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Victoria’s Secret Slides as Recent Rally Cools Without an Obvious New Catalyst

Investivoq PriceTracker

Victoria’s Secret & Co. (VSXY) is down 4.8% today. Here is some analysis on what might have caused this price movement. ([stockanalysis.com](https://stockanalysis.com/stocks/vsxy/history/?utm_source=openai))

Analysis: There does not appear to be a clear new company-specific announcement tied to today’s drop. This could be because investors are taking profits after a sharp late-September rebound and strong second-quarter results, with the shares also coming off several volatile sessions and no fresh update to extend that momentum. ([victoriassecret.gcs-web.com](https://victoriassecret.gcs-web.com/news-releases/news-release-details/victorias-secret-co-reports-second-quarter-2026-results?utm_source=openai))

Details:

  • Victoria’s Secret reported second-quarter 2026 results on September 3, with net sales up 10% to $1.611 billion and adjusted operating income above its guidance range. ([victoriassecret.gcs-web.com](https://victoriassecret.gcs-web.com/news-releases/news-release-details/victorias-secret-co-reports-second-quarter-2026-results?utm_source=openai))
  • The company also raised its full-year 2026 net sales and adjusted operating income outlook in that same earnings release, which had supported a more bullish setup coming into October. ([victoriassecret.gcs-web.com](https://victoriassecret.gcs-web.com/news-releases/news-release-details/victorias-secret-co-reports-second-quarter-2026-results?utm_source=openai))
  • The stock had rallied strongly just before this pullback, including a 6.49% gain on September 28 and a 3.64% gain on October 2, suggesting some recent gains may be getting unwound. ([stockanalysis.com](https://stockanalysis.com/stocks/vsxy/history/?utm_source=openai))
  • Recent company updates outside earnings have focused on branding and governance, including the June 2 ticker change to VSXY and an August board appointment, rather than a new negative operating development. ([victoriassecret.gcs-web.com](https://victoriassecret.gcs-web.com/news-releases/news-release-details/victorias-secret-co-change-ticker-symbol-vsxy-marking-next?utm_source=openai))

    • Sources:

    Victoria’s Secret & Co., SEC, Stock Analysis

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

    $VSXY Insider Trading Activity

    VSXY Insider Trades

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

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

    • INTERNATIONAL PTE LTD BBRC has made 0 purchases and 4 sales selling 1,088,399 shares for an estimated $96,956,107.
    • MELINDA R. MCAFEE (Chief Legal & Compliance Ofcr) has made 0 purchases and 2 sales selling 4,500 shares for an estimated $409,957.

    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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    $VSXY Hedge Fund Activity

    We have seen 219 institutional investors add shares of $VSXY stock to their portfolio, and 184 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • FMR LLC added 3,220,609 shares (+51.8%) to their portfolio in Q2 2026, for an estimated $268,856,439
    • DME CAPITAL MANAGEMENT, LP removed 2,256,889 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $188,405,093
    • BBFIT INVESTMENTS PTE LTD removed 1,411,601 shares (-13.7%) from their portfolio in Q2 2026, for an estimated $117,840,451
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,380,550 shares (+inf%) to their portfolio in Q2 2026, for an estimated $115,248,314
    • AMERIPRISE FINANCIAL INC added 903,333 shares (+251.3%) to their portfolio in Q2 2026, for an estimated $75,410,238
    • JUPITER ASSET MANAGEMENT LTD added 884,330 shares (+inf%) to their portfolio in Q2 2026, for an estimated $73,823,868
    • BARINGTON COMPANIES MANAGEMENT, LLC removed 800,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $66,784,000

    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.

    $VSXY Analyst Ratings

    Wall Street analysts have issued reports on $VSXY 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:

    • Telsey Advisory Group issued a "Outperform" rating on 06/03/2026

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

    $VSXY Price Targets

    Multiple analysts have issued price targets for $VSXY recently. We have seen 9 analysts offer price targets for $VSXY in the last 6 months, with a median target of $90.0.

    Here are some recent targets:

    • Alex Straton from Morgan Stanley set a target price of $99.0 on 07/06/2026
    • Matthew Boss from JP Morgan set a target price of $88.0 on 06/08/2026
    • Jonna Kim from TD Cowen set a target price of $75.0 on 06/04/2026
    • Ike Boruchow from Wells Fargo set a target price of $90.0 on 06/03/2026
    • Adrienne Yih from Barclays set a target price of $108.0 on 06/03/2026
    • Corey Tarlowe from Jefferies set a target price of $73.0 on 06/03/2026
    • Brooke Roach from Goldman Sachs set a target price of $84.0 on 06/03/2026

    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.