PVH CORP.
boothcheck covers PVH CORP. (PVH) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 28, 2026.
- The counterintuitive fact is how cheap the price is. At about $77 the stock trades near 10 times mid-cycle operating income, low enough that the price sits below what even a modest ongoing decline in operating profit would warrant. - The company owns two globally recognized brands, Tommy Hilfiger and Calvin Klein, and is buying back stock aggressively, shrinking the share count by roughly 9% a year. - The risk is the apparel cycle and the macro. First-quarter 2026 revenue rose 2% as reported b
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365 institutional managers reported holding PVH in 13F filings for the quarter ended 2026-03-31. 66 opened new positions that quarter. Held by Pzena Investment Management, Vanguard Group, FMR (Fidelity), among others. On the short side, 4.5M shares were sold short as of the 2026-06-15 count, about 10% of shares outstanding (2.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
PVH has cut its share count 35.7% over the past five years, spending $2.46B on repurchases. It pays a dividend, and has for 4 years running; the current rate is $0.15 a share annually. Cash returned over the past three years: $24.90M in dividends and $1.69B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at PVH over the trailing three years: 2025: 2 buys totaling $1.04M. 22 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
PVH's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-09 | -12.6% | +2.0% |
| 2023-09-08 | +5.1% | -4.1% |
| 2023-12-08 | +8.6% | +18.0% |
| 2024-04-03 | -22.7% | +17.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
PVH's latest 8-K filings: 2026-08-05 (items 8.01, 9.01); 2026-07-14 (items 5.02, 8.01, 9.01); 2026-06-29 (items 1.01, 1.02, 2.03, 9.01); 2026-06-24 (items 5.02, 5.07, 9.01); 2026-06-03 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.