VFC Earnings
Wednesday, May 20 2026
EPS Estimate
$-0.01
$-0.08 – $0.01
Revenue Estimate
$2.1B
Current Price
$18.39
Our Position
bearishJPMorgan downgrades VF Corp to Underweight, cuts price target
structured data
est. revisions falling
(-9.6pp / 30d)
VF Corp faces a credibility gap: its earnings outlook has fallen so far that even optimistic street estimates look too rich. When a major bank walks away from neutral, it often precedes broader institutional repositioning.
Watch: Watch for VF's next earnings report and management guidance on profitability improvement. Any miss or downside revision could trigger a breach below the new $18 target.
Data Signal Summary
3 bullish
2 bearish
Estimates up +9%
Insider buying cluster
Put/call 1.5 (bearish skew)
Analysts: bullish
Price downtrend
Key Context
Analyst Consensus
bullish
Insider Activity
buying
Price Trend
downtrend
From 52w High
-14.7%
P/E Ratio
33.3
Est. Revisions (30d)
+9.2% 2up/0dn
Analyst Target (mean)
$21 $14–$40 +13%
Options P/C Ratio
1.52
Est. Dispersion
782% 17 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Citadel, D.E. Shaw, Bridgewater
Recent Activity
insider trades
41 transactions
Award
·
ROBERTS CAROL L (Director)
·7,288 shares
Award
·
HYDER BRENT (Officer)
·387,456 shares
·$4,862,573
Award
·
SCABBIA GUERRINI MARTINO (Officer)
·258,304 shares
·$3,241,715
Award
·
CHO ALEX (Director)
·13,285 shares
·$166,727
Award
·
VOGEL PAUL AARON (President)
·193,729 shares
·$2,431,299
36 more
Award
·
LANG LAURA W
·13,285 shr
·$166,727
Award
·
SIM JENNIFER S
·96,865 shr
·$1,215,656
Award
·
DALMIA ABHISHEK
·193,729 shr
·$2,431,299
Award
·
PHILLIPS MICHAEL EDWARD
·22,141 shr
·$277,870
Award
·
CARUCCI RICHARD T
·13,285 shr
·$166,727
Award
·
ROBERTS CAROL L
·13,285 shr
·$166,727
Award
·
CHUGG JULIANA L
·13,285 shr
·$166,727
Award
·
DARRELL BRACKEN P
·710,334 shr
·$8,914,692
Award
·
HOPLAMAZIAN MARK SAMUEL
·13,285 shr
·$166,727
Award
·
SHATTOCK MATTHEW J
·13,285 shr
·$166,727
Award
·
OTIS CLARENCEJR
·13,285 shr
·$166,727
Award
·
GROSSMAN MINDY F
·13,285 shr
·$166,727
Award
·
EDWARDS TREVOR A
·13,285 shr
·$166,727
Award
·
TANNER KIRK L.
·13,285 shr
·$166,727
Buy
·
DALMIA ABHISHEK
·50,000 shr
·$589,000
Buy
·
CARUCCI RICHARD T
·50,000 shr
·$602,500
Buy
·
DARRELL BRACKEN P
·85,840 shr
·$1,006,903
Buy
·
CARUCCI RICHARD T
·15,000 shr
·$250,500
Award
·
TANNER KIRK C
·6,108 shr
·$106,279
Award
·
VOGEL PAUL AARON
·86,207 shr
·$1,500,002
Award
·
GROSSMAN MINDY F
·6,108 shr
·$106,279
Award
·
TANNER KIRK L.
·6,108 shr
·$106,279
Buy
·
CARUCCI RICHARD T
·25,000 shr
·$344,495
Buy
·
DARRELL BRACKEN P
·75,200 shr
·$997,408
Award
·
MCNEILL BRYAN H
·20,243 shr
Award
·
CHO ALEX
·7,288 shr
Award
·
LANG LAURA W
·7,288 shr
Award
·
CARUCCI RICHARD T
·7,288 shr
Sell
·
CHUGG JULIANA L
·6,678 shr
·$142,241
Award
·
CHUGG JULIANA L
·7,288 shr
Award
·
DORER BENNO O
·7,288 shr
Award
·
HOPLAMAZIAN MARK SAMUEL
·7,288 shr
Award
·
SHATTOCK MATTHEW J
·7,288 shr
Award
·
OTIS CLARENCEJR
·7,288 shr
Award
·
EDWARDS TREVOR A
·7,288 shr
Award
·
MCMULLEN WILLIAM RODNEY
·7,288 shr
analyst ratings
3 ratings
BWG Global
·up
→Positive
18d ago
Wells Fargo
→Equal-Weight
20d ago
Seaport Global
·up
→Buy
21d ago
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