FINWIRES · TerminalLIVE
FINWIRES

$PVH

13 stories mentioning PVHUpdated just now

Every FINWIRES story that references PVH, newest first.

What are analysts saying about PVH?

Recent broker actions mentioned in FINWIRES coverage. Compiled from wire headlines; not investment advice.

What's the latest news on PVH?

Insider Trading

Pvh Corp. /de/ Insider Bought Shares Worth $1,000,001, According to a Recent SEC Filing

Stefan Larsson, Director, Chief Executive Officer, on September 11, 2026, executed a purchase for 14,179 shares in Pvh Corp. (PVH) for $1,000,001. Following the Form 4 filing with the SEC, Larsson has control over a total of 349,889 common shares of the company, with 349,889 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/78239/000112329226001286/xslF345X05/form4.xml

$PVH
Wire

PVH's Brand Strength to Drive Strong Earnings Growth Over Long Term, UBS Says

PVH (PVH) has the brand strength, strategy and balance sheet to drive strong earnings growth over the long term, UBS said in a note Wednesday.The brokerage said the company's PVH+ plan is showing signs of working, and it is also showing good growth in its "leading indicator" channels and making progress selling more units at full price, adding that it could buy back over 10% of its stock over the next four to six months.The company maintained its fiscal 2026 adjusted EPS guidance of $11.80 to $12.10. UBS said the Q2 gross margin, excluding tariff refund noise, showed an organic beat led by better full-price selling.UBS said it believes that the company's H2 EPS guidance looks beatable, citing improving sales growth trends, step-up in marketing in Q3, a prudent gross-margin outlook and potential for higher share repurchases.UBS reiterated the company's buy rating and $121 price target.Price: $71.73, Change: $-0.57, Percent Change: -0.78%

$PVH
Wire

PVH Set to Report In-Line Q2 Earnings, Reiterate Full-year Guidance, UBS Securities Says

PVH (PVH) is expected to deliver in-line Q2 earnings and keep its full-year outlook amid continued weakness in demand in Europe, the Middle East, and Africa, UBS Securities said in a note Friday.The company is scheduled to report its Q2 earnings results on Sept. 2 after the market closes.The brokerage said it remains positive on the company's ability to deliver strong long-term earnings growth as management continues to implement initiatives to improve. UBS analysts said they expect Q2 earnings per share of $3.08, in line with consensus, and PVH to maintain full-year 2026 EPS guidance at $11.80 to $12.10.Analysts expect Q2 sales to decline 3.8% year-over-year, below the 3.4% decline consensus, and gross margin of 62.4%, about 20 basis points above consensus. Selling, general, and administrative expenses are expected to be 53.1% of revenue, higher than consensus.Lower tariffs in H2 could provide some upside, but continued weak demand in the EMEA region could prevent the company from raising its outlook, analysts said, adding they see a "balanced upside/downside skew."UBS Securities has a buy rating and a $121 price target on PVH.Shares of PVH were up more than 3% in Friday trading.Price: $78.65, Change: $+2.56, Percent Change: +3.36%

$PVH
Research

JPMorgan Downgrades PVH to Underweight From Neutral, Adjusts Price Target to $84 From $70

PVH (PVH) has an average rating of overweight and mean price target of $87.27, according to analysts polled by FactSet.

$PVH
Wire

PVH Facing Limited Upside Amid High EMEA Exposure, BofA Securities Says

PVH (PVH) is facing a limited upside potential given its high exposure to Europe, Middle East and Africa amid the challenging macro backdrop environment in the region, BofA Securities said in a Thursday note.The company's recovery in EMEA could take longer than expected as the Middle East conflict continues to impact demand in Europe, along with sales and margins of its businesses in Turkey and Middle East, the investment firm said.PVH expects $100 million in tariff refunds in fiscal Q2, but this benefit is likely to be offset by its EMEA exposure, tariff costs, licensing transitions, and increased marketing, BofA Securities noted. Long-term margin recovery remains possible, but profit-and-loss noise will dilute progress in fiscal 2026, the brokerage added.BofA Securities downgraded PVH to underperform from neutral, and cut its price target to $70 from $90.Price: $70.92, Change: $-1.79, Percent Change: -2.46%

$PVH
Research

BofA Downgrades PVH to Underperform From Neutral, Cuts Price Target to $70 From $90

PVH (PVH) has an average rating of overweight and mean price target of $87.27, according to analysts polled by FactSet.

$PVH
Wire

UBS Adjusts PVH Price Target to $121 From $130, Maintains Buy Rating

PVH (PVH) has an average rating of overweight and mean price target of $89.27, according to analysts polled by FactSet.Price: $79.71, Change: $+1.55, Percent Change: +1.98%

$PVH
Wire

PVH's Turnaround Strategy Showing Early Traction, UBS Says

PVH's (PVH) is gaining momentum in its turnaround as direct-to-consumer channel growth accelerates and execution improves across key Calvin Klein and Tommy Hilfiger product categories, UBS said in a note Wednesday.The firm said the company's DTC growth rate turned positive for the first time since Q1 of 2024, adding that this is a leading indicator of broader business health and evidence that the PVH+ strategy is working.UBS pointed to strength in Calvin Klein underwear and denim and Tommy Hilfiger sweaters and outerwear, noting PVH is now seeing gains across full categories rather than isolated pockets.EMEA weakness remains a near-term headwind, the firm noted, though it said the underlying improvement in the business keeps its long-term outlook constructive.UBS maintained its buy rating on PVH with a $130 price target.Price: $76.30, Change: $-21.70, Percent Change: -22.14%

$PVH
Research

Evercore ISI Downgrades PVH to In Line From Outperform, Cuts Price Target to $79 From $95

PVH (PVH) has an average rating of overweight and mean price target of $94.18, according to analysts polled by FactSet.

$PVH
Wire

PVH Fiscal Q1 Non-GAAP Earnings Fall, Revenue Rises; Shares Slump After Hours

PVH (PVH) reported fiscal Q1 non-GAAP net income late Wednesday of $2.01 per diluted share, down from $2.30 a year earlier.Analysts polled by FactSet expected $1.82.Revenue in the three months ended May 3 rose to $2.03 billion from $1.98 billion a year earlier.Analysts expected $2 billion.The company affirmed full-year non-GAAP EPS guidance of $11.80 to $12.10 and expects flat revenue compared with the prior forecast of a slight increase. Analysts expect EPS of $12.10 on revenue of $9.02 billion.PVH shares slumped 13% in after-hours trading.

$PVH
Wire

PVH Keeps Quarterly Dividend at $0.0375 per Share, Payable June 24 to Shareholders of Record June 3

PVH Keeps Quarterly Dividend at $0.0375 per Share, Payable June 24 to Shareholders of Record June 3

$PVH
Wire

PVH, Lululemon Among Retailers Facing Limited Visibility Amid Economic Uncertainty, BofA Says

PVH (PVH), Lululemon (LULU) and other specialty retail and department stores highlight limited visibility into near-term performance amid ongoing economic pressures and tariff uncertainty, BofA Securities said in a note Saturday.The analysts said Lululemon's shares fell 13% after the company announced Heidi O'Neill, a longtime Nike (NKE) executive, as its new chief executive starting Sept. 8. While she brings strong experience from a major global brand, the delayed start date means any major product changes may not show up until late 2027 or even 2028."The multiple is near all-time lows and is balanced by our lack of visibility into the earnings power under new leadership; we remain Neutral," BofA said.PVH stock rose sharply in April, gaining 37%, well ahead of the broader market. The company's 2026 outlook includes better gross margins than expected, though it still faces challenges in Europe and relies on buybacks for earnings per share growth. Its Calvin Klein brand is getting a visibility boost from a popular television series, but concerns remain due to PVH's 50% Europe exposure given the macro challenges in the region, the analysts said.The analysts added that tariffs have stayed low at around 10% since late February, after higher rates were paused. The lower tariffs could slightly improve profit margins, but the benefit will be delayed because goods imported in March won't be sold until Q2. There is little impact expected on Q1 results.BofA has a neutral rating on Lululemon and a $175 price target. PVH also has a neutral rating and its price target was adjusted to $103 from $87.Price: $91.88, Change: $-1.77, Percent Change: -1.88%

$LULU$PVH
Wire

BofA Securities Adjusts Price Target on PVH to $103 From $87

PVH (PVH) has an average rating of overweight and mean price target of $94.18, according to analysts polled by FactSet.Price: $92.18, Change: $-1.47, Percent Change: -1.56%

$PVH

Track with the FINWIRES app suite