V.F. Corporation

NYSE:VFC Aktierapport

Börsvärde: US$7.6b

V.F Utdelningar och återköp

Utdelning kriterier kontrolleras 3/6

V.F är ett utdelningsbetalande företag med en aktuell avkastning på 1.89% som täcks väl av vinsten.

Viktig information

1.9%

Avkastning på utdelning

0.07%

Återköpsavkastning

Total avkastning till aktieägarna2.0%
Framtida utdelningsavkastning6.0%
Utdelningstillväxt-5.8%
Nästa utbetalningsdag för utdelningn/a
Ex utdelningsdagn/a
Utdelning per aktien/a
Utdelningsandel63%

Senaste utdelnings- och återköpsuppdateringar

Recent updates

Analysuppdatering May 01

VFC: Fair Outlook Will Depend On Vans Recovery And Execution Improvements

The analyst fair value estimate for V.F. has moved from $16.95 to $20.70 as analysts factor in updated assumptions on revenue growth, profit margins, and future P/E, supported by a series of recent upgrades and price target increases from the Street. Analyst Commentary Recent Street research on V.F. reflects a mix of optimism about the potential for better execution and caution about the pace of brand recovery, especially at Vans.
Analysuppdatering Apr 16

VFC: Extended Brand Recovery Timeline Will Pressure Future P E Expectations

Analysts have lifted their average price target for V.F., with many pointing to refreshed earnings estimates and moderated discount rates as they reassess assumptions on revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on V.F. has been active, with several firms adjusting price targets and ratings as they revisit earnings assumptions, brand recovery timelines and valuation frameworks.
Seeking Alpha Apr 15

V.F. Corporation: A Decent Job Done, But I'm Not Excited Yet

Summary V.F. Corporation has shown operational improvement under CEO Bracken Darrell, but growth remains weak, and Vans continues to drag performance. The North Face and Timberland are driving mid- to high-single-digit growth and higher margins, while Dickies has been divested to streamline the portfolio. Profitability and leverage have improved, with interest coverage at 7x and a target leverage ratio of ≤3.5x by FY26, but debt remains elevated. Despite a 68% share price rally in the past year, VFC still trades above fair value ($17.67), and I remain unexcited due to ongoing brand challenges. Read the full article on Seeking Alpha
Analysuppdatering Apr 02

VFC: Vans Recovery Timing Will Drive Lower Future P E Expectations

Analysts have updated their views on V.F., with a mix of lowered and raised price targets. They are weighing an extended Vans brand recovery alongside revised expectations for revenue growth, higher profit margins, and a lower future P/E multiple, leaving the internal fair value estimate at $14.00 per share unchanged.
Analysuppdatering Mar 18

VFC: Vans Brand Repair In 2026 Will Reframe Risk Reward

The analyst price target for V.F. has been revised higher from $25.00 to $31.42. Analysts point to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, even as some remain cautious about the pace of Vans brand recovery.
Analysuppdatering Mar 04

VFC: Inventory Discipline And Brand Repair In 2026 Will Reframe Risk Reward

The analyst price target for V.F. has been reset from $31.44 to $25.00, reflecting a lower assumed future P/E of 17.42 and analyst concerns around a longer recovery timeline for key brands such as Vans, despite modest adjustments to revenue growth and margin assumptions. Analyst Commentary Recent Street research on V.F. shows a mixed picture, with one fresh downgrade but a cluster of earlier positive price target revisions that point to differing views on the recovery path and earnings power of the portfolio.
Analysuppdatering Feb 18

VFC: Cautious Stance As Higher P E Hinges On Uncertain Execution

Analysts have lifted their blended price target for V.F. to $14.00 from $10.00, citing updated fair value analysis, a slightly lower discount rate, adjusted revenue and margin assumptions, and higher future P/E expectations reflected in a series of recent target increases across major research firms. Analyst Commentary Recent Street research on V.F. points to a mixed backdrop, with several firms lifting price targets while still flagging practical hurdles around execution, demand visibility, and valuation risk.
Analysuppdatering Feb 04

VFC: Inventory Discipline And 2026 Outlook Will Reframe Risk Reward Profile

Analysts have nudged their price targets on V.F. higher, and this is reflected in our fair value estimate moving from $30.70 to $31.44, citing updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Street research on V.F. has leaned constructive, with a cluster of price target increases from multiple firms over a short period.
Analysuppdatering Jan 21

VFC: Margin Repair And Self Help Will Reframe Risk Reward Profile

Analysts have lifted their implied fair value estimate for V.F. to about $30.70 from roughly $27.85, citing Street price target increases and a view that modestly lower risk assumptions and slightly stronger margin expectations offset more cautious revenue growth forecasts and a marginally lower future P/E multiple. Analyst Commentary Street research on V.F. has leaned more constructive recently, with several bullish analysts lifting price targets and framing current levels as more aligned with a reset earnings base and margin profile.
Analysuppdatering Jan 06

VFC: Future Returns Will Hinge On Prolonged Vans Weakness Despite Sector Tailwinds

Analysts have nudged their fair value estimate for V.F. shares slightly higher, reflecting a modestly increased average Street price target in the mid-teens to low US$20s range, as they balance cautious views on Vans with more constructive opinions on other brands and the broader specialty retail sector. Analyst Commentary Street research on V.F. is mixed, with most firms nudging price targets higher but stopping short of a consensus bullish stance.
Analysuppdatering Dec 21

VFC: Future Returns Will Depend On Vans Turnaround Versus Improving Profitability

The analyst price target for V.F. has been raised modestly from about $16.05 to approximately $16.95 per share. Analysts now see improving profitability and a slightly lower valuation multiple offsetting slower expected revenue growth, amid mixed but generally upward revisions to Street price targets.
Analysuppdatering Dec 07

VFC: Prolonged Brand Weakness Is Expected To Cap Returns Through 2026

The analyst price target for V.F. has inched higher, rising to about $16 from roughly $15.50, as analysts modestly reward incremental progress and asset sales while remaining cautious about the pace of a Vans turnaround and the durability of earnings growth. Analyst Commentary Recent Street research reflects a cautiously balanced stance on V.F., with modest price target increases offset by ratings downgrades and ongoing skepticism around the Vans turnaround.
Analysartikel Dec 02

Revenues Not Telling The Story For V.F. Corporation (NYSE:VFC) After Shares Rise 29%

V.F. Corporation ( NYSE:VFC ) shareholders would be excited to see that the share price has had a great month, posting...
Analysuppdatering Nov 23

VFC: Cost Controls And Brand Challenges Will Influence Returns Through 2026

Analysts have modestly increased their price target on V.F. to $16.05, up $0.05. They cite incremental improvement in profit margin and a balanced risk-reward outlook as reasons for their more constructive stance.
Analysuppdatering Nov 07

VFC: Share Buybacks And Brand Recovery Will Support Upside Momentum

Analysts have raised their fair value estimate for V.F. to $16.00, citing modest improvements in revenue growth and profit margin forecasts, as well as ongoing uncertainty around the recovery of key brands such as Vans. Analyst Commentary Recent Street research reflects a mix of optimism and caution among analysts covering V.F. Corp.
Analysuppdatering Oct 23

Analysts Weigh V.F. Corporation Outlook Amid Price Target Increase and Ongoing Brand Challenges

The analyst price target for V.F. has increased modestly from $15.49 to $15.74 per share, as analysts cite recent upward revisions in price targets, encouraging progress within core brand units, and a more optimistic outlook for financial performance. Analyst Commentary Recent research updates highlight both optimism and caution among market observers evaluating V.F.'s trajectory.
Analysuppdatering Sep 11

E-commerce And Asia-Pacific Investments Will Boost Future Premium Appeal

Analysts have modestly raised V.F's price target to $15.49, driven by ongoing operational improvements at Vans, positive spending trends, and successful cost-cutting measures that bolster the outlook for growth and profitability. Analyst Commentary Ongoing operational improvements at the Vans unit driving optimism for recovery and growth.
Analysartikel Sep 08

Subdued Growth No Barrier To V.F. Corporation (NYSE:VFC) With Shares Advancing 27%

V.F. Corporation ( NYSE:VFC ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
Analysuppdatering Aug 27

E-commerce And Asia-Pacific Investments Will Boost Future Premium Appeal

Analysts have modestly raised V.F.'s fair value target to $15.19, citing improving financials, realized cost savings, and early signs of consumer demand recovery that outweigh previously priced-in risks. Analyst Commentary Improving financials and realized cost savings provide support for earnings recovery.
Analysartikel Jul 08

Should You Think About Buying V.F. Corporation (NYSE:VFC) Now?

V.F. Corporation ( NYSE:VFC ), might not be a large cap stock, but it saw a significant share price rise of 28% in the...
Analysartikel Jun 16

V.F (NYSE:VFC) Use Of Debt Could Be Considered Risky

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysartikel May 29

We Like V.F's (NYSE:VFC) Earnings For More Than Just Statutory Profit

The stock was sluggish on the back of V.F. Corporation's ( NYSE:VFC ) recent earnings report. Along with the solid...
Analysartikel May 13

V.F. Corporation (NYSE:VFC) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected

V.F. Corporation ( NYSE:VFC ) shareholders are no doubt pleased to see that the share price has bounced 30% in the last...
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Ny analys Apr 23

North Face, Timberland And Vans Will Drive Operational Transformation

Significant transformation program focusing on operational efficiency and leadership restructuring aims to enhance profitability and achieve higher operating margins.
Seeking Alpha Mar 26

V.F. Corporation: Oversold After Sector Sell-Off

Summary I believe V.F. Corporation's turn-around efforts are succeeding, despite a recent 40% decline, and maintain a two-year price target of $35. CEO Bracken Darrell's strategies have improved solvency by reducing debt, cutting dividends, and rationalizing costs, driving up cash flow significantly. Inventory reductions and SKU cuts have stabilized revenue trends, with growth seen in Timberland and North Face, especially in China. Management's reinstated revenue guidance and improved internal forecasts indicate regained control, though short-term revenue declines are expected. Read the full article on Seeking Alpha
Seeking Alpha Mar 04

V.F. Corporation: Plenty Of Progress, Though Challenges Persist (Rating Upgrade)

Summary V.F. Corporation's stock has surged 29% since October 2024, warranting a reassessment of its financial health and growth prospects. It has made key improvements, including a revenue turnaround, due to progress in The North Face and the Americas market, along with debt reduction. The company's medium-term targets also show expected margin expansion. And improved market multiples are encouraging too. If the company can continue to make progress in sales growth, there could be a Buy case for it again. But for now, despite all the progress, it's a Hold. Read the full article on Seeking Alpha
Seeking Alpha Jan 29

V.F. Corporation: Improving, But The Market Already Discounts A Turnaround

Summary V.F. Corporation's Q3 2025 earnings show positive results, with the North Face and Timberland brands improving, and Vans still underperforming. Despite debt reduction from Supreme's sale, low-cost debt means minimal income statement impact; deleveraging offers limited financial benefits. VFC's valuation appears optimistic; achieving a 12.5% operating margin is challenging but necessary for fair returns, leaving little upside potential. Given the speculative nature and current pricing, I recommend waiting for a lower entry point. Read the full article on Seeking Alpha
Seeking Alpha Jan 17

V.F. Corp: Still Early Days, But Clear Signs That A Turnaround Is Afoot

Summary V.F. Corp, parent of brands like The North Face and Vans, is undergoing a promising turnaround under new CEO Bracken Darrell. Key hires, including Sun Choe as Global Brand President of Vans, signal qualitative progress. Financial improvements include a repaired balance sheet, better inventory management, and stabilizing gross margins. Despite skepticism from analysts, the turnaround plan aims to double margins by 2027/2028, making shares potentially attractive. Read the full article on Seeking Alpha
Seeking Alpha Jan 06

V.F. Corporation: Despite Likely Timberland Strength, Turnaround Remains Uncertain

Summary V.F. Corporation's Investor Day Part 1 focused on the cost structure, with a midterm plan to increase the operating margin to 10%. A brand turnaround, especially in Vans and North Face, remains at the center of the VFC turnaround, and signs of Timberland's strength aren't enough to offset remaining turnaround uncertainty. The sale of Supreme raised my fair value estimate considerably, but I still estimate 24% downside to a fair value of $16 due to turnaround uncertainty. Read the full article on Seeking Alpha
Seeking Alpha Oct 29

V.F. Corp. Q2 Earnings: Time To Party? Not So Fast, Mr. Market

Summary V.F. Corporation released its Q2 FY2025 results yesterday after the bell, which sparked a massive relief rally. VFC stock is up over 20% in after-hours trading. Adjusted EPS and revenue came in above consensus, but the real reasons for the market's improved sentiment lie elsewhere - in the sequential improvement at Vans and Timberland. There were a few other bright spots in VFC's latest results, but I'm keeping the champagne bottle closed for now - also considering Moody's recent credit rating downgrade to junk. Free cash flow guidance is weak, and I increasingly believe management may not be able to meet its previously reiterated deleveraging guidance. Read the full article on Seeking Alpha
Seeking Alpha Oct 17

V.F. Corporation: A Top Retail Turnaround Story For 2025

Summary V.F. Corporation is actively deleveraging its balance sheet, notably selling Supreme for $1.5 billion to pay down significant debt. CEO Bracken Darrell, with a successful turnaround history at Logitech, is leading the revitalization efforts, focusing on innovation and cost control. Vans' performance is crucial, with new leadership and early signs of product innovation showing potential for brand recovery. VFC aims to achieve $300 million in cost savings by FY2025, targeting an EBITDA of $1.2 billion and a potential valuation of $18 billion. Read the full article on Seeking Alpha

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: VFC s utdelningsbetalningar har varit volatila under de senaste 10 åren.

Växande utdelning: VFC s utdelningsbetalningar har minskat under de senaste 10 åren.


Utdelningsavkastning jämfört med marknaden

V.F Utdelningsavkastning jämfört med marknaden
Hur är VFC:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (VFC)1.9%
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.2%
Genomsnitt för branschen (Luxury)2.5%
Prognosanalytiker (VFC) (upp till 3 år)6.0%

Anmärkningsvärd utdelning: VFC s utdelning ( 1.89% ) är högre än de 25 % lägre utdelningsbetalarna på US marknaden ( 1.41% ).

Hög utdelning: VFC s utdelning ( 1.89% ) är låg jämfört med de översta 25 % av utdelningsbetalarna på US marknaden ( 4.23% ).


Vinstutdelning till aktieägarna

Resultattäckning: Med sin rimliga utbetalningskvot ( 62.7% ), täcks VFC s utdelningsbetalningar av intäkter.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Med sin ganska låga cash payout_ratio ( 45.5% ), täcks VFC s utdelningsbetalningar väl av kassaflöden.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 05:22
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2025/12/27
Årlig intjäning2025/03/29

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

V.F. Corporation bevakas av 46 analytiker. 21 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
John StaszakArgus Research Company
Jonathan KompBaird
Matthew McClintockBarclays