Jefferies cuts VF Corp stock price target to $23 from $24

Published 07/03/2025, 12:20
Jefferies cuts VF Corp stock price target to $23 from $24

On Friday, Jefferies analyst Ashley Helgans adjusted the price target for VF Corp. (NYSE: VFC) shares, lowering it to $23.00 from the previous $24.00. Despite the price target reduction, the analyst maintained a Hold rating on the stock. The adjustment comes as VF Corp shares have declined significantly, with InvestingPro data showing a -17.53% return over the past week.

During the Investor Day Part 2 event in New York City, attended by senior leadership and brand presidents of VF Corp., the company outlined its overall strategy. The strategy includes standardizing the design process, expanding product offerings while preserving the performance brand DNA, enhancing the customer experience, and increasing marketing efforts. According to InvestingPro analysis, the company maintains strong liquidity with a current ratio of 1.56, though its overall financial health score remains weak at 1.7.

VF Corp. also acknowledged issues with its Vans brand and shared key growth initiatives. While the analyst noted that details regarding the timing of sales growth for The North Face (TNF) and especially Vans were still limited, the company maintains a strong dividend track record, having paid dividends for 55 consecutive years. This lack of detail is believed to have affected investor sentiment towards VF Corp. shares.

The event provided an opportunity for the company to communicate with investors and analysts about its plans for the future and the steps being taken to address current challenges. VF Corp.’s approach aims to strengthen its brand portfolio and improve its market position.

The analyst’s commentary suggests a cautious outlook on the stock, reflecting uncertainties about the company’s sales growth trajectory. VF Corp. will likely continue to focus on its strategic initiatives as it seeks to drive growth and deliver value to shareholders.

In other recent news, VF Corporation (NYSE:VFC) reported its third-quarter earnings for fiscal year 2024, exceeding analysts’ expectations. The company achieved an adjusted diluted earnings per share (EPS) of $0.62, surpassing the forecasted $0.33, and recorded revenue of $2.83 billion, which was above the projected $2.75 billion. This performance marked an 88% surprise in EPS and a 2% year-over-year revenue increase. Additionally, VF Corporation announced the redemption of its 2.400% Senior Notes due in 2025, a move intended to manage its capital structure and reduce future interest expenses. In another development, Needham analysts initiated coverage of VF Corp with a Buy rating, setting a price target of $28.00. The analysts expressed optimism about the company’s future, highlighting CEO Bracken Darrell’s strategy to improve efficiency and reduce debt leverage. They project VF Corp’s EPS could reach at least $2.00 by fiscal year 2028. These recent developments indicate VF Corporation’s efforts in financial management and strategic planning as it navigates its recovery path.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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