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

Levi Strauss & Co. (NYSE:LEVI) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 1.460-1.520 for the period, compared to the consensus EPS estimate of 1.510. The company issued revenue guidance of $6.7 billion-$6.8 billion, compared to the consensus revenue estimate of $6.7 billion.

Analyst Ratings Changes

Several equities research analysts recently weighed in on LEVI shares. Raymond James Financial raised their price objective on Levi Strauss & Co. from $25.00 to $27.00 and gave the company an “outperform” rating in a report on Thursday, July 2nd. Needham & Company LLC restated a “buy” rating and set a $28.00 target price on shares of Levi Strauss & Co. in a research report on Wednesday, April 8th. JPMorgan Chase & Co. upped their price objective on shares of Levi Strauss & Co. from $30.00 to $32.00 and gave the company an “overweight” rating in a report on Thursday, July 2nd. UBS Group increased their target price on Levi Strauss & Co. from $33.00 to $34.00 and gave the stock a “buy” rating in a report on Wednesday, April 8th. Finally, Telsey Advisory Group boosted their price objective on Levi Strauss & Co. from $27.00 to $30.00 and gave the stock an “outperform” rating in a report on Thursday, July 2nd. Thirteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $27.21.

Levi Strauss & Co. Price Performance

Shares of NYSE:LEVI traded down $0.28 on Wednesday, hitting $24.38. The company’s stock had a trading volume of 7,018,442 shares, compared to its average volume of 2,700,055. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.58 and a quick ratio of 0.97. Levi Strauss & Co. has a 1 year low of $17.72 and a 1 year high of $25.58. The company has a market capitalization of $9.38 billion, a PE ratio of 15.53, a PEG ratio of 1.85 and a beta of 1.33. The company has a 50-day simple moving average of $23.02 and a 200 day simple moving average of $21.60.

Levi Strauss & Co. (NYSE:LEVI) last announced its quarterly earnings data on Wednesday, July 8th. The blue-jean maker reported $0.28 EPS for the quarter, beating the consensus estimate of $0.24 by $0.04. Levi Strauss & Co. had a return on equity of 25.35% and a net margin of 9.52%.The firm had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.52 billion. Levi Strauss & Co. has set its FY 2026 guidance at 1.460-1.520 EPS. Sell-side analysts forecast that Levi Strauss & Co. will post 1.51 EPS for the current fiscal year.

Insider Activity at Levi Strauss & Co.

In related news, major shareholder Margaret E. Haas sold 47,721 shares of the stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $24.01, for a total transaction of $1,145,781.21. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Karyn Hillman sold 38,938 shares of the company’s stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $22.91, for a total transaction of $892,069.58. Following the transaction, the executive vice president owned 91,522 shares of the company’s stock, valued at approximately $2,096,769.02. This represents a 29.85% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,468,570 shares of company stock valued at $34,136,152 over the last quarter. 1.08% of the stock is owned by company insiders.

More Levi Strauss & Co. News

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

• Positive Sentiment: Levi Strauss reported second-quarter EPS of $0.28, topping the $0.24 consensus, while revenue came in at $1.56 billion versus expectations of $1.52 billion, signaling solid sales momentum. Article Title
• Positive Sentiment: The company raised FY 2026 EPS guidance to $1.46-$1.52, roughly in line with the $1.51 consensus, and revenue guidance to $6.7 billion-$6.8 billion, matching to slightly above expectations. Article Title
• Positive Sentiment: Management also increased the dividend, reinforcing confidence in cash generation and the durability of the business. Article Title
• Neutral Sentiment: Levi Strauss continues shifting toward a direct-to-consumer model, including warehouse closures and job cuts in Kentucky, which may improve efficiency over time but could create near-term transition costs and operational disruption. Article Title

Institutional Trading of Levi Strauss & Co.

Hedge funds have recently modified their holdings of the company. Wells Fargo & Company MN lifted its position in Levi Strauss & Co. by 0.4% during the fourth quarter. Wells Fargo & Company MN now owns 132,304 shares of the blue-jean maker’s stock valued at $2,744,000 after purchasing an additional 465 shares during the period. US Bancorp DE raised its stake in shares of Levi Strauss & Co. by 260.5% during the 3rd quarter. US Bancorp DE now owns 1,121 shares of the blue-jean maker’s stock valued at $26,000 after buying an additional 810 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in shares of Levi Strauss & Co. by 140.7% during the 2nd 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. O Shaughnessy Asset Management LLC lifted its holdings in shares of Levi Strauss & Co. by 11.2% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 13,602 shares of the blue-jean maker’s stock valued at $282,000 after buying an additional 1,374 shares during the period. Finally, BNP Paribas Financial Markets boosted its stake in shares of 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 buying an additional 1,436 shares during the last quarter. 69.14% of the stock is owned by hedge funds and other institutional investors.

Levi Strauss & Co. Company Profile

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.