SG Americas Securities LLC Increases Stock Position in PVH Corp. $PVH

SG Americas Securities LLC increased its holdings in shares of PVH Corp. (NYSE:PVH) by 1,475.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 35,503 shares of the textile maker’s stock after purchasing an additional 33,250 shares during the period. SG Americas Securities LLC’s holdings in PVH were worth $2,379,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Wealth Enhancement Advisory Services LLC raised its stake in PVH by 7.9% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 6,502 shares of the textile maker’s stock worth $455,000 after buying an additional 474 shares in the last quarter. Central Pacific Bank Trust Division boosted its position in PVH by 9.6% during the 4th quarter. Central Pacific Bank Trust Division now owns 1,940 shares of the textile maker’s stock valued at $130,000 after acquiring an additional 170 shares in the last quarter. Saranac Partners Ltd purchased a new position in shares of PVH in the 3rd quarter valued at $30,000. Coldstream Capital Management Inc. purchased a new position in shares of PVH in the 3rd quarter valued at $222,000. Finally, Danske Bank A S bought a new position in shares of PVH in the 3rd quarter worth $25,000. 97.25% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about PVH

Here are the key news stories impacting PVH this week:

• Positive Sentiment: Q4 earnings beat and constructive call — PVH reported stronger‑than‑expected revenue and adjusted EPS, with management pointing to brand momentum (Calvin Klein, Tommy Hilfiger) and steady margins; the solid results drove notable post‑earnings upside and improved investor sentiment. PVH Corp. Q4 2025 Earnings Call Summary
• Positive Sentiment: Market reaction and analyst upgrades — several firms raised targets or reiterated Buy: Goldman Sachs bumped its target to $93 (buy), Needham raised to $107 (buy) and BTIG reaffirmed a $100 target. Those upgrades signal expected upside versus the current price. Benzinga price target coverage
• Positive Sentiment: Pop‑culture tailwinds supporting demand — media coverage (including a TV miniseries boost) and PVH marketing/pop‑culture strategies are cited as helping Calvin Klein sales and easing investor demand concerns, supporting revenue momentum. How TV’s ‘Love Story’ helped Calvin Klein parent
• Neutral Sentiment: Mixed analyst consensus — overall analyst coverage remains centered around a Hold/Moderate Buy mix (average recommendation ~“Hold”), so while some buy signals exist the street is not uniformly bullish. PVH Corp. Given Average Recommendation of “Hold” by Analysts
• Negative Sentiment: Tariff headwinds called out in 2026 outlook — management flagged tariff pressure that could weigh on margins or cost assumptions in 2026, introducing a tangible near‑term margin risk. PVH beats Q4 guidance, flags tariff pressure in 2026 outlook
• Negative Sentiment: Remediated IT control weakness remains a disclosure risk — the company notes a previously remediated accounting/IT control issue that could still pose future risk to financial reporting and investor confidence. PVH Corp’s Remediated IT Control Weakness Still Poses Risks
• Negative Sentiment: Some analyst skepticism remains — selected commentary argues the setup may not justify moving to a full Buy yet, highlighting valuation and execution risks despite recent strength. PVH: Setup Is Not Good Enough To Justify An Upgrade To Buy

PVH Trading Down 0.2%

Shares of NYSE:PVH opened at $76.98 on Friday. The business’s 50-day moving average is $66.43 and its 200 day moving average is $73.08. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.52 and a quick ratio of 0.72. PVH Corp. has a 1 year low of $59.28 and a 1 year high of $89.79. The firm has a market capitalization of $3.53 billion, a P/E ratio of 202.57, a P/E/G ratio of 2.51 and a beta of 1.61.

PVH (NYSE:PVH) last issued its quarterly earnings results on Tuesday, March 31st. The textile maker reported $3.82 earnings per share for the quarter, topping analysts’ consensus estimates of $3.30 by $0.52. PVH had a return on equity of 11.55% and a net margin of 0.28%.The business had revenue of $2.51 billion for the quarter, compared to analyst estimates of $2.43 billion. During the same quarter in the previous year, the firm earned $3.27 earnings per share. The company’s revenue was up 5.6% on a year-over-year basis. On average, research analysts predict that PVH Corp. will post 11.67 earnings per share for the current fiscal year.

PVH Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, March 25th. Shareholders of record on Wednesday, March 4th were given a dividend of $0.0375 per share. This represents a $0.15 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend was Wednesday, March 4th. PVH’s payout ratio is currently 39.47%.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on PVH shares. The Goldman Sachs Group raised their price objective on PVH from $83.00 to $93.00 and gave the company a “buy” rating in a research report on Thursday. Wall Street Zen lowered shares of PVH from a “buy” rating to a “hold” rating in a research report on Saturday, December 13th. UBS Group lowered their price target on shares of PVH from $148.00 to $120.00 and set a “buy” rating on the stock in a report on Friday, March 6th. Guggenheim assumed coverage on shares of PVH in a research note on Tuesday, December 9th. They set a “neutral” rating for the company. Finally, Weiss Ratings cut shares of PVH from a “hold (c-)” rating to a “sell (d)” rating in a research report on Wednesday. Seven analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, PVH currently has an average rating of “Hold” and a consensus target price of $88.93.

About PVH

PVH Corp is a leading global apparel company known for its portfolio of iconic brands in the dress shirt, sportswear and lifestyle categories. The company designs, markets and distributes clothing, accessories and fragrances under both owned and licensed brands. PVH’s core brand holdings include Calvin Klein and Tommy Hilfiger, complemented by a range of heritage labels such as Van Heusen, IZOD, ARROW, Warner’s and Olga.

PVH’s operations span the entire value chain from product design and development to manufacturing, marketing and distribution.