Northwestern Mutual Wealth Management Co. Sells 24,144 Shares of PVH Corp. $PVH

Northwestern Mutual Wealth Management Co. lowered its holdings in PVH Corp. (NYSE:PVH) by 71.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,545 shares of the textile maker’s stock after selling 24,144 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in PVH were worth $709,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in PVH by 26.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 24,931 shares of the textile maker’s stock valued at $1,612,000 after purchasing an additional 5,240 shares in the last quarter. Goldman Sachs Group Inc. lifted its position in shares of PVH by 79.8% during the 1st quarter. Goldman Sachs Group Inc. now owns 553,500 shares of the textile maker’s stock worth $35,778,000 after buying an additional 245,740 shares during the period. Caxton Associates LLP acquired a new stake in PVH in the 1st quarter valued at $226,000. United Services Automobile Association acquired a new stake in PVH in the 1st quarter valued at $240,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in PVH by 9.3% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 353,847 shares of the textile maker’s stock valued at $22,873,000 after acquiring an additional 30,077 shares during the period. Institutional investors own 97.25% of the company’s stock.

Trending Headlines about PVH

Here are the key news stories impacting PVH this week:

• Positive Sentiment: Adjusted earnings beat expectations: PVH reported second-quarter adjusted EPS of $3.70, well above the $3.08 consensus estimate and up from $2.52 a year earlier. The beat was helped by approximately $1.80 per share in tariff refunds, lower product costs and disciplined expenses. Revenue of roughly $2.1 billion was broadly in line with forecasts. PVH Corp. Q2 Earnings Beat on Tariff Refunds
• Positive Sentiment: Cost savings and shareholder returns support the outlook: Management reaffirmed fiscal 2026 EPS guidance of $11.80-$12.10 and is targeting $45 million in run-rate savings. PVH also plans to repurchase approximately $300 million of stock during 2026, potentially supporting per-share results and valuation. PVH forecasts fiscal 2026 EPS
• Positive Sentiment: Longer-term operating trends remain encouraging: Digital and direct-to-consumer momentum, improving margins, resilient Americas demand and growth in Asia are viewed as potential catalysts. Needham maintained a Buy rating, although it reduced its price target to $95. Should You Buy, Sell or Hold PVH Stock Post Q2 Earnings?
• Neutral Sentiment: Analyst views are mixed: Zacks upgraded PVH from Strong Sell to Hold, while JPMorgan maintained an Underweight rating and lowered its target to $83. The differing views reflect uncertainty over the pace of recovery and the stock’s earnings valuation.
• Negative Sentiment: Sales and near-term guidance remain concerns: Quarterly revenue declined year over year, pressured by weakness at Calvin Klein and international markets. Fiscal third-quarter EPS guidance of $2.50-$2.65 is materially below the $3.17 analyst consensus. PVH also reported a GAAP loss tied partly to heavy impairment charges, while tariffs, macroeconomic pressure and geopolitical disruptions could weigh on demand. PVH sales hurt by Calvin Klein declines

Analysts Set New Price Targets

Several research analysts have issued reports on PVH shares. UBS Group reiterated a “buy” rating on shares of PVH in a research note on Friday. Citigroup reaffirmed a “buy” rating on shares of PVH in a report on Friday, June 5th. Bank of America reiterated an “underperform” rating and set a $70.00 target price (down from $90.00) on shares of PVH in a research report on Thursday, June 25th. Evercore set a $79.00 price target on shares of PVH and gave the company an “in-line” rating in a report on Thursday, June 4th. Finally, Wells Fargo & Company reduced their price target on shares of PVH from $85.00 to $78.00 and set an “equal weight” rating on the stock in a research report on Friday, June 5th. Six research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $86.55.

PVH Stock Performance

PVH stock opened at $74.10 on Friday. The stock has a 50-day simple moving average of $79.47 and a 200 day simple moving average of $79.12. The stock has a market capitalization of $3.42 billion, a price-to-earnings ratio of -20.03, a P/E/G ratio of 1.10 and a beta of 1.72. The company has a quick ratio of 0.93, a current ratio of 1.65 and a debt-to-equity ratio of 0.47. PVH Corp. has a 12-month low of $59.60 and a 12-month high of $100.75.

PVH (NYSE:PVH) last issued its quarterly earnings data on Wednesday, September 2nd. The textile maker reported $3.70 EPS for the quarter, topping analysts’ consensus estimates of $3.08 by $0.62. The firm had revenue of $2.10 billion for the quarter, compared to analyst estimates of $2.09 billion. PVH had a negative net margin of 1.89% and a positive return on equity of 11.94%. The company’s revenue was down 3.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.52 EPS. PVH has set its Q3 2026 guidance at 2.500-2.650 EPS and its FY 2026 guidance at 11.800-12.100 EPS. On average, research analysts anticipate that PVH Corp. will post 12 earnings per share for the current fiscal year.

PVH Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Wednesday, September 2nd will be issued a $0.0375 dividend. The ex-dividend date of this dividend is Wednesday, September 2nd. This represents a $0.15 dividend on an annualized basis and a dividend yield of 0.2%. PVH’s dividend payout ratio (DPR) is currently -4.05%.

About PVH

PVH Corp is a leading global apparel company known for its portfolio of iconic brands in the dress shirt, sportswear and lifestyle categories. The company designs, markets and distributes clothing, accessories and fragrances under both owned and licensed brands. PVH’s core brand holdings include Calvin Klein and Tommy Hilfiger, complemented by a range of heritage labels such as Van Heusen, IZOD, ARROW, Warner’s and Olga.

PVH’s operations span the entire value chain from product design and development to manufacturing, marketing and distribution.