PVH Corp. (NYSE:PVH) provided an update on its earnings guidance for the fourth quarter of 2025 on Wednesday, revealing projected earnings per share (EPS) between $3.200 and $3.350. This estimate falls short of the consensus EPS expectation of $3.630. The company also revised its full fiscal year 2025 EPS guidance to a range of $10.850 to $11.000.
Analyst Insights and Stock Performance
The announcement has drawn attention from analysts, with several firms adjusting their ratings and price targets for PVH. Barclays raised its target price from $83.00 to $101.00 and assigned an “overweight” rating on August 27, 2023. Similarly, Bank of America increased its price target from $76.00 to $88.00, maintaining a “neutral” rating for the stock.
On October 12, 2023, Wall Street Zen upgraded PVH from a “hold” to a “buy” rating, reflecting increased confidence in the company’s performance. Weiss Ratings reaffirmed a “hold (c)” rating on October 8, 2023, while Morgan Stanley adjusted its target price from $64.00 to $70.00, also giving the stock an “equal weight” rating.
Overall, ten analysts have assigned a “buy” rating, while eight have given it a “hold” rating. Data from MarketBeat indicates that PVH currently holds a consensus rating of “Moderate Buy” with an average price target of $95.44.
Dividend Announcement and Institutional Investments
In addition to the earnings guidance, PVH announced a quarterly dividend of $0.0375 per share. This dividend is set to be paid on December 17, 2023, to shareholders recorded by November 26, 2023, with the ex-dividend date also on November 26, 2023. This dividend represents an annualized payment of $0.15 and yields approximately 0.2%. The company’s dividend payout ratio currently stands at 1.68%.
Several institutional investors have recently adjusted their stakes in PVH. Arrowstreet Capital Limited Partnership increased its position by 15.9% in the third quarter, now holding 853,542 shares valued at approximately $71.5 million. Goldman Sachs Group Inc. significantly raised its stake by 79.8% in the first quarter, acquiring an additional 245,740 shares for a total of $35.8 million.
Bragg Financial Advisors Inc. also increased its holdings by 3.8% in the second quarter, now owning 397,242 shares worth $27.3 million. Additionally, UBS Asset Management added 9.3% to its position, bringing its total to 353,847 shares valued at around $22.9 million. Sei Investments Co. grew its stake by 13.2%, now holding 261,136 shares worth approximately $21.9 million. Currently, institutional investors and hedge funds own about 97.25% of PVH’s stock.
PVH Corp. operates as a global apparel company, managing brands such as Tommy Hilfiger and Calvin Klein. It designs and markets a wide range of products, including men’s, women’s, and children’s apparel, footwear, accessories, and home furnishings.
This recent guidance and ongoing analyst interest highlight the evolving landscape for PVH as it navigates its financial outlook and market presence.
