VSTS
Vestis Corp
$12.85
-2.95%
$1.7B
No data for this timeframe.
Vol
Market Cap$1.7B
Cap SizeSmall Cap
Analyst ConsensusSell (15%)
Inst. Holders9 funds
Inst. Value$323.3M
Inst. Activity2 buys / 0 sells
SEC Reports2
Exchange NYSE·Sector Wholesale-Miscellaneous Nondurable Goods·Inc. DE·CIK 0001967649·Prev Close $13.24
Recent Activity
Jun 1, 2026
SEC
Steven E. Cochran filed a Form 3 initial statement of beneficial ownership of securities with the SEC, disclosing his po
3 — Impact 2/10
Jun 1, 2026
Insider
COCHRAN STEVEN E sold 93,096 shares
EVP & Chief Commercial Officer @ $0.00 ($0.00)
May 12, 2026
SEC
Vestis reported FQ2 2026 GAAP EPS of $0.02 (vs consensus $0.08, a miss) and revenue of $659.4M (vs consensus $656.0M, a
8-K — Impact 6/10
May 12, 2026
earnings_calendar
VSTS Q2 2026 Earnings Before Market Open — 2026-05-12
Mar 1, 2026
Insider
Bowen Adam sold 490 shares
Interim CFO @ $7.87 ($3.9K)
Feb 18, 2026
Insider
Goetz William sold 18,253 shares
Director @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
1,011,644 shares ($6.7M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
135,555 shares ($904.2K)
Price Targets
$10.16
-21.0% upside
Strong Sell
Current $12.85
Low $5.60
Median $11.00
High $14.00
7 analysts
$5.60
$14.00
Analyst Ratings
2Strong Buy
0Buy
5Hold
4Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 15, 2026 | Barclays | MAINTAIN | Underweight → Underweight |
| May 13, 2026 | William Blair | UPGRADE | Market Perform → Outperform |
| May 13, 2026 | Stifel | MAINTAIN | Hold → Hold |
| May 13, 2026 | Baird | MAINTAIN | Neutral → Neutral |
| Feb 11, 2026 | Goldman Sachs | MAINTAIN | Sell → Sell |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Next Q | $0.13 ▲ +1.6% | $0.08 — $0.18 | 323% YoY | 6 |
| Current Q | $0.10 ▼ -1.9% | $0.07 — $0.12 | 6 | |
| Current FY | $0.49 ▲ +16.0% | $0.45 — $0.56 | 94% YoY | 7 |
| Next FY | $0.66 ▲ +24.0% | $0.56 — $0.77 | 37% YoY | 7 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Corvex Management LP | $132.2M | EXIT |
| FMR LLC | $68.2M | ADD |
| VANGUARD GROUP INC | $66.4M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $22.5M | NEW |
| MORGAN STANLEY | $12.6M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | COCHRAN STEVEN | A | $0.00 |
| Mar 1, 2026 | Bowen Adam | F | $3.9K |
| Feb 18, 2026 | Goetz William | A | $0.00 |
| Feb 18, 2026 | McKee Lynn | A | $0.00 |
| Feb 18, 2026 | Burke Richard | A | $0.00 |
9 institutional holders with $323.3M total value (48,477,530 shares) as of 2025-Q4. Top holders: Corvex, FMR, VANGUARD. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Corvex Management LP | 19,813,963 | $132.2M | 40.9% | EXIT -100.0% |
| 2 | FMR LLC | 10,228,940 | $68.2M | 21.1% | ADD +25.2% |
| 3 | VANGUARD GROUP INC | 9,960,651 | $66.4M | 20.5% | — |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,379,655 | $22.5M | 7.0% | NEW |
| 5 | MORGAN STANLEY | 1,885,351 | $12.6M | 3.9% | DOUBLED +111.6% |
| 6 | BANK OF AMERICA CORP /DE/ | 1,487,971 | $9.9M | 3.1% | DOUBLED +191.2% |
| 7 | NORGES BANK | 1,011,644 | $6.7M | 2.1% | NEW |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 573,800 | $3.8M | 1.2% | ADD +45.0% |
| 9 | WELLS FARGO & COMPANY/MN | 135,555 | $904.2K | 0.3% | ADD +41.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,011,644 | — | $6.7M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 95,509 | 135,555 | +41.9% | $904.2K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 421,411 | 1,227,134 | +191.2% | $5.6M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 385,000 | 558,131 | +45.0% | $2.5M | 2025-Q3 |
| UBS Group AG | TRIM | 1,382,152 | 400,588 | -71.0% | $1.8M | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 1,296,790 | 2,744,320 | +111.6% | $15.7M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 1,957,356 | 421,411 | -78.5% | $2.4M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 7,313 | 81,306 | +1011.8% | $465.9K | 2025-Q2 |
| Fund 1 Investments, LLC | EXIT | 130,000 | 0 | -100.0% | $0.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 111,597 | 0 | -100.0% | $0.00 | 2025-Q2 |
| FMR LLC | ADD | 8,637,988 | 10,812,626 | +25.2% | $107.0M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 443,552 | 789,545 | +78.0% | $7.8M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 630,700 | 378,000 | -40.1% | $3.7M | 2025-Q1 |
| Fund 1 Investments, LLC | NEW | — | 130,000 | — | $1.3M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 241,823 | 111,597 | -53.9% | $1.1M | 2025-Q1 |
| UBS Group AG | DOUBLED | 150,439 | 1,421,796 | +845.1% | $21.7M | 2024-Q4 |
| MORGAN STANLEY | TRIM | 1,908,740 | 1,367,604 | -28.4% | $20.8M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,287,800 | 630,700 | -51.0% | $9.6M | 2024-Q4 |
| NORGES BANK | EXIT | 320,570 | 0 | -100.0% | $0.00 | 2024-Q4 |
| Corvex Management LP | EXIT | 17,007,877 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 2,156,811 | — | $32.1M | 2024-Q3 |
12 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | COCHRAN STEVEN E | EVP & Chief Commercial Officer | A | 93,096 | $0.00 | $0.00 |
| Mar 1, 2026 | Bowen Adam | Interim CFO | F | 490 | $7.87 | $3.9K |
| Feb 18, 2026 | Goetz William | Director | A | 18,253 | $0.00 | $0.00 |
| Feb 18, 2026 | McKee Lynn | Director | A | 18,253 | $0.00 | $0.00 |
| Feb 18, 2026 | Burke Richard L. Jr. | Director | A | 18,253 | $0.00 | $0.00 |
| Feb 18, 2026 | Jokinen Tracy C | Director | A | 18,253 | $0.00 | $0.00 |
| Feb 18, 2026 | Whitney Mary Anne | Director | A | 18,253 | $0.00 | $0.00 |
| Feb 18, 2026 | Koschel Williams Ena | Director | A | 18,253 | $0.00 | $0.00 |
| Feb 18, 2026 | Meister Keith A. | Director | A | 18,253 | $0.00 | $0.00 |
| Feb 18, 2026 | Holloman James Phillip | Director | A | 26,076 | $0.00 | $0.00 |
| Feb 18, 2026 | Pertz Douglas A | Director | A | 18,253 | $0.00 | $0.00 |
| Feb 1, 2026 | Bouchard Andre C | EVP, CLO & General Counsel | F | 1,250 | $6.53 | $8.2K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 4.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (15% buy). Based on 13 analysts: 2 strong buy, 0 buy, 5 hold, 4 sell, 2 strong sell.
Analyst Price Targets
$10.16 mean target
-21.0% upside
Strong Sell (3.00)
$5.60 Low
$14.00 High
| Metric | Value |
|---|---|
| Current Price | $12.85 |
| Target Low | $5.60 |
| Target Mean | $10.16 |
| Target Median | $11.00 |
| Target High | $14.00 |
| # Analysts | 7 |
| Recommendation | Strong Sell (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Next Q 2026-09-30 |
$0.13 | $0.08 | $0.18 | 322.5% | +1.6% | 4↑ 2↓ | $0.7B | -5.0% | 6 |
| Current Q 2026-06-30 |
$0.10 | $0.07 | $0.12 | — | -1.9% | 2↑ 4↓ | $0.7B | -0.7% | 6 |
| Current FY 2026-09-30 |
$0.49 | $0.45 | $0.56 | 94.0% | +16.0% | 6↑ 0↓ | $2.7B | -2.7% | 7 |
| Next FY 2027-09-30 |
$0.66 | $0.56 | $0.77 | 37.0% | +24.0% | 6↑ 0↓ | $2.7B | 1.7% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.099 | |
| 7d ago | $0.103 | -0.004 |
| 30d ago | $0.101 | -0.002 |
| 60d ago | $0.101 | -0.002 |
| 90d ago | $0.101 | -0.002 |
9 analyst firms have rated this stock: 1 upgrades, 7 downgrades, 7 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 15, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| May 13, 2026 | William Blair | UPGRADE | Market Perform | Outperform |
| May 13, 2026 | Stifel | MAINTAIN | Hold | Hold |
| May 13, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| Feb 11, 2026 | Goldman Sachs | MAINTAIN | Sell | Sell |
| Jan 8, 2026 | Goldman Sachs | DOWNGRADE | Neutral | Sell |
| Dec 3, 2025 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Dec 3, 2025 | JP Morgan | MAINTAIN | Underweight | Underweight |
| Dec 2, 2025 | Baird | MAINTAIN | Neutral | Neutral |
| Aug 7, 2025 | JP Morgan | MAINTAIN | Underweight | Underweight |
| Jul 14, 2025 | JP Morgan | DOWNGRADE | Neutral | Underweight |
| May 9, 2025 | Barclays | MAINTAIN | Underweight | Underweight |
| Apr 4, 2025 | Barclays | MAINTAIN | Underweight | Underweight |
| Mar 20, 2025 | Baird | MAINTAIN | Neutral | Neutral |
| Mar 17, 2025 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Nov 22, 2024 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Nov 22, 2024 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Nov 22, 2024 | Barclays | MAINTAIN | Underweight | Underweight |
| Aug 20, 2024 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Aug 8, 2024 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Aug 8, 2024 | Baird | DOWNGRADE | Outperform | Neutral |
| May 7, 2024 | Redburn Atlantic | DOWNGRADE | Buy | Neutral |
| May 6, 2024 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| May 3, 2024 | JP Morgan | DOWNGRADE | Overweight | Neutral |
| May 3, 2024 | Barclays | MAINTAIN | Underweight | Underweight |
| May 3, 2024 | Baird | MAINTAIN | Outperform | Outperform |
| Feb 29, 2024 | Barclays | DOWNGRADE | Equal-Weight | Underweight |
| Feb 28, 2024 | Barclays | DOWNGRADE | Equal-Weight | Underweight |
| Jan 25, 2024 | Goldman Sachs | INITIATE | — | Neutral |
| Jan 11, 2024 | Wolfe Research | INITIATE | — | Outperform |
| Nov 30, 2023 | Stifel | MAINTAIN | Buy | Buy |
| Nov 21, 2023 | Jefferies | INITIATE | — | Buy |
| Oct 18, 2023 | Stifel | INITIATE | — | Buy |
| Oct 16, 2023 | JP Morgan | INITIATE | — | Overweight |
| Oct 6, 2023 | Barclays | INITIATE | — | Equal-Weight |
| Oct 3, 2023 | Baird | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 0 | 5 | 4 | 2 | 15% | |
| May 1, 2026 | 1 | 0 | 6 | 4 | 2 | 8% | |
| Apr 1, 2026 | 1 | 0 | 6 | 4 | 2 | 8% | |
| Mar 1, 2026 | 1 | 0 | 6 | 4 | 2 | 8% | |
| Feb 1, 2026 | 1 | 0 | 6 | 4 | 2 | 8% | |
| Jan 1, 2026 | 1 | 0 | 7 | 3 | 2 | 8% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 12, 2026
earnings_calendar
VSTS Q2 2026 Earnings Before Market Open — 2026-05-12
May 4, 2026
earnings_calendar
VSTS Q2 2026 Earnings Before Market Open — 2026-05-04
Apr 30, 2026
earnings_calendar
VSTS Q2 2026 Earnings Before Market Open — 2026-04-30