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]

Institutional Holdings - Several institutional investors have recently modified their holdings in PVH, with BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquiring a new position valued at $38,000 [1] - Hantz Financial Services Inc. increased its holdings by 1,284.4%, now owning 623 shares valued at $43,000 after acquiring an additional 578 shares [1] - Mirae Asset Global Investments Co. Ltd. grew its holdings by 45.6%, now owning 907 shares worth $62,000 after purchasing an additional 284 shares [1] - Blue Trust Inc. increased its stake by 41.2%, now owning 952 shares valued at $65,000 after acquiring an additional 278 shares [1] - Fifth Third Bancorp grew its stake by 28.9%, now owning 1,061 shares worth $73,000 after purchasing an additional 238 shares [1] - Institutional investors currently own 97.25% of PVH's stock [1] Stock Performance - PVH opened at $62.37, with a 1-year low of $59.28 and a 1-year high of $92.60 [2] - The company has a market cap of $2.86 billion, a P/E ratio of 9.35, and a PEG ratio of 2.21 [2] - PVH has a debt-to-equity ratio of 0.46, a current ratio of 1.47, and a quick ratio of 0.72 [2] - The 50-day simple moving average is $70.69, and the 200-day simple moving average is $76.61 [2] Earnings Report - PVH reported $2.83 earnings per share for the last quarter, exceeding analysts' estimates of $2.56 by $0.27 [3] - The firm had revenue of $2.29 billion, slightly above analyst estimates of $2.28 billion [3] - The company's quarterly revenue increased by 1.7% compared to the same quarter last year [3] - PVH's return on equity was 11.44%, and the net margin was 3.87% [3] - Guidance for Q4 2025 is set at 3.200-3.350 EPS, and FY 2025 guidance is 10.850-11.000 EPS [3] - Analysts forecast PVH will post 11.67 earnings per share for the current fiscal year [3] Analyst Ratings - Wells Fargo & Company reduced their target price on PVH from $88.00 to $85.00, maintaining an "equal weight" rating [4] - Needham & Company LLC reiterated a "buy" rating with a target price of $100.00 [4] - Telsey Advisory Group reaffirmed an "outperform" rating with a target price of $95.00 [4] - JPMorgan Chase & Co. raised their price target from $82.00 to $83.00, giving a "neutral" rating [4] - Eight analysts rated the stock as a Buy, while nine issued a Hold rating, with an average target price of $91.60 [4] Company Profile - 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 [7]