Empowered Funds LLC Trims Stock Position in Victoria’s Secret & Co. $VSXY

Empowered Funds LLC lessened its stake in Victoria’s Secret & Co. (NYSE:VSXY) by 15.1% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 296,739 shares of the company’s stock after selling 52,764 shares during the quarter. Empowered Funds LLC owned 0.37% of Victoria’s Secret & Co. worth $13,757,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Pinpoint Asset Management Singapore Pte. Ltd. purchased a new position in Victoria’s Secret & Co. during the fourth quarter valued at approximately $33,000. Parallel Advisors LLC boosted its position in Victoria’s Secret & Co. by 666.7% in the 1st quarter. Parallel Advisors LLC now owns 621 shares of the company’s stock worth $29,000 after purchasing an additional 540 shares in the last quarter. Hantz Financial Services Inc. boosted its position in Victoria’s Secret & Co. by 104.3% in the 4th quarter. Hantz Financial Services Inc. now owns 811 shares of the company’s stock worth $44,000 after purchasing an additional 414 shares in the last quarter. DV Equities LLC acquired a new stake in shares of Victoria’s Secret & Co. during the 4th quarter worth approximately $49,000. Finally, Leonteq Securities AG acquired a new stake in shares of Victoria’s Secret & Co. during the 4th quarter worth approximately $54,000. Hedge funds and other institutional investors own 90.29% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on the stock. Jefferies Financial Group cut shares of Victoria’s Secret & Co. from a “buy” rating to a “hold” rating and boosted their target price for the company from $65.00 to $73.00 in a research note on Wednesday, June 3rd. Barclays raised their price target on shares of Victoria’s Secret & Co. from $67.00 to $108.00 and gave the company an “overweight” rating in a research report on Wednesday, June 3rd. JPMorgan Chase & Co. lifted their price objective on shares of Victoria’s Secret & Co. from $88.00 to $110.00 and gave the company an “overweight” rating in a report on Tuesday. UBS Group downgraded shares of Victoria’s Secret & Co. from a “buy” rating to a “neutral” rating and upped their price objective for the stock from $81.00 to $90.00 in a research report on Wednesday, June 3rd. Finally, Morgan Stanley restated an “overweight” rating and set a $99.00 target price on shares of Victoria’s Secret & Co. in a research report on Monday, July 6th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $88.70.

Insider Transactions at Victoria’s Secret & Co.

In other news, major shareholder International Pte Ltd Bbrc sold 1,107,672 shares of Victoria’s Secret & Co. stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $80.11, for a total value of $88,735,603.92. Following the sale, the insider owned 9,202,959 shares in the company, valued at $737,249,045.49. This trade represents a 10.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders have sold 2,500,000 shares of company stock worth $212,353,716 over the last quarter. Company insiders own 0.52% of the company’s stock.

More Victoria’s Secret & Co. News

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

• Positive Sentiment: JPMorgan raised its price target on Victoria’s Secret from $88 to $110 and assigned an “overweight” rating, implying further upside based on the cited reference price. Benzinga analyst update
• Positive Sentiment: Analysts maintain a “Moderate Buy” consensus, with one Strong Buy, six Buy and six Hold ratings. The average target price is approximately $88.70, while Barclays and Morgan Stanley have set targets of $108 and $99, respectively. Consensus analyst rating
• Positive Sentiment: Recent business momentum has been favorable: first-quarter earnings of $0.60 per share exceeded the $0.29 consensus estimate, revenue reached $1.56 billion versus expectations of $1.52 billion, and the company raised its fiscal 2026 outlook. Data-driven digital marketing is also helping attract new customers and support comparable sales growth. Zacks growth report
• Neutral Sentiment: Institutional investors own approximately 90.3% of the outstanding shares, and several funds recently increased their positions. This indicates strong institutional participation but does not guarantee continued buying.
• Negative Sentiment: Major shareholder International Pte Ltd Bbrc sold 798,920 shares for about $71.2 million on July 28, reducing its stake by 9.28%. The same investor also sold 289,479 shares for approximately $25.7 million on July 22 and has reported several other sales since June. Repeated insider selling can weigh on investor sentiment, particularly after the stock’s substantial rally. SEC ownership filing
• Negative Sentiment: At roughly 48 times earnings, Victoria’s Secret trades at a demanding valuation. Its debt-to-equity ratio is 1.17, while the quick ratio of 0.41 highlights limited immediately liquid assets, adding risk if operating conditions weaken.

Victoria’s Secret & Co. Trading Down 0.5%

Shares of VSXY stock opened at $88.90 on Thursday. Victoria’s Secret & Co. has a 1-year low of $18.04 and a 1-year high of $91.46. The company has a market cap of $7.06 billion, a price-to-earnings ratio of 47.80, a PEG ratio of 0.70 and a beta of 2.07. The company has a debt-to-equity ratio of 1.17, a current ratio of 1.26 and a quick ratio of 0.41. The stock has a 50 day simple moving average of $76.09 and a 200-day simple moving average of $61.41.

Victoria’s Secret & Co. (NYSE:VSXY) last released its quarterly earnings results on Tuesday, June 2nd. The company reported $0.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.29 by $0.31. The firm had revenue of $1.56 billion for the quarter, compared to analysts’ expectations of $1.52 billion. Victoria’s Secret & Co. had a net margin of 3.11% and a return on equity of 38.03%. During the same quarter last year, the company earned $0.09 EPS. On average, equities research analysts expect that Victoria’s Secret & Co. will post 4.65 EPS for the current fiscal year.

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.