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USConsumer Cyclical

VF Corporation (VFC)

US · Consumer Cyclical · Apparel Manufacturing

$12.93+1.57%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$1.67B
Revenue YoY
-5.2%
Net profit
$-97.2M
EPS
$-0.27
EPS estimate
$-0.22
Net margin
-5.8%

EPS came in at -0.27 against a street estimate of -0.22 — a miss of 22.7%.

Key statistics

Market cap
$5.18B
P/E
19.1
Forward P/E
12.0
P/B
2.93
Book value
$9.45
EPS (TTM)
$0.69
Dividend yield
14.26%
52-week high
$22.00
52-week low
$12.46
50-day MA
$15.12
200-day MA
$17.54
Beta
0.97

Analyst view

Analysts rate VF Corporation a hold (8 buy, 12 hold, 3 sell out of 23) with an average price target of $18.77.

From the latest earnings call · 2026-07-29

CONFIDENT VFC raised FY27 guidance to 2%+ revenue growth (from 1-2%) on Q1 beat. North Face +4%, Timberland +3%, but Vans −9% remains challenged. CFO transition complete; Dalmia assumes combined CFO/COO role. Medium-term 10% op margin target on track. Q1 FY27 Americas strong. EMEA weakness reflects Middle East conflict impact on Timberland. APAC muted; expects continued softness due to limited innovation vs. strong local competition. Analysts probed Vans wholesale destocking vs. true demand reset, luxury pricing opportunity, and SG&A investment flexibility. Darrell emphasized wholesale is product-assortment driven (not distribution exit) and deferred heavy pricing to post-growth inflection. Dalmia noted discretionary spend is controllable and gross margin now primary lever for 10% FY29 target vs. SG&A leverage. 2026-07-29…

Full summary in the app.

Shareholding

Insiders
1.00%
Institutions
93.11%

Largest institutional holders

FundStake
PNC Financial Services Group Inc18.86%
BlackRock Inc7.76%
M&G PLC6.57%
Dodge & Cox5.70%
Northern Trust Corp5.11%
Vanguard Portfolio Management, LLC4.60%
Vanguard Capital Management, LLC4.28%
AQR Capital Management LLC3.65%

Recent filings & reports

DocumentDate
Shareholder vote results · Q2 FY2027
V.F. CORPORATION 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held July 28, 2026 • Total votes cast (excluding broker non-votes): appro
2026-07-30
Quarterly report · Q1 FY2027
VF CORPORATION — Q1 FY2027 FORM 10-Q SUMMARY HEADLINE NUMBERS • Revenues: $1,669.4 million (Q1 FY27) vs. $1,760.7 million (Q1 FY26) — down 5.2% • Ne
2026-07-29
Results announced · Q2 FY2027
VF CORPORATION Q1'27 EARNINGS SUMMARY HEADLINE NUMBERS • Q1'27 Revenue: $1,669.4M, down 5% reported; up 1% excluding Dickies or flat in constant cur
2026-07-29
Proxy statement · Q2 FY2027
VF CORPORATION PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Election of 11 director nominees (Clarence Otis Jr. not standing fo
2026-06-15
Annual report FY2026
VF CORPORATION FISCAL 2026 FORM 10-K SUMMARY HEADLINE NUMBERS • Fiscal year ended March 28, 2026 • Market capitalization: $5,184,000,000 as of Septe
2026-05-20
Results announced · Q1 FY2027
VF CORPORATION Q4 FY'26 EARNINGS SUMMARY HEADLINE NUMBERS • Q4'26 Revenue: $2,166 million, +1% vs. prior year; +8% excluding Dickies or +3% in const
2026-05-20
Quarterly report · Q3 FY2026
VF CORPORATION – Q3 FY2026 (ENDED DECEMBER 27, 2025) SUMMARY HEADLINE NUMBERS • Q3 revenues: $2,875.8 million (vs. $2,833.9 million in Q3 FY2025); +
2026-01-28
Board / officer change · Q4 FY2026
V.F. CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Filing Date: January 26, 2026 (earliest event reported) • Company: V.F. Corporation, Pennsylvan
2026-01-28

Readable in the app.

Corporate actions

ActionDetailDate
Dividend$0.09 / share
ex-date Sep 10, 2026 · pay Sep 17, 2026
2026-09-10
Dividend$0.09 / share
ex-date Jun 10, 2026 · pay Jun 18, 2026
2026-06-10
Dividend$0.09 / share
ex-date Mar 10, 2026 · pay Mar 19, 2026
2026-03-10
Dividend$0.09 / share
ex-date Dec 10, 2025 · pay Dec 18, 2025
2025-12-10
Dividend$0.09 / share
ex-date Sep 10, 2025 · pay Sep 18, 2025
2025-09-10

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Other Consumer Cyclical companies

Data updated 2026-09-18.