Truist Slashes Price Target on VF Corporation (VFC) After Q4 Report, Maintains Hold Rating

On May 21, Truist analyst Joseph Civello lowered the price target on V.F. Corporation (NYSE:VFC) from $24 to $13, while keeping a Hold rating on the stock. The decline in price target comes after the company released its Q4 2025 results.

V.F. Corporation (NYSE:VFC) is an international apparel, footwear, and clothing accessories company. It owns a diverse portfolio of well-known brands including The North Face, Vans, Timberland, Dickies, Kipling, and others. The company reported a quarterly revenue of $2.1 billion for Q4 2025, reflecting a 3% decline year-over-year. Although this is within the company’s guideline of -2% to -4%, Civello highlighted that the sales declined 20% in constant currency.

Notably, despite the revenue decline, the operating income grew 4% year-over-year to $22 million, exceeding management’s guidance. Civello noted that management of V.F. Corporation (NYSE:VFC) has attributed 60% of this decline to brand resetting activities. These activities are anticipated to continue till the first half of fiscal 2026, thereby causing similar headwinds. Analyst Civello stated, “There is a lot of wood left to chop”, which is why he remains cautious with a Hold rating on the stock.

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