VF Corporation management participated in a fireside chat on January 13, 2026 at 9:30 a.m. ET during the 28th Annual ICR Conference. The live webcast was accessible via the investor relations site, with an archived version and transcript to be posted afterward. Management highlighted the company’s strategic focus on its ‘house of brands’ model—spanning The North Face, Vans and Timberland—emphasizing product innovation, elevated design and sustainability commitments aimed at driving long-term growth and shareholder value.

Twenty-one research firms currently cover VF, assigning an average recommendation of Hold. Three analysts have issued sell ratings, fourteen maintain holds, three have recommended buys and one has strong-buy conviction. The average twelve-month price target across these reports stands at 16.41. Notable outlook revisions include Robert W. Baird’s recent $25.00 target, Piper Sandler’s upgrade to a $14.00 target from $12.00, and Barclays’ reaffirmed Overweight stance with a $21.00 target.

In the fiscal third quarter ended October 28, the company reported earnings per share of $0.52, beating consensus by $0.10, on revenue of $2.80 billion, up 1.6% year-over-year and surpassing estimates by $70 million. Net margin was 0.95% and return on equity reached 20.34%. The board declared a quarterly dividend of $0.09 per share, representing an annualized yield of 1.8% and a payout ratio of 163.6%. Institutional ownership rose to 86.8%, with Bard Financial Services adding 1,000 shares in Q3, EverSource Wealth Advisors boosting its stake by 59.7%, 1620 Investment Advisors increasing by 5.7%, Farther Finance Advisors nearly doubling its holding, and GAMMA Investing raising its position by 30.5% in Q4.