William Blair Comments on Torrid’s Q4 Earnings (NYSE:CURV)

Torrid Holdings Inc. (NYSE:CURV) – Investment analysts at William Blair cut their Q4 2025 earnings per share (EPS) estimates for shares of Torrid in a research note issued on Wednesday, December 4th. William Blair analyst D. Carden now forecasts that the company will earn ($0.06) per share for the quarter, down from their prior forecast of ($0.03). William Blair has a “Outperform” rating on the stock. The consensus estimate for Torrid’s current full-year earnings is $0.20 per share. William Blair also issued estimates for Torrid’s FY2026 earnings at $0.25 EPS.

Torrid (NYSE:CURV) last issued its quarterly earnings data on Wednesday, September 4th. The company reported $0.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.07 by $0.01. Torrid had a negative return on equity of 7.58% and a net margin of 1.35%. The business had revenue of $284.60 million for the quarter, compared to analysts’ expectations of $282.87 million. During the same quarter in the prior year, the firm posted $0.06 EPS. The firm’s quarterly revenue was down 1.6% on a year-over-year basis.

CURV has been the subject of a number of other research reports. Telsey Advisory Group dropped their price target on Torrid from $8.00 to $5.00 and set a “market perform” rating for the company in a research report on Wednesday. The Goldman Sachs Group lowered their price target on Torrid from $4.50 to $4.00 and set a “neutral” rating on the stock in a research report on Wednesday. Finally, Bank of America initiated coverage on Torrid in a report on Friday. They issued a “buy” rating and a $5.00 price objective for the company. One investment analyst has rated the stock with a sell rating, two have assigned a hold rating and three have issued a buy rating to the stock. According to MarketBeat, Torrid currently has a consensus rating of “Hold” and a consensus target price of $5.20.

Torrid Stock Performance

NYSE:CURV opened at $3.62 on Friday. Torrid has a 52-week low of $2.18 and a 52-week high of $9.14. The stock has a fifty day moving average of $3.82 and a 200 day moving average of $5.75. The firm has a market capitalization of $378.94 million, a price-to-earnings ratio of 24.13 and a beta of 2.01.

Insider Activity at Torrid

In related news, insider Elizabeth Munoz sold 28,228 shares of the company’s stock in a transaction that occurred on Thursday, September 19th. The stock was sold at an average price of $3.80, for a total value of $107,266.40. Following the sale, the insider now owns 1,948,683 shares in the company, valued at $7,404,995.40. This represents a 1.43 % decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Lisa M. Harper sold 498,087 shares of Torrid stock in a transaction dated Friday, September 13th. The stock was sold at an average price of $3.80, for a total value of $1,892,730.60. Following the completion of the transaction, the chief executive officer now directly owns 5,596,314 shares of the company’s stock, valued at approximately $21,265,993.20. This represents a 8.17 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 9,164,601 shares of company stock worth $34,825,484 in the last 90 days. Company insiders own 9.77% of the company’s stock.

Hedge Funds Weigh In On Torrid

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Charles Schwab Investment Management Inc. raised its stake in shares of Torrid by 8.6% in the third quarter. Charles Schwab Investment Management Inc. now owns 87,941 shares of the company’s stock worth $346,000 after buying an additional 6,968 shares during the period. Barclays PLC grew its holdings in Torrid by 354.5% during the 3rd quarter. Barclays PLC now owns 17,416 shares of the company’s stock valued at $69,000 after buying an additional 13,584 shares in the last quarter. Ritholtz Wealth Management increased its holdings in shares of Torrid by 161.0% in the second quarter. Ritholtz Wealth Management now owns 38,180 shares of the company’s stock worth $286,000 after purchasing an additional 23,553 shares during the last quarter. Maven Securities LTD bought a new position in Torrid during the third quarter valued at approximately $98,000. Finally, Quadrature Capital Ltd purchased a new stake in shares of Torrid during the 3rd quarter worth approximately $104,000. 81.82% of the stock is owned by institutional investors.

About Torrid

Torrid Holdings Inc operates in women’s plus-size apparel and intimates market in North America. The company designs, develops, and merchandises its products under the Torrid, Torrid Curve, CURV, and Lovesick brand names. It is involved in the sale of tops, bottoms, dresses, denims, activewear, intimates, sleep wear, swim wear, and outerwear products; and non-apparel products comprising accessories, footwear, and beauty products.