V.F. Corporation (VFC) AI Stock Analysis

Headquartered in Denver, Colorado, V.F. Corporation designs, procures, markets, and distributes branded lifestyle apparel, footwear, and accessories across the Americas, Europe, and the Asia-Pacific regions. The business operates across three primary segments: Outdoor, Active, and Work. Its brand portfolio includes The North Face, Timberland, Smartwool, Icebreaker, Altra, Vans, Supreme, Kipling, Napapijri, Eastpak, JanSport, Dickies, and Timberland PRO. V.F. Corporation sells products through specialty stores, department stores, national chains, and mass merchants, as well as a direct-to-consumer channel comprising retail stores, concession outlets, and e-commerce platforms.

Over the past five fiscal years, V.F. Corporation posted a 5-year revenue CAGR of 0.8%, with annual sales moving from $11.84B in FY2022 down to $9.50B in FY2025 before rising 1.1% to $9.61B in FY2026. Gross margin stood at 54.8% in FY2026, while operating margin recovered to 6.3% following -1.5% in FY2024 and 3.2% in FY2025. Net income reached $254.9M in FY2026, compared to net losses of -$968.9M in FY2024 and -$189.7M in FY2025. In the trailing twelve months, revenue was $9.51B with a profit margin of 2.9% and an operating margin of -5.5%. For the latest quarter ended June 30, 2026, quarterly revenue fell 5.2% year-over-year, while quarterly earnings grew 78.1%.

As of June 30, 2026, V.F. Corporation held $670.1M in cash and short-term investments alongside total debt of $4.95B, resulting in net debt of $4.28B. Shareholders' equity was $1.76B, which corresponds to a debt-to-equity ratio of 2.81, while the current ratio was 1.43. For FY2026, operating cash flow reached $671.3M and free cash flow was $505.5M. Capital expenditures totaled $165.8M, dividends paid equaled $140.7M, and the 5-year share count change was -0.1%.

V.F. Corporation trades at a trailing P/E of 24.8x, above the 18.0x median of its US-listed Consumer Cyclical peers. Its forward P/E of 12.3x is below the peer group median of 14.1x, and its PEG ratio is 0.34. The company's price-to-sales ratio of 0.7x matches the peer median of 0.7x, while its EV-to-EBITDA multiple of 12.2x is slightly above the peer median of 11.1x. Over the past year, VFC gained 21.6%, outperforming the S&P 500 (SPY) gain of 16.8%, but over five years the stock fell 72.9% while the index advanced 83.0%.

V.F. Corporation pays an annual forward dividend of $0.36 per share, providing a dividend yield of 2.14% with a payout ratio of 70.6%. The company distributes dividends quarterly and has paid dividends for 42 consecutive years. However, its annualized 5-year dividend growth rate declined 28.5%. The last ex-dividend date was September 10, 2026.

Wall Street coverage includes 6 Strong Buy, 3 Buy, 13 Hold, and 2 Sell ratings, with 0 Strong Sell recommendations. The mean price target is $18.92, representing an upside of 12.3% from the last close of $16.85. For the current fiscal year ending March 31, 2027, consensus estimates project revenue of $9.50B and EPS of $1.10, indicating 30.5% EPS growth. V.F. Corporation beat EPS expectations in 2 of the last 4 quarters, and the next earnings date is October 28, 2026.

This page is an AI-written research summary of V.F. Corporation (VFC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: VFC income statement, VFC balance sheet, VFC key metrics, VFC analyst forecast, VFC chart. See the VFC stock overview for the latest quote and news.