Levi Strauss & Co. (NYSE:LEVI) Stock Price Target Cut by Barclays

Posted by Francis Steltz on Oct 8th, 2026

Levi Strauss & Co. (NYSE:LEVI – Get Free Report) had its price objective cut by equities research analysts at Barclays from $27.00 to $26.00 in a research report issued on Thursday, Benzinga reports. The firm currently has an “overweight” rating on the blue-jean maker’s stock. Barclays‘s price objective points to a potential upside of 38.14% from the company’s current price.

A number of other equities research analysts have also weighed in on the company. Needham & Company LLC restated a “buy” rating and set a $28.00 price target on shares of Levi Strauss & Co. in a research note on Thursday. Telsey Advisory Group increased their price objective on shares of Levi Strauss & Co. from $27.00 to $30.00 and gave the company an “outperform” rating in a research report on Thursday, July 2nd. Bank of America lowered their target price on shares of Levi Strauss & Co. from $27.00 to $25.00 and set a “buy” rating for the company in a research note on Thursday. Jefferies Financial Group dropped their target price on shares of Levi Strauss & Co. from $27.00 to $25.00 and set a “buy” rating on the stock in a research report on Thursday, October 1st. Finally, UBS Group restated a “buy” rating on shares of Levi Strauss & Co. in a research note on Wednesday, September 23rd. Eleven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, Levi Strauss & Co. has an average rating of “Moderate Buy” and a consensus target price of $26.23.

Read Our Latest Report on Levi Strauss & Co.

Levi Strauss & Co. Stock Down 3.5%

Shares of Levi Strauss & Co. stock traded down $0.69 during trading on Thursday, reaching $18.82. The company’s stock had a trading volume of 5,093,033 shares, compared to its average volume of 2,732,731. The company has a quick ratio of 0.98, a current ratio of 1.60 and a debt-to-equity ratio of 0.46. The company has a market cap of $7.24 billion, a price-to-earnings ratio of 11.62, a P/E/G ratio of 1.35 and a beta of 1.32. Levi Strauss & Co. has a 1-year low of $17.72 and a 1-year high of $25.70. The company has a 50-day simple moving average of $21.30 and a two-hundred day simple moving average of $22.14.

Levi Strauss & Co. (NYSE:LEVI – Get Free Report) last announced its earnings results on Wednesday, October 7th. The blue-jean maker reported $0.48 earnings per share for the quarter, topping the consensus estimate of $0.36 by $0.12. Levi Strauss & Co. had a return on equity of 25.79% and a net margin of 9.66%.The firm had revenue of $1.61 billion for the quarter, compared to the consensus estimate of $1.62 billion. During the same period in the previous year, the business earned $0.34 EPS. The firm’s revenue for the quarter was up 4.3% on a year-over-year basis. Levi Strauss & Co. has set its FY 2026 guidance at 1.540-1.560 EPS. As a group, equities analysts forecast that Levi Strauss & Co. will post 1.54 earnings per share for the current year.

Insider Buying and Selling at Levi Strauss & Co.

In other news, EVP Harmit Singh sold 98,144 shares of the firm’s stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $24.22, for a total value of $2,377,047.68. Following the completion of the transaction, the executive vice president directly owned 98,747 shares in the company, valued at $2,391,652.34. This trade represents a 49.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.08% of the company’s stock.

Institutional Investors Weigh In On Levi Strauss & Co.

A number of large investors have recently bought and sold shares of the company. Nykredit A S acquired a new position in Levi Strauss & Co. in the 2nd quarter worth approximately $36,000. Essential Partners LLC lifted its stake in Levi Strauss & Co. by 42.1% during the 2nd quarter. Essential Partners LLC now owns 1,795 shares of the blue-jean maker’s stock valued at $45,000 after acquiring an additional 532 shares during the period. Caitong International Asset Management Co. Ltd lifted its stake in Levi Strauss & Co. by 417,900.0% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 4,180 shares of the blue-jean maker’s stock valued at $87,000 after acquiring an additional 4,179 shares during the period. Integrated Wealth Concepts LLC purchased a new stake in shares of Levi Strauss & Co. in the 2nd quarter valued at $127,000. Finally, Vise Technologies Inc. purchased a new stake in shares of Levi Strauss & Co. in the 2nd quarter valued at $205,000. Hedge funds and other institutional investors own 69.14% of the company’s stock.

Levi Strauss & Co. News Summary

Here are the key news stories impacting Levi Strauss & Co. this week:

Positive Sentiment: Levi Strauss reported third-quarter adjusted EPS of $0.48, well above the $0.36 analyst consensus and up from $0.34 a year earlier, as wider margins improved profitability. Levi Strauss beats third-quarter profit estimates as margins widen
Positive Sentiment: The company raised fiscal 2026 adjusted EPS guidance to $1.54-$1.56, from $1.46-$1.52 previously. The outlook benefited from approximately $80 million in tariff refunds, which Levi plans to largely reinvest in the business. Levi Strauss hikes profit guidance after tariff refunds
Positive Sentiment: International and wholesale operations, along with lifestyle categories such as Beyond Yoga, delivered stronger growth. Management also cited an AI shopping assistant as a potential catalyst for its direct-to-consumer business. Levi tariff refunds and AI shopping assistant
Positive Sentiment: Levi declared a quarterly dividend of $0.16 per share, equivalent to $0.64 annually and a stated yield of about 3.4%. Levi Strauss quarterly dividend
Neutral Sentiment: Analyst views remain mixed: Needham reaffirmed a Buy rating with a $28 target, while Wells Fargo cut its target to $20 and maintained an Equal Weight rating.
Negative Sentiment: Third-quarter revenue of $1.61 billion missed the $1.62 billion consensus, although it increased 4.3% year over year. Direct-to-consumer revenue growth was only 2%, with continued U.S. consumer and traffic pressure. Levi Strauss stock falls on mixed financial results
Negative Sentiment: Levi forecast fiscal 2026 revenue of approximately $6.7 billion, below the roughly $6.8 billion analyst expectation, and reduced its sales-growth outlook to the low end of its prior range. The earnings guidance increase therefore appears partly dependent on tariff refunds rather than stronger underlying sales.

About Levi Strauss & Co.

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Levi Strauss & Co is an apparel company best known for its Levi’s brand of denim jeans and related clothing. Its product portfolio includes jeans, tops, bottoms, jackets, footwear, accessories and other casualwear for men, women and children.

Founded in 1853 and headquartered in San Francisco, California, the company also owns the Dockers, Beyond Yoga and Signature by Levi Strauss & Co brands. Levi Strauss & Co sells its products through company-operated stores, e-commerce platforms, wholesale partners and other distribution channels.

The company serves customers in North America, Europe, Asia and other international markets.