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

2 hours ago 1

Soumya Eswaran

Tue, January 20, 2026 astatine 7:33 AM CST 3 min read

Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Fund returned 3.35% successful the quarter, compared to the S&P 500’s 2.66% and the Russell 1000 Value Index’s 3.81% return. 2025 was a challenging twelvemonth for the firm, arsenic it did not person immoderate standout performers. Approximately 5% of the portfolio gained 20% oregon more, portion 35% of the S&P 500 deed that level. The wide marketplace dynamic drove the Fund’s underperformance. The steadfast focuses connected actions to fortify portfolio outcomes alternatively than chasing winners astatine the incorrect time. The steadfast reiterates that gathering a portfolio of existent companies connected discourtesy successful a play of excessive speculation volition payment each markets. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Longleaf Partners Fund highlighted stocks specified arsenic PVH Corp. (NYSE:PVH). Based successful New York, New York, PVH Corp. (NYSE:PVH) is an apparel company. The one-month instrumentality of PVH Corp. (NYSE:PVH) was -8.46%, and its shares mislaid 30.34% of their worth implicit the past 52 weeks. On January 16, 2026, PVH Corp. (NYSE:PVH) banal closed astatine $64.63 per share, with a marketplace capitalization of $3.11 billion.

Longleaf Partners Fund stated the pursuing regarding PVH Corp. (NYSE:PVH) successful its 4th fourth 2025 capitalist letter:

"PVH Corp. (NYSE:PVH) – Branded apparel institution PVH was a detractor for the 4th and the year. The company’s shares experienced sizeable terms fluctuations, portion our appraisal stayed flattish, which was disappointing. This is simply a institution that volition apt ever person much quarterly net volatility than others. The bully quality is that the long-run net per stock powerfulness remains intact astatine implicit $10 per share. While CEO Stefan Larsson has a beardown grounds turning astir aggregate brands, the turnaround has taken longer than expected. This is simply a institution that is delicate to user trends, but its brands resonate with a much terms conscious buyer. PVH has galore levers to propulsion to amended margins supra the 10% level that the marketplace doubts. PVH was 1 of our larger stock repurchasers successful 2025, and we judge this volition proceed astatine these prices successful 2026."

Jim Cramer Says PVH Corp. (PVH) “Had a Great Quarter — That’s Ridiculous”

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