PVH Overview

Wells Fargo Coverage: On December 5, 2025, Wells Fargo maintained an Equal-Weight recommendation for PVH (NYSE:PVH), with an average one-year price target of $98.44/share, indicating a potential upside of 27.58% from its current price of $77.16/share.

Revenue and EPS Projections: PVH's projected annual revenue is $9,587 million, reflecting an 8.74% increase, while the projected non-GAAP EPS is 12.24, showing an 11.03% decrease from previous forecasts.

Fund Sentiment: There are 785 funds reporting positions in PVH, a decrease of 6.44% from the last quarter, with total shares owned by institutions down 5.47% to 64,432K shares. The put/call ratio stands at 1.19, indicating a bearish outlook.

Shareholder Activity: Notable shareholders like Pzena Investment Management and Lsv Asset Management have increased their allocations in PVH, while others like iShares Core S&P Mid-Cap ETF have reduced their holdings, reflecting mixed sentiment among institutional investors.

Analyst Recommendation: Telsey Advisory Group maintains an "Outperform" rating for PVH, with a one-year price target average of $98.44/share, indicating a potential upside of 27.58% from its current price of $77.16/share.

Revenue and EPS Projections: PVH's projected annual revenue is $9,587 million, reflecting an 8.74% increase, while the projected non-GAAP EPS is expected to decrease by 11.03% to 12.24.

Institutional Ownership Trends: There are 785 funds reporting positions in PVH, with a 6.44% decrease in ownership over the last quarter, and total shares owned by institutions have decreased by 5.47% to 64,432K shares.

Shareholder Activity: Notable changes in shareholder allocations include Pzena Investment Management decreasing its shares by 2.44%, while Lsv Asset Management and Wells Fargo Special Mid Cap Value Fund significantly increased their holdings by 32.34% and 181.06%, respectively.

PVH Corporation Q3 Performance: PVH Corporation reported third-quarter fiscal 2025 results with revenues of $2.29 billion, exceeding estimates, but adjusted earnings per share fell 6.6% year-over-year to $2.83, surpassing consensus expectations.

Brand Strength and Strategic Initiatives: The company attributed its performance to strong brand execution in Calvin Klein and Tommy Hilfiger, supported by product innovation and global marketing, while reaffirming its full-year revenue and margin outlook.

Regional Revenue Insights: Revenue growth varied by region, with EMEA up 4% year-over-year, Americas rising 2%, and APAC declining 1%, reflecting mixed performance in direct-to-consumer and wholesale channels.

Future Outlook and Guidance: For fiscal 2025, PVH expects low single-digit revenue growth and adjusted EPS of $10.85-$11.00, factoring in tariff impacts and currency translation effects, while also planning to enhance marketplace execution and innovation.