Victoria’s Secret & Co. (NYSE:VSCO) Shares Gap Down – Here’s What Happened

Shares of Victoria’s Secret & Co. (NYSE:VSCO) gapped down prior to trading on Thursday . The stock had previously closed at $60.01, but opened at $56.40. Victoria’s Secret & Co. shares last traded at $51.65, with a volume of 3,562,104 shares trading hands.

Trending Headlines about Victoria’s Secret & Co.

Here are the key news stories impacting Victoria’s Secret & Co. this week:

• Positive Sentiment: Q4 results beat consensus: VSCO reported adjusted EPS of $2.77 and revenue of $2.27B, topping estimates and showing an 8% comparable-sales increase for the quarter — management highlighted broad-based strength across brands and channels. Victoria’s Secret & Co. Reports 2025 Fourth Quarter and Full-Year Results
• Positive Sentiment: Raised guidance materially above Street: FY‑2026 EPS guidance was set at $3.20–$3.45 (vs. consensus ~$2.82) and revenue guidance near $6.9–$7.0B, while Q1 EPS was guided to $0.20–$0.30 (well above prior expectations) — a clear signal management expects the turnaround to continue. Victoria’s Secret tops holiday quarter earning estimates
• Positive Sentiment: Analysts and media highlight momentum: Coverage notes the best streak of comparable-sales growth in four years and CEO comments that the strategy (including strength in the Pink brand) is working — this supports upside to consensus if execution continues. Victoria’s Secret Sales Rise; CEO Says Strategy is Paying Off
• Neutral Sentiment: Street reactions include fresh bullish research: Barclays (and other outlets) have put a positive thesis on VSCO given accelerating sales and margin leverage, which could underpin further price appreciation if guidance is met. Barclays Forecasts Strong Price Appreciation for Victoria’s Secret & Co. (NYSE:VSCO) Stock
• Negative Sentiment: Financial-profile and valuation risks: although results beat, net margin remains modest and the company carries leverage (debt-to-equity and liquidity metrics noted by coverage), leaving room for investor concern if execution slips — this may explain profit-taking despite the beat. Victoria’s Secret Q4 earnings and transcript

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on VSCO shares. The Goldman Sachs Group increased their target price on shares of Victoria’s Secret & Co. from $47.00 to $53.00 and gave the stock a “neutral” rating in a report on Thursday, January 29th. JPMorgan Chase & Co. upgraded shares of Victoria’s Secret & Co. from a “neutral” rating to an “overweight” rating and increased their price objective for the company from $34.00 to $60.00 in a research note on Friday, December 5th. Barclays boosted their price objective on shares of Victoria’s Secret & Co. from $65.00 to $80.00 and gave the stock an “overweight” rating in a research note on Monday. Wall Street Zen upgraded Victoria’s Secret & Co. from a “hold” rating to a “buy” rating in a report on Saturday, December 6th. Finally, Morgan Stanley upgraded Victoria’s Secret & Co. from an “equal weight” rating to an “overweight” rating and set a $60.00 price target on the stock in a report on Friday, December 5th. Seven research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $59.00.

Victoria’s Secret & Co. Stock Performance

The company has a quick ratio of 0.38, a current ratio of 1.30 and a debt-to-equity ratio of 1.96. The company has a market capitalization of $4.13 billion, a PE ratio of 25.12, a PEG ratio of 2.29 and a beta of 2.19. The business has a 50 day simple moving average of $59.56 and a 200 day simple moving average of $42.89.

Victoria’s Secret & Co. (NYSE:VSCO) last posted its quarterly earnings data on Thursday, March 5th. The company reported $2.77 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.46 by $0.31. The firm had revenue of $2.27 billion for the quarter, compared to the consensus estimate of $2.22 billion. Victoria’s Secret & Co. had a net margin of 2.67% and a return on equity of 33.47%. The company’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.60 earnings per share. Victoria’s Secret & Co. has set its Q1 2026 guidance at 0.200-0.300 EPS and its FY 2026 guidance at 3.200-3.450 EPS. Equities research analysts predict that Victoria’s Secret & Co. will post 2.37 EPS for the current fiscal year.

Institutional Investors Weigh In On Victoria’s Secret & Co.

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Aster Capital Management DIFC Ltd acquired a new position in shares of Victoria’s Secret & Co. in the 3rd quarter valued at $30,000. Pinpoint Asset Management Singapore Pte. Ltd. purchased a new stake in Victoria’s Secret & Co. during the 4th quarter valued at about $33,000. Hara Capital LLC acquired a new position in shares of Victoria’s Secret & Co. in the second quarter valued at about $36,000. Hantz Financial Services Inc. increased its holdings in shares of Victoria’s Secret & Co. by 104.3% in the fourth quarter. Hantz Financial Services Inc. now owns 811 shares of the company’s stock valued at $44,000 after purchasing an additional 414 shares during the period. Finally, State of Wyoming purchased a new position in shares of Victoria’s Secret & Co. in the third quarter worth about $48,000. 90.29% of the stock is currently owned by institutional investors and hedge funds.

About Victoria’s Secret & Co.

Victoria’s Secret & Co is a leading designer, manufacturer and marketer of intimate apparel, beauty products and accessories for women. The company operates a portfolio of brands that includes Victoria’s Secret, renowned for its lingerie, bras and sleepwear; PINK, a line targeting younger consumers with activewear and lifestyle products; and Victoria’s Secret Beauty, offering fragrances, cosmetics and personal care items. Products are sold through retail stores as well as direct-to-consumer channels, including e-commerce platforms and mobile applications.

The origins of Victoria’s Secret date back to 1977, when founders Roy and Gaye Raymond opened the first store in San Francisco.