Cramer Rosenthal Mcglynn LLC Acquires 572,844 Shares of Victoria’s Secret & Co. $VSCO

Cramer Rosenthal Mcglynn LLC raised its holdings in Victoria’s Secret & Co. (NYSE:VSCO) by 32.0% in the third quarter, HoldingsChannel reports. The institutional investor owned 2,363,850 shares of the company’s stock after acquiring an additional 572,844 shares during the quarter. Victoria’s Secret & Co. makes up about 4.0% of Cramer Rosenthal Mcglynn LLC’s holdings, making the stock its largest holding. Cramer Rosenthal Mcglynn LLC’s holdings in Victoria’s Secret & Co. were worth $64,155,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Baird Financial Group Inc. acquired a new position in shares of Victoria’s Secret & Co. during the first quarter valued at about $233,000. Royal Bank of Canada grew its position in Victoria’s Secret & Co. by 279.1% during the 1st quarter. Royal Bank of Canada now owns 47,839 shares of the company’s stock worth $888,000 after purchasing an additional 35,220 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Victoria’s Secret & Co. by 2.9% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 62,949 shares of the company’s stock valued at $1,170,000 after purchasing an additional 1,797 shares in the last quarter. Y Intercept Hong Kong Ltd raised its holdings in shares of Victoria’s Secret & Co. by 13.2% in the second quarter. Y Intercept Hong Kong Ltd now owns 18,266 shares of the company’s stock worth $338,000 after buying an additional 2,133 shares during the last quarter. Finally, Bank of Montreal Can lifted its stake in shares of Victoria’s Secret & Co. by 45.9% during the second quarter. Bank of Montreal Can now owns 28,266 shares of the company’s stock worth $523,000 after buying an additional 8,892 shares during the period. Institutional investors and hedge funds own 90.29% of the company’s stock.

Analyst Upgrades and Downgrades

VSCO has been the topic of several research reports. The Goldman Sachs Group upped their target price on Victoria’s Secret & Co. from $47.00 to $53.00 and gave the company a “neutral” rating in a research report on Thursday, January 29th. Wells Fargo & Company set a $45.00 price target on Victoria’s Secret & Co. and gave the company an “equal weight” rating in a research note on Tuesday, December 16th. Bank of America upgraded Victoria’s Secret & Co. from an “underperform” rating to a “neutral” rating and set a $52.00 price objective for the company in a research note on Monday, December 8th. Zacks Research lowered Victoria’s Secret & Co. from a “strong-buy” rating to a “hold” rating in a research report on Friday, February 6th. Finally, Wall Street Zen upgraded shares of Victoria’s Secret & Co. from a “hold” rating to a “buy” rating in a report on Saturday, December 6th. Six research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, Victoria’s Secret & Co. presently has an average rating of “Hold” and a consensus price target of $62.11.

Victoria’s Secret & Co. Stock Performance

Shares of VSCO stock opened at $52.45 on Friday. Victoria’s Secret & Co. has a 52-week low of $13.76 and a 52-week high of $66.89. The company has a quick ratio of 0.38, a current ratio of 1.30 and a debt-to-equity ratio of 1.96. The stock has a market cap of $4.21 billion, a PE ratio of 25.59, a price-to-earnings-growth ratio of 2.21 and a beta of 2.19. The business has a 50-day simple moving average of $59.53 and a 200-day simple moving average of $42.96.

Victoria’s Secret & Co. (NYSE:VSCO) last announced its quarterly earnings results on Thursday, March 5th. The company reported $2.77 earnings per share for the quarter, beating the consensus estimate of $2.46 by $0.31. Victoria’s Secret & Co. had a return on equity of 33.47% and a net margin of 2.67%.The company had revenue of $2.27 billion during the quarter, compared to analysts’ expectations of $2.22 billion. During the same period last year, the business earned $2.60 earnings per share. Victoria’s Secret & Co.’s quarterly revenue was up 7.8% on a year-over-year basis. Victoria’s Secret & Co. has set its Q1 2026 guidance at 0.200-0.300 EPS and its FY 2026 guidance at 3.200-3.450 EPS. On average, equities analysts expect that Victoria’s Secret & Co. will post 2.37 EPS for the current year.

Victoria’s Secret & Co. News Summary

Here are the key news stories impacting Victoria’s Secret & Co. this week:

• Positive Sentiment: Q4 beats on top- and bottom-line: VSCO reported $2.77 adjusted EPS vs. consensus ~ $2.46 and revenue of $2.27B (up ~7.8% y/y), driven by comparable-sales strength across brands. Victoria’s Secret & Co. Reports 2025 Fourth Quarter and Full Year Results
• Positive Sentiment: Management raised FY2026 guidance (EPS $3.20–3.45 vs. consensus ~2.82) and set stronger Q1 revenue/EPS targets, signaling confidence in continued sales and margin expansion. Victoria’s Secret & Co. Reports 2025 Fourth Quarter and Full Year Results
• Positive Sentiment: Company highlighted multi-quarter comparable-sales growth and progress on the Pink turnaround and digital initiatives — evidence the strategic plan is working. Victoria’s Secret posts longest sales growth streak in four years as shoppers return to Pink brand
• Positive Sentiment: Some analysts remain bullish — Barclays forecasted strong upside for the stock, which supports longer-term investor confidence. Barclays Forecasts Strong Price Appreciation for Victoria’s Secret & Co. (NYSE:VSCO) Stock
• Neutral Sentiment: Full earnings-call transcript and slide deck are available for deeper due diligence; useful for assessing cadence of margin and international expansion commentary. Victoria’s Secret & Co. (VSCO) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Company initiated a strategic review of DailyLook — the move introduces near-term uncertainty about integration, potential divestiture or restructuring charges that may concern investors. Victoria’s Secret Initiates Strategic Review of DailyLook Amid Q4 Results
• Negative Sentiment: Market reaction: multiple outlets note the stock slid despite the beats — high volume selling suggests profit-taking and/or investors rotating out after the big guidance bump. Victoria’s Secret (VSCO) Stock Slides Despite Crushing Q4 Earnings Expectations
• Negative Sentiment: Balance-sheet and valuation considerations (e.g., notable debt-to-equity and elevated trading volatility) could amplify downside in a pullback, especially given the stock’s recent run. NYSE VSCO Market Data

About Victoria’s Secret & Co.

Victoria’s Secret & Co is a leading designer, manufacturer and marketer of intimate apparel, beauty products and accessories for women. The company operates a portfolio of brands that includes Victoria’s Secret, renowned for its lingerie, bras and sleepwear; PINK, a line targeting younger consumers with activewear and lifestyle products; and Victoria’s Secret Beauty, offering fragrances, cosmetics and personal care items. Products are sold through retail stores as well as direct-to-consumer channels, including e-commerce platforms and mobile applications.

The origins of Victoria’s Secret date back to 1977, when founders Roy and Gaye Raymond opened the first store in San Francisco.