Wall Street Zen Upgrades V.F. (NYSE:VFC) to Buy

V.F. (NYSE:VFC) was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a report released on Saturday.

VFC has been the topic of a number of other research reports. KGI Securities set a $14.50 target price on V.F. and gave the company a “neutral” rating in a research note on Wednesday, October 29th. Guggenheim initiated coverage on V.F. in a research note on Tuesday, December 9th. They set a “neutral” rating for the company. Jefferies Financial Group began coverage on V.F. in a research report on Wednesday, January 14th. They issued a “hold” rating and a $18.00 price objective on the stock. Needham & Company LLC reiterated a “buy” rating on shares of V.F. in a research note on Thursday, January 8th. Finally, Stifel Nicolaus lifted their target price on V.F. from $18.00 to $19.00 and gave the stock a “hold” rating in a research report on Thursday. Three investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, V.F. has an average rating of “Hold” and an average price target of $18.09.

V.F. Stock Down 2.8%

NYSE VFC opened at $19.55 on Friday. The company has a quick ratio of 0.87, a current ratio of 1.55 and a debt-to-equity ratio of 1.99. V.F. has a 52 week low of $9.41 and a 52 week high of $26.79. The firm has a market capitalization of $7.65 billion, a price-to-earnings ratio of 35.54, a PEG ratio of 1.91 and a beta of 1.66. The company has a fifty day moving average of $18.79 and a two-hundred day moving average of $15.71.

V.F. (NYSE:VFC) last announced its earnings results on Wednesday, January 28th. The textile maker reported $0.58 earnings per share for the quarter, beating the consensus estimate of $0.43 by $0.15. V.F. had a net margin of 2.33% and a return on equity of 19.08%. The business had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.81 billion. During the same quarter in the prior year, the firm posted $0.62 earnings per share. The business’s revenue for the quarter was up 1.5% on a year-over-year basis. On average, analysts predict that V.F. will post 0.73 earnings per share for the current year.

Institutional Trading of V.F.

A number of hedge funds have recently added to or reduced their stakes in VFC. EverSource Wealth Advisors LLC increased its position in V.F. by 59.7% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 2,748 shares of the textile maker’s stock valued at $40,000 after purchasing an additional 1,027 shares during the period. Rothschild Investment LLC lifted its position in shares of V.F. by 705.8% in the 3rd quarter. Rothschild Investment LLC now owns 3,747 shares of the textile maker’s stock worth $54,000 after purchasing an additional 3,282 shares during the period. Rexford Capital Inc. bought a new position in shares of V.F. during the second quarter valued at approximately $48,000. Farther Finance Advisors LLC increased its holdings in V.F. by 94.8% during the second quarter. Farther Finance Advisors LLC now owns 4,975 shares of the textile maker’s stock valued at $58,000 after buying an additional 2,421 shares during the period. Finally, Global Wealth Strategies & Associates purchased a new position in V.F. during the third quarter valued at approximately $82,000. 86.84% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting V.F.

Here are the key news stories impacting V.F. this week:

• Positive Sentiment: Q4 / Q3 beat — V.F. reported stronger-than-expected results (EPS beat and revenue slightly above consensus) and flagged improved cash-flow outlook, which supported an initial rally after the release. VF Corp (NYSE:VFC) exceeds Q4 CY2025 expectations, stock soars
• Positive Sentiment: Brand mix helped revenue — The North Face and Timberland outperformed and offset Vans softness, underpinning revenue growth and margins in the quarter. VF Revenue Rises as North Face Offsets Vans Weakness
• Neutral Sentiment: Analysts’ coverage update — Stifel Nicolaus raised its price target from $18 to $19 but kept a “hold” rating, suggesting limited near-term upside and possibly tempering investor enthusiasm. Stifel Nicolaus Issues Positive Forecast for V.F. (NYSE:VFC) Stock Price
• Neutral Sentiment: Investor commentary and transcripts — Several outlets published the earnings-call transcript and deeper takes on the quarter; these provide color on margin drivers and inventory/cash flow trends but contain no major surprises. VF (VFC) Q3 2026 Earnings Call Transcript
• Negative Sentiment: Tariff warning — Management cautioned that potential tariffs could dim the sales outlook for Vans and the broader business, creating uncertainty around forward guidance and margins. That comment is a near-term negative for sentiment. Vans parent VF Corp’s tariff warning dims upbeat quarterly sales forecast
• Negative Sentiment: Vans weakness — Coverage and market reaction highlighted Vans lagging versus other brands; given Vans’ importance to revenue, this continues to be a pressure point for the stock. Timberland Parent VF Corp Turns Holiday Shoppers Into Higher Profits

About V.F.

VF Corporation, commonly branded as VF, is a global apparel and footwear company that develops, markets and distributes a diverse portfolio of consumer brands. Its offerings span outdoor and action sports apparel, footwear and accessories under marquee names such as The North Face, Vans, Timberland, Dickies, JanSport and Smartwool. Through a “house of brands” strategy, VF leverages the unique heritage and design expertise of each label to serve distinct lifestyle and performance segments.

Founded in 1899 in Pennsylvania as the Reading Glove and Mitten Manufacturing Company, VF evolved through a series of acquisitions and strategic expansions to become a leading player in the global apparel industry.