Victoria’s Secret & Co. (NYSE:VSXY – Get Free Report) had its target price cut by investment analysts at UBS Group from $95.00 to $87.00 in a note issued to investors on Friday, Benzinga reports. The firm presently has a “neutral” rating on the stock. UBS Group’s price objective indicates a potential upside of 16.54% from the stock’s current price.
VSXY has been the subject of a number of other reports. Barclays lowered their price objective on shares of Victoria’s Secret & Co. from $108.00 to $106.00 and set an “overweight” rating for the company in a report on Friday. Jefferies Financial Group cut shares of Victoria’s Secret & Co. from a “buy” rating to a “hold” rating and lifted their target price for the stock from $65.00 to $73.00 in a research report on Wednesday, June 3rd. The Goldman Sachs Group boosted their price target on shares of Victoria’s Secret & Co. from $56.00 to $84.00 and gave the stock a “neutral” rating in a research note on Wednesday, June 3rd. Morgan Stanley reissued an “overweight” rating on shares of Victoria’s Secret & Co. in a research note on Friday. Finally, Telsey Advisory Group upped their price target on shares of Victoria’s Secret & Co. from $90.00 to $100.00 and gave the company an “outperform” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $89.70.
Check Out Our Latest Analysis on Victoria’s Secret & Co.
Victoria’s Secret & Co. Price Performance
Victoria’s Secret & Co. (NYSE:VSXY – Get Free Report) last released its earnings results on Thursday, September 3rd. The company reported $0.95 earnings per share for the quarter, topping analysts’ consensus estimates of $0.77 by $0.18. The company had revenue of $1.61 billion during the quarter, compared to the consensus estimate of $1.62 billion. Victoria’s Secret & Co. had a return on equity of 38.03% and a net margin of 3.11%.The company’s revenue was up 10.4% compared to the same quarter last year. Research analysts expect that Victoria’s Secret & Co. will post 4.71 EPS for the current fiscal year.
Insiders Place Their Bets
In other news, major shareholder International Pte Ltd Bbrc sold 798,920 shares of the stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $89.15, for a total transaction of $71,223,718.00. Following the completion of the sale, the insider owned 7,810,631 shares of the company’s stock, valued at approximately $696,317,753.65. This represents a 9.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders sold a total of 1,364,570 shares of company stock valued at $121,396,640 in the last ninety days. Insiders own 0.52% of the company’s stock.
Institutional Inflows and Outflows
Several hedge funds have recently made changes to their positions in VSXY. Bbfit Investments PTE Ltd. bought a new stake in Victoria’s Secret & Co. during the 4th quarter valued at $558,521,000. California State Teachers Retirement System bought a new stake in Victoria’s Secret & Co. in the 2nd quarter worth $571,660,000. Fuller & Thaler Asset Management Inc. bought a new stake in Victoria’s Secret & Co. in the 4th quarter worth $87,786,000. Marshall Wace LLP increased its position in shares of Victoria’s Secret & Co. by 301.4% in the fourth quarter. Marshall Wace LLP now owns 1,792,727 shares of the company’s stock valued at $97,112,000 after acquiring an additional 1,346,104 shares during the period. Finally, Price T Rowe Associates Inc. MD increased its position in shares of Victoria’s Secret & Co. by 1,454.1% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,045,465 shares of the company’s stock valued at $56,634,000 after acquiring an additional 978,194 shares during the period. 90.29% of the stock is owned by hedge funds and other institutional investors.
Victoria’s Secret & Co. News Roundup
Here are the key news stories impacting Victoria’s Secret & Co. this week:
- Positive Sentiment: Second-quarter adjusted EPS was $0.95, above analyst estimates of roughly $0.76–$0.78 and up from $0.33 a year earlier. Revenue increased 10.4% year over year to $1.61 billion. Victoria’s Secret & Co. Reports Second Quarter 2026 Results
- Positive Sentiment: Victoria’s Secret raised its fiscal 2026 outlook, forecasting net sales of approximately $7.10 billion–$7.18 billion and adjusted EPS of $4.45–$4.70. The company’s third-quarter revenue forecast of about $1.6 billion was broadly in line with consensus. Victoria’s Secret forecasts FY2026 net sales and adjusted EPS
- Positive Sentiment: Telsey Advisory Group raised its price target from $90 to $100 and maintained an “outperform” rating, suggesting some analysts see substantial upside if the turnaround continues.
- Neutral Sentiment: Chief Executive Officer Martin Waters said the company is “not done,” while retail-focused investors continued to describe the selloff as a potential buying opportunity. These comments support the turnaround narrative but do not immediately offset weaker sales signals. VSXY slides toward worst week since March
- Negative Sentiment: Revenue of $1.61 billion missed the $1.62 billion consensus estimate. Investors appear more focused on the modest top-line miss and weakening sales growth than on the EPS beat, driving the stock toward its worst week since March. Victoria’s Secret retreats after revenue miss
Victoria’s Secret & Co. Company Profile
Victoria’s Secret & Co is a leading designer, manufacturer and marketer of intimate apparel, beauty products and accessories for women. The company operates a portfolio of brands that includes Victoria’s Secret, renowned for its lingerie, bras and sleepwear; PINK, a line targeting younger consumers with activewear and lifestyle products; and Victoria’s Secret Beauty, offering fragrances, cosmetics and personal care items. Products are sold through retail stores as well as direct-to-consumer channels, including e-commerce platforms and mobile applications.
The origins of Victoria’s Secret date back to 1977, when founders Roy and Gaye Raymond opened the first store in San Francisco.
Read More
- Five stocks we like better than Victoria’s Secret & Co.
- Defense Stocks Are Pulling Back as Their Navy Tailwinds Get Stronger
- Survey Reveals: America’s Top Autumn Activities that are Free [2026]
- Defying Gravity: Space Stocks Reach Escape Velocity
- Credo Technology Just Plunged 20%—Did the Market Overreact?
Receive News & Ratings for Victoria's Secret & Co. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Victoria's Secret & Co. and related companies with MarketBeat.com's FREE daily email newsletter.
