Telsey Advisory Group Has Weak Outlook for VSCO Q1 Earnings

Victoria’s Secret & Co. (NYSE:VSCO) – Equities researchers at Telsey Advisory Group reduced their Q1 2026 earnings estimates for Victoria’s Secret & Co. in a research report issued on Thursday, March 6th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings per share of $0.04 for the quarter, down from their prior estimate of $0.25. Telsey Advisory Group currently has a “Market Perform” rating and a $24.00 price objective on the stock. The consensus estimate for Victoria’s Secret & Co.’s current full-year earnings is $2.37 per share. Telsey Advisory Group also issued estimates for Victoria’s Secret & Co.’s Q2 2026 earnings at $0.29 EPS, Q3 2026 earnings at ($0.45) EPS, FY2026 earnings at $2.35 EPS and FY2027 earnings at $2.58 EPS.

Victoria’s Secret & Co. (NYSE:VSCO) last announced its quarterly earnings results on Wednesday, March 5th. The company reported $2.60 earnings per share for the quarter, beating the consensus estimate of $2.30 by $0.30. The company had revenue of $2.11 billion during the quarter, compared to the consensus estimate of $2.10 billion. Victoria’s Secret & Co. had a net margin of 2.47% and a return on equity of 44.74%.

Several other equities research analysts have also recently issued reports on VSCO. Wells Fargo & Company dropped their target price on shares of Victoria’s Secret & Co. from $40.00 to $25.00 and set an “equal weight” rating on the stock in a report on Thursday. UBS Group dropped their target price on shares of Victoria’s Secret & Co. from $47.00 to $34.00 and set a “neutral” rating on the stock in a report on Thursday, February 27th. Jefferies Financial Group raised their target price on shares of Victoria’s Secret & Co. from $30.00 to $40.00 and gave the stock a “buy” rating in a report on Tuesday, November 12th. Bank of America dropped their price target on shares of Victoria’s Secret & Co. from $40.00 to $35.00 and set an “underperform” rating on the stock in a research note on Thursday, January 30th. Finally, The Goldman Sachs Group dropped their price target on shares of Victoria’s Secret & Co. from $40.00 to $35.00 and set a “sell” rating on the stock in a research note on Thursday, January 30th. Two research analysts have rated the stock with a sell rating, six have assigned a hold rating and three have given a buy rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $33.18.

Victoria’s Secret & Co. Price Performance

Shares of VSCO opened at $19.08 on Monday. The company has a market capitalization of $1.50 billion, a P/E ratio of 9.89, a price-to-earnings-growth ratio of 1.15 and a beta of 2.16. The company has a quick ratio of 0.33, a current ratio of 1.17 and a debt-to-equity ratio of 3.12. The firm has a 50 day moving average of $33.75 and a 200 day moving average of $32.56. Victoria’s Secret & Co. has a twelve month low of $15.12 and a twelve month high of $48.73.

Institutional Investors Weigh In On Victoria’s Secret & Co.

Hedge funds and other institutional investors have recently bought and sold shares of the company. Public Employees Retirement System of Ohio purchased a new position in shares of Victoria’s Secret & Co. in the fourth quarter worth $112,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of Victoria’s Secret & Co. by 33.3% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 155,355 shares of the company’s stock worth $6,435,000 after buying an additional 38,820 shares during the last quarter. Tremblant Capital Group raised its holdings in shares of Victoria’s Secret & Co. by 137.1% in the fourth quarter. Tremblant Capital Group now owns 550,135 shares of the company’s stock worth $22,787,000 after buying an additional 318,080 shares during the last quarter. State of Wyoming raised its holdings in shares of Victoria’s Secret & Co. by 173.2% in the fourth quarter. State of Wyoming now owns 6,245 shares of the company’s stock worth $259,000 after buying an additional 3,959 shares during the last quarter. Finally, Shellback Capital LP purchased a new position in shares of Victoria’s Secret & Co. in the fourth quarter worth $3,728,000. Hedge funds and other institutional investors own 90.29% of the company’s stock.

About Victoria’s Secret & Co.

Victoria’s Secret & Co operates as a lingerie, clothing and beauty retailer. It offers bras, panties, lingerie, pajamas, sleep, sport and swim apparel, and beauty products. The company was founded in 1963 and is headquartered in Reynoldsburg, OH.