PVH
About: PVH designs and markets branded apparel in more than 40 countries. Its key fashion categories include men's dress shirts, ties, sportswear, underwear, and jeans. Its two designer brands, Calvin Klein and Tommy Hilfiger, now generate practically all its revenue after its recent disposition of most of its smaller brands. PVH operates e-commerce sites and about 1,500 stores, licenses its brands to third parties, and distributes its merchandise through department stores and other wholesale accounts. The firm traces its history to 1881 and is based in New York City.
Employees: 29,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
12% more call options, than puts
Call options by funds: $123M | Put options by funds: $110M
3.13% more ownership
Funds ownership: 98.18% [Q1] → 101.31% (+3.13%) [Q2]
9% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 133
6% less funds holding
Funds holding: 410 [Q1] → 386 (-24) [Q2]
27% less capital invested
Capital invested by funds: $8.23B [Q1] → $5.99B (-$2.24B) [Q2]
28% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 87
86% less funds holding in top 10
Funds holding in top 10: 7 [Q1] → 1 (-6) [Q2]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
B of A Securities Heather Balsky 55% 1-year accuracy 6 / 11 met price target | 11%upside $107 | Neutral Downgraded | 2 Oct 2024 |
Morgan Stanley Kimberly Greenberger 0% 1-year accuracy 0 / 3 met price target | 4%upside $100 | Equal-Weight Maintained | 6 Sept 2024 |
Telsey Advisory Group Dana Telsey 48% 1-year accuracy 79 / 166 met price target | 35%upside $130 | Outperform Maintained | 29 Aug 2024 |
TD Cowen John Kernan 64% 1-year accuracy 23 / 36 met price target | 40%upside $135 | Buy Maintained | 29 Aug 2024 |
Goldman Sachs Brooke Roach 53% 1-year accuracy 17 / 32 met price target | 28%upside $124 | Buy Maintained | 29 Aug 2024 |
Financial journalist opinion
Based on 5 articles about PVH published over the past 30 days
