PVH Corp.

NYSE:PVH 株式レポート

時価総額:US$3.5b

PVH 配当と自社株買い

配当金 基準チェック /06

PVH配当を支払う会社であり、現在の利回りは0.2%です。

主要情報

0.2%

配当利回り

0.6%

バイバック利回り

総株主利回り0.7%
将来の配当利回り0.2%
配当成長-3.2%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向4%

最近の配当と自社株買いの更新

Recent updates

Seeking Alpha 7h

If You Expect The Geopolitical Tensions To Ease, PVH May Be An Attractive Hold For You

Summary PVH owner of Calvin Klein and Tommy Hilfiger, remains rated Neutral despite recent share price weakness and declining constant currency sales. Depressed Middle East demand led PVH to lower full-year guidance, highlighting ongoing fundamental challenges. A potential peace deal with Iran could revive demand and trigger a share price recovery for PVH. High short interest in PVH may present speculative opportunities for investors anticipating a short squeeze. Read the full article on Seeking Alpha
ナラティブの更新 Jun 22

PVH: Tariff Refunds Will Support Earnings While EMEA Headwinds Ease

Analysts have nudged their PVH price target lower to about $129 from roughly $139, largely reflecting recent cuts to Street targets as softer EMEA trends, tariff related earnings support, and a more balanced risk/reward tone contribute to slightly lower profit margin assumptions, despite stable revenue growth expectations and a modestly higher forward P/E multiple. Analyst Commentary Street research on PVH highlights a mix of caution around Europe and tariffs, alongside pockets of confidence in the company’s ability to execute on its plan and support its current valuation.
分析記事 Jun 10

PVH Corp. Just Recorded A 5.6% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a mediocre week for PVH Corp. ( NYSE:PVH ) shareholders, with the stock dropping 18% to US$79.92 in the week...
ナラティブの更新 Jun 06

PVH: Tariff Refund Support Will Offset EMEA Headwinds For Earnings

PVH's updated analyst price target has been trimmed by a few dollars. This reflects softer EMEA expectations, tariff related earnings support, and a slightly higher discount rate that more than offsets modestly stronger margin assumptions and a lower future P/E multiple.
ナラティブの更新 May 23

PVH: Brand Phaseouts And Higher SG&A Will Limit Long Term Earnings Delivery

Analysts have lifted their blended price target on PVH stock, pointing to updated assumptions around discount rates, expected revenue growth, profit margins, and future P/E multiples as key drivers behind the new $16 to $10 upward target revisions from several research firms, alongside one $8 and one $28 reduction. Analyst Commentary Recent research on PVH highlights a mix of optimism around long term earnings potential and caution around execution risks, cost pressures, and brand transitions.
ナラティブの更新 Apr 30

PVH: Brand Phaseouts And Rising SG&A Will Constrain Future Upside Potential

PVH's updated analyst price targets show a mixed but generally supportive tone, with several firms lifting their views by $10 to $16 while one cut its target to $120. Analysts point to self help earnings initiatives and shifting expectations around revenue growth, margins and future P/E multiples.
ナラティブの更新 Apr 15

PVH: Self Help And Brand Phaseout Risks Will Pressure Future Upside

PVH's analyst price target has shifted to $79 from $74 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, alongside recent changes in Street targets and commentary on the company's self help initiatives. Analyst Commentary Recent Street research shows a mix of optimism on PVH's long term earnings potential and caution around execution risks, brand transitions and the impact on valuation.
ナラティブの更新 Apr 01

PVH: Self Help And AI Collaboration Will Shape Balanced Risk Reward Outlook

PVH's analyst price target has been trimmed from $79 to $74 as analysts factor in lower Street targets tied to concerns around brand phaseouts and higher SG&A investments, even as they continue to reference company specific self help initiatives in their rationale. Analyst Commentary Recent price target revisions on PVH reflect a more cautious tone from several bearish analysts, even as they continue to reference self help initiatives and long term earnings ambitions.
ナラティブの更新 Mar 18

PVH: Self Help And AI Adoption Will Drive Future Re Rating

Narrative Update on PVH Analysts have reduced their PVH Corp. price target to $120 from $148, citing ongoing self help initiatives that support slightly higher modeled revenue growth, profit margins, and a marginally lower future P/E assumption.
ナラティブの更新 Mar 04

PVH: Future AI Execution And Buy Rating Will Support Share Re Rating

Analysts keep their fair value estimate for PVH steady at $79.00, with updated assumptions around revenue growth, profit margins and a lower discount rate helping support the current $79.00 price target, backed by recent positive research attention including a new Buy rating initiation. Analyst Commentary Recent research attention, including a new Buy initiation, highlights that some analysts see upside potential in PVH at current levels, with the steady US$79.00 fair value estimate reflecting updated views on growth, margins and risk.
ナラティブの更新 Feb 17

PVH: New Buy Rating And Execution Will Support Stronger Future Returns

Analysts nudged their $138.72 price target for PVH in line with modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions, supported by fresh Street research including a new Buy initiation. Analyst Commentary Recent Street research has tilted constructive, with bullish analysts aligning around a case that PVH can justify a higher valuation multiple as execution improves against their updated assumptions for revenue growth, margins, and future P/E.
ナラティブの更新 Feb 03

PVH: Margin Resilience And Buy Rating Will Support Stronger Future Returns

Analysts have adjusted their fair value estimate for PVH to about US$139 from roughly US$137, citing updated assumptions around the discount rate, modest revenue growth, profit margins and future P/E expectations following recent Street research attention. Analyst Commentary Bullish analysts are treating the recent fair value adjustment for PVH as part of a broader positive reassessment, centered on how the company might balance modest revenue growth, profit margins and its future P/E profile.
ナラティブの更新 Jan 19

PVH: Future Execution On Earnings Guidance Will Support Share Re Rating

The analyst price target for PVH has been adjusted modestly, with a US$1 move in fair value to US$79.0 as analysts factor in updated revenue growth and margin assumptions, along with recent Street research that includes a higher US$98 target from Jefferies. Analyst Commentary Recent updates from the Street have centered on refined revenue and margin assumptions for PVH, with the latest fair value estimate at US$79.0 sitting below a higher US$98 price target from Jefferies.
ナラティブの更新 Jan 05

PVH: Higher Earnings Confidence Will Support Re Rating Despite Margin Concerns

Analysts have lifted their fair value estimate for PVH from US$70.00 to US$80.00, reflecting updated assumptions around revenue growth, profit margins and a slightly higher future P/E multiple following recent price target revisions in Street research. Analyst Commentary Recent Street research has generally framed PVH as a stock with upside potential, but also one where execution on revenue growth and profitability assumptions will be closely watched.
ナラティブの更新 Dec 15

PVH: Margin Improvements And Share Repurchases Will Support Stronger Share Performance

Analysts modestly raised their price target on PVH to approximately $98 from about $96, reflecting slightly stronger margin expectations, even as revenue growth forecasts ease and valuation multiples compress. Analyst Commentary Bullish analysts have highlighted PVH as a relative winner within the Fashion Brands group, pointing to resilient fundamentals despite a more cautious backdrop for discretionary spending.
分析記事 Sep 09

Results: PVH Corp. Exceeded Expectations And The Consensus Has Updated Its Estimates

PVH Corp. ( NYSE:PVH ) defied analyst predictions to release its second-quarter results, which were ahead of market...
ナラティブの更新 Aug 28

Expansion In Asia-Pacific And Europe Will Unlock Future Potential

PVH’s price target has been raised to $95.00, as stronger-than-expected Q2 sales and margin improvements outweighed concerns about promotional pressure, operational challenges, and cautious guidance, with bullish sentiment further supported by CEO insider buying and expectations for efficiency gains. Analyst Commentary Stronger-than-expected Q2 sales and improved margins contributed to upward price target revisions, though some analysts view management’s guidance as conservative and the stock as undervalued.
分析記事 Jul 17

An Intrinsic Calculation For PVH Corp. (NYSE:PVH) Suggests It's 45% Undervalued

Key Insights PVH's estimated fair value is US$131 based on 2 Stage Free Cash Flow to Equity PVH's US$71.41 share price...
分析記事 Jul 02

These 4 Measures Indicate That PVH (NYSE:PVH) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 Jun 16

There May Be Reason For Hope In PVH's (NYSE:PVH) Disappointing Earnings

The most recent earnings report from PVH Corp. ( NYSE:PVH ) was disappointing for shareholders. However, our analysis...
分析記事 Jun 11

Increases to CEO Compensation Might Be Put On Hold For Now at PVH Corp. (NYSE:PVH)

Key Insights PVH to hold its Annual General Meeting on 18th of June CEO Stefan Larsson's total compensation includes...
分析記事 May 09

PVH Corp. (NYSE:PVH) Could Be Riskier Than It Looks

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
分析記事 Apr 21

Should You Investigate PVH Corp. (NYSE:PVH) At US$68.92?

PVH Corp. ( NYSE:PVH ), is not the largest company out there, but it saw a decent share price growth of 14% on the NYSE...
Seeking Alpha Mar 25

PVH Corp. Q4 Preview: I Recommend High Caution

Summary PVH Corp. has historically had quite stable earnings, while notably trailing from its 2022 Investor Day targets. PVH's outlook is weak. With risks in China, stagnant brand relevance with Tommy Hilfiger and Calvin Klein, and potentially weak consumer confidence, the Q4 report will likely be weak. After a decline, PVH's stock is cheap. Yet, due to the rising uncertainties, I believe that the cheap price is warranted. Read the full article on Seeking Alpha
分析記事 Mar 14

PVH (NYSE:PVH) Is Experiencing Growth In Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
分析記事 Feb 06

Not Many Are Piling Into PVH Corp. (NYSE:PVH) Stock Yet As It Plummets 26%

PVH Corp. ( NYSE:PVH ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...
Seeking Alpha Jan 17

PVH Corp: China's Advanced Probe Could Disrupt Supply Chain And Production

Summary PVH Corp faces significant risks due to a Chinese investigation over alleged Xinjiang cotton boycotts, potentially impacting 16% of its profits and supply chains. The investigation is linked to U.S. sanctions under the Uyghur Forced Labor Prevention Act, complicating PVH's choices between U.S. compliance and Chinese market access. The most severe penalties could include restrictions on China trade, investment, personnel, and unspecified fines, with PVH potentially needing to cease all China operations. Given the heightened risks and market reaction, I maintain a Hold rating, anticipating PVH may need to orchestrate an orderly withdrawal from China. Read the full article on Seeking Alpha
分析記事 Jan 10

Does PVH (NYSE:PVH) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Jan 09

PVH Corp.: Reiterate Buy Rating As I Remain Confident On Growth And Margin Outlook

Summary I maintain a buy rating on PVH Corp. due to expected positive growth in FY25, driven by improved demand and margin expansion. The macroeconomic environment has continued to improve, boosting consumer confidence and discretionary spending, benefiting PVH's DTC channels and stabilizing U.S. wholesale markets. Strategic initiatives, including effective inventory management and transitioning G-III licenses in-house, are set to enhance margins and operational efficiency. Read the full article on Seeking Alpha
分析記事 Dec 23

Fewer Investors Than Expected Jumping On PVH Corp. (NYSE:PVH)

PVH Corp.'s ( NYSE:PVH ) price-to-earnings (or "P/E") ratio of 8.4x might make it look like a strong buy right now...
分析記事 Dec 05

PVH (NYSE:PVH) Is Doing The Right Things To Multiply Its Share Price

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Seeking Alpha Dec 05

PVH Corp.: Concerning Guidance Outweighs Solid Q3 Results

Summary PVH Corp. shares fell 6% after reporting Q3 results and offering disappointing Q4 guidance, despite beating Q3 earnings expectations. European consumer pullback and high inventory levels are key concerns, impacting PVH's sales and margins. Despite challenges, PVH's strong balance sheet and buybacks offer some support, with shares trading at an attractive valuation. I recommend buying the dip, anticipating shares to recover to $115-120, driven by strong brands and potential growth in the US next year. Read the full article on Seeking Alpha
分析記事 Nov 04

A Look At The Intrinsic Value Of PVH Corp. (NYSE:PVH)

Key Insights The projected fair value for PVH is US$94.54 based on 2 Stage Free Cash Flow to Equity With US$98.46 share...

決済の安定と成長

配当データの取得

安定した配当: PVHはUS市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。

増加する配当: PVHはUS市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。


配当利回り対市場

PVH 配当利回り対市場
PVH 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (PVH)0.2%
市場下位25% (US)1.3%
市場トップ25% (US)4.1%
業界平均 (Luxury)2.4%
アナリスト予想 (PVH) (最長3年)0.2%

注目すべき配当: PVHの配当金 ( 0.2% ) はUS市場の配当金支払者の下位 25% ( 1.35% ) と比べると目立ったものではありません。

高配当: PVHの配当金 ( 0.2% ) はUS市場の配当金支払者の上位 25% ( 4.12% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: PVH US市場において目立った配当金を支払っていません。


株主配当金

キャッシュフローカバレッジ: PVH US市場において目立った配当金を支払っていません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/06 15:50
終値2026/07/02 00:00
収益2026/05/03
年間収益2026/02/01

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

PVH Corp. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28

アナリスト機関
Jamie MerrimanBernstein
Lorraine Corrine HutchinsonBofA Global Research
Kendall ToscanoBofA Global Research