VFC

V F CORP

NYSE · Men's & Boys' Furnishgs, Work Clothg, & Allied Garments · Inc. PA · CIK 0000103379
$17.64 +0.86% $6.9B
38 New Institutional Positions12 Institutional Exits
Vol
Market Cap$6.9B
Cap SizeMid Cap
Analyst ConsensusHold (43%)
Inst. Holders50 funds
Inst. Value$5.1B
Inst. Activity38 buys / 12 sells
Insider Activity1B / 1S
Insider Net $$372.8K
SEC Reports2
Congressional1 trades
Exchange NYSE·Sector Men's & Boys' Furnishgs, Work Clothg, & Allied Garments·Inc. PA·CIK 0000103379·Prev Close $17.49

Recent Activity

Jun 13, 2026 SEC
A significant institutional cluster emerged in VFC during 2026-Q1, with 39 buyers accumulating $79.0M in net new positio
INST-CLUSTER — Impact 6/10
Jun 9, 2026 Insider
Carucci Richard bought 30,000 shares
Director @ $17.17 ($515.0K)
Jun 5, 2026 short_volume
Short Volume: VFC — 55.1% short (1.1M / 2.0M)
Short: 1,117,383 | Exempt: 199 | TRF Vol: 2,027,813 | Short Ratio: 55.1% | Off-exchange volume (dark
Jun 4, 2026 Insider
Vogel Paul Aaron surrendered for taxes 10,246 shares
Exec. Vice President and CFO @ $16.41 ($168.1K)
Jun 4, 2026 Insider
Dalmia Abhishek surrendered for taxes 11,351 shares
EVP, Chief Operating Officer @ $16.41 ($186.3K)
May 20, 2026 SEC
VF Corp reported Q4 FY2026 revenue of $2,166M (+3% constant currency ex-Dickies), ahead of guidance of flat to +2%, and
8-K — Impact 6/10
Inst.
FMR LLC — TRIM
8,739,611 shares ($148.5M)
Inst.
MORGAN STANLEY — TRIM
5,022,580 shares ($85.3M)

Price Targets

$20.21 +14.6% upside Buy
Current $17.64 Low $14.00 Median $18.00 High $40.00 21 analysts
$14.00 $40.00

Analyst Ratings

Hold43% buy · 28 analysts
6Strong Buy
6Buy
13Hold
3Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 21, 2026 UBS MAINTAIN Neutral → Neutral
May 21, 2026 Barclays MAINTAIN Overweight → Overweight
May 21, 2026 Citigroup MAINTAIN Neutral → Neutral
May 21, 2026 Truist Securities MAINTAIN Hold → Hold
May 21, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.21 ▼ -21.3% $-0.29 — $-0.13 12% YoY 18
Next Q $0.59 ▲ +6.6% $0.54 — $0.67 14% YoY 18
Current FY $1.12 ▲ +7.0% $1.09 — $1.24 34% YoY 18
Next FY $1.39 ▲ +6.9% $0.78 — $1.62 23% YoY 20

Top Institutional Holders

FundValueMove
PNC FINANCIAL SERVICES GROUP,$1.3B
DODGE & COX$561.1M
BlackRock, Inc.$518.2M
M&G Plc$438.4M
VANGUARD PORTFOLIO MANAGEMENT LLC$307.1M

Recent Insider Trades

DateInsiderTypeValue
Jun 9, 2026Carucci RichardBUY$515.0K
Jun 4, 2026Vogel PaulF$168.1K
Jun 4, 2026Dalmia AbhishekF$186.3K
Jun 4, 2026Darrell BrackenF$598.1K
Jun 4, 2026Sim JenniferF$67.1K

Congressional Trades

1 members: 0 buys, 1 sells
MemberPartyTypeAmount
John FettermanDSELL$1,001 - $15,000
50 institutional holders with $5.1B total value (298,800,899 shares) as of 2026-Q1. Top holders: PNC, DODGE, BlackRock,. Net buying activity: 38 institutions added/increased vs 12 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1PNC FINANCIAL SERVICES GROUP, INC.74,134,243$1.3B24.8%
2DODGE & COX33,024,625$561.1M11.1%
3BlackRock, Inc.30,502,531$518.2M10.2%
4M&G Plc25,786,464$438.4M8.6%
5VANGUARD PORTFOLIO MANAGEMENT LLC18,074,302$307.1M6.0%
6VANGUARD CAPITAL MANAGEMENT LLC16,808,785$285.6M5.6%
7STATE STREET CORP10,976,188$186.5M3.7%
8FMR LLC8,739,611$148.5M2.9%TRIM -31.4%
9SUSQUEHANNA INTERNATIONAL GROUP, LLP7,533,100$128.0M2.5%
10CITADEL ADVISORS LLC6,928,612$117.7M2.3%
11DIMENSIONAL FUND ADVISORS LP6,007,011$102.0M2.0%
12MORGAN STANLEY5,022,580$85.3M1.7%TRIM -25.6%
13SUSQUEHANNA INTERNATIONAL GROUP, LLP4,646,900$79.0M1.6%
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,346,533$73.8M1.5%
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/4,103,674$69.7M1.4%
16Fund 1 Investments, LLC2,853,537$48.5M1.0%DOUBLED +393.0%
17JONES FINANCIAL COMPANIES LLLP2,934,231$48.1M0.9%
18GOLDMAN SACHS GROUP INC2,687,686$45.7M0.9%
19Capital World Investors2,380,695$40.4M0.8%
20SUSQUEHANNA INTERNATIONAL GROUP, LLP2,304,387$39.2M0.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM12,745,8988,739,611-31.4%$148.5M2026-Q1
MORGAN STANLEYTRIM6,747,3485,022,580-25.6%$85.3M2026-Q1
Fund 1 Investments, LLCDOUBLED578,8182,853,537+393.0%$48.5M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPADD831,5571,280,687+54.0%$21.8M2026-Q1
GROUP ONE TRADING LLCDOUBLED283,9641,015,766+257.7%$17.3M2026-Q1
RENAISSANCE TECHNOLOGIES LLCNEW999,200$17.0M2026-Q1
Nuveen, LLCADD642,103899,417+40.1%$15.3M2026-Q1
Point72 Asset Management, L.P.TRIM1,250,961713,174-43.0%$12.1M2026-Q1
Mariner, LLCDOUBLED213,636677,125+217.0%$11.5M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCNEW657,391$11.2M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMADD462,555646,481+39.8%$11.0M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM1,832,600627,800-65.7%$10.7M2026-Q1
Cerity Partners LLCDOUBLED209,732549,433+162.0%$9.3M2026-Q1
TUDOR INVESTMENT CORP ET ALADD422,237543,186+28.6%$9.2M2026-Q1
CWM, LLCDOUBLED167,189494,274+195.6%$8.4M2026-Q1
AMERIPRISE FINANCIAL INCTRIM726,947477,549-34.3%$8.1M2026-Q1
Gotham Asset Management, LLCDOUBLED209,253437,668+109.2%$7.4M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD164,666319,162+93.8%$4.7M2026-Q1
Assenagon Asset Management S.A.DOUBLED112,552248,621+120.9%$4.2M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD90,873147,079+61.9%$2.5M2026-Q1
MARSHALL WACE, LLPDOUBLED24,068129,163+436.7%$2.2M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCDOUBLED25,908125,513+384.5%$2.1M2026-Q1
FIFTH THIRD BANCORPDOUBLED11,066111,761+909.9%$1.9M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM142,205101,137-28.9%$1.7M2026-Q1
AmundiADD49,23291,895+86.7%$1.6M2026-Q1
17 unique insiders with 35 transactions. Net insider value: $372.8K ($515.0K bought, $142.2K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 9, 2026Carucci RichardDirectorBUY30,000$17.17$515.0K
Jun 4, 2026Vogel Paul AaronExec. Vice President and CFOTAX W/H10,246$16.41$168.1K
Jun 4, 2026Dalmia AbhishekEVP, Chief Operating OfficerTAX W/H11,351$16.41$186.3K
Jun 4, 2026Darrell BrackenPresident & Chief Exec OfficerTAX W/H36,446$16.41$598.1K
Jun 4, 2026Sim Jennifer S.EVP, CLO and Corp SecretaryTAX W/H4,091$16.41$67.1K
Jun 4, 2026Hyder BrentEVP, Chief Commercial OfficerTAX W/H20,405$16.41$334.8K
Jun 4, 2026Phillips Michael EdwardVP, Chief Accounting OfficerTAX W/H1,613$16.41$26.5K
May 28, 2026Phillips Michael EdwardVP, Chief Accounting OfficerTAX W/H941$17.41$16.4K
May 22, 2026Carucci RichardDirectorAWARD11,977$16.70$200.0K
May 22, 2026GROSSMAN MINDY FDirectorAWARD11,977$16.70$200.0K
May 22, 2026Vogel Paul AaronExec. Vice President and CFOAWARD107,785$16.70$1.8M
May 22, 2026Vogel Paul AaronExec. Vice President and CFOAWARD149,266
May 22, 2026EDWARDS TREVOR ADirectorAWARD11,977$16.70$200.0K
May 22, 2026HOPLAMAZIAN MARK SAMUELDirectorAWARD11,977$16.70$200.0K
May 22, 2026Lang Laura WDirectorAWARD11,977$16.70$200.0K
May 22, 2026Shattock Matthew JDirectorAWARD11,977$16.70$200.0K
May 22, 2026OTIS CLARENCE JRDirectorAWARD11,977$16.70$200.0K
May 22, 2026Roberts Carol LDirectorAWARD11,977$16.70$200.0K
May 22, 2026CHO ALEXDirectorAWARD11,977$16.70$200.0K
May 22, 2026CHUGG JULIANA LDirectorAWARD11,977$16.70$200.0K
May 22, 2026Tanner KirkDirectorAWARD11,977$16.70$200.0K
May 22, 2026Darrell BrackenPresident & Chief Exec OfficerAWARD395,210$16.70$6.6M
May 22, 2026Darrell BrackenPresident & Chief Exec OfficerAWARD547,306
May 22, 2026Dalmia AbhishekEVP, Chief Operating OfficerAWARD161,677$16.70$2.7M
May 22, 2026Dalmia AbhishekEVP, Chief Operating OfficerAWARD223,898
May 22, 2026Hyder BrentEVP, Chief Commercial OfficerAWARD143,713$16.70$2.4M
May 22, 2026Sim Jennifer S.EVP, CLO and Corp SecretaryAWARD71,857$16.70$1.2M
May 22, 2026Sim Jennifer S.EVP, CLO and Corp SecretaryAWARD99,511
May 22, 2026Phillips Michael EdwardVP, Chief Accounting OfficerTAX W/H323$16.54$5.3K
May 22, 2026Phillips Michael EdwardVP, Chief Accounting OfficerAWARD20,959$16.70$350.0K
May 22, 2026Hyder BrentEVP, Chief Commercial OfficerAWARD199,021
Mar 27, 2026Carucci RichardDirectorAWARD4,573.171$16.40$75.0K
Mar 27, 2026HOPLAMAZIAN MARK SAMUELDirectorAWARD1,524.39$16.40$25.0K
Mar 27, 2026Shattock Matthew JDirectorAWARD1,905.488$16.40$31.3K
Feb 10, 2026CHUGG JULIANA LDirectorSELL6,678$21.30$142.2K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (43% buy). Based on 28 analysts: 6 strong buy, 6 buy, 13 hold, 3 sell, 0 strong sell.

Analyst Price Targets

$20.21 mean target +14.6% upside Buy (2.52)
$14.00 Low $40.00 High
MetricValue
Current Price$17.64
Target Low$14.00
Target Mean$20.21
Target Median$18.00
Target High$40.00
# Analysts21
RecommendationBuy (2.52)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.21 $-0.29 $-0.13 12.4% -21.3% 2↑ 9↓ $1.6B -6.8% 18
Next Q
2026-09-30
$0.59 $0.54 $0.67 13.8% +6.6% 8↑ 3↓ $2.7B -3.1% 18
Current FY
2027-03-31
$1.12 $1.09 $1.24 33.8% +7.0% 13↑ 4↓ $9.5B -1.1% 18
Next FY
2028-03-31
$1.39 $0.78 $1.62 23.4% +6.9% 10↑ 3↓ $9.8B 3.2% 20

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.210
7d ago$-0.210+0.000
30d ago$-0.173-0.037
60d ago$-0.175-0.035
90d ago$-0.175-0.035
14 analyst firms have rated this stock: 3 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 21, 2026 UBS MAINTAIN Neutral Neutral
May 21, 2026 Barclays MAINTAIN Overweight Overweight
May 21, 2026 Citigroup MAINTAIN Neutral Neutral
May 21, 2026 Truist Securities MAINTAIN Hold Hold
May 21, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 6, 2026 Citigroup MAINTAIN Neutral Neutral
May 6, 2026 BTIG UPGRADE Neutral Buy
Apr 17, 2026 BWG Global UPGRADE Mixed Positive
Apr 15, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 14, 2026 Seaport Global UPGRADE Neutral Buy
Feb 23, 2026 JP Morgan DOWNGRADE Neutral Underweight
Feb 2, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 30, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 30, 2026 Piper Sandler MAINTAIN Neutral Neutral
Jan 29, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Jan 29, 2026 Stifel MAINTAIN Hold Hold
Jan 28, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Jan 22, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Jan 20, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 16, 2026 UBS MAINTAIN Neutral Neutral
Jan 8, 2026 UBS MAINTAIN Neutral Neutral
Dec 18, 2025 Needham MAINTAIN Buy Buy
Dec 16, 2025 Wells Fargo MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202666133043%
May 1, 202637144036%
Apr 1, 202636154032%
Mar 1, 202636154032%
Feb 1, 202645163032%
Jan 1, 202645163032%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 3, 2026John FettermanDSENATESELL$1,001 - $15,000V.F. CorpMar 5, 2026 (31d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 5, 2026
short_volume
Short Volume: VFC — 55.1% short (1.1M / 2.0M)
Short: 1,117,383 | Exempt: 199 | TRF Vol: 2,027,813 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: VFC — 59.8% short (1.2M / 2.0M)
Short: 1,205,613 | Exempt: 0 | TRF Vol: 2,016,066 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: VFC — 67.3% short (1.5M / 2.2M)
Short: 1,504,779 | Exempt: 3,493 | TRF Vol: 2,236,884 | Short Ratio: 67.3% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: VFC — 59.1% short (1.3M / 2.1M)
Short: 1,259,777 | Exempt: 15 | TRF Vol: 2,130,406 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: VFC — 62.3% short (2.0M / 3.2M)
Short: 2,009,360 | Exempt: 1,241 | TRF Vol: 3,226,416 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: VFC — 62.0% short (2.0M / 3.3M)
Short: 2,037,585 | Exempt: 4,097 | TRF Vol: 3,286,073 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: VFC — 69.3% short (2.3M / 3.3M)
Short: 2,301,458 | Exempt: 1,562 | TRF Vol: 3,321,120 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
earnings_calendar
VFC Q4 2026 Earnings After Market Close — 2026-05-20
May 20, 2026
short_volume
Short Volume: VFC — 60.3% short (4.8M / 7.9M)
Short: 4,750,731 | Exempt: 15,972 | TRF Vol: 7,876,234 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: VFC — 61.6% short (4.5M / 7.3M)
Short: 4,466,044 | Exempt: 8 | TRF Vol: 7,253,525 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: VFC — 56.8% short (2.6M / 4.6M)
Short: 2,598,234 | Exempt: 2,972 | TRF Vol: 4,572,792 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: VFC — 21.1M shares, 182,204 trades
Week starting 2026-05-18. Total ATS volume: 21,102,717 shares across 182,204 trades.
May 15, 2026
short_volume
Short Volume: VFC — 56.1% short (1.8M / 3.2M)
Short: 1,806,365 | Exempt: 816 | TRF Vol: 3,219,696 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: VFC — 61.3% short (1.9M / 3.1M)
Short: 1,884,342 | Exempt: 933 | TRF Vol: 3,073,370 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: VFC — 58.9% short (1.7M / 2.9M)
Short: 1,697,382 | Exempt: 2,839 | TRF Vol: 2,882,930 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)