Allspring Global Investments Holdings LLC Acquires New Shares in Victoria's Secret & Co. $VSCO
Allspring Global Investments Holdings LLC recently acquired a new stake in Victoria's Secret & Co. (NYSE:VSCO) by purchasing 145,984 shares valued at approximately $7.79 million. Several other institutional investors also adjusted their holdings in VSCO. Additionally, two directors, Donna James and Anne Sheehan, increased their positions in the company through recent stock purchases, demonstrating insider confidence.
Leadership Confidence Grows at Victoria's Secret Following Strong Quarter
Victoria's Secret leadership has shown increased confidence in the company's prospects, evidenced by insider share purchases after a strong Q4 2025 earnings beat. The company surpassed analyst estimates with an EPS of $2.77 and revenue growth of 7.8%, driven by improved gross margins and strategic initiatives. Looking ahead, management has set optimistic financial targets for fiscal year 2026, including net sales of $6.85 billion to $6.95 billion and adjusted EPS of $3.20 to $3.45.
Victoria's Secret & Co. (NYSE:VSCO) Director Acquires $222,054.12 in Stock
Victoria's Secret & Co. (NYSE:VSCO) Director Anne Sheehan recently acquired 4,842 shares of the company's stock for over $222,000, increasing her total holding to 34,261 shares. This comes after Victoria's Secret reported stronger-than-expected quarterly earnings and revenue, beating analyst estimates with $2.77 EPS and $2.27 billion in revenue. Analyst ratings indicate a "Moderate Buy" consensus with a target price of $60.20, and Barclays raised its price target to $80.00.
Victoria's Secret Director Donna James Boosts Stake with $100K Purchase
Victoria's Secret & Co. (NYSE:VSCO) Director Donna James recently purchased 2,175 shares of the company's stock for over $100,000, increasing her direct ownership to 63,097 shares valued at approximately $2.92 million. This insider transaction signals confidence in the company's future prospects and is often viewed positively by investors.
Director at Victoria's Secret (NYSE: VSCO) adds 633 shares
Victoria's Secret & Co. Director Anne Sheehan reported an open-market purchase of 633 shares of the company's common stock on April 2, 2026, at a price of $45.86 per share. This transaction increased her direct holdings to 30,052 shares. The filing was an amended Form 4 (4/A) to correct the previously reported number of shares.
Victoria's Secret (VSCO) director Anne Sheehan buys 4,842 shares in open market
Victoria's Secret & Co. director Anne Sheehan purchased 4,842 shares of common stock at $45.86 per share in an open-market transaction on April 2, 2026. Following this acquisition, her direct ownership in the company increased to 34,261 shares. This insider buying signals a positive sentiment towards the company's prospects.
Victoria's Secret & Co. (NYSE:VSCO) Downgraded to Buy Rating by Wall Street Zen
Wall Street Zen has downgraded Victoria's Secret & Co. (NYSE:VSCO) from a "strong-buy" to a "buy" rating. This adjustment comes after the company exceeded quarterly earnings expectations, reporting $2.77 EPS against an anticipated $2.48, and projecting Q1 2026 EPS of $0.20-$0.30 and FY2026 EPS of $3.20-$3.45. Despite the downgrade, the general analyst consensus remains a "Moderate Buy" with an average price target of $60.20.
Victoria's Secret Pyjama Line: Comfort Innovation Driving Consumer Staples Resilience in Volatile Ma
Victoria's Secret's pyjama collection is highlighted as a strategic component driving the brand's resilience in volatile markets. The article emphasizes how the pyjama line, blending luxury comfort with everyday appeal, acts as a stable performer in consumer staples, attracting North American investors seeking defensive plays. It details the product innovation, market relevance, and investor context, positioning the pyjama line as a key growth area focusing on comfort, versatility, and sustainability.
How Investors Are Reacting To Victoria's Secret (VSCO) Earnings Beat And Strengthening Brand Resonance
Victoria's Secret & Co. reported its fiscal Q4 and full-year 2025 results exceeded revenue and profit guidance, driven by strengthening brand resonance from its inclusivity and product innovation repositioning. Despite this outperformance, short-term risks like tariff pressures and mall traffic softness, alongside an inactive share buyback program, are noted. The article suggests investors consider these factors against analyst forecasts, with some estimating a significant downside to the current stock price.
Victoria's Secret & Co. (VSCO) stock price, news, quote and history
This page provides comprehensive financial information for Victoria's Secret & Co. (VSCO), including its current stock price, historical data, key statistics, performance against benchmarks, and analyst insights. It details company operations as a specialty retailer of intimate and apparel products under various brands. The page also offers comparative data with similar companies in the apparel retail industry.
What Does the Street Think About Victoria’s Secret & Co. (VSCO)?
Victoria’s Secret & Co. (VSCO) received updated ratings from TD Cowen and Barclays after its fiscal Q4 and full-year 2025 earnings release on March 5, with both firms adjusting price targets. The company exceeded top- and bottom-line guidance for Q4 and the full year, with comparable sales rising significantly. Despite some positive indicators, the article suggests that certain AI stocks may offer greater return potential than VSCO.
Victoria’s Secret & Co. appoints Lucrecia Borgonovo as Chief People Officer
Victoria's Secret & Co. has appointed Lucrecia Borgonovo as its new Chief People Officer. Borgonovo, who previously served at Mastercard for eight years, brings over two decades of global experience in talent management and organizational effectiveness. Her appointment is a key move in Victoria's Secret's ongoing organizational transformation and growth strategy, where she will play a crucial role in shaping the company's people strategy and culture.
Bronstein, Gewirtz & Grossman, LLC Is Investigating Victoria’s Secret & Co. (VSCO) And Encourages Shareholders to Connect
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of Victoria's Secret & Co. (VSCO) shareholders. This investigation follows a significant drop in Victoria's Secret's stock price after the company reported a decline in Q4 2025 net income and disclosed a $116.9 million impairment charge related to its Adore Me acquisition. The law firm is encouraging affected shareholders to connect and assist with the investigation.
Victoria's Secret & Co. (NYSE:VSCO) Rating Increased to Strong-Buy at Wall Street Zen
Wall Street Zen has upgraded Victoria's Secret & Co. (NYSE:VSCO) from a "buy" to a "strong-buy" rating, though MarketBeat maintains a "Moderate Buy" with a $60.20 target. The company recently reported a strong EPS beat of $2.77 against an expected $2.48, and revenue of $2.27 billion, up 7.8% year-over-year. Despite shares opening down 4.1% at $42.51, guidance for Q1 2026 and FY2026 suggests continued growth, with institutional investors holding approximately 90.3% of the stock.
SCHEDULE 13G/A] Victoria's Secret & Co. Amended Passive Investment Disclosure
The Vanguard Group filed an Amendment No. 4 to Schedule 13G/A for Victoria's Secret & Co. (VSCO), reporting 0% beneficial ownership of common stock. This change follows an internal realignment effective January 12, 2026, where certain Vanguard subsidiaries will now report their holdings separately. The filing confirms Vanguard no longer has beneficial ownership over securities held by these disaggregated entities.
Shoptalk Vegas Day 2: Etsy, Home Depot and Victoria’s Secret discuss innovation
The 2026 Shoptalk Spring event in Las Vegas focused on retail in the age of AI, featuring discussions with executives from Etsy, Home Depot, and Victoria's Secret. Etsy's chief product and technology officer, Rafe Colburn, emphasized improving site search with AI, while Steve Madden's VP of e-commerce, Colleen Waters, highlighted showing up where and when customers need them. Victoria's Secret CEO Hillary Super discussed the brand's successful transformation through strategic storytelling and redefined inclusivity.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Victoria's Secret & Co. - VSCO
Pomerantz LLP is investigating potential claims of securities fraud or unlawful business practices against Victoria's Secret & Co. on behalf of its investors. This investigation follows a significant 4.7% decline in the company's unadjusted net income, a strategic review of its DailyLook service, and a $116.9 million impairment charge related to Adore Me assets in its Q4 2025 financial report. Following these disclosures, Victoria's Secret stock price dropped 22.13% over two trading sessions.
Shoptalk Vegas Day 2: Etsy, Home Depot and Victoria’s Secret discuss innovation
The 2026 Shoptalk Spring event in Las Vegas focused on retail in the age of AI, featuring discussions from major brands like Etsy, Home Depot, and Victoria's Secret. Executives shared how they are leveraging AI for improved site search, optimizing customer experiences, and reshaping brand strategies. The article highlights innovation in customer interaction and behind-the-scenes efficiency, alongside Victoria’s Secret’s significant brand transformation.
Victoria's Secret Pyjamas Lead Q3 2025 Sales Surge with Beauty and PINK Momentum
Victoria's Secret announced a significant surge in Q3 2025 net sales, increasing by 9% to $1.472 billion, largely driven by strong demand for its pyjamas, beauty products, and PINK collections. The company exceeded guidance and consequently raised its full-year 2025 outlook for net sales and adjusted operating income, highlighting confidence in these core categories and strategic investments in product innovation. Pyjamas, in particular, are noted for their high margins and role in stabilizing inventory, appealing to consumers seeking affordable luxury and versatility in sleepwear.
If You Invested $1,000 in Victorias Secret And Co (VSCO)
This article analyzes the hypothetical returns of a $1,000 investment in Victoria's Secret & Co. (VSCO) over various periods, showing significant volatility and underperformance against the S&P 500 over 10 years. It provides annual performance data for VSCO since 2021 and offers an overview of the company's business model, brands (Victoria's Secret, PINK, Adore Me), global footprint, and risk factors. The company focuses on specialty retail in women's clothing and beauty, operating through physical stores and direct-to-consumer channels.
Victoria's Secret (VSCO) CFO receives 30,765-share stock grant, holding 61,349
Victoria's Secret & Co. (VSCO) Chief Financial & Operating Officer Sekella Scott was awarded a grant of 30,765 shares of common stock at no cash cost. This transaction, detailed in a Form 4 filing, increased her direct holdings to a total of 61,349 shares. The filing indicates this was a compensation-related acquisition rather than an open-market purchase.
Victoria's Secret (NYSE: VSCO) CEO granted 80,662 shares, 23,294 withheld for taxes
Victoria's Secret & Co. CEO Hillary Super received a grant of 80,662 shares of common stock on March 19, 2026, as part of her equity compensation, with no cash cost to her. On the same date, 23,294 shares were disposed of at $48.35 per share to cover tax obligations through share withholding, not an open-market sale. Following these transactions, Super directly holds 398,189 shares of Victoria's Secret & Co.
Victoria's Secret (NYSE: VSCO) CLO gets stock grant with tax withholding
Victoria's Secret & Co.'s Chief Legal & Compliance Officer, Melinda R. McAfee, received a routine equity grant of 16,546 shares. To cover tax obligations, 13,445 shares were withheld at a price of $48.35 per share, which is not an open-market sale. Following these transactions, McAfee directly owns 170,817 shares of Victoria's Secret & Co. common stock.
Victoria's Secret Shares Face a Critical Test Amid Mixed Results
Victoria's Secret & Company is facing a critical period with mixed financial results and legal scrutiny. While Q4 revenue grew by 8%, the stock plummeted 7% due to a significant $119.6 million impairment charge for the "Adore Me" brand and new investor lawsuits focusing on strategic disclosures. The company is accelerating its "Path to Potential" turnaround plan, but the coming quarters will be crucial for investor confidence.
VSCO SEC Filings - Victorias Secret And Co 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to Victoria's Secret & Co. (VSCO) SEC filings, including annual 10-K reports, quarterly 10-Q earnings, 8-K material event disclosures, and insider trading forms. It features AI-powered summaries to help investors understand key points in plain language. Recent filings detail insider stock grants to board members and the results of the annual shareholder meeting, including director elections and auditor ratification.
Victoria's Secret 2025 10-K: $6.55B Revenue, $1.93 Diluted EPS
Victoria's Secret reported fiscal 2025 net sales of $6.553 billion, a 5% increase driven by higher store and international sales, while diluted earnings per share decreased to $1.93. The company saw an increase in gross profit but a decrease in operating income and net income attributable to Victoria's Secret due to non-recurring charges and other factors like tariff headwinds and an IT security incident. International sales and comparable store performance were key drivers of revenue growth.
Victoria’s Secret & Co. (NYSE: VSCO) outlines 2025 channel mix, tariffs and cyber hit
Victoria's Secret & Co. (VSCO) has detailed its 2025 performance and identified key risks, including tariffs and a cyber incident, in its recent annual report. The company generated $6.553 billion in net sales, with North American stores contributing 54%, digital channels 31%, and international operations 15%, but faced negative impacts of $85 million from tariffs and $14 million from a cyberattack on operating income. VSCO is implementing a "Path to Potential" growth plan focusing on bra authority, PINK, beauty, international expansion, and digital capabilities, while managing these challenges to drive long-term value.
Goldentree Asset Management LP Lowers Stock Position in Victoria's Secret & Co. $VSCO
Goldentree Asset Management LP reduced its stake in Victoria's Secret & Co. by 18.1% in the third quarter, now owning 2.45 million shares valued at $66.3 million. Despite this reduction, significant institutional ownership remains high at over 90%, with several other funds initiating or increasing their positions. Analysts have an average "Moderate Buy" rating for VSCO, with a target price of $60.20, following the company's strong Q3 earnings beat.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Victoria's Secret & Co. - VSCO
Pomerantz LLP is investigating potential securities fraud claims against Victoria's Secret & Co. (NYSE: VSCO) on behalf of its investors. This investigation follows a significant 4.7% decline in the company's unadjusted net income reported in its fourth-quarter 2025 financial results. News of a strategic review of DailyLook and a $116.9 million impairment charge related to Adore Me assets led to Victoria's Secret's stock price falling by over 22% in two trading sessions.
Victoria's Secret (VSCO) officer uses 11,679 shares to cover taxes
Victoria's Secret & Co. Chief Legal & Compliance Officer Melinda R. McAfee reported a Form 4 transaction where she used 11,679 shares of company common stock at $45.05 per share to satisfy tax obligations through a tax-withholding disposition. This transaction was not an open-market sale but a routine administrative event related to equity compensation. Following this, McAfee directly holds 167,716 common shares, maintaining a significant equity stake in the company.
VSCO Investors Have Opportunity to Join Victoria's Secret & Co. Fraud Investigation with the Schall Law Firm
The Schall Law Firm is investigating Victoria's Secret & Co. (NYSE: VSCO) for potential securities law violations after the company reported a decline in net income, disclosed a strategic review of a non-core asset, and took a significant impairment charge for Adore Me assets. Following this news, Victoria's Secret shares dropped over 22.1%. The firm is encouraging affected shareholders to join the fraud investigation.
Victoria's Secret & Co. $VSCO Shares Sold by Cinctive Capital Management LP
Cinctive Capital Management LP significantly reduced its stake in Victoria's Secret & Co. (VSCO) by 94.8% during the third quarter, selling over 785,000 shares. Despite this sell-off, multiple brokers, including JPMorgan and Morgan Stanley, have upgraded VSCO to "Overweight" with price targets around $60, resulting in a consensus "Moderate Buy" rating. The company also reported strong quarterly earnings, beating estimates and providing optimistic Q1 and FY 2026 EPS guidance.
Victoria's Secret Revamps China Presence With Shanghai Exit And 2026 Expansion
Victoria's Secret is restructuring its presence in China by closing its Shanghai flagship store and planning new physical store openings for 2026. This strategic shift aims to better balance its physical retail footprint with its growing digital sales channels in the crucial Chinese market. Investors are advised to monitor the effectiveness of this new approach in terms of store productivity, brand visibility, and digital engagement.
Tremblant Capital Group Trims Victoria's Secret & Co. Stake
Tremblant Capital Group has reduced its stake in Victoria's Secret & Co. by 2.5% in the third quarter of 2026, selling 19,025 shares. The hedge fund now holds 728,571 shares valued at $19.8 million, representing a 2% stake in the company. This move suggests potential concerns about Victoria's Secret's growth and profitability, as institutional ownership changes often reflect shifts in investor sentiment.
Does the VSCO 2026 Sales Forecast Signal a Major Turnaround?
Victoria's Secret & Co. (VSCO) delivered a strong fiscal fourth-quarter performance in 2025, exceeding expectations and indicating positive business momentum. The company projects net sales of $6.85-$6.95 billion for fiscal 2026, driven by international expansion and a focus on its core bra business. This outlook suggests a potential major turnaround, with the company emphasizing global strategy, digital commerce, and product leadership.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Victoria's Secret & Co. - VSCO
Pomerantz LLP has launched an investigation into Victoria's Secret & Co. (NYSE: VSCO) following a significant drop in its stock price. This investigation comes after the company reported a 4.7% decline in unadjusted net income and disclosed a $116.9 million impairment charge related to its 2022 acquisition of Adore Me, impacting its personal styling service DailyLook. Investors who have suffered losses are encouraged to contact the law firm regarding potential securities fraud or unlawful business practices.
Victoria’s Secret Closes Top China Store, Overhauls Business Approach
Victoria's Secret is strategically overhauling its operations in China by closing its Shanghai flagship store, which opened in 2017. This move is part of a plan to optimize its commercial network, emphasizing digital platforms like Tmall and JD.com, and preparing for fresh store launches in new locations. The brand has seen significant growth in China, with a 43% sales increase in Q4 2025, and continues to expand its retail presence in the country.
Intech Investment Management Reduces Stake in Victoria's Secret
Intech Investment Management LLC significantly reduced its holdings in Victoria's Secret & Co. by 54.6% in the third quarter of 2026, selling nearly 28,000 shares. This move leaves the firm with 23,223 shares valued at $630,000 and reflects broader retail industry trends as investors evaluate companies amidst changing consumer preferences and economic conditions. Victoria's Secret continues to face challenges as it attempts to rebrand.
Intech Investment Management LLC Sells 27,972 Shares of Victoria's Secret & Co. $VSCO
Intech Investment Management LLC significantly reduced its stake in Victoria's Secret & Co. (VSCO) by 54.6% in Q3, selling 27,972 shares and now holding 23,223 shares valued at $630,000. Despite this, Victoria's Secret surpassed quarterly earnings expectations, reporting $2.77 EPS against an estimated $2.48, with revenues up 7.8% year-over-year. Analyst sentiment remains mixed, with a consensus "Hold" rating and a target price of $60.20, while the stock recently opened at $47.64 with a $3.82 billion market cap.
WINTON GROUP Ltd Reduces Stock Holdings in Victoria's Secret & Co. $VSCO
WINTON GROUP Ltd reduced its stake in Victoria's Secret & Co. (NYSE:VSCO) by 27.8% in the third quarter, now owning 0.16% of the company worth $3.56 million. Other institutional investors have also adjusted their positions in the company, with 90.29% of the stock owned by hedge funds and institutional investors. Victoria's Secret recently reported strong earnings, beating analyst estimates, and analysts have set an average target price of $60.20 with a "Hold" consensus rating.
Victoria’s Secret Turnaround Gains Momentum After Earnings Beat. That Wasn’t Enough to Lift the Stock.
Victoria's Secret exceeded earnings and sales forecasts and provided full-year guidance that was above Wall Street's predictions. Despite the positive results, the company's stock experienced a decline in premarket trading, indicating that the performance did not meet investors' high expectations. The company projects full-year net sales to be between $6.850 billion and $6.950 billion.
Cowen Maintains Hold on Victoria's Secret & Co. (VSCO) March 2026
Cowen & Co. has maintained a Hold rating on Victoria's Secret & Co. (VSCO) but lowered its price target to $58 due to recent softness in comparable sales and margin pressures. This decision signals caution for investors, suggesting limited near-term upside. VSCO shares reacted negatively, falling over 11% ahead of the analyst note.
Victoria's Secret & Co. $VSCO is Barington Companies Management LLC's 3rd Largest Position
Barington Companies Management LLC has made Victoria's Secret & Co. (VSCO) its third-largest position, despite trimming its holdings by 4.6%. This comes as Victoria's Secret reported strong Q4 results, beating EPS estimates and raising its FY-2026 guidance, driven by comparable-sales growth and successful turnaround initiatives. However, shares still fell about 11.4% due to profit-taking and concerns over a strategic review of underperforming units, even with institutional investors owning roughly 90% of the stock.
Victoria's Secret (VSCO) Is Down 25.5% After Margin-Squeezing Marketing Push Amid Stronger Sales Guidance – Has The Bull Case Changed?
Victoria's Secret (VSCO) reported its Q4 and full-year 2025 results, showing strong comparable sales growth and improved 2026 sales and operating income guidance. Despite these positives, the stock dropped 25.5% due to investor focus on a significant drop in operating margin caused by increased marketing, tariff, and administrative costs. This shift highlights a focus on cost control and gross margin resilience as key factors for the company's investment narrative moving forward.
Victoria's Secret CEO: Brand growing again, record potential remains
Victoria's Secret & Co. CEO Hillary Super reports that the brand is experiencing renewed growth, with fourth-quarter sales up 7.8% and full-year sales increasing by 5.2%. Notably, the core bra business grew for the first time in four years, and the Pink brand had its best year in a decade, leading Super to express bullish expectations for achieving historic sales numbers in the future.
Victoria’s Secret & Co. ends Adore Me subscription offering
Victoria’s Secret & Co. has ceased the subscription offering for its Adore Me intimates business, converting it into a loyalty program. The company is also conducting a strategic review of DailyLook, an online personal styling service acquired through the Adore Me transaction. This move aims to refocus Victoria’s Secret on its core brands, despite reporting an almost 8% year-over-year net sales growth in Q4.
Victoria's Secret CEO: Brand growing again, record potential remains
Victoria's Secret & Co. CEO Hillary Super reports that the brand is experiencing renewed growth, with fourth-quarter sales up 7.8% and comparable sales increasing by 8%. This growth is significant as the core bra business and the Pink brand saw increases for the first time in years, indicating a successful turnaround strategy. Super believes the company has the potential to reach historic sales numbers again, projecting further sales increases for 2026.
Victoria's Secret 2025 Fiscal Results: Q4 Profit $183.6M, Annual Revenue $6.55B - News and Statistics
Victoria's Secret & Co. reported strong financial results for its fiscal fourth quarter and the full fiscal year 2025. The company achieved a net income of $183.6 million in Q4, with adjusted earnings of $2.77 per share on revenue of $2.27 billion, surpassing analyst expectations. For the entire fiscal year, Victoria's Secret recorded an annual profit of $160.9 million and total revenue of $6.55 billion, and provided optimistic revenue guidance for the upcoming quarter and full year.
Victoria's Secret CEO: Brand growing again, record potential remains
Victoria's Secret & Co. CEO Hillary Super reports that the brand is experiencing renewed growth, with fourth-quarter sales up 7.8% and comparable sales increasing by 8%. This marks the first time in four years that the core bra business has grown, and the Pink brand achieved its best year in a decade signaling a successful turnaround. The company anticipates reaching historic sales numbers, projecting between $6.85 billion and $6.95 billion for 2026.
Victoria’s Secret Sales Recover, but Shares Fall on Concerns Over Expenses
Victoria’s Secret reported strong fiscal fourth-quarter results, exceeding Wall Street expectations, with its bra business growing for the first time in four years and the PINK brand seeing its best growth in a decade. Despite the positive performance, the company's shares dropped due to concerns over projected $40 million in additional net tariff costs for 2026 and other higher expenses, even as the CEO indicated success in her turnaround strategy. The company plans to mitigate tariff impacts through diversified sourcing, shifting to ocean freight, targeted promotions, and price increases.
