Research Analysts Offer Predictions for V.F. Q4 Earnings

V.F. Corporation (NYSE:VFC) – Equities research analysts at Zacks Research issued their Q4 2026 EPS estimates for shares of V.F. in a research note issued to investors on Wednesday, February 11th. Zacks Research analyst Team forecasts that the textile maker will earn $0.00 per share for the quarter. The consensus estimate for V.F.’s current full-year earnings is $0.73 per share. Zacks Research also issued estimates for V.F.’s Q1 2027 earnings at ($0.16) EPS, Q2 2027 earnings at $0.57 EPS, Q3 2027 earnings at $0.63 EPS, Q4 2027 earnings at $0.05 EPS, FY2027 earnings at $1.09 EPS, Q1 2028 earnings at ($0.11) EPS, Q2 2028 earnings at $0.64 EPS, Q3 2028 earnings at $0.78 EPS and FY2028 earnings at $1.44 EPS.

A number of other equities analysts also recently commented on the stock. UBS Group reaffirmed a “neutral” rating and issued a $20.00 price objective on shares of V.F. in a report on Thursday, January 29th. Piper Sandler boosted their price objective on shares of V.F. from $14.00 to $18.00 and gave the company a “neutral” rating in a research report on Friday, January 30th. Stifel Nicolaus increased their price objective on shares of V.F. from $18.00 to $19.00 and gave the stock a “hold” rating in a research note on Thursday, January 29th. Jefferies Financial Group assumed coverage on shares of V.F. in a report on Wednesday, January 14th. They issued a “hold” rating and a $18.00 target price on the stock. Finally, Guggenheim began coverage on V.F. in a report on Tuesday, December 9th. They set a “neutral” rating for the company. Three investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $18.22.

V.F. Price Performance

Shares of VFC opened at $20.31 on Friday. V.F. has a 52 week low of $9.41 and a 52 week high of $26.69. The company has a current ratio of 1.55, a quick ratio of 1.03 and a debt-to-equity ratio of 1.99. The firm has a market cap of $7.94 billion, a price-to-earnings ratio of 36.92, a PEG ratio of 1.37 and a beta of 1.65. The stock has a 50 day moving average of $19.36 and a 200-day moving average of $16.28.

V.F. (NYSE:VFC) last announced its quarterly earnings data 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 return on equity of 19.08% and a net margin of 2.33%.The firm had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.81 billion. During the same period in the previous year, the company earned $0.62 earnings per share. V.F.’s quarterly revenue was up 1.5% on a year-over-year basis.

Institutional Trading of V.F.

Large investors have recently added to or reduced their stakes in the business. Segall Bryant & Hamill LLC boosted its position in shares of V.F. by 43.4% during the 3rd quarter. Segall Bryant & Hamill LLC now owns 4,938,084 shares of the textile maker’s stock valued at $71,257,000 after purchasing an additional 1,495,148 shares in the last quarter. Fiduciary Alliance LLC lifted its stake in V.F. by 10.3% during the fourth quarter. Fiduciary Alliance LLC now owns 647,496 shares of the textile maker’s stock valued at $11,707,000 after purchasing an additional 60,619 shares during the last quarter. Russell Investments Group Ltd. boosted its holdings in V.F. by 1.9% during the third quarter. Russell Investments Group Ltd. now owns 578,767 shares of the textile maker’s stock worth $8,352,000 after buying an additional 10,881 shares in the last quarter. New York State Common Retirement Fund grew its position in V.F. by 21.3% in the second quarter. New York State Common Retirement Fund now owns 573,649 shares of the textile maker’s stock worth $6,740,000 after buying an additional 100,680 shares during the last quarter. Finally, SG Americas Securities LLC increased its holdings in shares of V.F. by 115.2% in the third quarter. SG Americas Securities LLC now owns 113,951 shares of the textile maker’s stock valued at $1,644,000 after buying an additional 60,998 shares in the last quarter. 86.84% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at V.F.

In other news, Director Juliana L. Chugg sold 6,678 shares of V.F. stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $21.30, for a total transaction of $142,241.40. Following the sale, the director owned 40 shares of the company’s stock, valued at approximately $852. The trade was a 99.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 1.10% of the company’s stock.

V.F. Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Tuesday, March 10th will be paid a $0.09 dividend. The ex-dividend date is Tuesday, March 10th. This represents a $0.36 annualized dividend and a dividend yield of 1.8%. V.F.’s dividend payout ratio (DPR) is presently 65.45%.

More V.F. News

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

• Positive Sentiment: Zacks Research refreshed forward earnings models and is materially more bullish than consensus — projecting FY2027 EPS of $1.09 and FY2028 EPS of $1.44 (consensus ~ $0.73). Zacks also models sequential quarterly recovery (examples: Q2 2028 $0.64, Q3 2028 $0.78), which supports a stronger forward valuation for VFC.
• Positive Sentiment: Recent reported results (Jan. 28) topped estimates: Q? EPS $0.58 vs. $0.43 expected and revenue $2.88B vs. $2.81B expected — evidence of demand resilience across key brands that underpins near‑term momentum.
• Positive Sentiment: Board announced a quarterly dividend of $0.09 (annualized $0.36, ~1.8% yield) with an ex‑dividend date of March 10 — supports income investor interest and signals management confidence in cash flow.
• Positive Sentiment: Several institutional holders have recently increased positions (e.g., Segall Bryant & Hamill, Russell Investments, New York State Common Retirement Fund), indicating conviction from larger, professional investors.
• Neutral Sentiment: Wall Street coverage remains mixed: most brokers rate VFC a Hold with a consensus price target near $18.22; a few firms (Barclays) are overweight while others remain neutral — implies limited near‑term analyst catalyst upside.
• Neutral Sentiment: Unrelated market item: Gaudium IVF plans an IPO Feb. 20 (not material to V.F.). Gaudium IVF and Women Health to float IPO on Feb 20
• Negative Sentiment: Director Juliana L. Chugg sold 6,678 shares on Feb. 10 at ~$21.30 (proceeds ~$142k), reducing her holding to 40 shares — a large percentage reduction that can be viewed negatively by some investors and may add short‑term selling pressure. SEC filing: Form 4

V.F. Company Profile

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.