• Goldman Sachs maintains a Neutral rating on VF Corp (NYSE:VFC), raising its price target from $16 to $18.
• VF Corp reports strong third-quarter earnings, with earnings of $0.58 per share and revenue of $2.88 billion, surpassing Wall Street expectations.
• The company's gross margin improved to 56.6%, and operating income increased to $289 million.

VF Corp (NYSE:VFC), the parent company of well-known brands like The North Face, Vans, and Timberland, is a major player in the apparel and footwear industry. On January 28, 2026, Goldman Sachs maintained its Neutral rating for VFC, advising investors to hold their positions. At the time, the stock was priced at $19.11, with Goldman Sachs raising its price target from $16 to $18.

VF Corp's recent financial performance has been strong, with third-quarter earnings surpassing Wall Street expectations. The company reported earnings of $0.58 per share, excluding non-recurring items, which exceeded the FactSet consensus of $0.45. Revenue also saw a 1.5% year-over-year increase, reaching $2.88 billion, surpassing analysts' estimates of $2.75 billion. This growth was driven by a successful holiday season, particularly for The North Face and Timberland.

The company's gross margin improved by 30 basis points to 56.6%, thanks to a favorable product mix and sourcing savings that offset tariff impacts. Operating income rose to $289 million, up from $226 million the previous year. Jefferies noted that Vans showed sequential improvement, with constant-currency sales declining by 10%, compared to an 11% drop in the prior quarter, due to product innovation.

Despite these positive results, VFC's stock price has experienced fluctuations. Currently priced at $19.11, the stock has seen a decrease of 5.77% or $1.17. Today, it has traded between a low of $17.80 and a high of $19.23. Over the past year, VFC has reached a high of $29.02 and a low of $9.41. The company's market capitalization is approximately $7.47 billion, with a trading volume of 19,049,705 shares on the NYSE.