Baird has upgraded VF Corp (VFC) to Outperform from Neutral as of August 25, 2025. This change signals a more optimistic outlook on the company's performance, potentially reflecting improved fundamentals or enhanced confidence in its strategic direction.
Headquartered in Denver, Colorado, VF Corp is a major player in the textiles, apparel, and luxury goods industry, employing approximately 16,200 full-time staff. The company designs, procures, markets, and distributes a wide array of branded products, including well-known names such as The North Face, Vans, and Timberland. With a market capitalization of $6.0 billion, VF Corp currently reports a P/E ratio of 66.21 and an EPS of 0.22, alongside a dividend yield of 245.4%.
Upcoming earnings reports include estimates of $-0.18 EPS and $1.7 billion in revenue for July 28, 2026, and $-0.01 EPS with $2.2 billion in revenue expected for May 19, 2026. Recent earnings performance has shown positive surprises, with Q2 2026 EPS at $0.52, exceeding estimates by 19.8%.
Analyst ratings, such as Baird's recent upgrade, provide valuable insights but should be considered alongside a range of factors, including company fundamentals and market conditions. As of November 1, 2025, the analyst consensus on VF Corp stands at Hold, with 4 Strong Buy, 5 Buy, 16 Hold, 3 Sell, and no Strong Sell ratings across a total of 28 analysts. The move underscores a shift in sentiment that may influence investor decisions moving forward.