PVH Corp. (PVH)

PVH Corp.'s stock price has declined by 23.73% over the past year. In November 2025, Zac Coughlin departed as CFO, and Melissa Sto was named interim replacement. In October 2025, the company declared a quarterly dividend of $0.0375, and JPMorgan lowered PVH Corp.'s price target to $82 from $87. In August 2025, PVH reported quarterly earnings that exceeded analysts' estimates, leading to several analyst upgrades. In March 2025, PVH Corp. beat Q4 2024 forecasts and announced its intent to repurchase $500 million of its common stock.

PVH Corp.'s products exhibit demand seasonality, with the stock often consolidating until November, followed by a rally. The second and third quarters typically represent a period of accumulation before a potential breakout in the fourth quarter. Demand for PVH's products tends to increase towards the end of the year, likely influenced by holiday shopping seasons.

PVH Corp. is a global American clothing company based in Manhattan, New York, operating in the Consumer Discretionary sector. It owns brands like Tommy Hilfiger and Calvin Klein, which generate over 80% of its revenue, as well as Van Heusen, IZOD, ARROW, True & Co., and Olga. The company offers a wide range of apparel and accessories.

PVH Corp. has a significant global presence, marketing its products in over 100 countries and operating in over 40 countries. Europe accounts for 48% of its revenue, the US for 29%, Asia-Pacific for 13%, and the Americas (excluding the US) for 5%. PVH distributes its products through wholesale partners, over 4,700 retail locations, licensing operations, and e-commerce websites.

PVH Corp. is committed to sustainability through its "Forward Fashion" strategy, aiming to eliminate single-use plastics and use 100% sustainable materials. The company has also committed to eliminating perfluoroalkyl-based compounds from its manufacturing process by 2024. China placed PVH Corp. on its "Unreliable Entities List" in February 2025. PVH has shown early progress in brand execution for Calvin Klein and Tommy Hilfiger.

PVH Corp. has a diverse ownership structure, with institutional investors holding a significant majority of the company's stock, approximately 66.78% to 93.36%. Major institutional shareholders include Pzena Investment Management Llc, Fmr Llc, Vanguard Group Inc, BlackRock, Inc., Dimensional Fund Advisors Lp, Allspring Global Investments Holdings, LLC, LSV Asset Management, and State Street Corp. Insiders own about 1.44%, and public companies and individual investors hold around 5.19% to 26.58%.