VF Corp
About: VF designs, produces, and distributes branded apparel, footwear, and accessories. Its apparel categories are active, outdoor, and work. Its portfolio of 11 brands includes Vans, The North Face, Timberland, Altra, and Dickies. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. Tracing its roots to 1899, the company has evolved through many brand acquisitions and dispositions.
Employees: 27,000
0
Funds holding %
of 7,431 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
16% more call options, than puts
Call options by funds: $139M | Put options by funds: $119M
0.69% less ownership
Funds ownership: 103.05% [Q1] → 102.36% (-0.69%) [Q2]
10% less funds holding
Funds holding: 554 [Q1] → 501 (-53) [Q2]
13% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 192
25% less capital invested
Capital invested by funds: $6.24B [Q1] → $4.7B (-$1.54B) [Q2]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]
36% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 110
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$10
31%
downside
Avg. target
$15.75
9%
upside
High target
$20
38%
upside
4 analyst ratings
2 positive
50%
1 neutral
25%
1 negative
25%
Baird Jonathan Komp | 38%upside $20 | Outperform Upgraded | 26 Aug 2025 |
Exane BNP Paribas Laurent Vasilescu | 31%downside $10 | Underperform Downgraded | 31 Jul 2025 |
Telsey Advisory Group Dana Telsey | 4%downside $14 | Market Perform Maintained | 31 Jul 2025 |
Needham Tom Nikic | 31%upside $19 | Buy Maintained | 30 Jul 2025 |
Financial journalist opinion
Based on 15 articles about VFC published over the past 30 days
Negative
Seeking Alpha
1 week ago
Dividend Cut Alert: High-Yield Dividend Growth Stocks Getting Risky
Dividend growth stocks are often viewed as some of the safest income investments. However, dividend growth does not guarantee that the dividend is safe. I share some popular high-yield dividend growth stocks whose dividend payouts are at risk of getting cut.
Negative
Seeking Alpha
3 weeks ago
V.F. Corp.: Great Brands, But The Math Doesn't Work
V.F. Corporation's iconic brands are losing relevance, with sales declining sharply across Vans, Dickies, and only modest growth at Timberland and The North Face. Despite cost cuts and margin improvements, these are short-term fixes; core demand is falling and inventory remains elevated, signaling deeper problems. The balance sheet is weak: nearly $4.1B in debt, negative tangible equity, and unsustainable dividends threaten financial stability.
Positive
The Motley Fool
3 weeks ago
3 Top Stocks to Buy With $1,000 in August
The stock market has shown incredible resiliency in 2025. After shaking off the trade wars and uncertainty for the economy, the S&P 500 is sitting close to new all-time highs.
Positive
Seeking Alpha
3 weeks ago
V.F. Corp. Q1: Clear Positives To Note (Rating Upgrade)
V.F. Corporation expectedly showed weak revenues in Q1. The brand performance remains split between brands. North Face could have acceleration ahead. The Q1 report came with clear positives as V.F.'s profitability gained from improved inventory health and disciplined cost control. Continued cost cuts should offset tariff pressure. The M&A lifeline provides upside through a potential divestment of Vans or Dickies. Such upside remains highly speculative, though.
Positive
The Motley Fool
3 weeks ago
VF (VFC) Q1 Gross Margin Jumps 2.9%
VF (VFC) Q1 Gross Margin Jumps 2.9%
Positive
Zacks Investment Research
3 weeks ago
V.F. Corp Q1 Loss Narrower Than Expected, Sales Beat Expectations
VFC posts a narrower Q1 loss and beats revenue estimates as The North Face, Timberland, and Altra drive momentum.
Positive
The Motley Fool
3 weeks ago
Why VF Stock Was Climbing Higher Today
Shares of VF (VFC 8.11%) were moving higher today after the diversified footwear and apparel company posted better-than-expected results on the bottom line, showing that its turnaround efforts are starting to pay off.
Neutral
Zacks Investment Research
3 weeks ago
Q2 Advance GDP Ticks in Unexpectedly High
Q2 Advance GDP Ticks in Unexpectedly High.
Positive
Investopedia
3 weeks ago
Top Stock Movers Now: Humana, Hershey, VF Corp., and More
U.S. equities were mixed at midday as the market responded to the U.S. economy growing more than expected in the second quarter while waiting for today's decision by the Federal Reserve on interest rates. The S&P 500 and Nasdaq gained, but the Dow Jones Industrial Average fell.
Neutral
Seeking Alpha
3 weeks ago
V.F. Corporation (VFC) Q1 2026 Earnings Call Transcript
V.F. Corporation (NYSE:VFC ) Q1 2026 Earnings Conference Call July 30, 2025 8:00 AM ET Company Participants Allegra Perry - Vice President of Investor Relations Bracken P. Darrell - President, CEO & Director Paul Aaron Vogel - EVP & CFO Conference Call Participants Adrienne Eugenia Yih-Tennant - Barclays Bank PLC, Research Division Brooke Siler Roach - Goldman Sachs Group, Inc., Research Division Jay Daniel Sole - UBS Investment Bank, Research Division Laurent Andre Vasilescu - BNP Paribas Exane, Research Division Lorraine Corrine Maikis Hutchinson - BofA Securities, Research Division Matthew Robert Boss - JPMorgan Chase & Co, Research Division Michael Charles Binetti - Evercore Inc. Peter Clement McGoldrick - Stifel, Nicolaus & Company, Incorporated, Research Division Tracy Jill Kogan - Citigroup Inc., Research Division Operator Ladies and gentlemen, thank you for standing by.
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