PVH (PVH) has Long-Term EPS Stability at $10 Per Share

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]