Levi Strauss & Co. (NYSE:LEVI) Given Buy Rating at BTIG Research

BTIG Research restated their buy rating on shares of Levi Strauss & Co. (NYSE:LEVI) in a research note issued to investors on Thursday morning,Benzinga reports. They currently have a $27.00 target price on the blue-jean maker’s stock.

A number of other brokerages have also weighed in on LEVI. Wall Street Zen raised shares of Levi Strauss & Co. from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Morgan Stanley upped their price objective on Levi Strauss & Co. from $19.00 to $20.00 and gave the stock an “equal weight” rating in a research report on Friday, October 10th. Weiss Ratings raised Levi Strauss & Co. from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday. Stifel Nicolaus upped their price target on Levi Strauss & Co. from $24.00 to $27.00 and gave the stock a “buy” rating in a research report on Thursday, October 2nd. Finally, UBS Group raised their price target on shares of Levi Strauss & Co. from $32.00 to $33.00 and gave the stock a “buy” rating in a research note on Monday, January 12th. Twelve investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Levi Strauss & Co. has a consensus rating of “Moderate Buy” and a consensus target price of $26.46.

Levi Strauss & Co. Stock Up 0.3%

Shares of Levi Strauss & Co. stock opened at $20.53 on Thursday. The company has a market capitalization of $8.02 billion, a P/E ratio of 14.06, a price-to-earnings-growth ratio of 1.38 and a beta of 1.33. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.52 and a quick ratio of 0.87. The business has a 50-day moving average of $21.49 and a two-hundred day moving average of $21.50. Levi Strauss & Co. has a 1 year low of $12.17 and a 1 year high of $24.82.

Levi Strauss & Co. (NYSE:LEVI) last issued its quarterly earnings data on Wednesday, January 28th. The blue-jean maker reported $0.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.39 by $0.02. The business had revenue of $1.77 billion during the quarter, compared to analyst estimates of $1.71 billion. Levi Strauss & Co. had a return on equity of 25.63% and a net margin of 9.20%.Levi Strauss & Co.’s quarterly revenue was up .9% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.50 EPS. Levi Strauss & Co. has set its FY 2026 guidance at 1.400-1.460 EPS. As a group, equities analysts predict that Levi Strauss & Co. will post 1.27 EPS for the current year.

Levi Strauss & Co. Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Tuesday, February 10th will be paid a dividend of $0.14 per share. This represents a $0.56 annualized dividend and a dividend yield of 2.7%. The ex-dividend date is Tuesday, February 10th. Levi Strauss & Co.’s payout ratio is currently 36.84%.

Insider Buying and Selling at Levi Strauss & Co.

In related news, SVP David Jedrzejek sold 7,093 shares of the stock in a transaction on Tuesday, January 27th. The stock was sold at an average price of $21.38, for a total value of $151,648.34. Following the sale, the senior vice president owned 98,193 shares in the company, valued at approximately $2,099,366.34. This represents a 6.74% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.25% of the company’s stock.

Institutional Trading of Levi Strauss & Co.

A number of hedge funds have recently modified their holdings of the stock. Asset Management One Co. Ltd. acquired a new position in Levi Strauss & Co. in the 3rd quarter valued at $2,540,000. Geode Capital Management LLC increased its position in shares of Levi Strauss & Co. by 2.1% in the second quarter. Geode Capital Management LLC now owns 1,210,669 shares of the blue-jean maker’s stock worth $22,391,000 after purchasing an additional 24,728 shares during the period. OFI Invest Asset Management raised its stake in Levi Strauss & Co. by 37.7% in the second quarter. OFI Invest Asset Management now owns 1,420,596 shares of the blue-jean maker’s stock valued at $26,267,000 after purchasing an additional 389,176 shares in the last quarter. KLP Kapitalforvaltning AS raised its stake in Levi Strauss & Co. by 49.9% in the second quarter. KLP Kapitalforvaltning AS now owns 61,000 shares of the blue-jean maker’s stock valued at $1,128,000 after purchasing an additional 20,300 shares in the last quarter. Finally, Broad Peak Investment Advisers Pte Ltd bought a new stake in Levi Strauss & Co. during the second quarter worth about $6,174,000. Institutional investors and hedge funds own 69.14% 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: Q4 beat — Levi reported $0.41 EPS vs. $0.39 expected and $1.77B revenue vs. $1.71B expected, led by strong denim demand and DTC strength. Levi Strauss beats quarterly results estimates on strong denim demand
• Positive Sentiment: DTC-led turnaround narrative reinforced — management described a “true inflection” and a shift toward brand elevation and DTC-first strategy, which supports longer-term margin and growth improvement. Levi Strauss CEO Sees ‘True Inflection’ in Business
• Positive Sentiment: Analyst support — TD Cowen reiterated a Buy with a $26 target citing execution and capital returns; Needham and BTIG also reaffirmed Buy ratings with $27–$28 targets, signaling upside from current levels. TD Cowen Buy & $26 Target
• Positive Sentiment: Shareholder returns — company announced a quarterly dividend ($0.14/share, ~2.8% yield annualized), reinforcing cash-return policy that can support the stock valuation.
• Neutral Sentiment: Management commentary and strategy detail — earnings call and transcripts provide color on product mix (denim, yoga) and marketing (including a planned Super Bowl ad), useful for longer-term thesis but not an immediate price driver. Q4 Earnings Call Transcript
• Negative Sentiment: Forecast miss pressure — FY2026 EPS guidance of $1.40–$1.46 came in below the ~$1.48 consensus, which prompted near-term selling despite the beat. Levi beats Q4 expectations, but shares dip on weak 2026 outlook
• Negative Sentiment: Margin/headwind risks — Tariff impacts and softer wholesale demand were cited as pressures on margins, tempering enthusiasm about near-term profitability. Direct-to-consumer growth offsets wholesale weakness
• Negative Sentiment: Insider sale — SVP David Jedrzejek sold ~7,093 shares (~6.7% reduction of his holding), which some investors may view as a modest negative signal. SEC Form 4: Jedrzejek sale

About Levi Strauss & Co.

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.