V.F. (NYSE:VFC) Shares Gap Down – Here’s Why

V.F. Corporation (NYSE:VFC) shares gapped down before the market opened on Wednesday . The stock had previously closed at $20.28, but opened at $18.03. V.F. shares last traded at $18.5790, with a volume of 7,371,396 shares traded.

More V.F. News

Here are the key news stories impacting V.F. this week:

• Positive Sentiment: Q4 / Q3 beat — V.F. reported stronger-than-expected results (EPS beat and revenue slightly above consensus) and flagged improved cash-flow outlook, which supported an initial rally after the release. VF Corp (NYSE:VFC) exceeds Q4 CY2025 expectations, stock soars
• Positive Sentiment: Brand mix helped revenue — The North Face and Timberland outperformed and offset Vans softness, underpinning revenue growth and margins in the quarter. VF Revenue Rises as North Face Offsets Vans Weakness
• Neutral Sentiment: Analysts’ coverage update — Stifel Nicolaus raised its price target from $18 to $19 but kept a “hold” rating, suggesting limited near-term upside and possibly tempering investor enthusiasm. Stifel Nicolaus Issues Positive Forecast for V.F. (NYSE:VFC) Stock Price
• Neutral Sentiment: Investor commentary and transcripts — Several outlets published the earnings-call transcript and deeper takes on the quarter; these provide color on margin drivers and inventory/cash flow trends but contain no major surprises. VF (VFC) Q3 2026 Earnings Call Transcript
• Negative Sentiment: Tariff warning — Management cautioned that potential tariffs could dim the sales outlook for Vans and the broader business, creating uncertainty around forward guidance and margins. That comment is a near-term negative for sentiment. Vans parent VF Corp’s tariff warning dims upbeat quarterly sales forecast
• Negative Sentiment: Vans weakness — Coverage and market reaction highlighted Vans lagging versus other brands; given Vans’ importance to revenue, this continues to be a pressure point for the stock. Timberland Parent VF Corp Turns Holiday Shoppers Into Higher Profits

Wall Street Analyst Weigh In

Several research firms recently commented on VFC. Telsey Advisory Group set a $20.00 target price on V.F. in a report on Thursday. Guggenheim started coverage on shares of V.F. in a research note on Tuesday, December 9th. They set a “neutral” rating on the stock. JPMorgan Chase & Co. lifted their target price on shares of V.F. from $14.00 to $17.00 and gave the company a “neutral” rating in a report on Tuesday, January 20th. Citigroup increased their price target on shares of V.F. from $14.00 to $20.00 and gave the stock a “neutral” rating in a report on Friday. Finally, Wells Fargo & Company lifted their price objective on shares of V.F. from $12.00 to $15.00 and gave the company an “equal weight” rating in a report on Tuesday, December 16th. Three equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $18.09.

V.F. Price Performance

The company has a debt-to-equity ratio of 1.99, a quick ratio of 0.87 and a current ratio of 1.55. The stock has a market capitalization of $7.64 billion, a PE ratio of 35.54, a price-to-earnings-growth ratio of 1.94 and a beta of 1.66. The stock’s 50 day moving average is $18.72 and its two-hundred day moving average is $15.66.

V.F. (NYSE:VFC) last announced its earnings results on Wednesday, January 28th. The textile maker reported $0.58 EPS for the quarter, beating analysts’ consensus estimates of $0.43 by $0.15. The business had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.81 billion. V.F. had a return on equity of 19.08% and a net margin of 2.33%.The business’s revenue was up 1.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.62 earnings per share. On average, equities analysts anticipate that V.F. Corporation will post 0.73 EPS for the current fiscal year.

V.F. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Tuesday, March 10th will be issued a dividend of $0.09 per share. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a $0.36 dividend on an annualized basis and a dividend yield of 1.8%. V.F.’s dividend payout ratio is presently 65.45%.

Hedge Funds Weigh In On V.F.

A number of institutional investors and hedge funds have recently bought and sold shares of VFC. Russell Investments Group Ltd. raised its holdings in V.F. by 104.7% in the 2nd quarter. Russell Investments Group Ltd. now owns 567,886 shares of the textile maker’s stock valued at $6,673,000 after acquiring an additional 290,444 shares during the last quarter. Segall Bryant & Hamill LLC grew its position in shares of V.F. by 30.7% in the second quarter. Segall Bryant & Hamill LLC now owns 3,442,936 shares of the textile maker’s stock valued at $40,454,000 after purchasing an additional 808,474 shares in the last quarter. SG Americas Securities LLC increased its holdings in shares of V.F. by 115.2% in the third quarter. SG Americas Securities LLC now owns 113,951 shares of the textile maker’s stock valued at $1,644,000 after purchasing an additional 60,998 shares during the last quarter. Fiduciary Alliance LLC lifted its position in V.F. by 22.0% during the third quarter. Fiduciary Alliance LLC now owns 586,877 shares of the textile maker’s stock worth $8,469,000 after buying an additional 105,786 shares in the last quarter. Finally, Farther Finance Advisors LLC boosted its stake in V.F. by 94.8% during the second quarter. Farther Finance Advisors LLC now owns 4,975 shares of the textile maker’s stock worth $58,000 after buying an additional 2,421 shares during the last quarter. 86.84% of the stock is currently owned by institutional investors and hedge funds.

About V.F.

VF Corporation, commonly branded as VF, is a global apparel and footwear company that develops, markets and distributes a diverse portfolio of consumer brands. Its offerings span outdoor and action sports apparel, footwear and accessories under marquee names such as The North Face, Vans, Timberland, Dickies, JanSport and Smartwool. Through a “house of brands” strategy, VF leverages the unique heritage and design expertise of each label to serve distinct lifestyle and performance segments.

Founded in 1899 in Pennsylvania as the Reading Glove and Mitten Manufacturing Company, VF evolved through a series of acquisitions and strategic expansions to become a leading player in the global apparel industry.