Caprock Group LLC acquired a new stake in shares of Ralph Lauren Corporation (NYSE:RL – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 7,579 shares of the textile maker’s stock, valued at approximately $2,251,000.
A number of other hedge funds have also added to or reduced their stakes in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Ralph Lauren by 5.3% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 3,432 shares of the textile maker’s stock worth $758,000 after acquiring an additional 174 shares during the period. Empowered Funds LLC grew its stake in Ralph Lauren by 0.9% in the first quarter. Empowered Funds LLC now owns 12,334 shares of the textile maker’s stock worth $2,723,000 after purchasing an additional 114 shares in the last quarter. Woodline Partners LP grew its stake in Ralph Lauren by 39.5% in the first quarter. Woodline Partners LP now owns 3,369 shares of the textile maker’s stock worth $744,000 after purchasing an additional 954 shares in the last quarter. Focus Partners Wealth increased its holdings in Ralph Lauren by 29.5% during the 1st quarter. Focus Partners Wealth now owns 3,812 shares of the textile maker’s stock worth $841,000 after purchasing an additional 869 shares during the period. Finally, Sivia Capital Partners LLC bought a new stake in Ralph Lauren during the 2nd quarter valued at $386,000. 67.91% of the stock is currently owned by institutional investors.
Ralph Lauren News Summary
Here are the key news stories impacting Ralph Lauren this week:
- Positive Sentiment: Rising margins driven by full‑price demand: Q3 results and follow‑up analysis highlight a sharp margin surge attributed to full‑price selling and brand strength, suggesting pricing power that can offset cost and tariff pressures. Read More.
- Positive Sentiment: Holiday “viral” momentum is changing 2026 expectations: Coverage points to a viral holiday surge that’s boosting traffic, full‑price conversion and the revenue/margin outlook for the year. That narrative supports higher earnings and multiple expansion. Read More.
- Positive Sentiment: Fashion‑week and brand relevance pickup: Positive press from New York Fashion Week (celebrity sightings and favorable reviews) reinforces luxury positioning and marketing momentum that can support continued demand. Read More.
- Positive Sentiment: Analyst upgrades and higher targets: Zacks upgraded RL to “strong‑buy” and several sell‑side firms have raised targets after the beat and margin commentary, which tends to lift sentiment and institutional demand. Read More.
- Neutral Sentiment: Earnings beat and dividend profile: RL reported a Q3 beat (EPS and revenue growth) and maintains a modest dividend; these fundamentals underpin the bullish case but are already priced in to some extent. Read More.
- Negative Sentiment: Large insider sale by CEO: Patrice Louvet sold 47,000 shares (~$16.6M at ~$354/share), reducing his holding by ~35% — an event that can create short‑term selling pressure or investor questions about timing, despite his remaining ownership. Read More.
Insider Activity
Ralph Lauren Stock Up 1.0%
Shares of RL stock opened at $363.16 on Friday. The stock’s fifty day moving average price is $360.67 and its 200 day moving average price is $332.54. Ralph Lauren Corporation has a 1-year low of $176.61 and a 1-year high of $380.00. The company has a market cap of $22.02 billion, a price-to-earnings ratio of 24.72, a price-to-earnings-growth ratio of 1.42 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 – Get Free Report) last issued its quarterly 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. Ralph Lauren had a return on equity of 37.97% and a net margin of 11.73%.The business had revenue of $2.41 billion during the quarter, compared to the consensus estimate of $2.30 billion. During the same quarter last year, the company earned $4.82 earnings per share. The company’s quarterly revenue was up 12.2% on a year-over-year basis. On average, research analysts expect that Ralph Lauren Corporation will post 12.01 earnings per share for the current fiscal year.
Ralph Lauren Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Friday, January 9th. Shareholders of record on Friday, December 26th were paid 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 1.0%. Ralph Lauren’s dividend payout ratio is presently 24.85%.
Analyst Upgrades and Downgrades
A number of equities analysts have recently issued reports on RL shares. BTIG Research increased their price target on Ralph Lauren from $400.00 to $435.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Argus increased their target price on shares of Ralph Lauren from $360.00 to $400.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Barclays set a $416.00 target price on shares of Ralph Lauren and gave the company an “overweight” rating in a research report on Friday, February 6th. Citigroup upped their price target on shares of Ralph Lauren from $333.00 to $360.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Finally, Deutsche Bank Aktiengesellschaft set a $422.00 price objective on shares of Ralph Lauren in a report on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $390.06.
Get Our Latest Report on Ralph Lauren
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.
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