Levi Strauss & Co. (NYSE:LEVI) Issues FY 2026 Earnings Guidance

Levi Strauss & Co. (NYSE:LEVI) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.400-1.460 for the period, compared to the consensus estimate of 1.480. The company issued revenue guidance of $6.6 billion-$6.7 billion, compared to the consensus revenue estimate of $6.6 billion.

Levi Strauss & Co. Price Performance

LEVI stock opened at $20.31 on Friday. The stock has a market capitalization of $7.94 billion, a price-to-earnings ratio of 13.89, a PEG ratio of 1.38 and a beta of 1.33. The firm’s 50-day moving average price is $21.49 and its two-hundred day moving average price is $21.50. The company has a current ratio of 1.52, a quick ratio of 0.87 and a debt-to-equity ratio of 0.48. Levi Strauss & Co. has a 12-month low of $12.17 and a 12-month high of $24.82.

Levi Strauss & Co. (NYSE:LEVI) last posted its earnings results on Wednesday, January 28th. The blue-jean maker reported $0.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.02. The company had revenue of $1.77 billion for the quarter, compared to analysts’ expectations of $1.71 billion. Levi Strauss & Co. had a return on equity of 25.63% and a net margin of 9.20%.Levi Strauss & Co.’s quarterly revenue was up .9% on a year-over-year basis. During the same period last year, the firm earned $0.50 earnings per share. Levi Strauss & Co. has set its FY 2026 guidance at 1.400-1.460 EPS. As a group, equities analysts predict that Levi Strauss & Co. will post 1.27 earnings per share for the current year.

Levi Strauss & Co. Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Tuesday, February 10th will be given a dividend of $0.14 per share. This represents a $0.56 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend is Tuesday, February 10th. Levi Strauss & Co.’s payout ratio is presently 36.84%.

Analyst Upgrades and Downgrades

LEVI has been the topic of several research analyst reports. Telsey Advisory Group reiterated an “outperform” rating and set a $27.00 price target on shares of Levi Strauss & Co. in a research report on Wednesday, January 21st. Raymond James Financial initiated coverage on Levi Strauss & Co. in a research report on Tuesday, December 23rd. They issued an “outperform” rating and a $26.00 price target for the company. Wall Street Zen upgraded shares of Levi Strauss & Co. from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. JPMorgan Chase & Co. boosted their target price on Levi Strauss & Co. from $23.00 to $33.00 and gave the stock an “overweight” rating in a research report on Friday, October 10th. Finally, Morgan Stanley boosted their target price on shares of Levi Strauss & Co. from $19.00 to $20.00 and gave the company an “equal weight” rating in a research note on Friday, October 10th. Twelve analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $26.46.

Insider Activity

In related news, SVP David Jedrzejek sold 7,093 shares of the stock in a transaction that occurred on Tuesday, January 27th. The stock was sold at an average price of $21.38, for a total transaction of $151,648.34. Following the completion of the transaction, the senior vice president directly owned 98,193 shares of the company’s stock, valued at approximately $2,099,366.34. This represents a 6.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 1.25% of the stock is currently owned by company insiders.

Levi Strauss & Co. News Summary

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

• Positive Sentiment: Q4 beat on sales and profit — Levi reported $0.41 EPS vs. $0.39 expected and $1.77B revenue vs. $1.71B, driven by strong denim and DTC strength, giving investors a reason to buy. Read More.
• Positive Sentiment: DTC-led turnaround narrative — management called this a “true inflection,” highlighting brand elevation, marketing investments (including a planned Super Bowl ad) and product diversification beyond denim, which supports longer‑term margin upside. Read More.
• Positive Sentiment: Analyst support and upside targets — TD Cowen, Needham and BTIG reiterated/maintained Buy ratings and raised targets (e.g., $26–$28+), reinforcing upside expectations and providing buying interest. Read More.
• Positive Sentiment: Dividend reinstates cash-return support — company declared a $0.14 quarterly dividend (ex‑dividend Feb 10), which bolsters the yield/cash-return story for income‑oriented investors. Read More.
• Neutral Sentiment: Management color and strategy detail — the earnings call and transcript add context on product mix (denim, yoga) and marketing moves; useful for longer‑term thesis but not an immediate price driver. Read More.
• Negative Sentiment: FY2026 guidance below consensus — Levi set EPS guidance of $1.40–$1.46 vs. ~$1.48 consensus, which triggered near‑term selling despite the quarterly beat. Read More.
• Negative Sentiment: Margin headwinds — higher U.S. import tariffs and softer wholesale demand weighed on margins; investors will watch margin recovery and pricing actions closely. Read More.
• Negative Sentiment: Insider selling — SVP David Jedrzejek sold ~7,093 shares (SEC filing), which some investors view as a modest negative signal even though holdings remain large. Read More.

Hedge Funds Weigh In On Levi Strauss & Co.

Several hedge funds have recently bought and sold shares of the business. US Bancorp DE grew its holdings in Levi Strauss & Co. by 260.5% in the third quarter. US Bancorp DE now owns 1,121 shares of the blue-jean maker’s stock worth $26,000 after purchasing an additional 810 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in Levi Strauss & Co. by 140.7% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,425 shares of the blue-jean maker’s stock valued at $26,000 after buying an additional 833 shares during the last quarter. BNP Paribas Financial Markets boosted its holdings in Levi Strauss & Co. by 3.2% in the third quarter. BNP Paribas Financial Markets now owns 46,857 shares of the blue-jean maker’s stock worth $1,092,000 after acquiring an additional 1,436 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Levi Strauss & Co. by 46.6% during the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,817 shares of the blue-jean maker’s stock worth $89,000 after acquiring an additional 1,531 shares during the last quarter. Finally, Cetera Investment Advisers raised its position in shares of Levi Strauss & Co. by 15.3% in the 2nd quarter. Cetera Investment Advisers now owns 18,793 shares of the blue-jean maker’s stock valued at $347,000 after purchasing an additional 2,496 shares during the last quarter. Institutional investors own 69.14% of the company’s stock.

About Levi Strauss & Co.

Levi Strauss & Co is a global apparel company best known for its denim jeans and casual wear. Founded in 1853 in San Francisco by Bavarian immigrant Levi Strauss, the company pioneered the modern blue jean with the introduction of rivet-reinforced work pants. Over its more than 160-year history, Levi Strauss has evolved into a lifestyle brand, offering a broad portfolio that includes denim for men, women and children, as well as tops, outerwear, footwear and accessories.

The company’s flagship label, Levi’s®, is recognized worldwide for its iconic styles such as the 501® Original Fit Jeans, while additional brands, including Dockers®, Target core metric, and Denizen® by Levi’s, cater to diverse price points and consumer segments.