Barclays Cuts Victoria’s Secret & Co. (NYSE:VSXY) Price Target to $106.00

Victoria’s Secret & Co. (NYSE:VSXY) had its price objective cut by Barclays from $108.00 to $106.00 in a research note issued to investors on Friday,Benzinga reports. They currently have an overweight rating on the stock.

VSXY has been the topic of several other research reports. Wells Fargo & Company raised their target price on shares of Victoria’s Secret & Co. from $57.00 to $90.00 and gave the company an “overweight” rating in a research note on Wednesday, June 3rd. Telsey Advisory Group boosted their price target on shares of Victoria’s Secret & Co. from $90.00 to $100.00 and gave the stock an “outperform” rating in a research note on Wednesday, September 2nd. Morgan Stanley restated an “overweight” rating and issued a $99.00 price objective on shares of Victoria’s Secret & Co. in a report on Monday, July 6th. Jefferies Financial Group cut shares of Victoria’s Secret & Co. from a “buy” rating to a “hold” rating and raised their price objective for the company from $65.00 to $73.00 in a research note on Wednesday, June 3rd. Finally, The Goldman Sachs Group lifted their target price on shares of Victoria’s Secret & Co. from $56.00 to $84.00 and gave the stock a “neutral” rating in a report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, Victoria’s Secret & Co. presently has an average rating of “Moderate Buy” and a consensus target price of $89.90.

Victoria’s Secret & Co. Stock Down 0.1%

Shares of NYSE:VSXY opened at $75.48 on Friday. Victoria’s Secret & Co. has a 12 month low of $25.00 and a 12 month high of $102.46. The company has a quick ratio of 0.41, a current ratio of 1.26 and a debt-to-equity ratio of 1.17. The company’s 50-day moving average price is $85.45 and its two-hundred day moving average price is $66.81. The firm has a market cap of $6.00 billion, a P/E ratio of 26.67, a P/E/G ratio of 0.51 and a beta of 2.05.

Victoria’s Secret & Co. (NYSE:VSXY) last issued its quarterly earnings results on Thursday, September 3rd. The company reported $0.95 earnings per share for the quarter, beating analysts’ consensus estimates of $0.77 by $0.18. The business had revenue of $1.61 billion during the quarter, compared to analyst estimates of $1.62 billion. Victoria’s Secret & Co. had a net margin of 5.46% and a return on equity of 43.36%. The company’s quarterly revenue was up 10.4% on a year-over-year basis. As a group, research analysts forecast that Victoria’s Secret & Co. will post 4.72 EPS for the current fiscal year.

Insider Transactions at Victoria’s Secret & Co.

In other news, major shareholder International Pte Ltd Bbrc sold 798,920 shares of the business’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $89.15, for a total transaction of $71,223,718.00. Following the completion of the transaction, the insider directly owned 7,810,631 shares in the company, valued at approximately $696,317,753.65. The trade was a 9.28% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders sold a total of 1,364,570 shares of company stock worth $121,396,640 in the last quarter. 0.52% of the stock is currently owned by company insiders.

Institutional Trading of Victoria’s Secret & Co.

Hedge funds have recently modified their holdings of the company. Corient Private Wealth LP acquired a new position in Victoria’s Secret & Co. during the second quarter valued at approximately $577,000. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in Victoria’s Secret & Co. in the second quarter worth $2,817,000. California State Teachers Retirement System acquired a new stake in Victoria’s Secret & Co. in the second quarter worth $571,660,000. Wedmont Private Capital bought a new position in shares of Victoria’s Secret & Co. during the second quarter worth $425,000. Finally, HB Wealth Management LLC bought a new position in shares of Victoria’s Secret & Co. during the second quarter worth $267,000. 90.29% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Victoria’s Secret & Co.

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

• Positive Sentiment: Second-quarter adjusted earnings were $0.95 per share, well above analyst estimates of approximately $0.77-$0.78 and up from $0.33 a year earlier. Revenue increased 10.4% year over year to $1.61 billion. Victoria’s Secret & Co. Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 outlook, projecting net sales of $7.10 billion-$7.18 billion and adjusted EPS of $4.45-$4.70. Third-quarter revenue guidance of roughly $1.6 billion is broadly in line with consensus. Victoria’s Secret forecasts fiscal 2026 sales and earnings
• Positive Sentiment: Barclays maintained an overweight rating and lowered its price target only modestly, from $108 to $106, leaving substantial implied upside based on the referenced price. Retail investors and some analysts view the recent selloff as a potential entry point.
• Neutral Sentiment: UBS reduced its price target from $95 to $87 and assigned a neutral rating. Although the revised target remains above the stock’s referenced price, the cut signals more cautious expectations for the company’s near-term performance.
• Negative Sentiment: Revenue of $1.61 billion missed the approximately $1.62 billion consensus estimate. Investors focused on the topline miss and signs that sales growth is moderating, prompting a sharp decline in the prior session despite the earnings beat. Victoria’s Secret retreats after revenue miss

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.