Insider Selling: Levi Strauss & Co. (NYSE:LEVI) SVP Sells 7,093 Shares of Stock

Levi Strauss & Co. (NYSE:LEVI) SVP David Jedrzejek sold 7,093 shares of Levi Strauss & Co. stock in a transaction that occurred on Tuesday, January 27th. The stock was sold at an average price of $21.38, for a total transaction of $151,648.34. Following the transaction, the senior vice president directly owned 98,193 shares in the company, valued at $2,099,366.34. The trade was a 6.74% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

Levi Strauss & Co. Trading Up 0.3%

NYSE:LEVI traded up $0.06 during trading hours on Thursday, hitting $20.53. The stock had a trading volume of 5,769,184 shares, compared to its average volume of 2,170,510. The business’s 50 day moving average is $21.48 and its 200-day moving average is $21.50. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.87 and a current ratio of 1.52. The company has a market cap of $8.02 billion, a price-to-earnings ratio of 13.51, a P/E/G ratio of 1.43 and a beta of 1.33. Levi Strauss & Co. has a one year low of $12.17 and a one year high of $24.82.

Levi Strauss & Co. (NYSE:LEVI) last announced its quarterly earnings results on Wednesday, January 28th. The blue-jean maker reported $0.41 earnings per share for the quarter, topping analysts’ consensus estimates of $0.39 by $0.02. Levi Strauss & Co. had a net margin of 9.48% and a return on equity of 27.92%. The company had revenue of $1.77 billion for the quarter, compared to analysts’ expectations of $1.71 billion. During the same period last year, the firm posted $0.50 earnings per share. The business’s quarterly revenue was up .9% compared to the same quarter last year. Levi Strauss & Co. has set its FY 2026 guidance at 1.400-1.460 EPS. Sell-side analysts anticipate that Levi Strauss & Co. will post 1.27 EPS for the current fiscal year.

Levi Strauss & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Tuesday, February 10th will be issued a $0.14 dividend. This represents a $0.56 annualized dividend and a dividend yield of 2.7%. The ex-dividend date is Tuesday, February 10th. Levi Strauss & Co.’s dividend payout ratio is 36.84%.

Analysts Set New Price Targets

A number of research firms recently issued reports on LEVI. Morgan Stanley increased their target price on Levi Strauss & Co. from $19.00 to $20.00 and gave the stock an “equal weight” rating in a research note on Friday, October 10th. Wall Street Zen raised shares of Levi Strauss & Co. from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. BTIG Research reaffirmed a “buy” rating and issued a $27.00 price objective on shares of Levi Strauss & Co. in a research report on Thursday. UBS Group upped their target price on shares of Levi Strauss & Co. from $32.00 to $33.00 and gave the stock a “buy” rating in a research note on Monday, January 12th. Finally, Stifel Nicolaus lifted their price target on Levi Strauss & Co. from $24.00 to $27.00 and gave the company a “buy” rating in a research note on Thursday, October 2nd. Twelve research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $26.46.

Key Stories Impacting Levi Strauss & Co.

Here are the key news stories impacting Levi Strauss & Co. this week:

• Positive Sentiment: Q4 beat on both EPS and revenue; direct-to-consumer (DTC) strength and robust denim demand offset weakness in wholesale, supporting near-term sales momentum. Levi Strauss beats quarterly results estimates on strong denim demand
• Positive Sentiment: Analyst support: TD Cowen reaffirmed a buy rating with a $26 target, and other firms (Needham, BTIG) reiterated buy calls with $28/$27 targets — signals of upside from street analysts. Levi Strauss & Co.: Solid Execution, DTC-Led Growth, and Capital Returns Support Buy Rating and $26 Target
• Positive Sentiment: Shareholder returns: company declared a quarterly dividend of $0.14/share (annualized yield ~2.8%), which supports income-focused investors and reduces downside volatility.
• Neutral Sentiment: Management tone is constructive—CEO Michelle Gass calls the company in a “true inflection” and highlights brand elevation and DTC focus; Levi plans increased marketing (including a Super Bowl ad), signaling investment behind growth. Levi Strauss CEO Michelle Gass Sees ‘True Inflection’ in Business Levi Strauss CEO: Super Bowl ad
• Negative Sentiment: FY2026 EPS guidance (1.40–1.46) came slightly below consensus (~1.48), and management noted tariff headwinds and wholesale softness that pressure margins — this contributed to some investor caution despite the beat. Levi beats Q4 expectations, but shares dip on weak 2026 outlook
• Negative Sentiment: Operational headwinds — higher U.S. import tariffs and a sluggish wholesale channel are weighing on margins and tempering the upside from DTC gains. Levi Strauss tops quarterly estimates as direct-to-consumer growth offsets wholesale weakness

Institutional Trading of Levi Strauss & Co.

Institutional investors and hedge funds have recently bought and sold shares of the stock. AQR Capital Management LLC grew its stake in Levi Strauss & Co. by 181.6% in the first quarter. AQR Capital Management LLC now owns 151,645 shares of the blue-jean maker’s stock valued at $2,364,000 after purchasing an additional 97,800 shares in the last quarter. Jacobs Levy Equity Management Inc. acquired a new stake in shares of Levi Strauss & Co. in the 1st quarter valued at approximately $224,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Levi Strauss & Co. by 133.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 3,286 shares of the blue-jean maker’s stock valued at $51,000 after buying an additional 1,879 shares in the last quarter. Caxton Associates LLP acquired a new position in Levi Strauss & Co. during the first quarter worth $241,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Levi Strauss & Co. by 3.4% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,597,687 shares of the blue-jean maker’s stock worth $24,908,000 after acquiring an additional 52,332 shares in the last quarter. Institutional investors own 69.14% of the company’s stock.

About Levi Strauss & Co.

Levi Strauss & Co is a global apparel company best known for its denim jeans and casual wear. Founded in 1853 in San Francisco by Bavarian immigrant Levi Strauss, the company pioneered the modern blue jean with the introduction of rivet-reinforced work pants. Over its more than 160-year history, Levi Strauss has evolved into a lifestyle brand, offering a broad portfolio that includes denim for men, women and children, as well as tops, outerwear, footwear and accessories.

The company’s flagship label, Levi’s®, is recognized worldwide for its iconic styles such as the 501® Original Fit Jeans, while additional brands, including Dockers®, Target core metric, and Denizen® by Levi’s, cater to diverse price points and consumer segments.