SecBot SecBot

VSXY

Victoria's Secret & Co.
NYSE· CIK 0001856437
$95.31 +4.49 (+4.94%)
Oct 26 4:00 PM ET · prev $90.82
Market cap
$7.1B
Mid cap
Consensus
Buy
63% Buy or better · 19 analysts
Median target
$97.50
+2% · range $73.00–112.00
1 year
+173.3%
from $34.87 · Oct 27
30 days
+8.0%
from $88.29
52-week range
$33.79–99.97
−5% from high · low Nov 20
Avg volume 20D
1.48M
shares / day
Short interest
10.17M
≈12.7% of shares · +6.9%
Days to cover
6.0
at average volume
Insider net
−$97.4M
0 buyers · 2 sellers · 12 mo
New fund stakes
2
Q2 2026 13F · 1 exit
Filing reports
4
analyzed by SecBot
SecBot read MIXED 3 reports · 90 days
Balance 1 bearish · 1 bullish · 1 neutral oldest → newest, height = score
Avg score ·High conf. 3/3
Strongest BULLISH Victoria's Secret & Co. reported Q2 2026 adjusted EPS of $0.95, significantly above the consensus estimate…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    2 insiders sold $97.4M.

  • InstitutionsMIXED

    Q2 2026: 38 added (2 new), 31 trimmed or exited. Largest new: Jupiter Asset Management $73.8M, Renaissance Technologies $32.9M.

  • AnalystsBULLISH

    12 of 19 rate it Buy or better. Median target $97.50 (+2%).

  • Short sellersSTEADY

    Short interest +6.9% to 10.17M shares. 6.0 days to cover, ≈12.7% of shares.

  • TrendUPTREND

    13% above its 50-day average.

Who's buying

13F· Q2 2026
2
new positions
1
exit
$106.7M
in new stakes
FundMoveSharesValue
FMR LLCADD9,435,888$787.7M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD1,962,809$163.9M
PRICE T ROWE ASSOCIATES INC /MD/DOUBLED1,325,123$110.6M
AMERIPRISE FINANCIAL INCDOUBLED1,262,861$105.4M
D. E. Shaw & Co., Inc.TRIM979,402$81.8M
JUPITER ASSET MANAGEMENT LTDNEW884,330$73.8M
JANE STREET GROUP, LLCTRIM749,635$62.6M
JPMORGAN CHASE & COADD695,694$60.4M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

19 analysts
Buy 63% rate it Buy or better
Strong Buy3Buy9Hold7Sell0Strong Sell0
12-month targets · 12 analysts

Price is inside the target range. Median implies +2%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Oct 20, 2026Barclays
MAINTAIN
MAINTAINOverweight
Oct 19, 2026Morgan Stanley
MAINTAIN
MAINTAINOverweight
Oct 16, 2026Needham
INITIATE
INITIATEBuy
Sep 29, 2026Wells Fargo
MAINTAIN
MAINTAINOverweight
Sep 9, 2026BMO Capital
INITIATE
INITIATEMarket Perform
Sep 4, 2026Morgan Stanley
MAINTAIN
MAINTAINOverweight

Insider ledger

Form 4
$0
bought · 0 insiders
$97.4M
sold · 2 insiders
DateInsiderTypeValue
Oct 7, 2026
Super Hillary
Chief Executive Officer
TAX W/H$3.3M
Oct 5, 2026
McAfee Melinda R.
Chief Legal & Compliance Ofcr
SELL$126.9K
Oct 5, 2026
McAfee Melinda R.
Chief Legal & Compliance Ofcr
SELL$283.1K
Oct 5, 2026
MARTIN-FLICKINGER GERRI
Director
AWARD1,391 sh
Sep 2, 2026
Sekella Scott
Chief Financial & Op. Officer
TAX W/H$128.8K
Jul 28, 2026
BBRC INTERNATIONAL PTE LTD
10%+ Owner
SELL$162.3K
Jul 28, 2026
BBRC INTERNATIONAL PTE LTD
10%+ Owner
SELL$64.0M
Jul 28, 2026
BBRC INTERNATIONAL PTE LTD
10%+ Owner
SELL$7.1M

Earnings setup

Estimates

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Sep 30, 2026
10,165,873
shares short
+6.9%
vs prior settlement
6.0
days to cover
≈12.7%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 7, 2026 Insider
Super Hillary surrendered for taxes 38,991 shares
Chief Executive Officer @ $85.79 ($3.3M)
Oct 5, 2026 Insider
McAfee Melinda R. sold 1,400 shares
Chief Legal & Compliance Ofcr @ $90.64 ($126.9K)
Oct 5, 2026 Insider
McAfee Melinda R. sold 3,100 shares
Chief Legal & Compliance Ofcr @ $91.31 ($283.1K)
Sep 3, 2026 SEC
Victoria's Secret & Co. reported Q2 2026 adjusted EPS of $0.95, significantly above the consensus estimate of $0.77…
8-K — Impact 7/10
Sep 3, 2026 SEC
Victoria’s Secret reported Q2 net sales of $1.611B (+10% YoY), near the high-end of guidance, and GAAP EPS of $2.18…
PRESS-RELEASE — Impact 6/10
Sep 3, 2026 Earnings
Victoria’s Secret & Co. Reports Second Quarter 2026 Results
REYNOLDSBURG, Ohio, Sept. 03, 2026 (GLOBE NEWSWIRE) -- Victoria’s Secret & Co. (“VS&Co” or the “Comp
Aug 20, 2026 SEC
Victoria's Secret & Co. appointed Gerri Martin-Flickinger, former EVP and CTO of Starbucks, to its Board of Directors…
8-K — Impact 2/10
Jun 30, 2026 Inst.
FMR LLC — ADD
9,435,888 shares ($787.7M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Sep 3, 2026
Earnings
Victoria’s Secret & Co. Reports Second Quarter 2026 Results
REYNOLDSBURG, Ohio, Sept. 03, 2026 (GLOBE NEWSWIRE) -- Victoria’s Secret & Co. (“VS&Co” or the “Company”) (NYSE: VSXY) today reported financial…
Sep 3, 2026
Earnings date
VSXY Q2 2027 Earnings Before Market Open — 2026-09-03
Aug 26, 2026
Earnings date
VSXY Q2 2027 Earnings Scheduled — 2026-08-26
Jun 11, 2026
Activist
Victoria’s Secret & Co. Shareholders Decisively Re-Elect All Nine Company Director Nominees
Outcome reflects strong shareholder support for full Board, Company’s Path to Potential strategy and continued momentum under CEO Hillary Super

SecBot reports

4 filings · 1 bullish · 1 bearish · 2 neutral
All VSXY filing & press-release reports (4)