Levi Strauss & Co. (NYSE:LEVI) Releases FY 2026 Earnings Guidance

Levi Strauss & Co. (NYSE:LEVI) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 1.460-1.520 for the period, compared to the consensus EPS estimate of 1.510. The company issued revenue guidance of $6.7 billion-$6.8 billion, compared to the consensus revenue estimate of $6.7 billion.

Levi Strauss & Co. Trading Down 2.3%

Shares of LEVI opened at $23.81 on Friday. Levi Strauss & Co. has a fifty-two week low of $17.72 and a fifty-two week high of $25.58. The stock has a market capitalization of $9.16 billion, a PE ratio of 14.70, a P/E/G ratio of 1.83 and a beta of 1.33. The company’s fifty day moving average is $23.08 and its 200 day moving average is $21.63. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.97 and a current ratio of 1.58.

Levi Strauss & Co. (NYSE:LEVI) last released its quarterly earnings data on Wednesday, July 8th. The blue-jean maker reported $0.28 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.24 by $0.04. Levi Strauss & Co. had a net margin of 9.66% and a return on equity of 25.95%. The company had revenue of $1.56 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same period in the previous year, the company earned $0.22 EPS. The firm’s quarterly revenue was up 8.0% on a year-over-year basis. Levi Strauss & Co. has set its FY 2026 guidance at 1.460-1.520 EPS. Sell-side analysts expect that Levi Strauss & Co. will post 1.51 earnings per share for the current fiscal year.

Levi Strauss & Co. Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 5th. Shareholders of record on Wednesday, July 22nd will be issued a $0.16 dividend. This is an increase from Levi Strauss & Co.’s previous quarterly dividend of $0.14. This represents a $0.64 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend is Wednesday, July 22nd. Levi Strauss & Co.’s dividend payout ratio is 35.67%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on LEVI. Raymond James Financial boosted their price target on Levi Strauss & Co. from $25.00 to $27.00 and gave the company an “outperform” rating in a research note on Thursday, July 2nd. TD Cowen reissued a “buy” rating and set a $28.00 target price on shares of Levi Strauss & Co. in a report on Wednesday, May 27th. Needham & Company LLC restated a “buy” rating and issued a $28.00 target price on shares of Levi Strauss & Co. in a research note on Thursday. Telsey Advisory Group boosted their price target on Levi Strauss & Co. from $27.00 to $30.00 and gave the company an “outperform” rating in a report on Thursday, July 2nd. Finally, UBS Group restated a “buy” rating and issued a $34.00 price objective on shares of Levi Strauss & Co. in a research report on Thursday. Thirteen analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $27.21.

Insider Buying and Selling at Levi Strauss & Co.

In other news, EVP Karyn Hillman sold 38,938 shares of the business’s stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $22.91, for a total transaction of $892,069.58. Following the transaction, the executive vice president owned 91,522 shares of the company’s stock, valued at approximately $2,096,769.02. The trade was a 29.85% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, major shareholder Margaret E. Haas sold 47,721 shares of the company’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $24.01, for a total transaction of $1,145,781.21. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 1,468,570 shares of company stock worth $34,136,152. Corporate insiders own 1.08% of the company’s stock.

Key Stories Impacting Levi Strauss & Co.

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

• Positive Sentiment: Levi Strauss reported stronger-than-expected Q2 results, with EPS of $0.28 versus $0.24 expected and revenue of $1.56 billion versus $1.52 billion expected, showing continued demand for its denim and broader apparel offerings.
• Positive Sentiment: The company raised its full-year revenue and earnings outlook and lifted its quarterly dividend by 14.3%, signaling management confidence in cash generation and operating momentum.
• Positive Sentiment: Direct-to-consumer sales remained a bright spot, extending a multi-quarter growth streak and supporting the company’s shift toward a higher-margin DTC-first model.
• Positive Sentiment: BTIG Research and Needham both reiterated Buy ratings on LEVI, with price targets above the current share price, which may help support investor sentiment. Article Title Article Title
• Neutral Sentiment: Management also highlighted efforts to grow women’s sales and broaden the product mix, including tops and “denim luxury,” which could aid longer-term growth but is not an immediate catalyst.
• Negative Sentiment: Despite the beat, the stock sold off because the guidance was viewed as conservative and investors remain concerned about tariff and currency headwinds.

Hedge Funds Weigh In On Levi Strauss & Co.

Several hedge funds and other institutional investors have recently added to or reduced their stakes in LEVI. Invesco Ltd. raised its stake in shares of Levi Strauss & Co. by 2.4% in the fourth quarter. Invesco Ltd. now owns 178,045 shares of the blue-jean maker’s stock valued at $3,693,000 after acquiring an additional 4,214 shares in the last quarter. EP Wealth Advisors LLC purchased a new stake in Levi Strauss & Co. during the fourth quarter worth approximately $311,000. XTX Topco Ltd raised its stake in Levi Strauss & Co. by 83.5% during the 4th quarter. XTX Topco Ltd now owns 78,728 shares of the blue-jean maker’s stock worth $1,633,000 after acquiring an additional 35,815 shares in the last quarter. Voloridge Investment Management LLC purchased a new position in shares of Levi Strauss & Co. in the 4th quarter valued at approximately $1,324,000. Finally, Verdad Advisers LP purchased a new position in Levi Strauss & Co. during the fourth quarter worth about $217,000. Hedge funds and other institutional investors own 69.14% of the company’s stock.

Levi Strauss & Co. Company Profile

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.