PVH (NYSE:PVH) Shares Gap Down After Analyst Downgrade

PVH Corp. (NYSE:PVH) gapped down before the market opened on Thursday after Wall Street Zen downgraded the stock from a buy rating to a hold rating. The stock had previously closed at $98.00, but opened at $72.00. PVH shares last traded at $74.2050, with a volume of 1,182,477 shares traded.

Other research analysts also recently issued research reports about the stock. Weiss Ratings upgraded shares of PVH from a “sell (d)” rating to a “sell (d+)” rating in a research report on Wednesday, May 6th. Wells Fargo & Company cut their target price on shares of PVH from $85.00 to $78.00 and set an “equal weight” rating on the stock in a research report on Friday. BTIG Research restated a “buy” rating and set a $100.00 target price on shares of PVH in a research report on Friday. Telsey Advisory Group restated a “market perform” rating and set a $74.00 target price on shares of PVH in a research report on Wednesday, April 1st. Finally, JPMorgan Chase & Co. cut their target price on shares of PVH from $79.00 to $70.00 and set a “neutral” rating on the stock in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $86.14.

Key Stories Impacting PVH

Here are the key news stories impacting PVH this week:

• Positive Sentiment: PVH reported Q1 earnings of $2.01 per share and revenue of $2.03 billion, both slightly ahead of expectations, showing the business still has some near-term execution strength. Article Title
• Positive Sentiment: BTIG Research reaffirmed its Buy rating and $100 price target, suggesting upside if PVH can stabilize sales and margins. Article Title
• Neutral Sentiment: Bank of America and JPMorgan both kept neutral/hold-type views, but trimmed price targets, signaling analysts see value near current levels while remaining cautious on near-term demand. Article Title
• Neutral Sentiment: PVH’s earnings call highlighted progress in direct-to-consumer performance and brand momentum, but also acknowledged ongoing pressure in Europe, keeping the outlook mixed. Article Title
• Negative Sentiment: The main driver of the stock weakness is PVH’s decision to cut full-year revenue guidance to flat, down from prior expectations for slight growth, after management cited weak EMEA demand and the Middle East conflict. Article Title
• Negative Sentiment: Multiple articles and analyst notes describe the outlook cut as a “low-quality” update, and the sharp drop in the shares has also triggered securities investigations, adding legal overhang. Article Title

Institutional Trading of PVH

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Principal Financial Group Inc. increased its stake in PVH by 2.2% during the 4th quarter. Principal Financial Group Inc. now owns 563,629 shares of the textile maker’s stock worth $37,774,000 after purchasing an additional 12,279 shares in the last quarter. LSV Asset Management increased its stake in PVH by 47.8% during the 3rd quarter. LSV Asset Management now owns 1,963,303 shares of the textile maker’s stock worth $164,466,000 after purchasing an additional 634,887 shares in the last quarter. Allianz Asset Management GmbH increased its stake in PVH by 51.8% during the 3rd quarter. Allianz Asset Management GmbH now owns 311,555 shares of the textile maker’s stock worth $26,099,000 after purchasing an additional 106,262 shares in the last quarter. Vaughan Nelson Investment Management L.P. increased its stake in PVH by 9.7% during the 4th quarter. Vaughan Nelson Investment Management L.P. now owns 973,895 shares of the textile maker’s stock worth $65,270,000 after purchasing an additional 86,490 shares in the last quarter. Finally, Barclays PLC increased its stake in PVH by 68.4% during the 3rd quarter. Barclays PLC now owns 1,197,009 shares of the textile maker’s stock worth $100,273,000 after purchasing an additional 486,210 shares in the last quarter. 97.25% of the stock is owned by institutional investors.

PVH Trading Down 0.9%

The business has a 50 day moving average of $86.53 and a 200-day moving average of $75.14. The company has a current ratio of 1.68, a quick ratio of 0.85 and a debt-to-equity ratio of 0.46. The firm has a market capitalization of $3.55 billion, a P/E ratio of 24.52, a PEG ratio of 0.86 and a beta of 1.71.

PVH (NYSE:PVH) last posted its earnings results on Wednesday, June 3rd. The textile maker reported $2.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.80 by $0.21. PVH had a return on equity of 10.87% and a net margin of 1.76%.The business had revenue of $2.03 billion during the quarter, compared to analysts’ expectations of $2 billion. During the same period in the prior year, the business earned $2.30 EPS. PVH’s revenue for the quarter was up 2.1% compared to the same quarter last year. PVH has set its Q2 2026 guidance at 3.000-3.10 EPS and its FY 2026 guidance at 11.800-12.10 EPS. Analysts anticipate that PVH Corp. will post 12.01 EPS for the current fiscal year.

PVH Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 24th. Stockholders of record on Wednesday, June 3rd will be paid a dividend of $0.0375 per share. This represents a $0.15 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Wednesday, June 3rd. PVH’s dividend payout ratio (DPR) is currently 4.75%.

PVH Company Profile

PVH Corp is a leading global apparel company known for its portfolio of iconic brands in the dress shirt, sportswear and lifestyle categories. The company designs, markets and distributes clothing, accessories and fragrances under both owned and licensed brands. PVH’s core brand holdings include Calvin Klein and Tommy Hilfiger, complemented by a range of heritage labels such as Van Heusen, IZOD, ARROW, Warner’s and Olga.

PVH’s operations span the entire value chain from product design and development to manufacturing, marketing and distribution.