Telsey Advisory Group Analysts Lift Earnings Estimates for Victoria’s Secret & Co. (NYSE:VSCO)

Victoria’s Secret & Co. (NYSE:VSCO) – Stock analysts at Telsey Advisory Group upped their Q2 2025 earnings estimates for Victoria’s Secret & Co. in a research note issued on Thursday, August 15th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings per share of $0.39 for the quarter, up from their prior forecast of $0.14. Telsey Advisory Group currently has a “Market Perform” rating and a $24.00 target price on the stock. The consensus estimate for Victoria’s Secret & Co.’s current full-year earnings is $1.76 per share. Telsey Advisory Group also issued estimates for Victoria’s Secret & Co.’s Q3 2025 earnings at ($0.72) EPS, Q4 2025 earnings at $2.13 EPS, Q2 2026 earnings at $0.43 EPS, Q3 2026 earnings at ($0.61) EPS and Q4 2026 earnings at $2.21 EPS.

Victoria’s Secret & Co. (NYSE:VSCO) last announced its quarterly earnings results on Wednesday, June 5th. The company reported $0.12 earnings per share for the quarter, topping analysts’ consensus estimates of $0.11 by $0.01. The company had revenue of $1.36 billion for the quarter, compared to analysts’ expectations of $1.36 billion. Victoria’s Secret & Co. had a net margin of 1.71% and a return on equity of 46.52%. The business’s quarterly revenue was down 3.4% compared to the same quarter last year. During the same period last year, the firm posted $0.28 earnings per share.

A number of other brokerages have also commented on VSCO. Barclays raised their price objective on shares of Victoria’s Secret & Co. from $17.00 to $19.00 and gave the stock an “underweight” rating in a report on Thursday. Bank of America raised their price objective on shares of Victoria’s Secret & Co. from $15.00 to $18.00 and gave the stock an “underperform” rating in a report on Thursday. Morgan Stanley upgraded shares of Victoria’s Secret & Co. from an “underweight” rating to an “equal weight” rating in a report on Wednesday, August 14th. JPMorgan Chase & Co. raised their price objective on shares of Victoria’s Secret & Co. from $15.00 to $16.00 and gave the stock an “underweight” rating in a report on Friday, May 17th. Finally, Wells Fargo & Company raised their price objective on shares of Victoria’s Secret & Co. from $25.00 to $28.00 and gave the stock an “overweight” rating in a report on Thursday. Five analysts have rated the stock with a sell rating, three have assigned a hold rating and two have assigned a buy rating to the stock. According to MarketBeat.com, Victoria’s Secret & Co. currently has an average rating of “Hold” and a consensus price target of $19.80.

Victoria’s Secret & Co. Trading Down 1.1 %

Shares of NYSE VSCO opened at $24.09 on Monday. The company’s fifty day moving average is $18.33 and its 200-day moving average is $20.50. The stock has a market cap of $1.89 billion, a price-to-earnings ratio of 18.53, a P/E/G ratio of 1.34 and a beta of 2.08. Victoria’s Secret & Co. has a twelve month low of $13.62 and a twelve month high of $30.80. The company has a quick ratio of 0.28, a current ratio of 0.97 and a debt-to-equity ratio of 2.51.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. AQR Capital Management LLC boosted its holdings in shares of Victoria’s Secret & Co. by 102.0% during the 2nd quarter. AQR Capital Management LLC now owns 2,708,766 shares of the company’s stock worth $47,864,000 after buying an additional 1,368,103 shares during the period. Bayberry Capital Partners LP bought a new stake in shares of Victoria’s Secret & Co. during the 1st quarter worth about $11,919,000. Marshall Wace LLP boosted its holdings in shares of Victoria’s Secret & Co. by 1,218.1% during the 2nd quarter. Marshall Wace LLP now owns 618,195 shares of the company’s stock worth $10,924,000 after buying an additional 571,295 shares during the period. Lombard Odier Asset Management USA Corp boosted its holdings in shares of Victoria’s Secret & Co. by 102.3% during the 2nd quarter. Lombard Odier Asset Management USA Corp now owns 11,573 shares of the company’s stock worth $204,000 after buying an additional 511,573 shares during the period. Finally, Norges Bank bought a new stake in shares of Victoria’s Secret & Co. during the 4th quarter worth about $8,986,000. 90.29% of the stock is currently owned by institutional investors and hedge funds.

Victoria’s Secret & Co. Company Profile

Victoria's Secret & Co operates as a specialty retailer of women's intimate, and other apparel and beauty products worldwide. It offers bras, panties, lingerie, casual sleepwear, and athleisure and swim, as well as fragrances and body care; and loungewear, knit tops, activewear, and accessories and beauty under the Victoria's Secret, PINK, and Adore Me brands.