Q3 Earnings Forecast for VF Issued By Telsey Advisory Group

VF Corporation (NYSE:VFC) – Research analysts at Telsey Advisory Group lowered their Q3 2025 earnings per share (EPS) estimates for VF in a research note issued to investors on Tuesday, October 29th. Telsey Advisory Group analyst D. Telsey now expects that the textile maker will earn $0.29 per share for the quarter, down from their prior forecast of $0.48. Telsey Advisory Group currently has a “Market Perform” rating and a $21.00 target price on the stock. The consensus estimate for VF’s current full-year earnings is $0.60 per share. Telsey Advisory Group also issued estimates for VF’s Q4 2025 earnings at ($0.21) EPS, Q2 2026 earnings at $0.72 EPS, Q3 2026 earnings at $0.34 EPS and Q4 2026 earnings at ($0.15) EPS.

Several other brokerages have also recently issued reports on VFC. TD Cowen lifted their target price on VF from $16.00 to $19.00 and gave the stock a “hold” rating in a report on Tuesday. Argus raised VF to a “hold” rating in a report on Wednesday, August 28th. Wells Fargo & Company lowered shares of VF from an “equal weight” rating to an “underweight” rating and cut their target price for the company from $16.00 to $15.00 in a report on Monday, October 14th. Citigroup upped their price target on shares of VF from $20.00 to $24.00 and gave the company a “buy” rating in a research note on Tuesday. Finally, Wedbush reissued a “neutral” rating and issued a $13.00 price objective on shares of VF in a research note on Monday, August 5th. Three investment analysts have rated the stock with a sell rating, thirteen have assigned a hold rating and three have assigned a buy rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $18.19.

VF Stock Performance

Shares of NYSE VFC opened at $20.71 on Thursday. The firm’s fifty day moving average is $18.81 and its two-hundred day moving average is $15.73. VF has a 52-week low of $11.00 and a 52-week high of $23.09. The company has a market cap of $8.06 billion, a P/E ratio of -11.97, a P/E/G ratio of 3.27 and a beta of 1.53. The company has a debt-to-equity ratio of 2.84, a quick ratio of 0.51 and a current ratio of 0.99.

VF (NYSE:VFC) last announced its quarterly earnings data on Monday, October 28th. The textile maker reported $0.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.41 by $0.19. VF had a negative net margin of 11.39% and a positive return on equity of 11.75%. The business had revenue of $2.76 billion during the quarter, compared to analyst estimates of $2.72 billion. During the same period last year, the firm posted $0.63 EPS. The company’s revenue was down 5.6% on a year-over-year basis.

Institutional Trading of VF

Large investors have recently modified their holdings of the company. M&G Plc lifted its holdings in shares of VF by 10.0% in the 2nd quarter. M&G Plc now owns 14,729,396 shares of the textile maker’s stock worth $206,212,000 after buying an additional 1,344,849 shares during the period. Pacer Advisors Inc. lifted its stake in VF by 28.0% in the second quarter. Pacer Advisors Inc. now owns 11,822,885 shares of the textile maker’s stock worth $159,609,000 after acquiring an additional 2,589,852 shares during the period. Dimensional Fund Advisors LP grew its holdings in VF by 2.8% during the 2nd quarter. Dimensional Fund Advisors LP now owns 4,125,417 shares of the textile maker’s stock worth $55,694,000 after acquiring an additional 113,128 shares in the last quarter. Deprince Race & Zollo Inc. increased its position in VF by 28.3% during the 2nd quarter. Deprince Race & Zollo Inc. now owns 3,057,884 shares of the textile maker’s stock valued at $41,281,000 after purchasing an additional 673,979 shares during the period. Finally, Bank of New York Mellon Corp lifted its position in shares of VF by 23.6% in the 2nd quarter. Bank of New York Mellon Corp now owns 2,481,600 shares of the textile maker’s stock worth $33,502,000 after purchasing an additional 473,373 shares during the period. Hedge funds and other institutional investors own 86.84% of the company’s stock.

Insider Buying and Selling

In related news, Director Richard Carucci bought 15,000 shares of the company’s stock in a transaction on Thursday, August 22nd. The shares were acquired at an average cost of $16.70 per share, for a total transaction of $250,500.00. Following the purchase, the director now directly owns 230,178 shares of the company’s stock, valued at approximately $3,843,972.60. The trade was a 0.00 % increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.70% of the stock is currently owned by insiders.

VF Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, December 18th. Stockholders of record on Tuesday, December 10th will be issued a $0.09 dividend. This represents a $0.36 dividend on an annualized basis and a dividend yield of 1.74%. The ex-dividend date of this dividend is Tuesday, December 10th. VF’s payout ratio is presently -20.81%.

VF Company Profile

V.F. Corporation, together with its subsidiaries, engages in the design, procurement, marketing, and distribution of branded lifestyle apparel, footwear, and accessories for men, women, and children in the Americas, Europe, and the Asia-Pacific. It operates through three segments: Outdoor, Active, and Work.