Market Cap
$5.5B
VFC
V F CORP
$14.34 ▼ -0.52%
Prev close $14.41Market cap$5.5B
ConsensusHold
12-mo target$18.33 (+27.8%)
▲ Neutral
Analyst conviction 4/10
Insider Buying Cluster (2 insiders)34 New Institutional Positions16 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on VFC right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (43%)
Inst. Holders
50 funds
Inst. Value
$6.0B
Inst. Activity
34 buys / 16 sells
Insider Activity
$1.3M buy / $142.2K sell
Insider Net $
$1.2M
SEC Reports
3
Congressional
1 trades
Price chart 30d +9.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Short Volume: VFC — 55.1% short (2.8M / 5.2M)
Short: 2,849,164 | Exempt: 15,500 | TRF Vol: 5,169,506 | Short Ratio: 55.1% | Off-exchange volume (d
Sep 25, 2026 Insider
Carucci Richard was granted 5,300.353 shares
Director @ $14.15 ($75.0K)
Sep 25, 2026 Insider
Shattock Matthew J was granted 2,208.481 shares
Director @ $14.15 ($31.3K)
Sep 25, 2026 Insider
HOPLAMAZIAN MARK SAMUEL was granted 1,766.784 shares
Director @ $14.15 ($25.0K)
Jun 30, 2026 Inst.
DODGE & COX — TRIM
22,406,175 shares ($373.7M)
Jun 30, 2026 Inst.
Jun 15, 2026 SEC AMERICAN CENTURY COMPANIES INC — ADD
7,491,079 shares ($125.0M)
V.F. Corporation filed DEFA14A additional definitive proxy soliciting materials for its 2026 Annual Meeting scheduled fo
DEFA14A — Impact 3/10
A significant institutional cluster emerged in VFC during 2026-Q1, with 39 buyers accumulating $79.0M in net new positio
INST-CLUSTER — Impact 6/10
Analyst ratings buy % +34.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
43% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 14, 2026 | Baird | DOWNGRADE | Neutral | 54% |
| Jul 30, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Goldman Sachs | MAINTAIN | Neutral | 54% |
| Jul 30, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jul 30, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 30, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 30, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | Needham | MAINTAIN | Buy | 50% |
| May 21, 2026 | UBS | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 6 | 13 | 3 | 0 | 43% | |
| Aug 1, 2026 | 6 | 6 | 13 | 3 | 0 | 43% | |
| Jul 1, 2026 | 6 | 6 | 13 | 3 | 0 | 43% | |
| Jun 1, 2026 | 6 | 6 | 13 | 3 | 0 | 43% | |
| May 1, 2026 | 3 | 7 | 14 | 4 | 0 | 36% | |
| Apr 1, 2026 | 3 | 6 | 15 | 4 | 0 | 32% | |
| Mar 1, 2026 | 3 | 6 | 15 | 4 | 0 | 32% | |
| Feb 1, 2026 | 4 | 5 | 16 | 3 | 0 | 32% |
Price targets
Where 22 covering analysts think VFC trades over the next 12 months.
$18.33 +27.8% upside Strong Buy
Current$14.34 Low$13.00 Median$16.00 High$40.00 22 analysts
$13.00$40.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 1 neutral · avg impact 5.0/10.
NEUTRALDEFA14A3/10
V.F. Corporation filed DEFA14A additional definitive proxy soliciting materials for its 2026 Annual
Jun 15, 2026
MIXEDINST-CLUSTER6/10
A significant institutional cluster emerged in VFC during 2026-Q1, with 39 buyers accumulating $79.0
Jun 13, 2026
BULLISH8-K6/10
VF Corp reported Q4 FY2026 revenue of $2,166M (+3% constant currency ex-Dickies), ahead of guidance
May 20, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: VFC — 55.1% short (2.8M / 5.2M)
Short: 2,849,164 | Exempt: 15,500 | TRF Vol: 5,169,506 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: VFC — 64.0% short (2.3M / 3.6M)
Short: 2,321,465 | Exempt: 19,865 | TRF Vol: 3,627,131 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: VFC — 60.6% short (1.6M / 2.6M)
Short: 1,581,255 | Exempt: 36,314 | TRF Vol: 2,608,397 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: VFC — 56.6% short (1.5M / 2.7M)
Short: 1,501,658 | Exempt: 4,242 | TRF Vol: 2,655,261 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: VFC — 55.5% short (2.2M / 3.9M)
Short: 2,183,022 | Exempt: 411 | TRF Vol: 3,934,510 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.53 | $0.50–$0.59 | 2.8% | -0.4% | 1↑ 15↓ | $2.7B | 21 |
| Next Q | $0.71 | $0.62–$0.76 | 26.1% | +0.1% | 15↑ 1↓ | $2.9B | 21 |
| Current FY | $1.09 | $0.97–$1.17 | 29.3% | +0.2% | 2↑ 7↓ | $9.5B | 23 |
| Next FY | $1.34 | $0.79–$1.67 | 23.6% | +0.2% | 4↑ 11↓ | $9.8B | 24 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.535 | — |
| 7d ago | $0.535 | -0.000 |
| 30d ago | $0.537 | -0.002 |
| 60d ago | $0.537 | -0.002 |
| 90d ago | $0.594 | -0.059 |
Institutional ownership
Which big funds own VFC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.0B total value (362,248,159 shares) as of 2026-Q2. Top holders: PNC, BlackRock,, M&G. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 72,554,062 | $1.2B | 20.0% | — |
| BlackRock, Inc. | 30,624,320 | $510.8M | 8.4% | — |
| M&G Plc | 25,834,522 | $439.2M | 7.3% | — |
| DODGE & COX | 22,406,175 | $373.7M | 6.2% | TRIM -32.2% |
| NORTHERN TRUST CORP | 19,760,955 | $329.6M | 5.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18,359,229 | $306.2M | 5.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 16,901,212 | $281.9M | 4.7% | — |
| AQR CAPITAL MANAGEMENT LLC | 12,219,293 | $200.8M | 3.3% | — |
| STATE STREET CORP | 11,273,364 | $188.0M | 3.1% | — |
| FMR LLC | 10,641,936 | $177.5M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DODGE & COX | TRIM | 33,024,625 | 22,406,175 | -32.2% | $373.7M |
| AMERICAN CENTURY COMPANIES INC | ADD | 4,449,642 | 7,491,079 | +68.4% | $125.0M |
| UBS Group AG | ADD | 4,377,708 | 6,873,489 | +57.0% | $114.6M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 1,082,226 | 5,908,491 | +446.0% | $98.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 5,012,904 | — | $83.6M |
| GOLDMAN SACHS GROUP INC | ADD | 2,687,686 | 3,869,145 | +44.0% | $64.5M |
| NORGES BANK | NEW | — | 3,352,354 | — | $55.9M |
| JPMORGAN CHASE & CO | ADD | 1,369,860 | 2,640,873 | +92.8% | $44.4M |
| JUPITER ASSET MANAGEMENT LTD | NEW | — | 1,890,426 | — | $31.5M |
| Quantinno Capital Management LP | ADD | 1,157,646 | 1,876,488 | +62.1% | $31.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 43 transactions. Net $1.2M — $1.3M bought, $142.2K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Carucci Richard | Director | AWARD | 5,300.353 | $14.15 | $75.0K |
| Sep 25, 2026 | Shattock Matthew J | Director | AWARD | 2,208.481 | $14.15 | $31.3K |
| Sep 25, 2026 | HOPLAMAZIAN MARK SAMUEL | Director | AWARD | 1,766.784 | $14.15 | $25.0K |
| Aug 13, 2026 | Carucci Richard | Director | BUY | 20,000 | $14.73 | $294.6K |
| Jul 31, 2026 | Darrell Bracken | President & Chief Exec Officer | BUY | 32,894 | $14.98 | $492.8K |
| Jun 26, 2026 | Carucci Richard | Director | AWARD | 4,317.789 | $17.37 | $75.0K |
| Jun 26, 2026 | HOPLAMAZIAN MARK SAMUEL | Director | AWARD | 1,439.263 | $17.37 | $25.0K |
| Jun 26, 2026 | Shattock Matthew J | Director | AWARD | 1,799.079 | $17.37 | $31.3K |
| Jun 9, 2026 | Carucci Richard | Director | BUY | 30,000 | $17.17 | $515.0K |
| Jun 4, 2026 | Vogel Paul Aaron | Exec. Vice President and CFO | TAX W/H | 10,246 | $16.41 | $168.1K |
Congressional trades
VFC trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 3, 2026 | John Fetterman | D | SENATE | SELL | $1,001 - $15,000 | V.F. Corp | Mar 5, 2026(31d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for VFC.
Shares short
39,249,101
Settlement Sep 15, 2026
Change vs prior
+8.2%
Semi-monthly cycle
Days to cover
5.8
At avg daily volume
Of shares outstanding
≈10.0%
Estimate — not % of float
All VFC filing & press-release reports (3)
- DEFA14A reportJun 15, 2026
- INST-CLUSTER reportJun 13, 2026
- 8-K reportMay 20, 2026