Victory Capital Management Inc. Sells 156,419 Shares of Victoria’s Secret & Co. $VSCO

Victory Capital Management Inc. reduced its position in shares of Victoria’s Secret & Co. (NYSE:VSCO) by 7.9% in the third quarter, Holdings Channel reports. The firm owned 1,814,277 shares of the company’s stock after selling 156,419 shares during the period. Victory Capital Management Inc.’s holdings in Victoria’s Secret & Co. were worth $49,239,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Aster Capital Management DIFC Ltd purchased a new stake in shares of Victoria’s Secret & Co. in the third quarter worth $30,000. Hara Capital LLC bought a new stake in Victoria’s Secret & Co. during the second quarter valued at $36,000. State of Wyoming purchased a new position in Victoria’s Secret & Co. during the third quarter worth about $48,000. Quantbot Technologies LP purchased a new position in Victoria’s Secret & Co. during the third quarter worth about $53,000. Finally, Lazard Asset Management LLC increased its stake in Victoria’s Secret & Co. by 7.7% in the 2nd quarter. Lazard Asset Management LLC now owns 7,258 shares of the company’s stock worth $133,000 after acquiring an additional 521 shares during the last quarter. Institutional investors own 90.29% of the company’s stock.

Victoria’s Secret & Co. Trading Down 11.4%

Shares of VSCO stock opened at $46.68 on Friday. The company has a quick ratio of 0.38, a current ratio of 1.30 and a debt-to-equity ratio of 1.96. The business has a 50-day moving average price of $59.38 and a two-hundred day moving average price of $43.27. Victoria’s Secret & Co. has a 12-month low of $13.76 and a 12-month high of $66.89. The firm has a market cap of $3.75 billion, a P/E ratio of 25.10, a price-to-earnings-growth ratio of 1.53 and a beta of 2.19.

Victoria’s Secret & Co. (NYSE:VSCO) last posted its quarterly earnings data on Thursday, March 5th. The company reported $2.77 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.48 by $0.29. The firm had revenue of $2.27 billion during the quarter, compared to analysts’ expectations of $2.22 billion. Victoria’s Secret & Co. had a return on equity of 36.21% and a net margin of 2.45%.The company’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same period in the prior year, the business earned $2.60 EPS. Victoria’s Secret & Co. has set its Q1 2026 guidance at 0.200-0.300 EPS and its FY 2026 guidance at 3.200-3.450 EPS. Equities analysts anticipate that Victoria’s Secret & Co. will post 2.37 EPS for the current fiscal year.

Key Stories Impacting Victoria’s Secret & Co.

Here are the key news stories impacting Victoria’s Secret & Co. this week:

• Positive Sentiment: Q4 results beat expectations — adjusted EPS $2.77 and revenue $2.27B; comparable sales rose ~8%, marking the best sales streak in years and showing broad-based strength across brands and channels. Victoria’s Secret Q4 Earnings Beat Estimates, Comparable Sales Rise 8%
• Positive Sentiment: Company raised guidance — FY‑2026 EPS guidance of $3.20–$3.45 (well above consensus) and Q1 EPS of $0.20–$0.30; management signaled 5%–6% sales growth and margin expansion as priorities. This guidance upgrade is a direct catalyst for upward earnings expectations. Victoria’s Secret & Co. Reports 2025 Fourth Quarter and Full Year Results
• Positive Sentiment: Management commentary and investor materials highlight continued momentum from turnaround strategy (Pink revival, digital and international expansion), supporting the raised targets. Victoria’s Secret posts longest sales growth streak in four years as shoppers return to Pink brand
• Neutral Sentiment: Earnings call transcript and slide deck are available for deeper detail on margin drivers, channel mix and international plans — worth reviewing for modeling assumptions and cadence of margin recovery. Victoria’s Secret & Co. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Company initiated a strategic review of DailyLook after that unit’s operating income declined — signals a potential divestiture or restructuring and highlights segments that are underperforming versus core brands. Victoria’s Secret Initiates Strategic Review of DailyLook As Operating Income Drops
• Negative Sentiment: Shares fell on the news cycle despite the beat — higher trading volume and the 50‑day SMA sitting above the current price suggest short‑term profit-taking and a technical pullback from recent highs; investors may be locking gains or reacting to non-core unit weakness. Victoria’s Secret (VSCO) Stock Slides Despite Crushing Q4 Earnings Expectations

Wall Street Analyst Weigh In

Several research firms have weighed in on VSCO. Bank of America raised Victoria’s Secret & Co. from an “underperform” rating to a “neutral” rating and set a $52.00 price target on the stock in a report on Monday, December 8th. Morgan Stanley upgraded shares of Victoria’s Secret & Co. from an “equal weight” rating to an “overweight” rating and set a $60.00 price objective on the stock in a research report on Friday, December 5th. UBS Group set a $58.00 target price on shares of Victoria’s Secret & Co. in a research note on Friday. JPMorgan Chase & Co. upgraded shares of Victoria’s Secret & Co. from a “neutral” rating to an “overweight” rating and lifted their target price for the company from $34.00 to $60.00 in a research report on Friday, December 5th. Finally, Jefferies Financial Group reissued a “buy” rating on shares of Victoria’s Secret & Co. in a research note on Thursday. Six investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Victoria’s Secret & Co. has an average rating of “Hold” and a consensus price target of $60.20.

Victoria’s Secret & Co. Company Profile

Victoria’s Secret & Co is a leading designer, manufacturer and marketer of intimate apparel, beauty products and accessories for women. The company operates a portfolio of brands that includes Victoria’s Secret, renowned for its lingerie, bras and sleepwear; PINK, a line targeting younger consumers with activewear and lifestyle products; and Victoria’s Secret Beauty, offering fragrances, cosmetics and personal care items. Products are sold through retail stores as well as direct-to-consumer channels, including e-commerce platforms and mobile applications.

The origins of Victoria’s Secret date back to 1977, when founders Roy and Gaye Raymond opened the first store in San Francisco.