Levi Strauss & Co (LEVI) reported quarterly revenue of $1.77 billion, up 0.91% year-over-year. Gross profit came in at $1.07 billion, down 0.76% year-over-year, while operating profit was $210.6 million, up 1.01% versus last year.
Net income attributable to common shareholders was $158 million, a decline of 13.42% year-over-year. Diluted earnings per share were $0.40, marginally above the consensus estimate of $0.40. Revenue also slightly exceeded the estimate, at $1.77 billion versus an expected $1.74 billion.
Operating cash flow totaled $266.8 million, down 10.26% year-over-year. Capital expenditures were $51.1 million, falling 22.22% year-over-year. The company held $612.8 million in cash and cash equivalents, while total liabilities declined to $2.78 billion (down 36.79% year-over-year).
Cost of goods sold rose to $693 million, an increase of 3.6% year-over-year, reflecting pressure on margins despite the rise in revenue.
After the release, the stock was reported changing by -1.71% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Levi Strauss & Co Insider Trading Activity
Levi Strauss & Co insiders have traded $LEVI stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $LEVI stock by insiders over the last 6 months:
- E. HAAS JR. FAMILY FUND PETER sold 150,000 shares for an estimated $3,627,825
- MARGARET E. HAAS sold 50,000 shares for an estimated $1,206,905
- DAVID JEDRZEJEK (SVP and General Counsel) sold 4,341 shares for an estimated $89,424
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Levi Strauss & Co Hedge Fund Activity
We have seen 148 institutional investors add shares of Levi Strauss & Co stock to their portfolio, and 114 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 5,970,131 shares (-82.2%) from their portfolio in Q3 2025, for an estimated $139,104,052
- MARSHALL WACE, LLP removed 2,191,006 shares (-56.7%) from their portfolio in Q3 2025, for an estimated $51,050,439
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,069,537 shares (+118.4%) to their portfolio in Q3 2025, for an estimated $48,220,212
- GOLDMAN SACHS GROUP INC added 1,937,792 shares (+192.0%) to their portfolio in Q3 2025, for an estimated $45,150,553
- GW&K INVESTMENT MANAGEMENT, LLC added 1,687,636 shares (+inf%) to their portfolio in Q3 2025, for an estimated $39,321,918
- MILLENNIUM MANAGEMENT LLC removed 1,489,657 shares (-32.6%) from their portfolio in Q3 2025, for an estimated $34,709,008
- WELLINGTON MANAGEMENT GROUP LLP removed 1,394,761 shares (-32.4%) from their portfolio in Q3 2025, for an estimated $32,497,931
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Levi Strauss & Co Analyst Ratings
Wall Street analysts have issued reports on $LEVI in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Telsey Advisory Group issued a "Outperform" rating on 01/21/2026
- UBS issued a "Buy" rating on 01/12/2026
- Raymond James issued a "Outperform" rating on 12/23/2025
- BTIG issued a "Buy" rating on 10/15/2025
- JP Morgan issued a "Overweight" rating on 10/10/2025
- Stifel issued a "Buy" rating on 10/02/2025
- B of A Securities issued a "Buy" rating on 10/01/2025
To track analyst ratings and price targets for Levi Strauss & Co, check out Quiver Quantitative's $LEVI forecast page.
Levi Strauss & Co Price Targets
Multiple analysts have issued price targets for $LEVI recently. We have seen 11 analysts offer price targets for $LEVI in the last 6 months, with a median target of $27.0.
Here are some recent targets:
- Dana Telsey from Telsey Advisory Group set a target price of $27.0 on 01/21/2026
- Jay Sole from UBS set a target price of $33.0 on 01/12/2026
- Rick Patel from Raymond James set a target price of $26.0 on 12/23/2025
- Robert Drbul from BTIG set a target price of $27.0 on 10/15/2025
- Alex Straton from Morgan Stanley set a target price of $20.0 on 10/10/2025
- Matthew Boss from JP Morgan set a target price of $33.0 on 10/10/2025
- Jim Duffy from Stifel set a target price of $27.0 on 10/02/2025
