SG Americas Securities LLC Grows Holdings in PVH Corp. $PVH

SG Americas Securities LLC raised its stake in shares of PVH Corp. (NYSE:PVH) by 1,475.8% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 35,503 shares of the textile maker’s stock after purchasing an additional 33,250 shares during the period. SG Americas Securities LLC owned 0.08% of PVH worth $2,379,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently added to or reduced their stakes in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of PVH by 26.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 24,931 shares of the textile maker’s stock valued at $1,612,000 after acquiring an additional 5,240 shares during the period. Goldman Sachs Group Inc. grew its holdings in PVH by 79.8% during the 1st quarter. Goldman Sachs Group Inc. now owns 553,500 shares of the textile maker’s stock valued at $35,778,000 after purchasing an additional 245,740 shares during the last quarter. Caxton Associates LLP purchased a new stake in PVH in the 1st quarter worth about $226,000. United Services Automobile Association bought a new stake in PVH in the first quarter worth about $240,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in PVH by 9.3% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 353,847 shares of the textile maker’s stock worth $22,873,000 after purchasing an additional 30,077 shares during the last quarter. 97.25% of the stock is owned by institutional investors.

PVH Stock Down 0.2%

Shares of NYSE PVH opened at $76.98 on Friday. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.72 and a current ratio of 1.52. The firm has a market capitalization of $3.53 billion, a price-to-earnings ratio of 202.57, a PEG ratio of 2.51 and a beta of 1.61. The stock has a 50 day moving average price of $66.43 and a 200 day moving average price of $73.08. PVH Corp. has a 52-week low of $59.28 and a 52-week high of $89.79.

PVH (NYSE:PVH) last released its quarterly earnings data on Tuesday, March 31st. The textile maker reported $3.82 EPS for the quarter, topping the consensus estimate of $3.30 by $0.52. The company had revenue of $2.51 billion for the quarter, compared to the consensus estimate of $2.43 billion. PVH had a return on equity of 11.55% and a net margin of 0.28%.PVH’s quarterly revenue was up 5.6% on a year-over-year basis. During the same period last year, the business posted $3.27 EPS. Sell-side analysts expect that PVH Corp. will post 11.67 earnings per share for the current year.

PVH Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, March 25th. Stockholders of record on Wednesday, March 4th were paid a dividend of $0.0375 per share. The ex-dividend date was Wednesday, March 4th. This represents a $0.15 annualized dividend and a dividend yield of 0.2%. PVH’s dividend payout ratio (DPR) is currently 39.47%.

Analyst Ratings Changes

A number of research firms have recently commented on PVH. Weiss Ratings cut PVH from a “hold (c-)” rating to a “sell (d)” rating in a research note on Wednesday. Guggenheim initiated coverage on PVH in a report on Tuesday, December 9th. They set a “neutral” rating for the company. Wall Street Zen downgraded PVH from a “buy” rating to a “hold” rating in a research report on Saturday, December 13th. The Goldman Sachs Group increased their target price on PVH from $83.00 to $93.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Needham & Company LLC lifted their target price on PVH from $100.00 to $107.00 and gave the stock a “buy” rating in a research report on Wednesday. Seven equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $88.93.

Key PVH News

Here are the key news stories impacting PVH this week:

• Positive Sentiment: Q4 earnings beat and constructive call — PVH reported stronger‑than‑expected revenue and adjusted EPS, with management pointing to brand momentum (Calvin Klein, Tommy Hilfiger) and steady margins; the solid results drove notable post‑earnings upside and improved investor sentiment. PVH Corp. Q4 2025 Earnings Call Summary
• Positive Sentiment: Market reaction and analyst upgrades — several firms raised targets or reiterated Buy: Goldman Sachs bumped its target to $93 (buy), Needham raised to $107 (buy) and BTIG reaffirmed a $100 target. Those upgrades signal expected upside versus the current price. Benzinga price target coverage
• Positive Sentiment: Pop‑culture tailwinds supporting demand — media coverage (including a TV miniseries boost) and PVH marketing/pop‑culture strategies are cited as helping Calvin Klein sales and easing investor demand concerns, supporting revenue momentum. How TV’s ‘Love Story’ helped Calvin Klein parent
• Neutral Sentiment: Mixed analyst consensus — overall analyst coverage remains centered around a Hold/Moderate Buy mix (average recommendation ~“Hold”), so while some buy signals exist the street is not uniformly bullish. PVH Corp. Given Average Recommendation of “Hold” by Analysts
• Negative Sentiment: Tariff headwinds called out in 2026 outlook — management flagged tariff pressure that could weigh on margins or cost assumptions in 2026, introducing a tangible near‑term margin risk. PVH beats Q4 guidance, flags tariff pressure in 2026 outlook
• Negative Sentiment: Remediated IT control weakness remains a disclosure risk — the company notes a previously remediated accounting/IT control issue that could still pose future risk to financial reporting and investor confidence. PVH Corp’s Remediated IT Control Weakness Still Poses Risks
• Negative Sentiment: Some analyst skepticism remains — selected commentary argues the setup may not justify moving to a full Buy yet, highlighting valuation and execution risks despite recent strength. PVH: Setup Is Not Good Enough To Justify An Upgrade To Buy

PVH Company Profile

PVH Corp is a leading global apparel company known for its portfolio of iconic brands in the dress shirt, sportswear and lifestyle categories. The company designs, markets and distributes clothing, accessories and fragrances under both owned and licensed brands. PVH’s core brand holdings include Calvin Klein and Tommy Hilfiger, complemented by a range of heritage labels such as Van Heusen, IZOD, ARROW, Warner’s and Olga.

PVH’s operations span the entire value chain from product design and development to manufacturing, marketing and distribution.