VF Corp
About: VF designs, produces, and distributes branded apparel, footwear, and accessories. Its apparel categories are active, outdoor, and work. Its portfolio of 11 brands includes Vans, The North Face, Timberland, Altra, and Dickies. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. Tracing its roots to 1899, the company has evolved through many brand acquisitions and dispositions.
Employees: 30,000
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 13 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
37% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 68
24% more call options, than puts
Call options by funds: $526M | Put options by funds: $425M
14% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 8 (+1) [Q4]
11% more capital invested
Capital invested by funds: $8.03B [Q3] → $8.88B (+$847M) [Q4]
2.98% more ownership
Funds ownership: 103.44% [Q3] → 106.43% (+2.98%) [Q4]
1% more funds holding
Funds holding: 505 [Q3] → 512 (+7) [Q4]
18% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 178
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$21
18%
downside
Avg. target
$26
2%
upside
High target
$34
33%
upside
13 analyst ratings
4 positive
31%
8 neutral
62%
1 negative
8%
Needham Tom Nikic 42% 1-year accuracy 21 / 50 met price target | 10%upside $28 | Buy Initiated | 12 Feb 2025 |
Wells Fargo Ike Boruchow 48% 1-year accuracy 23 / 48 met price target | 18%downside $21 | Underweight Maintained | 30 Jan 2025 |
UBS Jay Sole 47% 1-year accuracy 25 / 53 met price target | 10%upside $28 | Neutral Maintained | 30 Jan 2025 |
BMO Capital Simeon Siegel 68% 1-year accuracy 15 / 22 met price target | 2%downside $25 | Market Perform Maintained | 30 Jan 2025 |
Baird Jonathan Komp 62% 1-year accuracy 13 / 21 met price target | 10%upside $28 | Neutral Maintained | 30 Jan 2025 |
Financial journalist opinion
Based on 22 articles about VFC published over the past 30 days
Neutral
Business Wire
5 days ago
REPLY: Retail Reply Enables a Mobile-First Shopping Experience for Vans' Renewed London Store
TURIN, Italy--(BUSINESS WIRE)--Retail Reply, a Reply company specialising in technological solutions for the retail sector, partnered with Vans, the iconic brand of VF Corporation, to support the renewal of its flagship store in London, located on the renowned Oxford Street. This project marks another step forward in the partnership between Retail Reply and VF Corporation, established in 2018, and aims to redefine the in-store experience through cutting-edge technologies. The renewed Vans store.
Positive
Forbes
5 days ago
Stocks This Month: Buy V.F. Corporation And Atlassian
As we have seen in past postings, both the S&P and the NASDAQ have been tracking the upward movement in their respective monthly cycles. The S&P target is in the 6200-6300 area.
Neutral
Business Wire
1 week ago
VF Corporation to Host Investor Day on March 6, 2025
DENVER--(BUSINESS WIRE)--VF Corporation to Host Investor Day on March 6, 2025.
Positive
Benzinga
1 week ago
VF Corp Is A 'Compelling Turnaround Story': Analyst Explains Why
Needham analyst Tom Nikic initiated coverage on VF Corporation VFC with a price forecast of $28.
Neutral
PRNewsWire
2 weeks ago
Vans Debuts Premium Old Skool Music Collection
Prints and Colors Inspired by Three Defining Eras of the Old Skool™ in Music, All in a Vans Premium Build Designed with Enhanced Cushioning, Improved Fit and Archival Details '70s- '80s Punk Capsule drops February 6 '90s-2000s Warped Tour-Inspired Capsule drops March 6 2010s Hip Hop Capsule drops April 10 COSTA MESA, Calif. , Feb. 4, 2025 /PRNewswire/ -- Vans is proud to present the Premium Old Skool Music Collection, celebrating the timeless legacy and profound impact of the iconic silhouette across music and skateboarding.
Neutral
Benzinga
3 weeks ago
North Face Parent VF Corp's Q3 Marks First Revenue Growth In Nine Quarters, But Goldman Sachs Stays Neutral
Goldman Sachs analyst Brooke Roach reiterated a Neutral rating on the shares of VF Corp VFC and raised the price target from $22 to $25.
Positive
Benzinga
3 weeks ago
These Analysts Raise Their Forecasts On VF Corp Following Upbeat Q3 Results
V.F. Corporation VFC reported better-than-expected third-quarter FY25 earnings on Wednesday.
Negative
Seeking Alpha
3 weeks ago
V.F. Corp.: Why The Post-Earnings Pop Was Sold Off Rather Quickly
V.F. Corp.'s Q3 fiscal 2025 earnings exceeded expectations, with adjusted EPS of $0.62 and revenues of $2.83 billion, yet shares fell 4% after initial euphoria. The North Face reported mid-single-digit growth and Vans showed modest signs of stabilization, indicating that the turnaround is slowly taking hold. Similarly, gross margin expansion and the lower SG&A expenses suggest that the company is increasingly likely to turn the corner, as does the significant reduction in net debt.
Positive
Zacks Investment Research
3 weeks ago
3 Stocks to Watch After Pleasant EPS Surprises: ADP, FLEX, VFC
Exceeding their quarterly expectations on Wednesday, here are three top-rated Zacks stocks to consider after posting pleasant EPS surprises.
Positive
Seeking Alpha
3 weeks ago
V.F. Corporation: Improving, But The Market Already Discounts A Turnaround
V.F. Corporation's Q3 2025 earnings show positive results, with the North Face and Timberland brands improving, and Vans still underperforming. Despite debt reduction from Supreme's sale, low-cost debt means minimal income statement impact; deleveraging offers limited financial benefits. VFC's valuation appears optimistic; achieving a 12.5% operating margin is challenging but necessary for fair returns, leaving little upside potential.
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