Levi Strauss & Co. (NYSE:LEVI) SVP David Jedrzejek Sells 7,093 Shares of Stock

Levi Strauss & Co. (NYSE:LEVI) SVP David Jedrzejek sold 7,093 shares of the stock in a transaction dated Tuesday, January 27th. The shares were sold at an average price of $21.38, for a total transaction of $151,648.34. Following the completion of the transaction, the senior vice president directly owned 98,193 shares of the company’s stock, valued at approximately $2,099,366.34. This trade represents a 6.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

Levi Strauss & Co. Price Performance

Shares of NYSE:LEVI opened at $20.53 on Friday. The firm has a market capitalization of $8.02 billion, a price-to-earnings ratio of 14.06, a price-to-earnings-growth ratio of 1.38 and a beta of 1.33. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.52 and a quick ratio of 0.87. The business’s 50 day simple moving average is $21.49 and its 200-day simple moving average is $21.50. Levi Strauss & Co. has a 12 month low of $12.17 and a 12 month high of $24.82.

Levi Strauss & Co. (NYSE:LEVI) last issued its quarterly earnings data on Wednesday, January 28th. The blue-jean maker reported $0.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.02. The firm had revenue of $1.77 billion during the quarter, compared to analysts’ expectations of $1.71 billion. Levi Strauss & Co. had a return on equity of 25.63% and a net margin of 9.20%.Levi Strauss & Co.’s revenue was up .9% on a year-over-year basis. During the same period in the previous year, the firm posted $0.50 earnings per share. Levi Strauss & Co. has set its FY 2026 guidance at 1.400-1.460 EPS. As a group, equities analysts forecast that Levi Strauss & Co. will post 1.27 earnings per share for the current fiscal year.

Levi Strauss & Co. Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Tuesday, February 10th will be paid a $0.14 dividend. This represents a $0.56 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend is Tuesday, February 10th. Levi Strauss & Co.’s dividend payout ratio is presently 36.84%.

Institutional Investors Weigh In On Levi Strauss & Co.

Several hedge funds have recently made changes to their positions in LEVI. US Bancorp DE increased its stake in Levi Strauss & Co. by 260.5% in the third quarter. US Bancorp DE now owns 1,121 shares of the blue-jean maker’s stock valued at $26,000 after purchasing an additional 810 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its stake in shares of Levi Strauss & Co. by 140.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,425 shares of the blue-jean maker’s stock valued at $26,000 after acquiring an additional 833 shares during the last quarter. Hara Capital LLC lifted its holdings in shares of Levi Strauss & Co. by 8,080.0% during the 2nd quarter. Hara Capital LLC now owns 2,045 shares of the blue-jean maker’s stock worth $38,000 after acquiring an additional 2,020 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Levi Strauss & Co. by 133.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 3,286 shares of the blue-jean maker’s stock worth $51,000 after acquiring an additional 1,879 shares during the period. Finally, First Command Advisory Services Inc. acquired a new stake in shares of Levi Strauss & Co. in the second quarter worth approximately $71,000. Institutional investors and hedge funds own 69.14% of the company’s stock.

Analyst Upgrades and Downgrades

LEVI has been the topic of several research reports. Weiss Ratings upgraded shares of Levi Strauss & Co. from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday. Telsey Advisory Group reiterated an “outperform” rating and set a $27.00 target price on shares of Levi Strauss & Co. in a report on Wednesday, January 21st. UBS Group raised their price target on Levi Strauss & Co. from $32.00 to $33.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. JPMorgan Chase & Co. upped their price objective on Levi Strauss & Co. from $23.00 to $33.00 and gave the company an “overweight” rating in a research report on Friday, October 10th. Finally, Raymond James Financial began coverage on Levi Strauss & Co. in a research note on Tuesday, December 23rd. They set an “outperform” rating and a $26.00 price objective on the stock. Twelve investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $26.46.

Key Stories Impacting Levi Strauss & Co.

Here are the key news stories impacting Levi Strauss & Co. this week:

• Positive Sentiment: Q4 beat — Levi reported $0.41 EPS vs. $0.39 expected and $1.77B revenue vs. $1.71B expected, led by strong denim demand and DTC strength. Levi Strauss beats quarterly results estimates on strong denim demand
• Positive Sentiment: DTC-led turnaround narrative reinforced — management described a “true inflection” and a shift toward brand elevation and DTC-first strategy, which supports longer-term margin and growth improvement. Levi Strauss CEO Sees ‘True Inflection’ in Business
• Positive Sentiment: Analyst support — TD Cowen reiterated a Buy with a $26 target citing execution and capital returns; Needham and BTIG also reaffirmed Buy ratings with $27–$28 targets, signaling upside from current levels. TD Cowen Buy & $26 Target
• Positive Sentiment: Shareholder returns — company announced a quarterly dividend ($0.14/share, ~2.8% yield annualized), reinforcing cash-return policy that can support the stock valuation.
• Neutral Sentiment: Management commentary and strategy detail — earnings call and transcripts provide color on product mix (denim, yoga) and marketing (including a planned Super Bowl ad), useful for longer-term thesis but not an immediate price driver. Q4 Earnings Call Transcript
• Negative Sentiment: Forecast miss pressure — FY2026 EPS guidance of $1.40–$1.46 came in below the ~$1.48 consensus, which prompted near-term selling despite the beat. Levi beats Q4 expectations, but shares dip on weak 2026 outlook
• Negative Sentiment: Margin/headwind risks — Tariff impacts and softer wholesale demand were cited as pressures on margins, tempering enthusiasm about near-term profitability. Direct-to-consumer growth offsets wholesale weakness
• Negative Sentiment: Insider sale — SVP David Jedrzejek sold ~7,093 shares (~6.7% reduction of his holding), which some investors may view as a modest negative signal. SEC Form 4: Jedrzejek sale

About Levi Strauss & Co.

Levi Strauss & Co is a global apparel company best known for its denim jeans and casual wear. Founded in 1853 in San Francisco by Bavarian immigrant Levi Strauss, the company pioneered the modern blue jean with the introduction of rivet-reinforced work pants. Over its more than 160-year history, Levi Strauss has evolved into a lifestyle brand, offering a broad portfolio that includes denim for men, women and children, as well as tops, outerwear, footwear and accessories.

The company’s flagship label, Levi’s®, is recognized worldwide for its iconic styles such as the 501® Original Fit Jeans, while additional brands, including Dockers®, Target core metric, and Denizen® by Levi’s, cater to diverse price points and consumer segments.