Needham Rates V.F. (VFC) Buy, $21 Price Target
Key Points
- Needham kept its Buy rating on V.F. Corporation, maintaining a price target of $21.00, while the stock recently traded around $16.75.
- Needham's $21 price target implies 23.09% upside from V.F. Corporation's ($VFC) current $17.06 share price.
- The stock is currently about 20.2% below Needham's price target and 11.7% below the average target of $18.96 from other analysts.
- V.F. Corporation has a market cap of approximately $6.79 billion and is set to report its next earnings on October 28, 2026.
Since the rating, $VFC is down 0.2% to date (from the $16.95 close on Oct 26, 2026).
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On October 26, 2026, Needham reiterated its Buy rating on V.F. Corporation (VFC) with a price target of $21.00. The firm did not change its target from the previous rating, which means it sees potential upside for the stock based on its analysis.
V.F. Corporation is currently trading at about $16.75, which puts it 20.2% below the target set by Needham. The company’s shares are also below the average analyst target of $18.96, indicating some room for growth. The stock is above its 50-day moving average by 16.5% but is below its 200-day moving average by 1.5%. It is also 24.8% below its 52-week high and 34.4% above its 52-week low.
VFC
V.F. Corporation
Needham vs. the S&P 500
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Other Institutional Activity in V.F. Corporation
Several other institutional investors have been active in V.F. Corporation. PNC Financial Services Group, Inc. reduced its holdings by 1,579,035 shares, ending with 72,554,062 shares valued at about $1.22 billion. Dodge & Cox Inc. cut its position by 10,616,927 shares, resulting in 22,406,175 shares worth approximately $375.4 million. AQR Capital Management, LLC also trimmed its stake by 2,124,284 shares, leaving it with 12,219,293 shares valued at around $204.7 million.
V.F. Corporation Stock Down 1.2%
V.F. Corporation's stock is currently trading at $16.75, which is significant as it is above its 50-day moving average but below its 200-day average. The stock is quite a distance from its 52-week high of $22.27, which could indicate market hesitation or uncertainty regarding its future performance. With a market cap of about $6.79 billion, the company has a P/E ratio of 25.01, indicating expectations for growth.
$VFC price target
V.F. Corporation daily closes and this analyst's $21 target. Not advice.
Recent Earnings
V.F. Corporation reported trailing twelve-month revenue of approximately $9.51 billion, with a net margin of 2.9%. The company also has a return on equity of 17.9%. Its next earnings report is expected on October 28, 2026, which will provide further insights into its financial health and operational performance.
Insider Buying and Selling at V.F. Corporation
Insider transactions show a mix of buying and selling activities. Richard T. Carucci, a Director, bought 30,000 shares at $17.17 on June 9, 2026, totaling about $515,010. CEO Bracken P. Darrell purchased 32,894 shares at $14.98 on July 31, 2026, valued at approximately $492,752. Additionally, Carucci bought another 20,000 shares at $14.73 on August 13, 2026, worth about $294,600. Juliana L. Chugg, a Director, sold 6,678 shares at $21.30 on February 10, 2026, for about $142,241.
Analysts Set New Price Targets
On October 9, 2026, JP Morgan upgraded its rating to Neutral with a target of $18.00. Barclays maintained an Overweight rating with a target of $24.00 on October 12, 2026. Truist Securities upgraded to Buy with a target of $20.00 on October 13, 2026, and Piper Sandler also upgraded to Overweight with a target of $20.00 on the same day. The consensus from 22 analysts suggests a mean price target of approximately $18.96.
About V.F. Corporation
V.F. Corporation is a global leader in branded apparel, footwear, and accessories. It operates through two segments, Outdoor and Active, and includes well-known brands like Timberland and The North Face. The company's diverse portfolio supports its presence in various markets worldwide, making it a key player in the consumer cyclical sector.
Bottom Line
Investors should keep an eye on V.F. Corporation as it approaches its next earnings date on October 28, 2026. The company's stock remains below analyst targets, suggesting potential for movement in the coming weeks. Needham's reiterated Buy rating indicates confidence in the company's future performance despite current market conditions.
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Source: Needham's rating change on $VFC (Oct 26, 2026). Written by software, not financial advice. How we make alerts