StreetInsider.com News Articles

Needham Starts Victoria Secret (VSXY) at Buy

Fri, 16 Oct 2026 06:31:42 -0400

Needham analyst Tom Nikic initiates coverage on Victoria Secret (NYSE: VSXY) with a Buy rating and a price target of $106.00.

The analyst comments "We are initiating coverage of VSXY with a Buy rating and $106 PT. We believe VSXY is in the early innings of a multi-year turnaround, with improvements to the management team, the product assortment, and the marketing function expected to drive solid growth for years to come (we think EPS can double over the next 5 years). VSXY was one of the best-performing specialty retailers in 1H, and we believe momentum has carried into Q3. And over

Needham Starts Victoria Secret (VSXY) at Buy

Fri, 16 Oct 2026 06:31:42 -0400

Needham analyst Tom Nikic initiates coverage on Victoria Secret (NYSE: VSXY) with a Buy rating and a price target of $106.00.

Needham Starts Victoria Secret (VSXY) at Buy

Fri, 16 Oct 2026 06:31:42 -0400

Needham analyst Tom Nikic initiates coverage on Victoria Secret (NYSE: VSXY) with a Buy rating and a price target of $106.00.

Needham Starts Victoria Secret (VSXY) at Buy

Fri, 16 Oct 2026 06:31:42 -0400

Needham analyst Tom Nikic initiates coverage on Victoria Secret (NYSE: VSXY) with a Buy rating and a price target of $106.00.

Form 4 Victoria's Secret & Co. For: Oct 07 Filed by: Super Hillary

Fri, 09 Oct 2026 19:14:00 -0400

si-local-file:///var/storage/secattach/20261009/27172523.html

Victoria's Secret CLO Melinda McAfee to leave company by March 2027

Fri, 09 Oct 2026 07:07:36 -0400

Victoria's Secret & Co. (NYSE: VSXY) announced that Melinda McAfee, Chief Legal and Compliance Officer, will depart the company effective March 31, 2027, according to a company statement dated October 9, 2026.

The company has begun a search for a successor. McAfee will retain her current role and compensation until a new Chief Legal Officer is appointed, after which she will remain employed in a non-executive capacity through her departure date to assist with the transition.

The company entered into a Transition and Separation Agreement with McAfee dated October 7, 2026. Under the agreement, McAfee will be eligible for severance benefits as

Victoria's Secret CLO Melinda McAfee to leave company by March 2027

Fri, 09 Oct 2026 07:07:36 -0400

The company entered into a Transition and Separation Agreement with McAfee dated October 7, 2026. Under the agreement, McAfee will be eligible for severance benefits as

Form 8-K Victoria's Secret & Co. For: Oct 07

Fri, 09 Oct 2026 07:01:00 -0400

si-local-file:///var/storage/secattach/20261009/27169038.html

Form 4 Victoria's Secret & Co. For: Oct 05 Filed by: MARTIN-FLICKINGER GERRI

Wed, 07 Oct 2026 16:28:00 -0400

si-local-file:///var/storage/secattach/20261007/27161573.html

Form 4 Victoria's Secret & Co. For: Oct 05 Filed by: McAfee Melinda R.

Tue, 06 Oct 2026 16:46:00 -0400

si-local-file:///var/storage/secattach/20261006/27156105.html

Form 144 Victoria's Secret & Co. Filed by: McAfee Melinda R.

Mon, 05 Oct 2026 16:19:00 -0400

si-local-file:///var/storage/secattach/20261005/27149032.html

Victoria Secret (VSXY) PT Raised to $100 at Wells Fargo

Tue, 29 Sep 2026 06:46:23 -0400

Wells Fargo analyst Ike Boruchow raised the price target on Victoria Secret (NYSE: VSXY) to $100.00 (from $90.00) while maintaining a Overweight rating.

Form 3 Victoria's Secret & Co. For: Sep 14 Filed by: MARTIN-FLICKINGER GERRI

Wed, 16 Sep 2026 16:22:00 -0400

si-local-file:///var/storage/secattach/20260916/27070556.html

Form 3 Victoria's Secret & Co. For: Sep 14 Filed by: MARTIN-FLICKINGER GERRI

Wed, 16 Sep 2026 16:22:00 -0400

si-local-file:///var/storage/secattach/20260916/27070556.html

BMO Capital Starts Victoria Secret (VSXY) at Market Perform

Tue, 08 Sep 2026 16:22:05 -0400

(Updated - September 8, 2026 4:22 PM EDT)

BMO Capital analyst Kelly Crago initiates coverage on Victoria Secret (NYSE: VSXY) with a Market Perform rating, PT $80.00.

The analyst comments "We are initiating on VSXY at Market Perform with an $80 target price. The Victoria's Secret and PINK turnaround is real and still has room to run, but following the stock's meaningful re-rating over the past year, we believe much of that recovery is now reflected in the shares. Our above-consensus FY26/FY27 EPS of $4.82/$6.07 reflect genuine momentum across both brands and China, yet at ~12x our above-Street FY27 estimate and with

BMO Capital Starts Victoria Secret (VSXY) at Market Perform

Tue, 08 Sep 2026 16:22:05 -0400

(Updated - September 8, 2026 4:22 PM EDT)

BMO Capital analyst Kelly Crago initiates coverage on Victoria Secret (NYSE: VSXY) with a Market Perform rating, PT $80.00.

Form 4 Victoria's Secret & Co. For: Sep 02 Filed by: Sekella Scott

Fri, 04 Sep 2026 16:58:00 -0400

si-local-file:///var/storage/secattach/20260904/27030512.html

Form 4 Victoria's Secret & Co. For: Sep 02 Filed by: Sekella Scott

Fri, 04 Sep 2026 16:58:00 -0400

si-local-file:///var/storage/secattach/20260904/27030512.html

Victoria Secret (VSXY) PT Lowered to $87 at UBS Amid High Marketing Spend

Fri, 04 Sep 2026 09:26:31 -0400

(Updated - September 4, 2026 9:26 AM EDT)

UBS analyst Mauricio Serna lowered the price target on Victoria Secret (NYSE: VSXY) to $87.00 (from $95.00) while maintaining a Neutral rating.

The analyst commented, "We believe VSXY’s mgmt. initiatives have successfully repositioned Victoria’s Secret and PINK to support sustained comp sales growth following several years of declines. We expect stronger sales growth, promotional discipline, and fixed cost leverage to drive a multi-year EPS recovery. We project an 11% 4-yr. EPS CAGR after FY26, but believe this outlook is adequately reflected in the current valuation. Additionally, VSXY’s Q2 results indicate that higher marketing spend

Victoria Secret (VSXY) PT Lowered to $87 at UBS Amid High Marketing Spend

Fri, 04 Sep 2026 09:26:31 -0400

(Updated - September 4, 2026 9:26 AM EDT)

UBS analyst Mauricio Serna lowered the price target on Victoria Secret (NYSE: VSXY) to $87.00 (from $95.00) while maintaining a Neutral rating.

Victoria Secret (VSXY) PT Raised to $101 at Morgan Stanley

Fri, 04 Sep 2026 08:24:03 -0400

Morgan Stanley analyst Alex Straton raised the price target on Victoria Secret (NYSE: VSXY) to $101.00 (from $99.00) while maintaining a Overweight rating.

Victoria Secret (VSXY) Reiterated at Overweight by JPMorgan After In-Line Results

Fri, 04 Sep 2026 08:04:50 -0400

JPMorgan analyst Matthew Boss reiterated an Overweight rating and $110.00 price target on Victoria Secret (NYSE: VSXY).

The analyst commented, "On +10.4% 2Q revenue growth (vs. mgmt’s +9-11% guidance) - mgmt cited two headwinds that impacted the quarter vs. internal plan constraining outperformance (vs. +435bps TTM outperformance against mgmt’s midpoint): Semi-AnnualSale: SAS was negatively impacted by reduced discount rates YOY in addition to less inventory on hand for the sale YOY notably during the second half of the sale period (following 1H SAS outperformance vs. plan) w/ World Cup and Prime Day timing negatively impacting overall mall traffic."

For an analyst ratings

Victoria Secret (VSXY) PT Lowered to $95 at BofA Securities

Fri, 04 Sep 2026 05:15:13 -0400

BofA Securities analyst Mary Sport lowered the price target on Victoria Secret (NYSE: VSXY) to $95.00 (from $107.00) while maintaining a Buy rating.

The analyst comments "We think marketing investments will lead to stronger sales growth from here, supporting incremental fixed cost leverage and giving us greater confidence in continued earnings momentum. VSXY is using tariff refunds and part of the 2Q earnings beat to invest in marketing in 2H. FY EPS is now expected to be $4.45-4.70 (was $4.35-4.60), including sales of $7.10-7.18bn (was $7.030-7.130bn) and OI of $560-590mm (was $550- 580mm). We are raising our F26 EPS by 1%

Victoria Secret (VSXY) PT Lowered to $95 at BofA Securities

Fri, 04 Sep 2026 05:15:13 -0400

BofA Securities analyst Mary Sport lowered the price target on Victoria Secret (NYSE: VSXY) to $95.00 (from $107.00) while maintaining a Buy rating.

Victoria Secret (VSXY) PT Lowered to $106 at Barclays

Fri, 04 Sep 2026 04:22:48 -0400

Barclays analyst Adrienne Yih lowered the price target on Victoria Secret (NYSE: VSXY) to $106.00 (from $108.00) while maintaining a Overweight rating.