PVH Corp. (NYSE: PVH) reported second-quarter revenue of $2.097 billion, down 3% from $2.167 billion a year earlier. The company recorded a GAAP net loss of $102.9 million, or $2.23 per diluted share, compared with net income of $224.2 million, or $4.63 per diluted share, in the prior-year period.
The quarter included a $439 million pre-tax noncash goodwill impairment charge and $107 million in tariff refunds. PVH reaffirmed its full-year 2026 revenue, operating-margin and EPS outlook on a non-GAAP basis.
- GAAP operating margin was negative 9.1%, versus 6.1% in the prior-year quarter.
- Gross margin rose to 63.0% from 57.7%, including an approximately 510-basis-point benefit from tariff refunds.
- Digital commerce revenue increased 4%, while total direct-to-consumer revenue was approximately flat.
- PVH expects to repurchase at least $300 million of common stock during full-year 2026.
$PVH Insider Trading Activity
$PVH insiders have traded $PVH 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 $PVH stock by insiders over the last 6 months:
- MARK D FISCHER (EVP, General Counsel & Sec.) has made 0 purchases and 3 sales selling 6,939 shares for an estimated $642,500.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$PVH Hedge Fund Activity
We have seen 181 institutional investors add shares of $PVH stock to their portfolio, and 225 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 2,238,463 shares (+48.8%) to their portfolio in Q2 2026, for an estimated $166,228,262
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. removed 973,895 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $67,938,915
- DME CAPITAL MANAGEMENT, LP added 520,800 shares (+inf%) to their portfolio in Q2 2026, for an estimated $38,674,608
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 507,900 shares (+inf%) to their portfolio in Q2 2026, for an estimated $37,716,654
- UBS GROUP AG removed 470,758 shares (-55.6%) from their portfolio in Q2 2026, for an estimated $34,958,489
- WOODLINE PARTNERS LP removed 421,772 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $31,320,788
- BROAD BAY CAPITAL MANAGEMENT, LP removed 340,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $25,248,400
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
