PVH sinks 22.5% as investors brace for earnings amid tariff and China overhang

PVH Corp. (PVH) is down 22.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The selloff appears tied to heightened uncertainty into PVH’s scheduled first-quarter fiscal 2027 earnings release after the market close, with investors seemingly de-risking ahead of potential margin and outlook pressure. Ongoing concerns around tariff-driven cost inflation and PVH’s ability to offset a more promotional apparel environment may also be weighing on sentiment. A longer-running geopolitical/regulatory overhang related to China remains an additional risk factor for the name.

Details:

PVH previously said it would release first-quarter fiscal 2027 results after the close on Wednesday, June 3, 2026, which can amplify pre-report positioning and volatility.

Management has highlighted tariff impacts and mitigation efforts as a key moving piece for 2026, and investors may be discounting the near-term earnings impact if offsets lag.

Company filings have flagged potential business impacts in China tied to actions by China’s Ministry of Commerce under its “unreliable entities” regime, which can affect the perceived risk profile even without a new headline.

Separately, June 3, 2026 is also the record date for PVH’s declared quarterly cash dividend, though this is unlikely to explain a move of this magnitude on its own.

Sources:

PVH Investor Relations, U.S. SEC, Supply Chain Dive

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$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 196 institutional investors add shares of $PVH stock to their portfolio, and 214 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. removed 973,895 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $67,938,915
FIL LTD removed 747,481 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $50,096,176
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 598,808 shares (-86.0%) from their portfolio in Q1 2026, for an estimated $41,772,846
FMR LLC added 520,275 shares (+12.8%) to their portfolio in Q1 2026, for an estimated $36,294,384
PRINCIPAL FINANCIAL GROUP INC removed 461,283 shares (-81.8%) from their portfolio in Q1 2026, for an estimated $32,179,102
PZENA INVESTMENT MANAGEMENT LLC removed 425,723 shares (-6.9%) from their portfolio in Q1 2026, for an estimated $29,698,436
WOODLINE PARTNERS LP added 421,772 shares (+inf%) to their portfolio in Q1 2026, for an estimated $29,422,814

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.

$PVH Analyst Ratings

Wall Street analysts have issued reports on $PVH in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Jefferies issued a "Buy" rating on 01/14/2026

To track analyst ratings and price targets for $PVH, check out Quiver Quantitative's $PVH forecast page.

$PVH Price Targets

Multiple analysts have issued price targets for $PVH recently. We have seen 7 analysts offer price targets for $PVH in the last 6 months, with a median target of $93.0.

Here are some recent targets:

Jay Sole from UBS set a target price of $130.0 on 05/27/2026
Dana Telsey from Telsey Advisory Group set a target price of $84.0 on 04/02/2026
Brooke Roach from Goldman Sachs set a target price of $93.0 on 04/02/2026
Tom Nikic from Needham set a target price of $107.0 on 04/01/2026
Robert Drbul from BTIG set a target price of $100.0 on 04/01/2026
Blake Anderson from Jefferies set a target price of $80.0 on 01/27/2026
Paul Lejuez from Citigroup set a target price of $80.0 on 12/08/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.