Levi Strauss & Co.’s (LEVI) “Buy” Rating Reiterated at Needham & Company LLC

Needham & Company LLC restated their buy rating on shares of Levi Strauss & Co. (NYSE:LEVI) in a research note issued to investors on Thursday,Benzinga reports. They currently have a $28.00 price target on the blue-jean maker’s stock.

Several other equities research analysts have also recently commented on the company. Raymond James Financial initiated coverage on Levi Strauss & Co. in a report on Tuesday, December 23rd. They issued an “outperform” rating and a $26.00 price target for the company. Stifel Nicolaus upped their target price on Levi Strauss & Co. from $24.00 to $27.00 and gave the company a “buy” rating in a report on Thursday, October 2nd. UBS Group lifted their price target on Levi Strauss & Co. from $32.00 to $33.00 and gave the stock a “buy” rating in a report on Monday, January 12th. JPMorgan Chase & Co. boosted their price target on shares of Levi Strauss & Co. from $23.00 to $33.00 and gave the company an “overweight” rating in a research report on Friday, October 10th. Finally, Morgan Stanley upped their price objective on shares of Levi Strauss & Co. from $19.00 to $20.00 and gave the company an “equal weight” rating in a report on Friday, October 10th. Twelve analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $26.46.

Levi Strauss & Co. Price Performance

Shares of NYSE LEVI opened at $19.82 on Thursday. The firm has a 50-day simple moving average of $21.47 and a 200-day simple moving average of $21.49. The company has a quick ratio of 0.87, a current ratio of 1.55 and a debt-to-equity ratio of 0.46. The stock has a market capitalization of $7.74 billion, a price-to-earnings ratio of 13.57, a price-to-earnings-growth ratio of 1.41 and a beta of 1.33. Levi Strauss & Co. has a 52 week low of $12.17 and a 52 week high of $24.82.

Levi Strauss & Co. (NYSE:LEVI) last posted its quarterly earnings results on Wednesday, January 28th. The blue-jean maker reported $0.41 earnings per share for the quarter, topping analysts’ consensus estimates of $0.39 by $0.02. The firm had revenue of $1.77 billion for the quarter, compared to analyst estimates of $1.71 billion. Levi Strauss & Co. had a net margin of 9.20% and a return on equity of 25.08%. Levi Strauss & Co.’s quarterly revenue was up .9% on a year-over-year basis. During the same period in the previous year, the business posted $0.50 earnings per share. Levi Strauss & Co. has set its FY 2026 guidance at 1.400-1.460 EPS. On average, equities analysts predict that Levi Strauss & Co. will post 1.27 earnings per share for the current fiscal year.

Levi Strauss & Co. Dividend Announcement

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

Insider Buying and Selling at Levi Strauss & Co.

In related news, SVP David Jedrzejek sold 7,093 shares of Levi Strauss & Co. stock in a transaction that occurred on Tuesday, January 27th. The shares were sold at an average price of $21.38, for a total value of $151,648.34. Following the completion of the sale, the senior vice president owned 98,193 shares in the company, valued at approximately $2,099,366.34. This trade represents a 6.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 1.25% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in LEVI. Vanguard Group Inc. grew its stake in shares of Levi Strauss & Co. by 3.8% in the fourth quarter. Vanguard Group Inc. now owns 9,320,747 shares of the blue-jean maker’s stock valued at $193,312,000 after buying an additional 342,009 shares in the last quarter. Balyasny Asset Management L.P. boosted its holdings in Levi Strauss & Co. by 9.3% during the 3rd quarter. Balyasny Asset Management L.P. now owns 3,457,702 shares of the blue-jean maker’s stock valued at $80,564,000 after acquiring an additional 294,053 shares during the period. Ameriprise Financial Inc. boosted its holdings in Levi Strauss & Co. by 83.4% during the 2nd quarter. Ameriprise Financial Inc. now owns 1,958,271 shares of the blue-jean maker’s stock valued at $36,208,000 after acquiring an additional 890,752 shares during the period. Qube Research & Technologies Ltd grew its position in Levi Strauss & Co. by 27.9% in the 3rd quarter. Qube Research & Technologies Ltd now owns 1,909,810 shares of the blue-jean maker’s stock valued at $44,499,000 after acquiring an additional 416,555 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Levi Strauss & Co. by 9.2% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,908,682 shares of the blue-jean maker’s stock worth $44,472,000 after purchasing an additional 160,855 shares during the period. 69.14% of the stock is currently owned by institutional investors and hedge funds.

More Levi Strauss & Co. News

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

About Levi Strauss & Co.

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.