V.F. (NYSE:VFC) Issues Quarterly Earnings Results, Beats Estimates By $0.15 EPS

V.F. (NYSE:VFC) issued its quarterly earnings data on Wednesday. The textile maker reported $0.58 earnings per share for the quarter, topping the consensus estimate of $0.43 by $0.15, Zacks reports. The company had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.81 billion. V.F. had a return on equity of 19.08% and a net margin of 2.33%.The firm’s revenue for the quarter was up 1.5% on a year-over-year basis. During the same period in the previous year, the firm posted $0.62 earnings per share.

Here are the key takeaways from V.F.’s conference call:

• Q3 beat: Revenue was up 2% (above guidance), adjusted operating margin rose to 12.1% with operating income of $341M, and reported net debt (ex‑leases) fell by almost $600 million while YTD free cash flow was $513M.
• Fiscal 2026 guidance targets are constructive: full‑year revenue flat to up, gross margin ≥54.5%, operating margin ≥6.5%, and a goal to reduce leverage to ≤3.5x, with management reiterating improving cash generation.
• Brand momentum is broad: The North Face grew 5% (Americas +15%) with premiumization initiatives and a large NYC flagship, Timberland grew 5% (Americas +9%), and Altra accelerated +23% and is on track to exceed $250M in fiscal 2026.
• Vans remains a weakness: Revenue declined ~10% in Q3 (underlying trend down high‑single digits), though digital showed early improvement; the company announced a commercial leadership transition as it pursues a patient turnaround.
• Near‑term headwinds include tariff pressure (roughly $40M unmitigated in Q3 and ~$100M YTD) and continued softness in APAC/EMEA, which management says will be mitigated over time via pricing and sourcing actions.

V.F. Trading Down 0.7%

Shares of NYSE VFC traded down $0.14 during trading hours on Friday, reaching $19.97. The stock had a trading volume of 1,589,094 shares, compared to its average volume of 7,444,770. V.F. has a 52-week low of $9.41 and a 52-week high of $26.79. The firm has a market cap of $7.80 billion, a price-to-earnings ratio of 36.40, a P/E/G ratio of 1.94 and a beta of 1.66. The business’s fifty day moving average price is $18.72 and its two-hundred day moving average price is $15.66. The company has a current ratio of 1.55, a quick ratio of 0.87 and a debt-to-equity ratio of 1.99.

V.F. Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Tuesday, March 10th will be paid a dividend of $0.09 per share. This represents a $0.36 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Tuesday, March 10th. V.F.’s payout ratio is currently 65.45%.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. Wells Fargo & Company increased their price target on V.F. from $12.00 to $15.00 and gave the company an “equal weight” rating in a report on Tuesday, December 16th. Jefferies Financial Group began coverage on shares of V.F. in a research note on Wednesday, January 14th. They issued a “hold” rating and a $18.00 target price on the stock. Weiss Ratings reiterated a “sell (d+)” rating on shares of V.F. in a report on Monday, December 29th. Robert W. Baird set a $25.00 price objective on shares of V.F. in a research report on Wednesday, December 17th. Finally, Stifel Nicolaus boosted their target price on V.F. from $18.00 to $19.00 and gave the company a “hold” rating in a research report on Thursday. Three investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $17.59.

Hedge Funds Weigh In On V.F.

An institutional investor recently raised its position in V.F. stock. Russell Investments Group Ltd. increased its holdings in V.F. Corporation (NYSE:VFC) by 1.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 578,767 shares of the textile maker’s stock after acquiring an additional 10,881 shares during the quarter. Russell Investments Group Ltd. owned approximately 0.15% of V.F. worth $8,352,000 as of its most recent SEC filing. Institutional investors own 86.84% of the company’s stock.

Key Headlines Impacting V.F.

Here are the key news stories impacting V.F. this week:

• Positive Sentiment: Q3 (fiscal) results topped estimates — EPS of $0.58 (vs. Street ~ $0.45–$0.43) and revenue ahead of expectations, driven by The North Face and Timberland with margin expansion; management kept its full-year outlook intact. VF Corp beats Q3 estimates on strong holiday sales, maintains FY outlook
• Positive Sentiment: Company commentary and models point to stronger cash flow ahead, which analysts and the market viewed as supportive of the turnaround narrative and boosted buying interest. VF Corp shares jump after Q3 beat and stronger cash flow outlook
• Positive Sentiment: Stifel Nicolaus issued a favorable forecast/commentary on V.F., reinforcing investor confidence in the recovery progress. Stifel Nicolaus Issues Positive Forecast for V.F. (NYSE:VFC) Stock Price
• Positive Sentiment: Quarterly dividend declared (small yield) — signals cash return commitment as the turnaround advances.
• Neutral Sentiment: Analysts generally acknowledged the beat but remain cautious: Stifel raised its price target modestly (to $19) while keeping a Hold rating — a tepid endorsement that balances the beat against remaining execution risk. Benzinga note on Stifel price target
• Negative Sentiment: Management warned that potential tariffs could dim parts of the sales outlook (notably at Vans), introducing a tangible near-term risk that could slow margin recovery. Vans parent VF Corp’s tariff warning dims upbeat quarterly sales forecast
• Negative Sentiment: Some firms remain below the current trading price — Telsey reaffirmed a market-perform rating with a $16 target — underscoring continued skepticism and potential downside if execution falters. Telsey Advisory Group reaffirms market perform on VFC

V.F. Company Profile

VF Corporation, commonly branded as VF, is a global apparel and footwear company that develops, markets and distributes a diverse portfolio of consumer brands. Its offerings span outdoor and action sports apparel, footwear and accessories under marquee names such as The North Face, Vans, Timberland, Dickies, JanSport and Smartwool. Through a “house of brands” strategy, VF leverages the unique heritage and design expertise of each label to serve distinct lifestyle and performance segments.

Founded in 1899 in Pennsylvania as the Reading Glove and Mitten Manufacturing Company, VF evolved through a series of acquisitions and strategic expansions to become a leading player in the global apparel industry.