RBF Capital LLC Trims Stock Position in Victoria’s Secret & Co. $VSXY

RBF Capital LLC trimmed its position in Victoria’s Secret & Co. (NYSE:VSXY) by 87.5% during the 1st quarter, HoldingsChannel.com reports. The firm owned 5,000 shares of the company’s stock after selling 35,000 shares during the period. RBF Capital LLC’s holdings in Victoria’s Secret & Co. were worth $232,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the company. Janus Henderson Group PLC increased its holdings in shares of Victoria’s Secret & Co. by 3.5% during the 1st quarter. Janus Henderson Group PLC now owns 57,928 shares of the company’s stock worth $2,685,000 after buying an additional 1,974 shares during the last quarter. Amundi lifted its holdings in Victoria’s Secret & Co. by 28.8% in the first quarter. Amundi now owns 20,308 shares of the company’s stock valued at $941,000 after acquiring an additional 4,537 shares during the last quarter. California State Teachers Retirement System lifted its holdings in Victoria’s Secret & Co. by 23.5% in the first quarter. California State Teachers Retirement System now owns 84,333 shares of the company’s stock valued at $3,910,000 after acquiring an additional 16,044 shares during the last quarter. Quantinno Capital Management LP lifted its holdings in Victoria’s Secret & Co. by 9.2% in the first quarter. Quantinno Capital Management LP now owns 32,095 shares of the company’s stock valued at $1,488,000 after acquiring an additional 2,704 shares during the last quarter. Finally, Whitebox Advisors LLC grew its position in Victoria’s Secret & Co. by 7.4% in the first quarter. Whitebox Advisors LLC now owns 10,890 shares of the company’s stock worth $505,000 after acquiring an additional 750 shares during the period. Hedge funds and other institutional investors own 90.29% of the company’s stock.

Key Headlines Impacting Victoria’s Secret & Co.

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

• Positive Sentiment: Victoria’s Secret was highlighted as both a value and momentum opportunity. Zacks points to favorable Style Scores and recent share-price strength, while the company’s improved outlook and earnings momentum may support longer-term investor interest. Zacks momentum analysis
• Positive Sentiment: Zacks identified VSXY as one of two apparel stocks with solid guidance and positive earnings-estimate revisions. Victoria’s Secret raised its fiscal 2026 outlook, suggesting management sees improving demand. Zacks apparel stock analysis
• Positive Sentiment: JPMorgan raised its price target from $88 to $110 and assigned an “overweight” rating, implying additional upside. The broader analyst consensus remains “Moderate Buy,” although the average target near $88.70 indicates that some analysts see limited upside from recent levels. JPMorgan price-target update
• Positive Sentiment: The company’s latest quarterly results exceeded expectations, with earnings of $0.60 per share versus a $0.29 consensus estimate and revenue of $1.56 billion versus $1.52 billion expected. Zacks value analysis
• Neutral Sentiment: The stock reached a new 52-week high following an analyst upgrade, confirming strong momentum but also highlighting the risk of profit-taking after its substantial advance. 52-week high report
• Negative Sentiment: Major shareholder International Pte Ltd Bbrc sold 798,920 shares for approximately $71.2 million, reducing its position by 9.28%. The same investor sold 289,479 shares the prior week and made additional sales in June. Repeated large-holder selling can weigh on sentiment and supply shares into a rally. Insider selling report
• Negative Sentiment: Despite the bullish outlook, VSXY trades at roughly 48 times earnings. Its debt-to-equity ratio of 1.17 and quick ratio of 0.41 add financial-risk concerns, particularly if apparel demand softens.

Insider Activity at Victoria’s Secret & Co.

In other news, major shareholder International Pte Ltd Bbrc sold 1,107,672 shares of Victoria’s Secret & Co. stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $80.11, for a total value of $88,735,603.92. Following the completion of the sale, the insider directly owned 9,202,959 shares of the company’s stock, valued at approximately $737,249,045.49. The trade was a 10.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders sold 2,500,000 shares of company stock worth $212,353,716 in the last ninety days. Company insiders own 0.52% of the company’s stock.

Victoria’s Secret & Co. Stock Performance

NYSE:VSXY opened at $88.50 on Friday. The company has a debt-to-equity ratio of 1.17, a quick ratio of 0.41 and a current ratio of 1.26. The stock has a market capitalization of $7.03 billion, a P/E ratio of 47.58, a PEG ratio of 0.70 and a beta of 2.07. The company has a 50 day moving average price of $76.84 and a 200 day moving average price of $61.57. Victoria’s Secret & Co. has a fifty-two week low of $18.04 and a fifty-two week high of $91.97.

Victoria’s Secret & Co. (NYSE:VSXY) last announced its earnings results on Tuesday, June 2nd. The company reported $0.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.29 by $0.31. The company had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.52 billion. Victoria’s Secret & Co. had a return on equity of 38.03% and a net margin of 3.11%.During the same quarter in the previous year, the company earned $0.09 earnings per share. Equities research analysts forecast that Victoria’s Secret & Co. will post 4.67 EPS for the current year.

Analyst Upgrades and Downgrades

Several research firms have issued reports on VSXY. Bank of America raised Victoria’s Secret & Co. from a “neutral” rating to a “buy” rating and raised their target price for the stock from $58.00 to $68.00 in a research note on Wednesday, April 29th. Barclays upped their price target on Victoria’s Secret & Co. from $67.00 to $108.00 and gave the company an “overweight” rating in a research note on Wednesday, June 3rd. Weiss Ratings upgraded Victoria’s Secret & Co. from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, June 24th. Wells Fargo & Company raised their price objective on Victoria’s Secret & Co. from $57.00 to $90.00 and gave the stock an “overweight” rating in a research report on Wednesday, June 3rd. 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 report on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $88.70.

Victoria’s Secret & Co. 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.