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VF Corp Rises as Analyst Upgrade Extends Momentum Ahead of Late-October Earnings

Investivoq PriceTracker

VF Corporation (VFC) is up 4.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a recent analyst upgrade from JPMorgan, which lifted its rating on VF to neutral from underweight while keeping an $18 price target. The move also appears to be supported by improving company fundamentals after VF said in late July that first-quarter fiscal 2027 results came in ahead of guidance and that it was raising its full-year revenue outlook.

Details:

  • JPMorgan recently upgraded VF to neutral from underweight and kept an $18 price target, a shift that helped push the shares higher.
  • VF said its first-quarter fiscal 2027 performance was ahead of guidance, with revenue excluding Dickies up year over year and adjusted operating income slightly better than its own target.
  • Management raised its full-year fiscal 2027 revenue outlook to 2% or better in constant currency, while keeping an adjusted operating margin target of about 8%.
  • VF also announced it will release second-quarter fiscal 2027 results on October 28, 2026, which may be adding some positioning ahead of the report.

    • Sources:

    VF Corporation, Reuters, MarketBeat

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $VFC Insider Trading Activity

    VFC Insider Trades

    $VFC insiders have traded $VFC stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.

    Here’s a breakdown of recent trading of $VFC stock by insiders over the last 6 months:

    • RICHARD CARUCCI has made 2 purchases buying 50,000 shares for an estimated $809,610 and 0 sales.
    • BRACKEN DARRELL (President & Chief Exec Officer) purchased 32,894 shares for an estimated $492,752

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $VFC Hedge Fund Activity

    We have seen 249 institutional investors add shares of $VFC stock to their portfolio, and 242 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • DODGE & COX removed 10,618,450 shares (-32.2%) from their portfolio in Q2 2026, for an estimated $177,115,746
    • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 5,012,904 shares (+inf%) to their portfolio in Q2 2026, for an estimated $83,615,238
    • MILLENNIUM MANAGEMENT LLC added 4,826,265 shares (+446.0%) to their portfolio in Q2 2026, for an estimated $80,502,100
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,222,391 shares (+inf%) to their portfolio in Q2 2026, for an estimated $70,429,481
    • MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 4,103,674 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $68,449,282
    • AMERICAN CENTURY COMPANIES INC added 3,041,437 shares (+68.4%) to their portfolio in Q2 2026, for an estimated $50,731,169
    • FUND 1 INVESTMENTS, LLC removed 2,853,537 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $47,596,997

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $VFC Analyst Ratings

    Wall Street analysts have issued reports on $VFC in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • BWG Global issued a "Positive" rating on 04/17/2026

    To track analyst ratings and price targets for $VFC, check out Investivoq's $VFC forecast page.

    $VFC Price Targets

    Multiple analysts have issued price targets for $VFC recently. We have seen 6 analysts offer price targets for $VFC in the last 6 months, with a median target of $18.0.

    Here are some recent targets:

    • Ike Boruchow from Wells Fargo set a target price of $18.0 on 05/21/2026
    • Paul Lejuez from Citigroup set a target price of $18.0 on 05/21/2026
    • Joseph Civello from Truist Securities set a target price of $15.0 on 05/21/2026
    • Adrienne Yih from Barclays set a target price of $24.0 on 05/21/2026
    • Jay Sole from UBS set a target price of $18.0 on 05/21/2026
    • Janine Stichter from BTIG set a target price of $23.0 on 05/06/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.