Victoria’s Secret & Co. (NYSE:VSCO) Stock Price Down 8.7% – What’s Next?

Victoria’s Secret & Co. (NYSE:VSCO) fell 8.7% on Friday . The stock traded as low as $47.83 and last traded at $48.12. 901,859 shares traded hands during trading, a decline of 55% from the average session volume of 2,016,441 shares. The stock had previously closed at $52.71.

Key Victoria’s Secret & Co. News

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

• Positive Sentiment: Beat expectations and raised guidance — VSCO posted Q4 adjusted EPS of $2.77 and revenue of $2.27B, topping consensus; management issued FY2026 EPS and revenue guidance above Street forecasts, signaling confidence in the turnaround. Press Release: Q4 and Full Year Results
• Positive Sentiment: Sales momentum and strategy — Comparable sales rose (8% Q4; 5% full year) and management highlighted stronger performance at core brands (including Pink), digital growth and international expansion as drivers for margin improvement. CNBC: Sales Growth and Strategy
• Positive Sentiment: Analyst/coverage takeaways emphasize upside — Multiple outlets note the beat, stronger-than-expected guidance and a management presentation outlining 5%–6% sales growth plus margin expansion for 2026. Seeking Alpha: Growth & Margin Outlook
• Neutral Sentiment: Full disclosure resources — Earnings call transcript, slide deck and presentations are available for investors who want management detail and Q&A context. Seeking Alpha: Earnings Call Transcript MSN: Call Transcript
• Negative Sentiment: Strategic review of DailyLook and operating-income weakness — Management initiated a strategic review of the DailyLook business after reporting a drop in its operating income, creating uncertainty about that division’s outlook and potential restructuring or divestiture. MSN: Strategic Review of DailyLook
• Negative Sentiment: Market reaction — Despite the beat, the stock sold off (reports note shares slid), suggesting investors are weighing near-term risks (DailyLook, margin mix, valuation) and locking in gains after the turnaround run. Blockonomi: Stock Slides Despite Beats

Analyst Ratings Changes

Several analysts have recently commented on the stock. TD Cowen restated a “hold” rating and set a $58.00 price objective (down from $60.00) on shares of Victoria’s Secret & Co. in a research report on Friday. Telsey Advisory Group upped their price objective on Victoria’s Secret & Co. from $66.00 to $71.00 and gave the stock an “outperform” rating in a research note on Monday. Wells Fargo & Company set a $45.00 target price on Victoria’s Secret & Co. and gave the company an “equal weight” rating in a research note on Tuesday, December 16th. Wall Street Zen raised Victoria’s Secret & Co. from a “hold” rating to a “buy” rating in a report on Saturday, December 6th. Finally, Jefferies Financial Group restated a “buy” rating on shares of Victoria’s Secret & Co. in a research note on Thursday. Six investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $60.20.

Victoria’s Secret & Co. Stock Down 8.1%

The firm has a market cap of $3.89 billion, a P/E ratio of 23.63, a price-to-earnings-growth ratio of 2.21 and a beta of 2.19. The company’s 50-day simple moving average is $59.53 and its 200 day simple moving average is $42.96. The company has a debt-to-equity ratio of 1.96, a current ratio of 1.30 and a quick ratio of 0.38.

Victoria’s Secret & Co. (NYSE:VSCO) last announced its earnings results on Thursday, March 5th. The company reported $2.77 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.48 by $0.29. The firm had revenue of $2.27 billion for the quarter, compared to analysts’ expectations of $2.22 billion. Victoria’s Secret & Co. had a net margin of 2.67% and a return on equity of 33.47%. The business’s revenue was up 7.8% compared to the same quarter last year. During the same period in the prior year, the company earned $2.60 EPS. 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. Research analysts anticipate that Victoria’s Secret & Co. will post 2.37 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of VSCO. Pinpoint Asset Management Singapore Pte. Ltd. purchased a new stake in shares of Victoria’s Secret & Co. in the fourth quarter valued at $33,000. Hantz Financial Services Inc. raised its position in Victoria’s Secret & Co. by 104.3% in the 4th quarter. Hantz Financial Services Inc. now owns 811 shares of the company’s stock worth $44,000 after purchasing an additional 414 shares during the period. DV Equities LLC bought a new stake in Victoria’s Secret & Co. in the fourth quarter worth about $49,000. Leonteq Securities AG bought a new stake in Victoria’s Secret & Co. in the fourth quarter worth about $54,000. Finally, Aster Capital Management DIFC Ltd bought a new position in shares of Victoria’s Secret & Co. during the third quarter valued at approximately $30,000. 90.29% of the stock is owned by hedge funds and other institutional investors.

Victoria’s Secret & Co. Company Profile

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.