Levi Strauss & Co. (NYSE:LEVI) Stock Gets Price Target Cut from Barclays

Levi Strauss & Co. (NYSE:LEVI) had its target price decreased by Barclays from $27.00 to $26.00 in a research report released on Thursday,Benzinga reports. Barclays currently has an overweight rating on the blue-jean maker’s stock.

Several other research firms have also commented on LEVI. Bank of America decreased their price objective on shares of Levi Strauss & Co. from $27.00 to $25.00 and set a “buy” rating on the stock in a research report on Thursday. Wells Fargo & Company dropped their target price on shares of Levi Strauss & Co. from $25.00 to $20.00 and set an “equal weight” rating for the company in a report on Thursday. Wall Street Zen cut shares of Levi Strauss & Co. from a “strong-buy” rating to a “buy” rating in a research report on Saturday, October 3rd. JPMorgan Chase & Co. increased their price target on shares of Levi Strauss & Co. from $33.00 to $34.00 and gave the company an “overweight” rating in a research report on Tuesday, August 4th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Levi Strauss & Co. in a research note on Monday, August 3rd. Twelve analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $27.31.

Levi Strauss & Co. Stock Down 1.8%

LEVI opened at $18.71 on Thursday. The business’s fifty day moving average is $21.07 and its two-hundred day moving average is $22.12. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.98 and a current ratio of 1.60. The company has a market cap of $7.20 billion, a price-to-earnings ratio of 12.47, a PEG ratio of 1.22 and a beta of 1.32. Levi Strauss & Co. has a one year low of $17.72 and a one year high of $25.70.

Levi Strauss & Co. (NYSE:LEVI) last posted its earnings results on Wednesday, October 7th. The blue-jean maker reported $0.48 earnings per share for the quarter, beating the consensus estimate of $0.36 by $0.12. Levi Strauss & Co. had a return on equity of 27.89% and a net margin of 8.83%. The company had revenue of $1.61 billion for the quarter, compared to analyst estimates of $1.62 billion. During the same quarter in the prior year, the company earned $0.34 earnings per share. Levi Strauss & Co.’s revenue was up 4.3% compared to the same quarter last year. Levi Strauss & Co. has set its FY 2026 guidance at 1.540-1.560 EPS. Analysts anticipate that Levi Strauss & Co. will post 1.56 EPS for the current fiscal year.

Levi Strauss & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, November 4th. Investors of record on Wednesday, October 21st will be paid a $0.16 dividend. The ex-dividend date of this dividend is Wednesday, October 21st. This represents a $0.64 annualized dividend and a yield of 3.4%. Levi Strauss & Co.’s payout ratio is presently 42.67%.

Insider Transactions at Levi Strauss & Co.

In other Levi Strauss & Co. news, EVP Harmit Singh sold 98,144 shares of the company’s stock in a transaction dated Thursday, July 23rd. The shares were sold at an average price of $24.22, for a total value of $2,377,047.68. Following the transaction, the executive vice president directly owned 98,747 shares in the company, valued at approximately $2,391,652.34. This represents a 49.85% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.08% of the company’s stock.

Hedge Funds Weigh In On Levi Strauss & Co.

Institutional investors have recently modified their holdings of the company. Essential Partners LLC lifted its stake in shares of Levi Strauss & Co. by 42.1% in the second quarter. Essential Partners LLC now owns 1,795 shares of the blue-jean maker’s stock worth $45,000 after buying an additional 532 shares during the last quarter. Figure 8 Investment Strategies LLC grew its stake in Levi Strauss & Co. by 1.6% in the 2nd quarter. Figure 8 Investment Strategies LLC now owns 52,056 shares of the blue-jean maker’s stock valued at $1,293,000 after buying an additional 830 shares during the last quarter. EP Wealth Advisors LLC raised its holdings in Levi Strauss & Co. by 6.1% in the 2nd quarter. EP Wealth Advisors LLC now owns 15,136 shares of the blue-jean maker’s stock worth $376,000 after acquiring an additional 867 shares during the period. Nykredit A S bought a new position in Levi Strauss & Co. in the 2nd quarter worth $36,000. Finally, Legal & General Group Plc lifted its position in Levi Strauss & Co. by 2.4% during the 2nd quarter. Legal & General Group Plc now owns 63,716 shares of the blue-jean maker’s stock worth $1,582,000 after acquiring an additional 1,520 shares during the last quarter. Institutional investors and hedge funds own 69.14% of the company’s stock.

Levi Strauss & Co. News Roundup

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

• Positive Sentiment: Levi Strauss reported third-quarter adjusted EPS of $0.48, above estimates of roughly $0.35-$0.36, helped by tariff refunds and stronger wholesale performance. The company raised its fiscal 2026 EPS outlook to $1.54-$1.56. LEVI Q3 Earnings Beat on Tariff Refunds, FY26 Profit Outlook Raised
• Positive Sentiment: The company received an approximately $80 million tariff refund and plans to reinvest much of the benefit in its business, including digital initiatives and an AI shopping assistant. Management also cited international growth, holiday demand and a stronger balance sheet. Levi’s Got $80 Million in Trump Tariff Refunds
• Positive Sentiment: Analyst support remains broadly favorable: BNP Paribas Exane raised its price target to $35, while Needham reaffirmed a Buy rating at $28. JPMorgan and Barclays maintained Overweight ratings, and unusually heavy call-option activity suggests some traders expect a recovery. Levi Strauss PT Raised to $35
• Neutral Sentiment: Levi declared a quarterly dividend of $0.16 per share, equivalent to a $0.64 annualized payout and approximately a 3.4% yield, supporting the stock’s income appeal. Levi Strauss Shareholders to Get $0.16 Quarterly Dividend
• Negative Sentiment: Third-quarter revenue of about $1.61 billion was slightly below expectations, while DTC sales growth of approximately 2% disappointed investors. Analysts warned that softer U.S. consumer demand and lower visibility into growth could pressure the shares even as margins improve. Levi’s Raises Margin Outlook
• Negative Sentiment: Several firms reduced price targets, including Wells Fargo to $20, Barclays to $26 and JPMorgan to $33. The cuts reflect concern that improved profitability is being driven partly by temporary tariff benefits rather than broad-based sales acceleration.

About Levi Strauss & Co.

Levi Strauss & Co is an apparel company best known for its Levi’s brand of denim jeans and related clothing. Its product portfolio includes jeans, tops, bottoms, jackets, footwear, accessories and other casualwear for men, women and children.

Founded in 1853 and headquartered in San Francisco, California, the company also owns the Dockers, Beyond Yoga and Signature by Levi Strauss & Co brands. Levi Strauss & Co sells its products through company-operated stores, e-commerce platforms, wholesale partners and other distribution channels.

The company serves customers in North America, Europe, Asia and other international markets.