Wall Street Zen Upgrades V.F. (NYSE:VFC) to “Buy”

V.F. (NYSE:VFC) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a report released on Saturday.

Other analysts have also recently issued research reports about the stock. The Goldman Sachs Group increased their price objective on shares of V.F. from $16.00 to $18.00 and gave the stock a “neutral” rating in a report on Wednesday. UBS Group restated a “neutral” rating and issued a $20.00 price target on shares of V.F. in a research note on Thursday. Guggenheim assumed coverage on V.F. in a research report on Tuesday, December 9th. They set a “neutral” rating for the company. Needham & Company LLC restated a “buy” rating on shares of V.F. in a research report on Thursday, January 8th. Finally, Stifel Nicolaus boosted their price target on V.F. from $18.00 to $19.00 and gave the stock a “hold” rating in a research report on Thursday. Three equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $18.09.

V.F. Stock Down 2.8%

NYSE:VFC opened at $19.55 on Friday. The company has a current ratio of 1.55, a quick ratio of 1.03 and a debt-to-equity ratio of 1.99. The stock has a 50 day moving average of $18.79 and a 200-day moving average of $15.77. The firm has a market capitalization of $7.65 billion, a PE ratio of 35.54, a price-to-earnings-growth ratio of 1.38 and a beta of 1.65. V.F. has a 52 week low of $9.41 and a 52 week high of $26.79.

V.F. (NYSE:VFC) last released its quarterly earnings data on Wednesday, January 28th. The textile maker reported $0.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.43 by $0.15. V.F. had a return on equity of 19.08% and a net margin of 2.33%.The business had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.81 billion. During the same quarter in the previous year, the firm posted $0.62 EPS. The business’s revenue for the quarter was up 1.5% compared to the same quarter last year. Analysts predict that V.F. will post 0.73 EPS for the current year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. EverSource Wealth Advisors LLC grew its holdings in V.F. by 59.7% during the third quarter. EverSource Wealth Advisors LLC now owns 2,748 shares of the textile maker’s stock worth $40,000 after acquiring an additional 1,027 shares during the period. Rexford Capital Inc. bought a new position in shares of V.F. during the 2nd quarter valued at about $48,000. Rothschild Investment LLC grew its stake in shares of V.F. by 705.8% in the 3rd quarter. Rothschild Investment LLC now owns 3,747 shares of the textile maker’s stock worth $54,000 after purchasing an additional 3,282 shares during the last quarter. Farther Finance Advisors LLC raised its holdings in shares of V.F. by 94.8% in the 2nd quarter. Farther Finance Advisors LLC now owns 4,975 shares of the textile maker’s stock worth $58,000 after purchasing an additional 2,421 shares in the last quarter. Finally, Global Wealth Strategies & Associates bought a new stake in shares of V.F. in the 3rd quarter worth approximately $82,000. Institutional investors own 86.84% of the company’s stock.

V.F. News Roundup

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

• Positive Sentiment: Q4 / Q3 beat — V.F. reported stronger-than-expected results (EPS beat and revenue slightly above consensus) and flagged improved cash-flow outlook, which supported an initial rally after the release. VF Corp (NYSE:VFC) exceeds Q4 CY2025 expectations, stock soars
• Positive Sentiment: Brand mix helped revenue — The North Face and Timberland outperformed and offset Vans softness, underpinning revenue growth and margins in the quarter. VF Revenue Rises as North Face Offsets Vans Weakness
• Neutral Sentiment: Analysts’ coverage update — Stifel Nicolaus raised its price target from $18 to $19 but kept a “hold” rating, suggesting limited near-term upside and possibly tempering investor enthusiasm. Stifel Nicolaus Issues Positive Forecast for V.F. (NYSE:VFC) Stock Price
• Neutral Sentiment: Investor commentary and transcripts — Several outlets published the earnings-call transcript and deeper takes on the quarter; these provide color on margin drivers and inventory/cash flow trends but contain no major surprises. VF (VFC) Q3 2026 Earnings Call Transcript
• Negative Sentiment: Tariff warning — Management cautioned that potential tariffs could dim the sales outlook for Vans and the broader business, creating uncertainty around forward guidance and margins. That comment is a near-term negative for sentiment. Vans parent VF Corp’s tariff warning dims upbeat quarterly sales forecast
• Negative Sentiment: Vans weakness — Coverage and market reaction highlighted Vans lagging versus other brands; given Vans’ importance to revenue, this continues to be a pressure point for the stock. Timberland Parent VF Corp Turns Holiday Shoppers Into Higher Profits

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.