Twenty-one research firms covering V.F. Corporation have assigned an average recommendation of Hold, with three analysts issuing Sell ratings, fourteen issuing Hold ratings, three issuing Buy ratings and one issuing a Strong Buy. The consensus twelve-month target price stands at 16.41, reflecting a moderate outlook. Notable recent calls include Robert W. Baird’s 25.00 target, Piper Sandler’s neutral rating with a 14.00 target following a 2.00 increase, and Barclays’ overweight rating accompanied by a 21.00 target.

Institutional ownership remains concentrated at 86.84% of outstanding shares. Bard Financial Services increased its stake by 3.1%, acquiring 1,000 additional shares to reach 33,440. EverSource Wealth Advisors boosted its position by 59.7%, adding 1,027 shares for a total of 2,748. 1620 Investment Advisors grew its holding by 5.7%, purchasing 1,172 shares to reach 21,903. Farther Finance Advisors nearly doubled its position, up 94.8% with 2,421 new shares for 4,975 total, while GAMMA Investing added 2,570 shares, a 30.5% rise, bringing its stake to 10,987.

In the quarter ended October 28, V.F. delivered revenue of 2.80 billion, a 1.6% increase year-over-year, vs. consensus expectations of 2.73 billion. Adjusted EPS of 0.52 beat the Street estimate of 0.42 by 24%, though down from 0.60 a year earlier. Net margin was under 1%, while return on equity reached 20.34%. Analysts forecast full-year adjusted EPS of 0.73, implying continued pressure on profitability despite stable revenue growth.

The company declared a quarterly dividend of 0.09 per share, paid December 18, implying an annualized payout of 0.36 and a yield of 1.8%. The dividend payout ratio stands at 163.6%, highlighting heavy reliance on cash flow for distributions. Liquidity metrics include a current ratio of 1.36 and a quick ratio of 0.87, while the debt-to-equity ratio is 2.40, underscoring a leveraged balance sheet amid ongoing working-capital demands.