Telsey Advisory Group Brokers Cut Earnings Estimates for PVH

PVH Corp. (NYSE:PVH) – Investment analysts at Telsey Advisory Group cut their FY2025 EPS estimates for PVH in a report issued on Friday, December 6th. Telsey Advisory Group analyst D. Telsey now anticipates that the textile maker will earn $11.70 per share for the year, down from their previous estimate of $11.74. Telsey Advisory Group currently has a “Outperform” rating and a $130.00 target price on the stock. The consensus estimate for PVH’s current full-year earnings is $11.63 per share. Telsey Advisory Group also issued estimates for PVH’s Q1 2026 earnings at $2.82 EPS and Q2 2026 earnings at $2.76 EPS.

PVH (NYSE:PVH) last released its quarterly earnings results on Wednesday, December 4th. The textile maker reported $3.03 earnings per share for the quarter, beating the consensus estimate of $2.59 by $0.44. PVH had a return on equity of 13.77% and a net margin of 8.13%. The firm had revenue of $2.26 billion for the quarter, compared to analysts’ expectations of $2.22 billion. During the same quarter last year, the firm posted $2.90 EPS. The company’s revenue was down 4.6% compared to the same quarter last year.

Several other analysts have also recently weighed in on the stock. TD Cowen lowered their price objective on shares of PVH from $149.00 to $135.00 and set a “buy” rating on the stock in a research report on Thursday, August 29th. Guggenheim raised their price target on PVH from $105.00 to $125.00 and gave the company a “buy” rating in a research report on Friday. BMO Capital Markets cut their price objective on PVH from $119.00 to $106.00 and set a “market perform” rating for the company in a report on Wednesday, August 28th. Barclays decreased their price objective on PVH from $154.00 to $142.00 and set an “overweight” rating on the stock in a report on Thursday, August 29th. Finally, The Goldman Sachs Group cut their target price on PVH from $144.00 to $124.00 and set a “buy” rating for the company in a research note on Thursday, August 29th. Five research analysts have rated the stock with a hold rating and eleven have issued a buy rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $127.87.

PVH Trading Down 1.5 %

Shares of PVH opened at $107.18 on Monday. PVH has a 1-year low of $89.56 and a 1-year high of $141.15. The company has a market capitalization of $5.98 billion, a P/E ratio of 8.73, a P/E/G ratio of 1.01 and a beta of 2.10. The company has a debt-to-equity ratio of 0.32, a current ratio of 1.24 and a quick ratio of 0.66. The firm’s 50 day simple moving average is $100.86 and its 200 day simple moving average is $102.96.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the business. Pzena Investment Management LLC grew its position in shares of PVH by 0.6% in the 3rd quarter. Pzena Investment Management LLC now owns 5,656,006 shares of the textile maker’s stock worth $570,295,000 after buying an additional 32,300 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings in PVH by 1.8% in the second quarter. Dimensional Fund Advisors LP now owns 3,148,855 shares of the textile maker’s stock valued at $333,375,000 after acquiring an additional 55,293 shares in the last quarter. Massachusetts Financial Services Co. MA increased its position in PVH by 9.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 2,529,119 shares of the textile maker’s stock valued at $255,011,000 after purchasing an additional 208,648 shares during the period. Pacer Advisors Inc. raised its holdings in PVH by 39.6% in the 3rd quarter. Pacer Advisors Inc. now owns 1,705,717 shares of the textile maker’s stock worth $171,987,000 after purchasing an additional 483,510 shares in the last quarter. Finally, LSV Asset Management lifted its position in shares of PVH by 15.7% in the 2nd quarter. LSV Asset Management now owns 916,002 shares of the textile maker’s stock worth $96,977,000 after purchasing an additional 124,309 shares during the period. Hedge funds and other institutional investors own 97.25% of the company’s stock.

PVH Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, December 18th. Stockholders of record on Wednesday, November 27th will be issued a dividend of $0.0375 per share. The ex-dividend date is Wednesday, November 27th. This represents a $0.15 dividend on an annualized basis and a dividend yield of 0.14%. PVH’s dividend payout ratio is currently 1.22%.

About PVH

PVH Corp. operates as an apparel company in the United States and internationally. The company operates through Tommy Hilfiger North America, Tommy Hilfiger International, Calvin Klein North America, Calvin Klein International, and Heritage Brands Wholesale segments. It designs and markets men's, women's, and children's branded apparel, footwear and accessories, underwear, sleepwear, outerwear, home furnishings, luggage, dresses, suits and swimwear, activewear, sportswear, socks and accessories, outerwear, golf products, footwear, watches and jewelry, eyeglasses and non-ophthalmic sunglasses, jeans wear, performance apparel, intimate apparel, dress shirts, handbags, fragrance, small leather goods, and other related products; and men's and boy's tailored clothing products, duvets, pillows, mattress pads and toppers, and feather beds.