its holdings in shares of Victoria’s Secret & Co. by 279.1% during the first quarter. Royal Bank of Canada now owns 47,839 shares of the company’s stock worth $888,000 after purchasing an additional 35,220 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Victoria’s Secret & Co. by 2.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 62,949 shares of the company’s stock valued at $1,170,000 after purchasing an additional 1,797 shares during the period. Y Intercept Hong Kong Ltd lifted its position in Victoria’s Secret & Co. by 13.2% during the second quarter. Y Intercept Hong Kong Ltd now owns 18,266 shares of the company’s stock valued at $338,000 after purchasing an additional 2,133 shares during the period. Finally, Bank of Montreal Can boosted its holdings in Victoria’s Secret & Co. by 45.9% in the second quarter. Bank of Montreal Can now owns 28,266 shares of the company’s stock valued at $523,000 after purchasing an additional 8,892 shares during the last quarter. 90.29% of the stock is owned by hedge funds and other institutional investors.

Victoria’s Secret & Co. News Summary

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

• Positive Sentiment: Q4 results beat expectations — adjusted EPS $2.77 and revenue $2.27B; comparable sales rose ~8%, marking the best sales streak in years and showing broad-based strength across brands and channels. Victoria’s Secret Q4 Earnings Beat Estimates, Comparable Sales Rise 8%
• Positive Sentiment: Company raised guidance — FY‑2026 EPS guidance of $3.20–$3.45 (well above consensus) and Q1 EPS of $0.20–$0.30; management signaled 5%–6% sales growth and margin expansion as priorities. This guidance upgrade is a direct catalyst for upward earnings expectations. Victoria’s Secret & Co. Reports 2025 Fourth Quarter and Full Year Results
• Positive Sentiment: Management commentary and investor materials highlight continued momentum from turnaround strategy (Pink revival, digital and international expansion), supporting the raised targets. Victoria’s Secret posts longest sales growth streak in four years as shoppers return to Pink brand
• Neutral Sentiment: Earnings call transcript and slide deck are available for deeper detail on margin drivers, channel mix and international plans — worth reviewing for modeling assumptions and cadence of margin recovery. Victoria’s Secret & Co. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Company initiated a strategic review of DailyLook after that unit’s operating income declined — signals a potential divestiture or restructuring and highlights segments that are underperforming versus core brands. Victoria’s Secret Initiates Strategic Review of DailyLook As Operating Income Drops
• Negative Sentiment: Shares fell on the news cycle despite the beat — higher trading volume and the 50‑day SMA sitting above the current price suggest short‑term profit-taking and a technical pullback from recent highs; investors may be locking gains or reacting to non-core unit weakness. Victoria’s Secret (VSCO) Stock Slides Despite Crushing Q4 Earnings Expectations

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on VSCO shares. The Goldman Sachs Group increased their price target on Victoria’s Secret & Co. from $47.00 to $53.00 and gave the stock a “neutral” rating in a research report on Thursday, January 29th. UBS Group set a $58.00 target price on Victoria’s Secret & Co. in a research note on Friday. JPMorgan Chase & Co. raised Victoria’s Secret & Co. from a “neutral” rating to an “overweight” rating and raised their target price for the stock from $34.00 to $60.00 in a report on Friday, December 5th. Morgan Stanley upgraded Victoria’s Secret & Co. from an “equal weight” rating to an “overweight” rating and set a $60.00 price target for the company in a research report on Friday, December 5th. Finally, Zacks Research lowered Victoria’s Secret & Co. from a “strong-buy” rating to a “hold” rating in a research report on Friday, February 6th. Six equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $60.20.

Victoria’s Secret & Co. Stock Performance

NYSE VSCO opened at $46.68 on Friday. The stock has a market capitalization of $3.75 billion, a price-to-earnings ratio of 25.10, a PEG ratio of 1.53 and a beta of 2.19. Victoria’s Secret & Co. has a twelve month low of $13.76 and a twelve month high of $66.89. The company has a current ratio of 1.30, a quick ratio of 0.38 and a debt-to-equity ratio of 1.96. The stock has a 50-day moving average of $59.38 and a 200 day moving average of $43.27.

Victoria’s Secret & Co. (NYSE:VSCO) last issued its quarterly earnings results on Thursday, March 5th. The company reported $2.77 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.48 by $0.29. Victoria’s Secret & Co. had a return on equity of 36.21% and a net margin of 2.45%.The company had revenue of $2.27 billion for the quarter, compared to the consensus estimate of $2.22 billion. During the same quarter in the prior year, the business posted $2.60 earnings per share. Victoria’s Secret & Co.’s revenue for the quarter was up 7.8% on a year-over-year basis. Victoria’s Secret & Co. has set its Q1 2026 guidance at 0.200-0.300 EPS and its FY 2026 guidance at 3.200-3.450 EPS. Sell-side analysts anticipate that Victoria’s Secret & Co. will post 2.37 EPS for the current fiscal year.

About Victoria’s Secret & Co.

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.