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
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
43% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 74
38% more call options, than puts
Call options by funds: $190M | Put options by funds: $138M
5% more funds holding
Funds holding: 525 [Q4 2024] → 551 (+26) [Q1 2025]
3.49% less ownership
Funds ownership: 106.53% [Q4 2024] → 103.03% (-3.49%) [Q1 2025]
15% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 189
30% less capital invested
Capital invested by funds: $8.9B [Q4 2024] → $6.24B (-$2.66B) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 4 (-4) [Q1 2025]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Telsey Advisory Group Dana Telsey | 14%upside $14 | Market Perform Maintained | 22 May 2025 |
Barclays Adrienne Yih | 31%upside $16 | Overweight Maintained | 22 May 2025 |
Baird Jonathan Komp | 14%upside $14 | Neutral Maintained | 22 May 2025 |
BMO Capital Simeon Siegel | 22%upside $15 | Market Perform Maintained | 22 May 2025 |
Stifel Jim Duffy | 22%upside $15 | Buy Maintained | 22 May 2025 |
Financial journalist opinion
Based on 4 articles about VFC published over the past 30 days
