Vera Bradley (VRA) reported fiscal 2027 second-quarter net income of $4.5 million, or $0.15 per diluted share, compared with a $4.7 million loss in the prior-year quarter. Consolidated net revenue increased 1.1% to $71.6 million for the 13 weeks ended August 1, 2026.
Direct segment revenue rose 8.0% to $65.4 million, while indirect segment revenue declined 39.4% to $6.3 million. The company reiterated its fiscal 2027 sales guidance of $255 million to $270 million.
- Gross profit was $42.8 million, or 59.8% of revenue, versus $35.5 million a year earlier.
- Operating income from continuing operations was $4.2 million, compared with a $4.6 million operating loss in the prior-year quarter.
- Cash and cash equivalents totaled $34.2 million at August 1, 2026, and inventory was $69.3 million, down 28.4% year over year.
- The quarter included $7.7 million in tariff refunds related to prior-period customs entries.
$VRA Insider Trading Activity
$VRA insiders have traded $VRA stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $VRA stock by insiders over the last 6 months:
- IAN BICKLEY (Chief Executive Officer) purchased 28,901 shares for an estimated $111,846
- ANDREW MESLOW purchased 24,926 shares for an estimated $92,973
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.
$VRA Hedge Fund Activity
We have seen 27 institutional investors add shares of $VRA stock to their portfolio, and 39 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FUND 1 INVESTMENTS, LLC removed 692,101 shares (-87.1%) from their portfolio in Q2 2026, for an estimated $2,692,272
- ROYCE & ASSOCIATES LP added 692,067 shares (+115.9%) to their portfolio in Q2 2026, for an estimated $2,692,140
- MARSHALL WACE, LLP removed 305,562 shares (-37.9%) from their portfolio in Q2 2026, for an estimated $1,188,636
- PEAPOD LANE CAPITAL LLC removed 149,341 shares (-17.9%) from their portfolio in Q2 2026, for an estimated $580,936
- GILDER GAGNON HOWE & CO LLC added 143,981 shares (+172.9%) to their portfolio in Q2 2026, for an estimated $560,086
- DIMENSIONAL FUND ADVISORS LP removed 130,051 shares (-13.8%) from their portfolio in Q2 2026, for an estimated $505,898
- IMPALA ASSET MANAGEMENT LLC added 125,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $486,250
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.
