Empowered Funds LLC Decreases Stock Position in Victoria’s Secret & Co. $VSXY

Empowered Funds LLC cut its position in Victoria’s Secret & Co. (NYSE:VSXY) by 15.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 296,739 shares of the company’s stock after selling 52,764 shares during the period. Empowered Funds LLC’s holdings in Victoria’s Secret & Co. were worth $13,757,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in VSXY. Smartleaf Asset Management LLC raised its stake in Victoria’s Secret & Co. by 11.5% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,935 shares of the company’s stock valued at $106,000 after purchasing an additional 199 shares during the last quarter. Maryland State Retirement & Pension System raised its position in shares of Victoria’s Secret & Co. by 2.1% in the fourth quarter. Maryland State Retirement & Pension System now owns 11,725 shares of the company’s stock valued at $635,000 after buying an additional 245 shares during the last quarter. Investors Asset Management of Georgia Inc. GA ADV lifted its stake in shares of Victoria’s Secret & Co. by 4.5% in the first quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 5,755 shares of the company’s stock worth $267,000 after buying an additional 250 shares in the last quarter. Oregon Public Employees Retirement Fund lifted its stake in shares of Victoria’s Secret & Co. by 1.6% in the fourth quarter. Oregon Public Employees Retirement Fund now owns 18,308 shares of the company’s stock worth $992,000 after buying an additional 286 shares in the last quarter. Finally, Optimize Financial Inc boosted its position in Victoria’s Secret & Co. by 1.5% during the fourth quarter. Optimize Financial Inc now owns 23,074 shares of the company’s stock worth $1,250,000 after acquiring an additional 332 shares during the last quarter. 90.29% of the stock is currently owned by hedge funds and other institutional investors.

Key Victoria’s Secret & Co. News

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

• Positive Sentiment: JPMorgan raised its price target on Victoria’s Secret from $88 to $110 and assigned an “overweight” rating, implying further upside based on the cited reference price. Benzinga analyst update
• Positive Sentiment: Analysts maintain a “Moderate Buy” consensus, with one Strong Buy, six Buy and six Hold ratings. The average target price is approximately $88.70, while Barclays and Morgan Stanley have set targets of $108 and $99, respectively. Consensus analyst rating
• Positive Sentiment: Recent business momentum has been favorable: first-quarter earnings of $0.60 per share exceeded the $0.29 consensus estimate, revenue reached $1.56 billion versus expectations of $1.52 billion, and the company raised its fiscal 2026 outlook. Data-driven digital marketing is also helping attract new customers and support comparable sales growth. Zacks growth report
• Neutral Sentiment: Institutional investors own approximately 90.3% of the outstanding shares, and several funds recently increased their positions. This indicates strong institutional participation but does not guarantee continued buying.
• Negative Sentiment: Major shareholder International Pte Ltd Bbrc sold 798,920 shares for about $71.2 million on July 28, reducing its stake by 9.28%. The same investor also sold 289,479 shares for approximately $25.7 million on July 22 and has reported several other sales since June. Repeated insider selling can weigh on investor sentiment, particularly after the stock’s substantial rally. SEC ownership filing
• Negative Sentiment: At roughly 48 times earnings, Victoria’s Secret trades at a demanding valuation. Its debt-to-equity ratio is 1.17, while the quick ratio of 0.41 highlights limited immediately liquid assets, adding risk if operating conditions weaken.

Victoria’s Secret & Co. Trading Down 0.5%

Shares of VSXY stock opened at $88.90 on Thursday. The company has a current ratio of 1.26, a quick ratio of 0.41 and a debt-to-equity ratio of 1.17. Victoria’s Secret & Co. has a twelve month low of $18.04 and a twelve month high of $91.46. The company’s 50-day moving average price is $76.09 and its 200-day moving average price is $61.41. The stock has a market cap of $7.06 billion, a price-to-earnings ratio of 47.80, a PEG ratio of 0.70 and a beta of 2.07.

Victoria’s Secret & Co. (NYSE:VSXY) last released its quarterly earnings data on Tuesday, June 2nd. The company reported $0.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.29 by $0.31. Victoria’s Secret & Co. had a net margin of 3.11% and a return on equity of 38.03%. The firm had revenue of $1.56 billion during the quarter, compared to analysts’ expectations of $1.52 billion. During the same period last year, the business earned $0.09 earnings per share. As a group, equities analysts predict that Victoria’s Secret & Co. will post 4.65 earnings per share for the current year.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. Wells Fargo & Company upped their price objective on shares of Victoria’s Secret & Co. from $57.00 to $90.00 and gave the company an “overweight” rating in a research note on Wednesday, June 3rd. UBS Group lowered shares of Victoria’s Secret & Co. from a “buy” rating to a “neutral” rating and raised their target price for the stock from $81.00 to $90.00 in a research note on Wednesday, June 3rd. Weiss Ratings upgraded Victoria’s Secret & Co. from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, June 24th. The Goldman Sachs Group upped their price target on Victoria’s Secret & Co. from $56.00 to $84.00 and gave the company a “neutral” rating in a research report on Wednesday, June 3rd. Finally, Barclays increased their price target on Victoria’s Secret & Co. from $67.00 to $108.00 and gave the company an “overweight” rating in a report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $88.70.

Insider Buying and Selling at Victoria’s Secret & Co.

In other news, major shareholder International Pte Ltd Bbrc sold 798,920 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $89.15, for a total transaction of $71,223,718.00. Following the completion of the sale, the insider owned 7,810,631 shares in the company, valued at $696,317,753.65. This trade represents a 9.28% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Over the last three months, insiders have sold 2,500,000 shares of company stock valued at $212,353,716. Corporate insiders own 0.52% of the company’s stock.

Victoria’s Secret & Co. 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.