UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $13.50 Million Stake in PVH Corp. $PVH

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC decreased its holdings in PVH Corp. (NYSE:PVH) by 4.0% in the 2nd quarter, HoldingsChannel reports. The firm owned 181,747 shares of the textile maker’s stock after selling 7,553 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in PVH were worth $13,497,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the business. Danske Bank A S acquired a new stake in shares of PVH in the third quarter valued at $25,000. Global Retirement Partners LLC bought a new stake in PVH during the 2nd quarter worth about $26,000. Eurizon Capital SGR S.p.A. acquired a new stake in PVH in the 4th quarter valued at about $36,000. Allworth Financial LP acquired a new stake in PVH in the 2nd quarter valued at about $41,000. Finally, Meeder Asset Management Inc. bought a new position in shares of PVH in the fourth quarter worth about $48,000. Institutional investors own 97.25% of the company’s stock.

Key PVH News

Here are the key news stories impacting PVH this week:

• Positive Sentiment: Adjusted earnings beat expectations: PVH reported second-quarter adjusted EPS of $3.70, well above the $3.08 consensus estimate and up from $2.52 a year earlier. The beat was helped by approximately $1.80 per share in tariff refunds, lower product costs and disciplined expenses. Revenue of roughly $2.1 billion was broadly in line with forecasts. PVH Corp. Q2 Earnings Beat on Tariff Refunds
• Positive Sentiment: Cost savings and shareholder returns support the outlook: Management reaffirmed fiscal 2026 EPS guidance of $11.80-$12.10 and is targeting $45 million in run-rate savings. PVH also plans to repurchase approximately $300 million of stock during 2026, potentially supporting per-share results and valuation. PVH forecasts fiscal 2026 EPS
• Positive Sentiment: Longer-term operating trends remain encouraging: Digital and direct-to-consumer momentum, improving margins, resilient Americas demand and growth in Asia are viewed as potential catalysts. Needham maintained a Buy rating, although it reduced its price target to $95. Should You Buy, Sell or Hold PVH Stock Post Q2 Earnings?
• Neutral Sentiment: Analyst views are mixed: Zacks upgraded PVH from Strong Sell to Hold, while JPMorgan maintained an Underweight rating and lowered its target to $83. The differing views reflect uncertainty over the pace of recovery and the stock’s earnings valuation.
• Negative Sentiment: Sales and near-term guidance remain concerns: Quarterly revenue declined year over year, pressured by weakness at Calvin Klein and international markets. Fiscal third-quarter EPS guidance of $2.50-$2.65 is materially below the $3.17 analyst consensus. PVH also reported a GAAP loss tied partly to heavy impairment charges, while tariffs, macroeconomic pressure and geopolitical disruptions could weigh on demand. PVH sales hurt by Calvin Klein declines

PVH Price Performance

Shares of PVH stock opened at $74.10 on Friday. The firm’s 50 day moving average price is $79.47 and its two-hundred day moving average price is $79.12. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.93 and a current ratio of 1.65. PVH Corp. has a 52-week low of $59.60 and a 52-week high of $100.75. The stock has a market cap of $3.42 billion, a PE ratio of -20.03, a PEG ratio of 1.10 and a beta of 1.72.

PVH (NYSE:PVH) last posted its quarterly earnings results on Wednesday, September 2nd. The textile maker reported $3.70 earnings per share for the quarter, beating analysts’ consensus estimates of $3.08 by $0.62. The company had revenue of $2.10 billion for the quarter, compared to the consensus estimate of $2.09 billion. PVH had a positive return on equity of 11.94% and a negative net margin of 1.89%.The firm’s quarterly revenue was down 3.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.52 EPS. PVH has set its Q3 2026 guidance at 2.500-2.650 EPS and its FY 2026 guidance at 11.800-12.100 EPS. As a group, analysts forecast that PVH Corp. will post 12 EPS for the current year.

PVH Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Wednesday, September 2nd will be given a $0.0375 dividend. This represents a $0.15 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Wednesday, September 2nd. PVH’s dividend payout ratio (DPR) is currently -4.05%.

Analysts Set New Price Targets

Several analysts have recently commented on the stock. Wells Fargo & Company decreased their price target on shares of PVH from $85.00 to $78.00 and set an “equal weight” rating on the stock in a research note on Friday, June 5th. JPMorgan Chase & Co. reduced their price objective on PVH from $84.00 to $83.00 and set an “underweight” rating on the stock in a report on Thursday. BTIG Research reiterated a “buy” rating and issued a $100.00 price objective on shares of PVH in a research report on Friday, June 5th. Needham & Company LLC lowered their target price on PVH from $102.00 to $95.00 and set a “buy” rating for the company in a research note on Thursday. Finally, Evercore set a $79.00 price target on PVH and gave the company an “in-line” rating in a research note on Thursday, June 4th. Six research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $86.55.

About PVH

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.