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: 2026-09-02 (items 2.02, 9.01); 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).
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.