NEW YORK--(BUSINESS WIRE)--PVH Corp. [NYSE: PVH], announced the Executive Committee of the Board of Directors of PVH Corp. declared a quarterly cash dividend of $0.0375 per share payable on March 25, 2026 to stockholders of record on March 4, 2026. About PVH Corp. PVH is one of the world's largest fashion companies, driven by its two iconic brands, Calvin Klein and TOMMY HILFIGER. For more than 140 years, PVH has connected with and inspired consumers globally and now operates in more than 40 co. ...

Group 1: Institutional Investment Activity - Vaughan Nelson Investment Management L.P. acquired a new stake in PVH valued at approximately $74.34 million in Q3 [1] - Federated Hermes Inc. increased its holdings in PVH by 9.0% in Q2, now owning 281,149 shares worth $19.29 million after acquiring an additional 23,203 shares [1] - Truist Financial Corp grew its stake in PVH by 57.3% in Q2, now holding 10,978 shares valued at $753,000 after acquiring an additional 3,997 shares [1] - Pzena Investment Management LLC increased its holdings by 4.0% in Q2, now owning 6,407,637 shares valued at $439.56 million after acquiring an additional 246,070 shares [1] - Capricorn Fund Managers Ltd acquired a new position in PVH worth approximately $3.43 million in Q2 [1] - 97.25% of PVH's stock is owned by institutional investors [1] Group 2: Financial Performance - PVH reported earnings per share (EPS) of $2.83 for the last quarter, beating the consensus estimate of $2.56 by $0.27 [3] - The company had revenue of $2.29 billion during the quarter, slightly above analyst estimates of $2.28 billion [3] - PVH's quarterly revenue increased by 1.7% year-over-year [3] - The company set Q4 2025 EPS guidance at 3.200-3.350 and FY 2025 guidance at 10.850-11.000 [3] - Analysts anticipate PVH will post an EPS of 11.67 for the current fiscal year [3] Group 3: Stock Performance and Valuation - PVH shares opened at $62.37, with a market cap of $2.86 billion [2] - The company has a P/E ratio of 9.35 and a P/E/G ratio of 2.21 [2] - PVH's 52-week low is $59.28 and the high is $92.60 [2] - The stock has a quick ratio of 0.72, a current ratio of 1.47, and a debt-to-equity ratio of 0.46 [2] - The 50-day simple moving average is $70.69 and the 200-day simple moving average is $76.61 [2] Group 4: Analyst Ratings - Weiss Ratings restated a "hold" rating on PVH [4] - Telsey Advisory Group reissued an "outperform" rating with a price target of $95.00 [4] - Citigroup lowered its price target from $83.00 to $80.00, maintaining a "neutral" rating [4] - BTIG Research restated a "buy" rating with a target price of $100.00 [4] - Guggenheim assumed coverage with a "neutral" rating [4] - The average rating for PVH is "Hold" with a consensus price target of $91.60 [4] Group 5: Company Overview - PVH Corp is a leading global apparel company known for its portfolio of iconic brands including Calvin Klein and Tommy Hilfiger [5] - The company designs, markets, and distributes clothing, accessories, and fragrances under both owned and licensed brands [5] - PVH's operations span the entire value chain from product design and development to manufacturing, marketing, and distribution [6]

Federated Hermes Inc. increased its holdings in PVH Corp. (NYSE:PVH – Free Report) by 4.8% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 294,604 shares of the textile maker’s stock after buying an additional 13,455 shares during the period. Federated Hermes Inc. owned 0.61% of PVH worth $24,679,000 as of its most recent SEC filing. Get PVH alerts: Several other institutional investors also recently modified their holdings of PVH. BNP PARIBA ...

Core Insights - PVH Corporation is benefiting from the effective execution of its PVH+ Plan, which focuses on enhancing growth by leveraging its core strengths and connecting its brands, Calvin Klein and TOMMY HILFIGER, with consumers [1] Group 1: Collaboration with OpenAI - The company has announced a partnership with OpenAI to integrate advanced AI capabilities into its operations, supporting its multi-year PVH+ growth strategy [2] - Through this collaboration, PVH will co-develop custom AI capabilities that will enhance product design, demand planning, inventory optimization, and consumer engagement [3] - The integration of OpenAI enterprise APIs will modernize workflows across product, marketing, supply chain, and retail functions, including the use of ChatGPT Enterprise [4] Group 2: Direct-to-Consumer and Digital Channels - PVH is making strides in strengthening its direct-to-consumer (DTC) and digital channels, which are central to its PVH+ Plan [5] - Both Calvin Klein and TOMMY HILFIGER are gaining traction online through innovative product campaigns and global talent collaborations, leading to increased traffic, new customer acquisition, and improved repeat purchasing [5] Group 3: Stock Performance - PVH's shares have decreased by 22.5% over the past three months, contrasting with a 6.4% growth in the industry [6]

We came across a bullish thesis on PVH Corp. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on PVH. PVH Corp.'s share was trading at $62.36 as of January 27th. PVH’s trailing and forward P/E were 9.48 and 4.90 respectively according to Yahoo Finance. Africa Studio/Shutterstock.com PVH Corp ($PVH), the global apparel company behind Calvin Klein and Tommy Hilfiger, represents a classic value opportunity in a market dominated by enthusiasm for software and AI-drive ...

Core Insights - PVH Corp. has announced a collaboration with OpenAI to integrate AI technology into its global operations [1] - The partnership aims to co-create custom AI capabilities that will enhance PVH's data- and demand-driven operating model [1] Group 1: Collaboration Details - The collaboration will support various operational areas including product and design, demand planning, inventory optimization, and consumer engagement [1]

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.I am Gen Alpha. I have more than 14 years of investment experience, and an MBA in Finance. I focus on stocks that are more defensive in nature, with a medium ...

NEW YORK--(BUSINESS WIRE)--PVH Corp. [NYSE: PVH] today announced a collaboration with OpenAI, combining the strength of OpenAI's capabilities with the power of Calvin Klein, TOMMY HILFIGER and PVH. This announcement builds on the company's multi-year brand-building growth strategy, the PVH+ Plan, by bringing the technology of OpenAI to PVH's global operations to fuel innovation and unlock new opportunities across the entire value chain. With OpenAI, PVH will co-create custom AI capabilities tha. ...

Core Insights - Longleaf Partners Fund reported a return of 3.35% in Q4 2025, outperforming the S&P 500's 2.66% but underperforming the Russell 1000 Value Index's 3.81% return [1] - The firm faced challenges in 2025, with only 5% of its portfolio gaining 20% or more, compared to 35% of the S&P 500 [1] - The firm emphasizes strengthening portfolio outcomes over chasing short-term winners, advocating for a focus on real companies during speculative periods [1] Company-Specific Insights - PVH Corp. (NYSE:PVH) experienced a one-month return of -8.46% and a 52-week loss of 30.34%, closing at $64.63 with a market cap of $3.11 billion on January 16, 2026 [2] - PVH Corp. was a detractor for Longleaf Partners in Q4 2025, with significant price fluctuations and disappointing appraisal stability [3] - Despite volatility, PVH's long-run earnings per share potential remains strong at over $10, and the company is expected to continue share repurchases in 2026 [3] Market Sentiment - PVH Corp. is not among the top 30 most popular stocks among hedge funds, with a slight decrease in hedge fund holdings from 33 to 31 [4] - While acknowledging PVH's potential, there is a belief that certain AI stocks present greater upside potential and lower downside risk [4]

Core Insights - The retail industry is expected to continue facing challenges in 2026, influenced by tariff upheaval and a surge in generative AI investments [1][2] - Retailers are likely to reevaluate their portfolios, focusing on strengths and innovation while divesting underperforming segments [3] - The distressed retail market indicates sectors under pressure, particularly the home industry, which has seen increased bankruptcies [4] Deal-Making Trends - In 2025, over 40 deals were tracked in the retail industry, primarily acquisitions or sales, with expectations for fewer but higher-value deals in 2026 [2] - Private equity firms are becoming more cautious, while international buyers are looking for U.S. market entry through acquisitions [3] Consumer Behavior - Consumers are expected to continue seeking value in 2026, influenced by a weakening job market and rising costs, with personal consumption expenditure growth predicted to slow to about 1.5% [11] - Spending at value retailers like Amazon and Costco has increased, with 11% and 12% growth respectively through November [12] AI Adoption - The retail industry is lagging in AI adoption but is expected to see growth in AI use cases as it catches up, with a significant year-over-year increase in AI-related online traffic during the 2025 holiday season [7][8] - Retailers are under pressure to demonstrate ROI from AI investments, with the industry still proving its value [9] Mall Evolution - Retail shopping centers are rebounding, with a focus on mixed-use projects and a shift in perception towards B-rated malls as viable investment opportunities [15][16] - The future of malls is seen as a reclassification rather than a comeback, with a broader ecosystem of uses beyond traditional retail [19] Pricing Dynamics - Pricing strategies will be scrutinized in 2026, with new laws requiring businesses to disclose the use of personal data for individualized pricing [20][21] - Retailers are advised to adopt best practices in AI pricing tools to avoid potential legal issues [23] Delivery Innovations - Big-box retailers are accelerating delivery strategies, with Amazon testing same-day delivery and Walmart employing a multi-channel approach to enhance speed [24][26] - The immediacy of obtaining goods is a key factor for consumers choosing in-store shopping over online options [27] Tariff Impacts - Tariff policies continue to create uncertainty, with retailers having pulled forward inventory purchases to mitigate impacts, but higher costs may lead to price increases for consumers [29][30] - Retailers like PVH Corp. have reported inventory cost increases attributed to tariffs, with plans to pass some costs onto consumers [31][32]