PVH (PVH)

• Market cap: $3.65B
• 1 day: 0.70%
• 5 days: -2.18%
• 1 month: 6.52%
• 3 months: -27.96%
• 6 months: -28.93%
• Year to date: -33.82%
• 1 year: -36.66%
• 5 years: 76.46%
• 10 years: -33.09%
• Sector: Consumer Discretionary
• Industry: Apparel Manufacturing

About: PVH designs and markets branded apparel in more than 40 countries. Its key fashion categories include men's dress shirts, ties, sportswear, underwear, and jeans. Its two designer brands, Calvin Klein and Tommy Hilfiger, now generate practically all its revenue after its recent disposition of most of its smaller brands. PVH operates e-commerce sites, about 1,400 stores, and about 1,500 shop-in-shops and concessions. The firm also licenses its brands to third parties and distributes its merchandise through department stores and other wholesale accounts. PVH traces its history to 1881 and is based in New York City.

Employees: 28,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

9% more capital invested

Capital invested by funds: $5.65B [Q3] → $6.16B (+$511M) [Q4]

4.25% more ownership

Funds ownership: 100.49% [Q3] → 104.74% (+4.25%) [Q4]

9% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 58

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

1% less funds holding

Funds holding: 375 [Q3] → 372 (-3) [Q4]

12% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 136

41% less call options, than puts

Call options by funds: $31.8M | Put options by funds: $54M

Research analyst outlook

11 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $68 2% downside
• Avg. target: $99 42% upside
• High target: $160 131% upside

11 analyst ratings

• positive: 5 45%
• neutral: 6 55%
• negative: 0 0%

JP Morgan Matthew Boss 38% 1-year accuracy 31 / 81 met price target	25% upside $87	Neutral Maintained	14 Apr 2025
Citigroup Paul Lejuez 39% 1-year accuracy 18 / 46 met price target	2% downside $68	Neutral Maintained	7 Apr 2025
Barclays Adrienne Yih 25% 1-year accuracy 24 / 97 met price target	48% upside $103	Overweight Maintained	3 Apr 2025
Morgan Stanley Kimberly Greenberger 50% 1-year accuracy 2 / 4 met price target	24% upside $86	Equal-Weight Maintained	2 Apr 2025
Jefferies Ashley Helgans 10% 1-year accuracy 1 / 10 met price target	15% upside $80	Hold Maintained	2 Apr 2025