Levi Strauss & Co.’s (LEVI) “Buy” Rating Reaffirmed at Needham & Company LLC

Needham & Company LLC reissued their buy rating on shares of Levi Strauss & Co. (NYSE:LEVI) in a research report sent to investors on Thursday,Benzinga reports. They currently have a $28.00 price objective on the blue-jean maker’s stock.

LEVI has been the topic of a number of other reports. Morgan Stanley increased their price objective on shares of Levi Strauss & Co. from $19.00 to $20.00 and gave the company an “equal weight” rating in a research note on Friday, October 10th. Raymond James Financial assumed coverage on Levi Strauss & Co. in a report on Tuesday, December 23rd. They issued an “outperform” rating and a $26.00 price target on the stock. UBS Group boosted their price target on Levi Strauss & Co. from $32.00 to $33.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Wall Street Zen upgraded Levi Strauss & Co. from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Finally, Telsey Advisory Group reissued an “outperform” rating and set a $27.00 price target on shares of Levi Strauss & Co. in a research report on Wednesday, January 21st. Twelve equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $26.46.

Levi Strauss & Co. Price Performance

LEVI opened at $20.53 on Thursday. The company has a market capitalization of $8.02 billion, a price-to-earnings ratio of 14.06, a PEG ratio of 1.38 and a beta of 1.33. The company has a current ratio of 1.52, a quick ratio of 0.87 and a debt-to-equity ratio of 0.48. Levi Strauss & Co. has a 12-month low of $12.17 and a 12-month high of $24.82. The business’s fifty day simple moving average is $21.49 and its 200-day simple moving average is $21.50.

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

Levi Strauss & Co. Announces Dividend

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

Insiders Place Their Bets

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

Institutional Investors Weigh In On Levi Strauss & Co.

A number of large investors have recently bought and sold shares of the company. Figure 8 Investment Strategies LLC increased its holdings in Levi Strauss & Co. by 1.2% in the 4th quarter. Figure 8 Investment Strategies LLC now owns 50,939 shares of the blue-jean maker’s stock worth $1,056,000 after buying an additional 583 shares during the period. Jones Financial Companies Lllp increased its stake in shares of Levi Strauss & Co. by 10.3% in the third quarter. Jones Financial Companies Lllp now owns 6,553 shares of the blue-jean maker’s stock worth $151,000 after acquiring an additional 614 shares during the period. Wealth Enhancement Advisory Services LLC increased its stake in shares of Levi Strauss & Co. by 2.4% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 26,732 shares of the blue-jean maker’s stock worth $575,000 after acquiring an additional 638 shares during the period. US Bancorp DE raised its holdings in shares of Levi Strauss & Co. by 260.5% during the third quarter. US Bancorp DE now owns 1,121 shares of the blue-jean maker’s stock worth $26,000 after purchasing an additional 810 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its position in Levi Strauss & Co. by 140.7% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,425 shares of the blue-jean maker’s stock valued at $26,000 after purchasing an additional 833 shares during the period. Hedge funds and other institutional investors own 69.14% of the company’s stock.

Levi Strauss & Co. News Summary

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.