Victoria’s Secret & Co. (NYSE:VSXY) Shares Gap Down – Should You Sell?

Victoria’s Secret & Co. (NYSE:VSXY)’s stock price gapped down before the market opened on Thursday . The stock had previously closed at $84.81, but opened at $76.86. Victoria’s Secret & Co. shares last traded at $73.31, with a volume of 2,202,871 shares trading hands.

Key Stories Impacting Victoria’s Secret & Co.

Here are the key news stories impacting Victoria’s Secret & Co. this week:

• Positive Sentiment: Second-quarter adjusted earnings were $0.95 per share, well above analyst estimates of approximately $0.77-$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: Management raised its fiscal 2026 outlook, projecting net sales of $7.10 billion-$7.18 billion and adjusted EPS of $4.45-$4.70. Third-quarter revenue guidance of roughly $1.6 billion is broadly in line with consensus. Victoria’s Secret forecasts fiscal 2026 sales and earnings
• Positive Sentiment: Barclays maintained an overweight rating and lowered its price target only modestly, from $108 to $106, leaving substantial implied upside based on the referenced price. Retail investors and some analysts view the recent selloff as a potential entry point.
• Neutral Sentiment: UBS reduced its price target from $95 to $87 and assigned a neutral rating. Although the revised target remains above the stock’s referenced price, the cut signals more cautious expectations for the company’s near-term performance.
• Negative Sentiment: Revenue of $1.61 billion missed the approximately $1.62 billion consensus estimate. Investors focused on the topline miss and signs that sales growth is moderating, prompting a sharp decline in the prior session despite the earnings beat. Victoria’s Secret retreats after revenue miss

Analysts Set New Price Targets

A number of research firms recently issued reports on VSXY. Telsey Advisory Group increased their target price on Victoria’s Secret & Co. from $90.00 to $100.00 and gave the stock an “outperform” rating in a research note on Wednesday. Wall Street Zen lowered shares of Victoria’s Secret & Co. from a “buy” rating to a “hold” rating in a research note on Saturday. Jefferies Financial Group cut shares of Victoria’s Secret & Co. from a “buy” rating to a “hold” rating and upped their price target for the company from $65.00 to $73.00 in a report on Wednesday, June 3rd. Barclays dropped their price objective on shares of Victoria’s Secret & Co. from $108.00 to $106.00 and set an “overweight” rating on the stock in a report on Friday. Finally, The Goldman Sachs Group boosted their price objective on shares of Victoria’s Secret & Co. from $56.00 to $84.00 and gave the company a “neutral” rating in a research report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $89.90.

Victoria’s Secret & Co. Stock Performance

The stock has a fifty day moving average of $85.45 and a 200-day moving average of $66.75. The firm has a market capitalization of $6.00 billion, a P/E ratio of 40.58, a P/E/G ratio of 0.50 and a beta of 2.05. The company has a quick ratio of 0.41, a current ratio of 1.26 and a debt-to-equity ratio of 1.17.

Victoria’s Secret & Co. (NYSE:VSXY) last released its earnings results on Thursday, September 3rd. The company reported $0.95 EPS for the quarter, beating the consensus estimate of $0.77 by $0.18. Victoria’s Secret & Co. had a return on equity of 43.36% and a net margin of 5.46%.The firm had revenue of $1.61 billion for the quarter, compared to analysts’ expectations of $1.62 billion. The company’s revenue was up 10.4% compared to the same quarter last year. On average, research analysts anticipate that Victoria’s Secret & Co. will post 4.71 EPS for the current year.

Insider Activity at Victoria’s Secret & Co.

In other news, major shareholder International Pte Ltd Bbrc sold 798,920 shares of the business’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $89.15, for a total value of $71,223,718.00. Following the sale, the insider owned 7,810,631 shares of the company’s stock, valued at $696,317,753.65. The trade was a 9.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders have sold a total of 1,364,570 shares of company stock valued at $121,396,640 over the last 90 days. Insiders own 0.52% of the company’s stock.

Institutional Investors Weigh In On Victoria’s Secret & Co.

Several hedge funds and other institutional investors have recently added to or reduced their stakes in VSXY. Smartleaf Asset Management LLC boosted its stake in shares of Victoria’s Secret & Co. by 11.5% during the 4th quarter. Smartleaf Asset Management LLC now owns 1,935 shares of the company’s stock worth $106,000 after buying an additional 199 shares during the last quarter. Maryland State Retirement & Pension System increased its position in shares of Victoria’s Secret & Co. by 2.1% in the fourth quarter. Maryland State Retirement & Pension System now owns 11,725 shares of the company’s stock valued at $635,000 after acquiring an additional 245 shares during the last quarter. Investors Asset Management of Georgia Inc. GA ADV increased its position in shares of Victoria’s Secret & Co. by 4.5% in the first quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 5,755 shares of the company’s stock valued at $267,000 after acquiring an additional 250 shares during the last quarter. Oregon Public Employees Retirement Fund raised its holdings in Victoria’s Secret & Co. by 1.6% during the fourth quarter. Oregon Public Employees Retirement Fund now owns 18,308 shares of the company’s stock worth $992,000 after acquiring an additional 286 shares in the last quarter. Finally, Optimize Financial Inc raised its holdings in Victoria’s Secret & Co. by 1.5% during the fourth quarter. Optimize Financial Inc now owns 23,074 shares of the company’s stock worth $1,250,000 after acquiring an additional 332 shares in the last quarter. 90.29% of the stock is currently owned by institutional investors and hedge funds.

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.