Jefferies Financial Group Cuts Ralph Lauren (NYSE:RL) Price Target to $410.00

Ralph Lauren (NYSE:RL) had its target price reduced by Jefferies Financial Group from $425.00 to $410.00 in a research report report published on Friday morning,Benzinga reports. Jefferies Financial Group currently has a buy rating on the textile maker’s stock.

Several other analysts have also issued reports on RL. BTIG Research boosted their target price on shares of Ralph Lauren from $400.00 to $435.00 and gave the company a “buy” rating in a research report on Friday. Citigroup upped their price objective on Ralph Lauren from $333.00 to $360.00 and gave the stock a “neutral” rating in a research note on Friday. Guggenheim initiated coverage on shares of Ralph Lauren in a research note on Tuesday, December 9th. They set a “neutral” rating for the company. Barclays set a $416.00 price target on Ralph Lauren and gave the company an “overweight” rating in a report on Friday. Finally, Zacks Research cut Ralph Lauren from a “strong-buy” rating to a “hold” rating in a report on Monday, December 8th. Sixteen analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Ralph Lauren presently has a consensus rating of “Moderate Buy” and an average price target of $390.06.

Ralph Lauren Trading Up 1.2%

Shares of NYSE:RL opened at $342.85 on Friday. The stock’s fifty day moving average price is $360.88 and its 200-day moving average price is $331.36. Ralph Lauren has a 1 year low of $176.61 and a 1 year high of $380.00. The company has a market cap of $20.79 billion, a P/E ratio of 23.34, a PEG ratio of 1.45 and a beta of 1.49. The company has a debt-to-equity ratio of 0.50, a current ratio of 2.10 and a quick ratio of 1.52.

Ralph Lauren (NYSE:RL) last released its quarterly earnings data on Thursday, February 5th. The textile maker reported $6.22 earnings per share for the quarter, beating the consensus estimate of $5.80 by $0.42. The firm had revenue of $2.41 billion during the quarter, compared to analysts’ expectations of $2.30 billion. Ralph Lauren had a net margin of 11.73% and a return on equity of 37.97%. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the company earned $4.82 earnings per share. Sell-side analysts expect that Ralph Lauren will post 12.01 earnings per share for the current year.

Ralph Lauren Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 9th. Investors of record on Friday, December 26th were issued a dividend of $0.9125 per share. 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 presently 24.85%.

Hedge Funds Weigh In On Ralph Lauren

A number of institutional investors have recently modified their holdings of RL. Orion Porfolio Solutions LLC grew its stake in Ralph Lauren by 8,937.8% in the second quarter. Orion Porfolio Solutions LLC now owns 963,340 shares of the textile maker’s stock worth $264,225,000 after purchasing 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 $86,719,000. Jupiter Asset Management Ltd. bought a new position in shares of Ralph Lauren during the 3rd quarter worth $74,841,000. Allianz Asset Management GmbH increased its stake in shares of Ralph Lauren by 118.3% during the second quarter. Allianz Asset Management GmbH now owns 388,138 shares of the textile maker’s stock valued at $106,458,000 after buying an additional 210,343 shares during the period. Finally, Two Sigma Investments LP raised its holdings in shares of Ralph Lauren by 137.1% in the third quarter. Two Sigma Investments LP now owns 362,022 shares of the textile maker’s stock valued at $113,516,000 after acquiring an additional 209,330 shares in the last quarter. 67.91% of the stock is owned by hedge funds and other institutional investors.

Key Ralph Lauren News

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

About Ralph Lauren

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.