V.F. Corp SEC Filings

V F Corp is removing its 4.125% Senior Notes due 2026 from listing and registration on the New York Stock Exchange. The Exchange filed a Form 25 to strike this class of debt securities under Section 12(b) of the Securities Exchange Act of 1934.

The New York Stock Exchange states it has followed its own rules and applicable SEC regulations to delist these notes, and that the issuer has complied with the Exchange’s requirements for voluntary withdrawal of this class of securities.

V.F. Corporation reported planned senior leadership changes focused on its commercial organization. Effective January 28, 2026, Brent Hyder, previously Executive Vice President, Chief People Officer and President, Americas, becomes Chief Commercial Officer and will no longer serve as Chief People Officer.

On the same date, Martino Scabbia Guerrini steps down as Chief Commercial Officer and President, Emerging Brands, and will serve as a senior advisor to the Chief Executive Officer. The company describes these moves as part of a planned transition in its senior leadership team.

VF Corporation reported Q3 Fiscal 2026 revenue of $2.88 billion, up slightly from $2.83 billion a year earlier, and net income of $300.8 million, compared with $167.8 million. Earnings from continuing operations were $0.76 per diluted share versus $0.43.

Operating income rose to $289.1 million, helped by stable gross margins, lower SG&A and a $139.1 million estimated gain on the sale of the Dickies brand. The quarter also included a $30.7 million goodwill impairment related to Napapijri and a $34.0 million non‑cash pension settlement charge.

For the first nine months, revenue reached $7.44 billion and net income was $374.2 million, reversing a prior‑year loss largely tied to discontinued Supreme operations. VF ended the quarter with $1.47 billion in cash and cash equivalents and $3.56 billion of long‑term debt, plus a new $1.5 billion asset‑based credit facility with no amounts drawn.

V.F. Corporation reported that it released its third quarter Fiscal 2026 financial results through a presentation and press release posted on its website. These materials are attached as exhibits to provide more detail on the company’s recent operating and financial performance.

The company also announced that its Board of Directors declared a quarterly dividend of $0.09 per share. This dividend will be paid on March 19, 2026, to shareholders who are on record at the close of business on March 10, 2026. The earnings materials are furnished, not filed, which affects how they may be used in certain securities law contexts.

V.F. Corporation plans to redeem all of its outstanding 4.125% Senior Notes due 2026, which trade on the NYSE under the symbol VFC26. The redemption is expected to take place on February 7, 2026, the designated redemption date.

The notes will be redeemed at a price equal to 100% of their principal amount, plus any interest that has accrued and remains unpaid up to, but not including, the redemption date. The Bank of New York Mellon Trust Company, N.A. is named as the paying agent for this transaction, and the company clarifies that this disclosure itself does not serve as the formal notice of redemption.

V F Corp director reports fee deferral into phantom stock units. On 12/26/2025, the reporting person acquired 1,689.189 phantom stock units under the VF Corporation Directors Deferred Savings Plan by electing to defer directors' fees. Each unit represents a right linked on a 1-for-1 basis to V F Corp common stock but will be settled 100% in cash upon the director's retirement.

The units were credited at a rate of $18.50 of deferred fees per phantom stock unit, based on the closing market price on the deferral date. After this transaction, the director beneficially owns 39,291.904 derivative securities in the form of phantom stock units, which may fluctuate over time due to deemed reinvestment of dividends.

VF Corp director Mark S. Hoplamazian reported an acquisition of 1,689.189 phantom stock units on 12/26/2025 under the VF Corporation Directors Deferred Savings Plan. These phantom stock units are a form of deferred director fees, where the number of units equals the fees deferred divided by the closing market price of VF Corp stock on the deferral date.

The filing shows that, after this transaction, the director beneficially owned 27,559.2351 phantom stock units in total, held directly. Each unit is linked 1-for-1 to VF Corp common stock value but will be settled 100% in cash upon the director’s retirement, and the balance can change over time as dividends are deemed reinvested.

VF Corp director reports phantom stock unit grant tied to deferred fees. On 12/26/2025, a VF Corp (VFC) director reported acquiring 4,054.054 phantom stock units (PSUs) under the VF Corporation Directors Deferred Savings Plan. Each PSU represents a right to receive the cash value of one share of VF Corp common stock and will be settled 100% in cash upon the director’s retirement.

The PSUs were acquired by electing to defer directors’ fees, with $18.50 of fees deferred for each PSU, based on the closing market price on the deferral date. Following this transaction, the director beneficially owned 90,287.7389 PSUs, which may change over time due to deemed reinvestment of dividends.

VF Corporation completed the previously announced sale of the Dickies brand to Bluestar Alliance LLC for $600.0 million in cash, subject to customary adjustments for cash, working capital and transaction expenses. The transaction closes a multi‑brand portfolio shift and converts Dickies into cash on the balance sheet.

Alongside the closing, VF released supplemental investor materials that recast historical results for fiscal 2025 and the first and second quarters of fiscal 2026. The materials present GAAP figures, adjusted results, and adjusted results excluding Dickies, giving a clearer view of VF’s underlying operations after the divestiture. A joint press release (Exhibit 99.1) and the supplemental financial information (Exhibit 99.2) were made available.