Telsey Advisory Group Weighs in on VSCO Q1 Earnings

Victoria’s Secret & Co. (NYSE:VSCO) – Investment analysts at Telsey Advisory Group raised their Q1 2026 earnings per share estimates for shares of Victoria’s Secret & Co. in a research note issued on Wednesday, June 4th. Telsey Advisory Group analyst D. Telsey now anticipates that the company will post earnings of $0.09 per share for the quarter, up from their prior estimate of $0.04. Telsey Advisory Group currently has a “Market Perform” rating and a $24.00 target price on the stock. The consensus estimate for Victoria’s Secret & Co.’s current full-year earnings is $2.37 per share. Telsey Advisory Group also issued estimates for Victoria’s Secret & Co.’s Q3 2026 earnings at ($0.49) EPS, Q4 2026 earnings at $2.35 EPS, Q3 2027 earnings at ($0.47) EPS and Q4 2027 earnings at $2.40 EPS.

Other analysts have also recently issued research reports about the company. Wells Fargo & Company reiterated an “underweight” rating and set a $15.00 target price (up previously from $12.00) on shares of Victoria’s Secret & Co. in a report on Wednesday, May 14th. The Goldman Sachs Group reiterated a “sell” rating and issued a $15.00 price target on shares of Victoria’s Secret & Co. in a report on Wednesday, June 4th. Jefferies Financial Group lowered their price target on Victoria’s Secret & Co. from $42.00 to $35.00 and set a “buy” rating for the company in a report on Wednesday, May 21st. Morgan Stanley lowered their price target on Victoria’s Secret & Co. from $23.00 to $19.00 and set an “equal weight” rating for the company in a report on Tuesday, May 6th. Finally, BMO Capital Markets lowered their price target on Victoria’s Secret & Co. from $46.00 to $31.00 and set an “outperform” rating for the company in a report on Thursday, March 6th. Three research analysts have rated the stock with a sell rating, seven have assigned a hold rating and three have issued a buy rating to the company’s stock. Based on data from MarketBeat, Victoria’s Secret & Co. has a consensus rating of “Hold” and a consensus price target of $26.09.

Victoria’s Secret & Co. Stock Down 2.3%

Shares of NYSE:VSCO opened at $22.19 on Monday. The company has a debt-to-equity ratio of 3.12, a quick ratio of 0.33 and a current ratio of 1.17. Victoria’s Secret & Co. has a 1 year low of $13.76 and a 1 year high of $48.73. The stock has a market capitalization of $1.74 billion, a P/E ratio of 11.50, a PEG ratio of 1.15 and a beta of 2.26. The stock has a 50-day simple moving average of $19.76 and a 200-day simple moving average of $28.56.

Insiders Place Their Bets

In other Victoria’s Secret & Co. news, major shareholder International Pte Ltd Bbrc bought 212,500 shares of Victoria’s Secret & Co. stock in a transaction dated Thursday, April 3rd. The stock was bought at an average cost of $16.15 per share, for a total transaction of $3,431,875.00. Following the purchase, the insider now owns 10,310,631 shares in the company, valued at $166,516,690.65. This represents a 2.10% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Insiders purchased a total of 881,645 shares of company stock worth $15,881,968 in the last 90 days. 0.45% of the stock is owned by company insiders.

Hedge Funds Weigh In On Victoria’s Secret & Co.

Several institutional investors and hedge funds have recently made changes to their positions in VSCO. Marshall Wace LLP boosted its stake in shares of Victoria’s Secret & Co. by 481.5% during the 4th quarter. Marshall Wace LLP now owns 1,956,760 shares of the company’s stock valued at $81,049,000 after buying an additional 1,620,256 shares during the last quarter. Millennium Management LLC lifted its position in shares of Victoria’s Secret & Co. by 9,595.8% during the first quarter. Millennium Management LLC now owns 1,419,080 shares of the company’s stock worth $26,367,000 after purchasing an additional 1,404,444 shares during the last quarter. FMR LLC lifted its position in shares of Victoria’s Secret & Co. by 44.7% during the fourth quarter. FMR LLC now owns 3,988,122 shares of the company’s stock worth $165,188,000 after purchasing an additional 1,231,090 shares during the last quarter. Point72 Hong Kong Ltd bought a new position in shares of Victoria’s Secret & Co. during the fourth quarter worth about $37,693,000. Finally, SRS Investment Management LLC bought a new position in shares of Victoria’s Secret & Co. during the fourth quarter worth about $37,011,000. 90.29% of the stock is currently owned by hedge funds and other institutional investors.

Victoria’s Secret & Co. Company Profile

Victoria’s Secret & Co operates as a lingerie, clothing and beauty retailer. It offers bras, panties, lingerie, pajamas, sleep, sport and swim apparel, and beauty products. The company was founded in 1963 and is headquartered in Reynoldsburg, OH.