Levi Strauss & Co. (NYSE:LEVI) Updates FY 2026 Earnings Guidance

Levi Strauss & Co. (NYSE:LEVI) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.420-1.480 for the period, compared to the consensus earnings per share estimate of 1.470. The company issued revenue guidance of $6.6 billion-$6.7 billion, compared to the consensus revenue estimate of $6.6 billion.

Levi Strauss & Co. Stock Performance

LEVI traded up $0.65 during trading hours on Thursday, hitting $22.46. The company’s stock had a trading volume of 1,075,539 shares, compared to its average volume of 2,628,155. Levi Strauss & Co. has a fifty-two week low of $13.83 and a fifty-two week high of $24.82. The company has a current ratio of 1.55, a quick ratio of 0.94 and a debt-to-equity ratio of 0.46. The firm has a market capitalization of $8.77 billion, a PE ratio of 15.35, a PEG ratio of 1.50 and a beta of 1.34. The company has a 50-day simple moving average of $20.09 and a 200 day simple moving average of $21.09.

Levi Strauss & Co. (NYSE:LEVI) last posted its earnings results on Tuesday, April 7th. The blue-jean maker reported $0.42 EPS for the quarter, beating the consensus estimate of $0.37 by $0.05. Levi Strauss & Co. had a return on equity of 25.08% and a net margin of 9.20%.The firm had revenue of $1.74 billion for the quarter, compared to analysts’ expectations of $1.65 billion. During the same period last year, the firm earned $0.38 EPS. The firm’s revenue was up 14.1% compared to the same quarter last year. As a group, sell-side analysts expect that Levi Strauss & Co. will post 1.27 EPS for the current year.

Levi Strauss & Co. Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, May 6th. Investors of record on Wednesday, April 22nd will be given a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 2.5%. The ex-dividend date is Wednesday, April 22nd. Levi Strauss & Co.’s dividend payout ratio (DPR) is currently 38.36%.

Wall Street Analysts Forecast Growth

Several analysts recently commented on LEVI shares. Jefferies Financial Group started coverage on Levi Strauss & Co. in a research report on Wednesday, February 4th. They issued a “buy” rating and a $25.00 target price on the stock. Weiss Ratings upgraded Levi Strauss & Co. from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, February 24th. Raymond James Financial started coverage on Levi Strauss & Co. in a research report on Tuesday, December 23rd. They issued an “outperform” rating and a $26.00 target price on the stock. UBS Group raised their target price on Levi Strauss & Co. from $33.00 to $34.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Wall Street Zen cut Levi Strauss & Co. from a “buy” rating to a “hold” rating in a research report on Saturday, January 31st. Twelve investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Levi Strauss & Co. presently has a consensus rating of “Moderate Buy” and an average target price of $26.77.

Insider Buying and Selling at Levi Strauss & Co.

In other news, SVP David Jedrzejek sold 7,093 shares of Levi Strauss & Co. stock in a transaction on Tuesday, January 27th. The stock was sold at an average price of $21.38, for a total transaction of $151,648.34. Following the transaction, the senior vice president directly owned 98,193 shares in the company, valued at approximately $2,099,366.34. This trade represents a 6.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Jason Gowans sold 40,000 shares of Levi Strauss & Co. stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $21.83, for a total value of $873,200.00. Following the transaction, the executive vice president owned 92,199 shares in the company, valued at approximately $2,012,704.17. This trade represents a 30.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 49,341 shares of company stock worth $1,068,909. 1.08% of the stock is owned by insiders.

Key Stories Impacting Levi Strauss & Co.

Here are the key news stories impacting Levi Strauss & Co. this week:

• Positive Sentiment: Q1 earnings and raised guidance — LEVI reported adjusted EPS of $0.42 vs. $0.37 expected and revenue of $1.74B vs. $1.65B consensus; management raised full‑year revenue and EPS targets, which is the primary catalyst for the rally. Levi Strauss & Co. Reports First-Quarter Results
• Positive Sentiment: DTC strategy accelerating — Direct‑to‑consumer sales now account for ~52% of net revenues, supporting higher margins and faster revenue growth as the company shifts to a “DTC‑first” model. Levi Strauss D2C Sales Surpass Half of Total Revenue
• Positive Sentiment: Shareholder returns and capital allocation — Company returned $214M to shareholders in Q1, announced a $200M accelerated share repurchase and declared a quarterly dividend, all supportive of valuation. Levi Strauss Gains as DTC Continues to Fuel Revenue Growth
• Positive Sentiment: Analyst support — Multiple firms reaffirmed buy ratings and at least one (UBS) raised its price target, underpinning investor confidence and providing potential upside from consensus targets. UBS Reiterates Buy Rating on Levi Strauss & Co. (LEVI)
• Positive Sentiment: Brand/management momentum — Coverage highlighting CEO Michelle Gass’s turnaround strategy and broader lifestyle positioning supports a constructive narrative on sustainable growth beyond core denim. How CEO Michelle Gass Is Reviving Levi’s With More Than Good Jeans
• Neutral Sentiment: Unusual options activity — Elevated call buying was observed around earnings, which can amplify moves but also increases short‑term volatility (no specific article linked).
• Negative Sentiment: CFO transition — Longtime Chief Financial & Growth Officer Harmit Singh announced a planned retirement and transition; the market will watch the succession process and any retention/severance details. Levi Strauss finance chief set to retire with $3M severance
• Negative Sentiment: Price/tariff risk and macro sensitivity — Management noted some revenue growth reflects price increases tied to tariffs; ongoing macro, currency or tariff shocks could pressure demand and margins. Levi Strauss beats expectations on the top and bottom lines, raises guidance

Institutional Investors Weigh In On Levi Strauss & Co.

Institutional investors and hedge funds have recently modified their holdings of the stock. Northwestern Mutual Wealth Management Co. raised its position in shares of Levi Strauss & Co. by 140.7% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,425 shares of the blue-jean maker’s stock worth $26,000 after purchasing an additional 833 shares during the period. US Bancorp DE raised its position in shares of Levi Strauss & Co. by 260.5% during the third quarter. US Bancorp DE now owns 1,121 shares of the blue-jean maker’s stock worth $26,000 after purchasing an additional 810 shares during the period. Kestra Advisory Services LLC purchased a new stake in Levi Strauss & Co. during the fourth quarter valued at about $39,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Levi Strauss & Co. by 133.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 3,286 shares of the blue-jean maker’s stock worth $51,000 after buying an additional 1,879 shares during the period. Finally, Headlands Technologies LLC boosted its holdings in shares of Levi Strauss & Co. by 17,721.6% in the second quarter. Headlands Technologies LLC now owns 6,594 shares of the blue-jean maker’s stock worth $122,000 after buying an additional 6,557 shares during the period. 69.14% of the stock is owned by institutional investors and hedge funds.

About Levi Strauss & Co.

Levi Strauss & Co is a global apparel company best known for its denim jeans and casual wear. Founded in 1853 in San Francisco by Bavarian immigrant Levi Strauss, the company pioneered the modern blue jean with the introduction of rivet-reinforced work pants. Over its more than 160-year history, Levi Strauss has evolved into a lifestyle brand, offering a broad portfolio that includes denim for men, women and children, as well as tops, outerwear, footwear and accessories.

The company’s flagship label, Levi’s®, is recognized worldwide for its iconic styles such as the 501® Original Fit Jeans, while additional brands, including Dockers®, Target core metric, and Denizen® by Levi’s, cater to diverse price points and consumer segments.