Principal Financial Group Inc. Cuts Stake in Ralph Lauren Corporation $RL

Principal Financial Group Inc. lowered its position in shares of Ralph Lauren Corporation (NYSE:RL) by 18.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 68,494 shares of the textile maker’s stock after selling 15,296 shares during the period. Principal Financial Group Inc.’s holdings in Ralph Lauren were worth $21,477,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Orion Porfolio Solutions LLC grew its holdings in Ralph Lauren by 8,937.8% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 963,340 shares of the textile maker’s stock worth $264,225,000 after acquiring an additional 952,681 shares in the last quarter. Rakuten Investment Management Inc. purchased a new stake in shares of Ralph Lauren in the 3rd quarter worth approximately $86,719,000. Allianz Asset Management GmbH lifted its position in shares of Ralph Lauren by 118.3% in the 2nd quarter. Allianz Asset Management GmbH now owns 388,138 shares of the textile maker’s stock worth $106,458,000 after purchasing an additional 210,343 shares during the period. Qube Research & Technologies Ltd boosted its stake in shares of Ralph Lauren by 26.2% during the second quarter. Qube Research & Technologies Ltd now owns 843,321 shares of the textile maker’s stock valued at $231,306,000 after purchasing an additional 174,847 shares in the last quarter. Finally, Fisher Asset Management LLC increased its holdings in Ralph Lauren by 116.6% during the second quarter. Fisher Asset Management LLC now owns 267,742 shares of the textile maker’s stock valued at $73,436,000 after buying an additional 144,155 shares during the period. 67.91% of the stock is owned by hedge funds and other institutional investors.

Ralph Lauren Stock Performance

RL opened at $342.85 on Friday. The company has a market cap of $20.79 billion, a P/E ratio of 23.34, a price-to-earnings-growth ratio of 1.50 and a beta of 1.49. The company has a quick ratio of 1.35, a current ratio of 2.10 and a debt-to-equity ratio of 0.50. The firm’s 50-day moving average price is $360.88 and its 200-day moving average price is $331.10. Ralph Lauren Corporation has a 52-week low of $176.61 and a 52-week high of $380.00.

Ralph Lauren (NYSE:RL) last released its earnings results on Thursday, February 5th. The textile maker reported $6.22 earnings per share for the quarter, topping the consensus estimate of $5.80 by $0.42. The company had revenue of $2.41 billion for the quarter, compared to the consensus estimate of $2.30 billion. Ralph Lauren had a net margin of 11.73% and a return on equity of 37.97%. Ralph Lauren’s revenue was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.82 EPS. As a group, equities analysts anticipate that Ralph Lauren Corporation will post 12.01 EPS for the current fiscal year.

Ralph Lauren Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, January 9th. Investors of record on Friday, December 26th were paid a $0.9125 dividend. The ex-dividend date was Friday, December 26th. This represents a $3.65 dividend on an annualized basis and a yield of 1.1%. Ralph Lauren’s dividend payout ratio (DPR) is 24.85%.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on RL. Barclays set a $416.00 target price on Ralph Lauren and gave the stock an “overweight” rating in a report on Friday. Telsey Advisory Group restated an “outperform” rating and set a $435.00 price objective on shares of Ralph Lauren in a research note on Thursday. Guggenheim started coverage on Ralph Lauren in a research note on Tuesday, December 9th. They issued a “neutral” rating on the stock. UBS Group boosted their target price on shares of Ralph Lauren from $474.00 to $477.00 and gave the stock a “buy” rating in a report on Friday. Finally, BTIG Research raised their price target on shares of Ralph Lauren from $400.00 to $435.00 and gave the company a “buy” rating in a report on Friday. Sixteen equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $390.06.

Ralph Lauren News Summary

Here are the key news stories impacting Ralph Lauren this week:

• Positive Sentiment: Ralph Lauren reported fiscal Q3 EPS of $6.22 and revenue of $2.41B, both above Wall Street estimates — the quarter showed 12.2% revenue growth and margin expansion, which underpins the bullish case. Earnings Release & Transcript
• Positive Sentiment: Management raised its full‑year outlook after strong holiday demand (Polo, leather handbags cited) — a positive signal for revenue and operating‑margin recovery over the year. Reuters: Sales Beat
• Positive Sentiment: Analyst support: BTIG lifted its price target to $435 (buy), and Telsey reaffirmed Outperform with a $435 target — these upgrades/reaffirms add upward pressure on the stock. BTIG / The Fly
• Neutral Sentiment: Analyst notes and coverage: Evercore and others remain bullish/reiterate buys, and the company held its earnings call (transcript available) — ongoing analyst attention supports liquidity and investor interest. Evercore / Globe & Mail
• Neutral Sentiment: Full earnings materials and call transcript are out for deeper review — useful for investors parsing margin drivers, channel trends and international performance. Earnings Call Transcript
• Negative Sentiment: Ralph Lauren warned of Q4 margin pressure tied to U.S. tariffs; that outlook drove an initial sell‑off in the stock despite the beat and is the main downside catalyst investors are judging. Yahoo Finance: Tariff Margin Warning
• Negative Sentiment: Market reaction: shares briefly fell (reports of an early ~7% drop in intraday trading) as markets focused on near‑term margin risk even as the company raised its annual guidance. Proactive Investors
• Negative Sentiment: Jefferies trimmed its price target from $425 to $410 (still a buy) — a modest downward revision that slightly offsets some of the positive analyst action. Benzinga: Jefferies PT Cut

Ralph Lauren Profile

Ralph Lauren Corporation (NYSE: RL) is a global designer, marketer and distributor of premium lifestyle products under the Ralph Lauren name and a portfolio of related brands. The company, founded by Ralph Lauren in 1967 and headquartered in New York City, has grown from a single line of men’s neckties into a global lifestyle business that spans apparel, accessories and home goods.

Ralph Lauren’s product assortment includes menswear, womenswear and childrenswear along with footwear, leather goods, eyewear, fragrances and home furnishings.