VSTS

Vestis Corp

NYSE · Wholesale-Miscellaneous Nondurable Goods · Inc. DE · CIK 0001967649
$13.19 -0.90% $1.7B
7 New Institutional Positions10 Institutional Exits
Vol
Market Cap$1.7B
Cap SizeSmall Cap
Analyst ConsensusSell (15%)
Inst. Holders50 funds
Inst. Value$745.6M
Inst. Activity7 buys / 10 sells
SEC Reports2
Exchange NYSE·Sector Wholesale-Miscellaneous Nondurable Goods·Inc. DE·CIK 0001967649·Prev Close $13.31

Recent Activity

Jun 1, 2026 SEC
Steven E. Cochran filed a Form 3 initial statement of beneficial ownership of securities with the SEC, disclosing his po
3 — Impact 2/10
Jun 1, 2026 Insider
COCHRAN STEVEN E was granted 93,096 shares
EVP & Chief Commercial Officer
May 12, 2026 SEC
Vestis reported FQ2 2026 GAAP EPS of $0.02 (vs consensus $0.08, a miss) and revenue of $659.4M (vs consensus $656.0M, a
8-K — Impact 6/10
May 12, 2026 earnings_calendar
VSTS Q2 2026 Earnings Before Market Open — 2026-05-12
Mar 1, 2026 Insider
Bowen Adam surrendered for taxes 490 shares
Interim CFO @ $7.87 ($3.9K)
Feb 18, 2026 Insider
Goetz William was granted 18,253 shares
Director
Inst.
MORGAN STANLEY — TRIM
1,354,699 shares ($10.6M)
Inst.
HEALTHCARE OF ONTARIO PENSION — ADD
1,072,081 shares ($8.4M)

Price Targets

$10.16 -23.0% upside Strong Sell
Current $13.19 Low $5.60 Median $11.00 High $14.00 7 analysts
$5.60 $14.00

Analyst Ratings

Strong Sell15% buy · 13 analysts
2Strong Buy
0Buy
5Hold
4Sell
2Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 Barclays MAINTAIN Underweight → Underweight
May 13, 2026 William Blair UPGRADE Market Perform → Outperform
May 13, 2026 Stifel MAINTAIN Hold → Hold
May 13, 2026 Baird MAINTAIN Neutral → Neutral
Feb 11, 2026 Goldman Sachs MAINTAIN Sell → Sell

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.10 ▼ -1.9% $0.07 — $0.12 6
Next Q $0.13 ▲ +1.6% $0.08 — $0.18 323% YoY 6
Current FY $0.49 ▲ +16.0% $0.45 — $0.56 94% YoY 7
Next FY $0.66 ▲ +24.0% $0.56 — $0.77 37% YoY 7

Top Institutional Holders

FundValueMove
Corvex Management LP$155.7M
BlackRock, Inc.$122.9M
FMR LLC$83.1M
Alberta Investment Management Corp$65.6M
ROYAL BANK OF CANADA$44.5M

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026COCHRAN STEVENA$0.00
Mar 1, 2026Bowen AdamF$3.9K
Feb 18, 2026Goetz WilliamA$0.00
Feb 18, 2026McKee LynnA$0.00
Feb 18, 2026Burke RichardA$0.00
50 institutional holders with $745.6M total value (94,885,372 shares) as of 2026-Q1. Top holders: Corvex, BlackRock,, FMR. Net selling activity: 10 institutions trimmed/exited vs 7 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Corvex Management LP19,813,963$155.7M20.9%
2BlackRock, Inc.15,640,232$122.9M16.5%
3FMR LLC10,570,212$83.1M11.1%
4Alberta Investment Management Corp8,348,384$65.6M8.8%
5ROYAL BANK OF CANADA5,656,886$44.5M6.0%
6VANGUARD CAPITAL MANAGEMENT LLC4,883,646$38.4M5.1%
7VANGUARD PORTFOLIO MANAGEMENT LLC4,314,242$33.9M4.5%
8STATE STREET CORP4,162,902$32.7M4.4%
9DIMENSIONAL FUND ADVISORS LP3,556,133$28.0M3.7%
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,454,871$27.2M3.6%
11GOLDMAN SACHS GROUP INC1,937,189$15.2M2.0%
12MORGAN STANLEY1,354,699$10.6M1.4%TRIM -28.1%
13BANK OF AMERICA CORP /DE/1,354,462$10.6M1.4%DOUBLED +191.2%
14Invesco Ltd.1,323,403$10.4M1.4%ADD +41.4%
15HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND1,072,081$8.4M1.1%ADD +69.1%
16CITADEL ADVISORS LLC960,202$7.5M1.0%NEAR_EXIT -88.5%
17ZACKS INVESTMENT MANAGEMENT731,776$5.8M0.8%
18VANGUARD FIDUCIARY TRUST CO726,392$5.7M0.8%
19RENAISSANCE TECHNOLOGIES LLC509,100$4.0M0.5%ADD +45.0%
20PUBLIC SECTOR PENSION INVESTMENT BOARD401,274$3.2M0.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYTRIM1,885,3511,354,699-28.1%$10.6M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDADD634,1161,072,081+69.1%$8.4M2026-Q1
HighTower Advisors, LLCTRIM333,196217,889-34.6%$1.7M2026-Q1
AMERIPRISE FINANCIAL INCTRIM681,405184,134-73.0%$1.4M2026-Q1
Allianz Asset Management GmbHNEAR_EXIT503,536109,677-78.2%$862.1K2026-Q1
Russell Investments Group, Ltd.TRIM153,659103,815-32.4%$816.0K2026-Q1
DEUTSCHE BANK AG\TRIM97,43759,756-38.7%$469.7K2026-Q1
GROUP ONE TRADING LLCTRIM110,32145,956-58.3%$361.2K2026-Q1
FIFTH THIRD BANCORPDOUBLED21,54545,379+110.6%$356.7K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD25,26631,881+26.2%$249.6K2026-Q1
Merit Financial Group, LLCADD19,91327,724+39.2%$217.9K2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM34,67525,418-26.7%$199.8K2026-Q1
Brevan Howard Capital Management LPTRIM29,17319,637-32.7%$154.3K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD1,6642,138+28.5%$16.8K2026-Q1
Allworth Financial LPADD7821,378+76.2%$10.8K2026-Q1
Rockefeller Capital Management L.P.TRIM305177-42.0%$1.4K2026-Q1
HRT FINANCIAL LPDOUBLED16,27168,942+323.7%$541.002026-Q1
AMERIPRISE FINANCIAL INCADD522,290681,405+30.5%$4.5M2025-Q4
Allianz Asset Management GmbHTRIM700,798503,536-28.1%$3.4M2025-Q4
VOYA INVESTMENT MANAGEMENT LLCDOUBLED122,734451,025+267.5%$3.0M2025-Q4
Mariner, LLCADD123,981156,948+26.6%$1.0M2025-Q4
Verition Fund Management LLCTRIM431,644150,154-65.2%$1.0M2025-Q4
WELLS FARGO & COMPANY/MNADD95,509135,555+41.9%$904.2K2025-Q4
GROUP ONE TRADING LLCDOUBLED15,664110,321+604.3%$735.8K2025-Q4
D. E. Shaw & Co., Inc.TRIM299,37486,391-71.1%$576.2K2025-Q4
12 unique insiders with 12 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026COCHRAN STEVEN EEVP & Chief Commercial OfficerAWARD93,096
Mar 1, 2026Bowen AdamInterim CFOTAX W/H490$7.87$3.9K
Feb 18, 2026Goetz WilliamDirectorAWARD18,253
Feb 18, 2026McKee LynnDirectorAWARD18,253
Feb 18, 2026Burke Richard L. Jr.DirectorAWARD18,253
Feb 18, 2026Jokinen Tracy CDirectorAWARD18,253
Feb 18, 2026Whitney Mary AnneDirectorAWARD18,253
Feb 18, 2026Koschel Williams EnaDirectorAWARD18,253
Feb 18, 2026Meister Keith A.DirectorAWARD18,253
Feb 18, 2026Holloman James PhillipDirectorAWARD26,076
Feb 18, 2026Pertz Douglas ADirectorAWARD18,253
Feb 1, 2026Bouchard Andre CEVP, CLO & General CounselTAX W/H1,250$6.53$8.2K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (15% buy). Based on 13 analysts: 2 strong buy, 0 buy, 5 hold, 4 sell, 2 strong sell.

Analyst Price Targets

$10.16 mean target -23.0% upside Strong Sell (3.00)
$5.60 Low $14.00 High
MetricValue
Current Price$13.19
Target Low$5.60
Target Mean$10.16
Target Median$11.00
Target High$14.00
# Analysts7
RecommendationStrong Sell (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.10 $0.07 $0.12 -1.9% 2↑ 4↓ $0.7B -0.7% 6
Next Q
2026-09-30
$0.13 $0.08 $0.18 322.5% +1.6% 4↑ 2↓ $0.7B -5.0% 6
Current FY
2026-09-30
$0.49 $0.45 $0.56 94.0% +16.0% 6↑ 0↓ $2.7B -2.7% 7
Next FY
2027-09-30
$0.66 $0.56 $0.77 37.0% +24.0% 6↑ 0↓ $2.7B 1.7% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.099
7d ago$0.103-0.004
30d ago$0.101-0.002
60d ago$0.101-0.002
90d ago$0.101-0.002
5 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 Barclays MAINTAIN Underweight Underweight
May 13, 2026 William Blair UPGRADE Market Perform Outperform
May 13, 2026 Stifel MAINTAIN Hold Hold
May 13, 2026 Baird MAINTAIN Neutral Neutral
Feb 11, 2026 Goldman Sachs MAINTAIN Sell Sell
Jan 8, 2026 Goldman Sachs DOWNGRADE Neutral Sell

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262054215%
May 1, 2026106428%
Apr 1, 2026106428%
Mar 1, 2026106428%
Feb 1, 2026106428%
Jan 1, 2026107328%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 12, 2026
earnings_calendar
VSTS Q2 2026 Earnings Before Market Open — 2026-05-12
May 4, 2026
earnings_calendar
VSTS Q2 2026 Earnings Before Market Open — 2026-05-04
Apr 30, 2026
earnings_calendar
VSTS Q2 2026 Earnings Before Market Open — 2026-04-30