Telsey Advisory Group Has Positive View of VSCO Q4 Earnings

Victoria’s Secret & Co. (NYSE:VSCO) – Equities research analysts at Telsey Advisory Group lifted their Q4 2025 earnings per share (EPS) estimates for shares of Victoria’s Secret & Co. in a research note issued to investors on Monday, December 9th. Telsey Advisory Group analyst D. Telsey now expects that the company will earn $2.20 per share for the quarter, up from their previous forecast of $2.13. Telsey Advisory Group currently has a “Market Perform” rating and a $40.00 target price on the stock. The consensus estimate for Victoria’s Secret & Co.’s current full-year earnings is $2.01 per share. Telsey Advisory Group also issued estimates for Victoria’s Secret & Co.’s Q1 2026 earnings at $0.23 EPS, Q2 2026 earnings at $0.41 EPS, Q4 2026 earnings at $2.33 EPS and FY2026 earnings at $2.59 EPS.

VSCO has been the topic of a number of other reports. The Goldman Sachs Group increased their price objective on shares of Victoria’s Secret & Co. from $17.00 to $19.00 and gave the stock a “sell” rating in a research report on Friday, August 30th. Bank of America increased their price target on Victoria’s Secret & Co. from $18.00 to $21.00 and gave the stock an “underperform” rating in a report on Friday, August 30th. BMO Capital Markets boosted their price objective on Victoria’s Secret & Co. from $33.00 to $46.00 and gave the company an “outperform” rating in a report on Friday, December 6th. Jefferies Financial Group upped their price objective on Victoria’s Secret & Co. from $30.00 to $40.00 and gave the company a “buy” rating in a research report on Tuesday, November 12th. Finally, Barclays upgraded Victoria’s Secret & Co. from an “underweight” rating to an “equal weight” rating and lifted their target price for the stock from $23.00 to $25.00 in a research report on Wednesday, September 18th. Two analysts have rated the stock with a sell rating, seven have assigned a hold rating and two have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $36.73.

Victoria’s Secret & Co. Trading Up 1.3 %

Shares of VSCO opened at $47.25 on Tuesday. The company’s fifty day simple moving average is $33.61 and its 200-day simple moving average is $25.28. The company has a market cap of $3.71 billion, a P/E ratio of 24.48 and a beta of 2.19. The company has a current ratio of 1.00, a quick ratio of 0.31 and a debt-to-equity ratio of 2.27. Victoria’s Secret & Co. has a twelve month low of $15.12 and a twelve month high of $48.70.

Victoria’s Secret & Co. (NYSE:VSCO) last issued its quarterly earnings data on Thursday, December 5th. The company reported ($0.50) earnings per share for the quarter, topping the consensus estimate of ($0.62) by $0.12. The company had revenue of $1.35 billion for the quarter, compared to analysts’ expectations of $1.29 billion. Victoria’s Secret & Co. had a return on equity of 44.59% and a net margin of 2.47%. The firm’s revenue for the quarter was up 6.5% on a year-over-year basis. During the same period in the previous year, the firm posted ($0.86) earnings per share.

Institutional Trading of Victoria’s Secret & Co.

Several hedge funds have recently modified their holdings of VSCO. The Manufacturers Life Insurance Company boosted its holdings in shares of Victoria’s Secret & Co. by 1.0% in the 3rd quarter. The Manufacturers Life Insurance Company now owns 41,989 shares of the company’s stock valued at $1,079,000 after buying an additional 412 shares in the last quarter. SummerHaven Investment Management LLC lifted its position in Victoria’s Secret & Co. by 1.9% during the second quarter. SummerHaven Investment Management LLC now owns 37,538 shares of the company’s stock valued at $663,000 after acquiring an additional 715 shares during the last quarter. Farther Finance Advisors LLC boosted its stake in Victoria’s Secret & Co. by 13.6% in the third quarter. Farther Finance Advisors LLC now owns 6,955 shares of the company’s stock valued at $179,000 after acquiring an additional 835 shares in the last quarter. Louisiana State Employees Retirement System grew its holdings in Victoria’s Secret & Co. by 2.6% in the second quarter. Louisiana State Employees Retirement System now owns 39,400 shares of the company’s stock worth $696,000 after purchasing an additional 1,000 shares during the last quarter. Finally, Virtus Fund Advisers LLC acquired a new position in shares of Victoria’s Secret & Co. during the third quarter worth $27,000. 90.29% of the stock is owned by hedge funds and other institutional investors.

Victoria’s Secret & Co. Company Profile

Victoria's Secret & Co operates as a specialty retailer of women's intimate, and other apparel and beauty products worldwide. It offers bras, panties, lingerie, casual sleepwear, and athleisure and swim, as well as fragrances and body care; and loungewear, knit tops, activewear, and accessories and beauty under the Victoria's Secret, PINK, and Adore Me brands.