Insider Trading June 3, 2026 05:16 PM

Insider Activity and Analyst Commentary Surround Levi Strauss Transactions

Executive sales reported alongside recent strong earnings and positive analyst revisions suggest ongoing market interest in LEVI.

By Derek Hwang LEVI

Senior Vice President and General Counsel David Jedrzejek executed multiple stock sales of Levi Strauss & Co (NASDAQ:LEVI) Class A Common Stock, utilizing pre-arranged trading plans. These transactions occurred against a backdrop of the company reporting strong quarterly revenue growth and earnings per share that beat analyst expectations. Furthermore, several major investment banks have recently raised their price targets and maintained 'Buy' ratings for LEVI.

Insider Activity and Analyst Commentary Surround Levi Strauss Transactions
LEVI

Key Points

  • The recent financial results show strong revenue growth (9% constant-currency) and earnings per share ($0.42), significantly beating previous guidance.
  • Multiple major investment banks have issued positive commentary, including Needham maintaining a 'Buy' rating with a $28.00 price target, and UBS raising its price target to $34.00.
  • The company’s operational strength is highlighted by the 61.7% gross profit margin and an acceleration in organic growth trends.

Recent disclosures detail insider selling activity involving David Jedrzejek, Senior Vice President and General Counsel at Levi Strauss & Co (NASDAQ:LEVI). On June 3, 2026, Mr. Jedrzejek sold a total of 336 shares of the company’s Class A Common Stock. The transaction was priced at $22.82 per share, resulting in a total divestiture value of $7,667. This sale was explicitly conducted under the framework of an established Rule 10b5-1 trading plan.

Adding to the reported transactions, Mr. Jedrzejek also disposed of shares on June 1, 2026. On that date, he sold 634 shares of Class A Common Stock at a rate of $23.18 per share, amounting to $14,696. The source notes that these particular shares were withheld specifically to cover tax obligations associated with the settlement of vested restricted stock units.

Following both reported sales, Mr. Jedrzejek’s direct holdings in LEVI Class A Common Stock stand at 106,098 shares. This current figure incorporates an additional acquisition of 250 shares that took place on April 15, 2026, through the company's internal employee stock purchase plan.


These insider sales data come against a backdrop of significant positive momentum for Levi Strauss & Co. The company’s stock is currently trading at $22.62 and has demonstrated robust performance, posting an impressive 37.5% return over the past twelve months.

From a valuation standpoint, analysis provided by InvestingPro suggests that the company may be undervalued relative to its current market levels, noting that LEVI features among opportunities listed for the most undervalued stocks. Financially, the firm reports maintaining strong gross profit margins of 61.7% and trades at a Price-to-Earnings (P/E) ratio of 16.6.


The recent corporate performance data further underscores this positive sentiment. Levi Strauss & Co reported substantial revenue growth of 9% on a constant-currency basis for the quarter, which surpassed its internal guidance range of 4%-5%. Additionally, the company’s earnings per share exceeded market expectations, reaching $0.42 when analysts had guided for a range between $0.35 and $0.38.

Risks

  • Jefferies noted the importance of monitoring Levi Strauss’s performance specifically in Europe amidst ongoing geopolitical uncertainties, indicating a potential regional market risk.
  • The article mentions that LEVI trades at a P/E ratio of 16.6, which represents one specific valuation metric that investors must consider alongside other metrics like gross profit margins.

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