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
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
44% more first-time investments, than exits
New positions opened: 98 | 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: $8.02B [Q3] → $8.89B (+$873M) [Q4]
4% more funds holding
Funds holding: 504 [Q3] → 522 (+18) [Q4]
3.2% more ownership
Funds ownership: 103.3% [Q3] → 106.49% (+3.2%) [Q4]
18% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 179
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
14 analyst ratings
Stifel Jim Duffy 8% 1-year accuracy 3 / 40 met price target | 145%upside $28 | Buy Maintained | 10 Apr 2025 |
Citigroup Paul Lejuez 35% 1-year accuracy 16 / 46 met price target | 5%upside $12 | Neutral Downgraded | 7 Apr 2025 |
Piper Sandler Anna Andreeva 19% 1-year accuracy 4 / 21 met price target | 57%upside $18 | Neutral Assumed | 27 Mar 2025 |
Wells Fargo Ike Boruchow 34% 1-year accuracy 17 / 50 met price target | 57%upside $18 | Underweight Maintained | 7 Mar 2025 |
Needham Tom Nikic 6% 1-year accuracy 3 / 50 met price target | 145%upside $28 | Buy Reiterated | 7 Mar 2025 |
Financial journalist opinion
Based on 4 articles about VFC published over the past 30 days
