VF Corporation Sees Average Broker Target of $16.41 After Mixed Ratings

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VF Corporation received an average “Hold” rating from 21 brokerages with a 12-month target price of $16.41, including three sell, fourteen hold, three buy and one strong buy assessments. Barclays reiterated an overweight rating with a $21.00 target, while Piper Sandler set a $14.00 neutral target.

1. VF Corporation to Host Fireside Chat at ICR Conference

VF Corporation’s executive team will present live at the 28th Annual ICR Conference on Tuesday, January 13, 2026 at 9:30 a.m. Eastern Time. The session, part of a rotating series of one-on-one discussions with industry analysts, will be webcast on the company’s investor relations site. Management plans to highlight strategic priorities for 2026, including new product launches across The North Face®, Vans® and Timberland®, as well as progress on its sustainable materials roadmap. A replay and transcript will be archived for on-demand access following the event.

2. Mixed Analyst Recommendations Signal Cautious Investor Sentiment

Twenty-one brokerages covering VF Corporation have delivered an average rating of “Hold,” reflecting a balanced view of near-term growth and margin pressures. Three firms carry sell ratings while another three maintain outright buy opinions and one assigns a strong buy. The consensus 12-month price target stands at $16.41. Since October, Piper Sandler has nudged its target higher from $12.00 to $14.00 with a neutral view, while Barclays reiterated an overweight stance and lifted its target to $21.00. Robert W. Baird and KGI Securities also remain neutral, assigning targets of $25.00 and $14.50 respectively.

3. Institutional Investors Adjust Stakes Ahead of Q2 Results

Large investment managers have been reshaping their VF holdings heading into the retailer’s fiscal second-quarter report. Bard Financial Services boosted its stake by 3.1% to 33,440 shares, EverSource Wealth Advisors increased by 59.7% to 2,748 shares and 1620 Investment Advisors added 5.7% more shares, taking its position to 21,903. Farther Finance Advisors nearly doubled its exposure with a 94.8% increase to 4,975 shares, while GAMMA Investing lifted its position by 30.5% to 10,987 shares. Collectively, institutions now control approximately 86.8% of VF Corporation’s outstanding shares.

Sources

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