Todd Asset Management LLC Increases Holdings in Vipshop Holdings Limited $VIPS

Todd Asset Management LLC increased its position in Vipshop Holdings Limited (NYSE:VIPS) by 5.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 2,766,841 shares of the technology company’s stock after purchasing an additional 151,732 shares during the period. Todd Asset Management LLC’s holdings in Vipshop were worth $48,946,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Krane Funds Advisors LLC lifted its position in shares of Vipshop by 24.9% in the third quarter. Krane Funds Advisors LLC now owns 17,185,535 shares of the technology company’s stock worth $320,424,000 after buying an additional 3,426,079 shares in the last quarter. Invesco Ltd. lifted its position in shares of Vipshop by 87.2% in the third quarter. Invesco Ltd. now owns 16,715,656 shares of the technology company’s stock worth $328,295,000 after buying an additional 7,785,027 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Vipshop by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 10,148,017 shares of the technology company’s stock worth $179,518,000 after buying an additional 149,758 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in shares of Vipshop by 2.0% in the third quarter. Dimensional Fund Advisors LP now owns 8,467,566 shares of the technology company’s stock worth $166,182,000 after buying an additional 163,770 shares in the last quarter. Finally, State Street Corp raised its position in Vipshop by 2.1% during the second quarter. State Street Corp now owns 7,147,094 shares of the technology company’s stock valued at $107,564,000 after purchasing an additional 143,614 shares during the period. 48.82% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the company. UBS Group set a $18.50 price objective on Vipshop and gave the company a “buy” rating in a research report on Friday. Jefferies Financial Group restated a “buy” rating on shares of Vipshop in a research report on Thursday, February 26th. Weiss Ratings restated a “hold (c)” rating on shares of Vipshop in a research report on Friday, March 27th. JPMorgan Chase & Co. decreased their price objective on Vipshop from $22.00 to $21.00 and set an “overweight” rating on the stock in a research report on Tuesday, March 31st. Finally, Benchmark reaffirmed a “hold” rating on shares of Vipshop in a research note on Friday. Six research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, Vipshop currently has a consensus rating of “Moderate Buy” and a consensus price target of $20.20.

Vipshop Stock Performance

VIPS opened at $14.39 on Monday. The stock has a market cap of $6.89 billion, a price-to-earnings ratio of 6.76, a P/E/G ratio of 1.19 and a beta of 0.67. The stock’s 50 day moving average price is $15.00 and its 200-day moving average price is $17.13. Vipshop Holdings Limited has a one year low of $13.35 and a one year high of $21.08.

Vipshop Increases Dividend

The business also recently announced an annual dividend, which was paid on Friday, April 24th. Shareholders of record on Friday, April 10th were given a dividend of $0.62 per share. This is a boost from Vipshop’s previous annual dividend of $0.43. The ex-dividend date of this dividend was Friday, April 10th. This represents a yield of 411.0%. Vipshop’s payout ratio is 28.17%.

Key Vipshop News

Here are the key news stories impacting Vipshop this week:

• Positive Sentiment: Vipshop posted strong Q1 2026 results, with EPS of $3.39 beating estimates and revenue roughly in line with expectations, suggesting profitability remains resilient. Vipshop earnings report and conference call
• Positive Sentiment: The company said it expects to benefit from an outlet-store and asset-monetization strategy, including approval to spin off two brick-and-mortar outlet stores into a REIT and plans for additional similar projects, which could unlock value. Vipshop seeks to boost growth through outlet strategy
• Neutral Sentiment: Management and analyst commentary around the earnings call highlighted improved efficiency, online-to-offline expansion, and AI-driven cost savings, which support the longer-term growth story but do not change near-term fundamentals by themselves. Vipshop Q1 2026 results earnings call presentation
• Negative Sentiment: The main pressure point for the stock is weaker Q2 revenue guidance versus Wall Street expectations, which signals slower near-term growth even after the Q1 profit beat. Vipshop issues softer second-quarter outlook despite steady first-quarter performance

Vipshop Company Profile

Vipshop Holdings Limited (NYSE:VIPS) is a leading online discount retailer in China, offering high-quality branded products at competitive prices through a time-limited, flash-sales model. The company provides consumers with access to a rotating selection of merchandise, combining the excitement of limited-time offers with curated brand partnerships to drive customer engagement and loyalty.

Vipshop’s platform features a diverse range of product categories, including apparel, footwear, cosmetics, home furnishings, digital electronics and other lifestyle goods.