Todd Kahn Sells 39,815 Shares of Tapestry (NYSE:TPR) Stock

Tapestry, Inc. (NYSE:TPR) CEO Todd Kahn sold 39,815 shares of the business’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $151.34, for a total transaction of $6,025,602.10. Following the transaction, the chief executive officer owned 120,578 shares of the company’s stock, valued at approximately $18,248,274.52. The trade was a 24.82% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink.

Todd Kahn also recently made the following trade(s):

• On Monday, November 24th, Todd Kahn sold 10,344 shares of Tapestry stock. The shares were sold at an average price of $107.00, for a total value of $1,106,808.00.
• On Tuesday, November 18th, Todd Kahn sold 29,000 shares of Tapestry stock. The stock was sold at an average price of $102.83, for a total value of $2,982,070.00.

Tapestry Trading Down 1.3%

TPR opened at $152.63 on Friday. Tapestry, Inc. has a one year low of $58.39 and a one year high of $158.28. The company has a market cap of $30.90 billion, a P/E ratio of 63.07, a PEG ratio of 1.91 and a beta of 1.63. The company has a debt-to-equity ratio of 4.32, a quick ratio of 1.10 and a current ratio of 1.63. The business’s 50-day simple moving average is $130.74 and its 200-day simple moving average is $116.17.

Tapestry (NYSE:TPR) last posted its earnings results on Thursday, February 5th. The luxury accessories retailer reported $2.69 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.49. The firm had revenue of $2.50 billion during the quarter, compared to analysts’ expectations of $2.29 billion. Tapestry had a return on equity of 157.98% and a net margin of 6.95%.The firm’s revenue was up 14.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.00 earnings per share. Tapestry has set its FY 2026 guidance at 6.400-6.450 EPS. As a group, equities research analysts expect that Tapestry, Inc. will post 4.91 EPS for the current fiscal year.

Tapestry announced that its board has approved a stock buyback plan on Thursday, November 6th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the luxury accessories retailer to purchase up to 4.9% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s leadership believes its shares are undervalued.

Tapestry Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 23rd. Investors of record on Friday, March 6th will be given a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 1.0%. The ex-dividend date is Friday, March 6th. Tapestry’s payout ratio is 66.12%.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on TPR shares. Weiss Ratings restated a “hold (c)” rating on shares of Tapestry in a research note on Wednesday, January 21st. TD Cowen restated a “buy” rating on shares of Tapestry in a research report on Tuesday. BTIG Research lifted their price objective on Tapestry from $140.00 to $175.00 and gave the company a “buy” rating in a report on Friday, February 6th. Argus raised Tapestry to a “strong-buy” rating in a research note on Friday, January 16th. Finally, Sanford C. Bernstein reissued an “outperform” rating and issued a $170.00 price target on shares of Tapestry in a report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, Tapestry presently has a consensus rating of “Moderate Buy” and a consensus price target of $143.33.

Hedge Funds Weigh In On Tapestry

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. increased its position in shares of Tapestry by 2.4% in the second quarter. Vanguard Group Inc. now owns 25,902,930 shares of the luxury accessories retailer’s stock valued at $2,274,536,000 after buying an additional 606,686 shares in the last quarter. State Street Corp grew its stake in Tapestry by 19.3% in the 3rd quarter. State Street Corp now owns 9,229,777 shares of the luxury accessories retailer’s stock valued at $1,044,995,000 after acquiring an additional 1,494,193 shares during the last quarter. Geode Capital Management LLC increased its holdings in Tapestry by 3.6% during the 4th quarter. Geode Capital Management LLC now owns 5,912,917 shares of the luxury accessories retailer’s stock valued at $753,482,000 after acquiring an additional 203,764 shares in the last quarter. SRS Investment Management LLC raised its position in Tapestry by 12.4% during the second quarter. SRS Investment Management LLC now owns 5,332,824 shares of the luxury accessories retailer’s stock worth $468,275,000 after acquiring an additional 589,000 shares during the last quarter. Finally, Schroder Investment Management Group lifted its holdings in shares of Tapestry by 21.1% in the third quarter. Schroder Investment Management Group now owns 4,849,371 shares of the luxury accessories retailer’s stock valued at $549,046,000 after purchasing an additional 846,553 shares in the last quarter. 90.77% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Tapestry

Here are the key news stories impacting Tapestry this week:

• Positive Sentiment: Q4 results and guidance: Tapestry reported a meaningful Q4 beat (EPS and revenue) and set FY2026 EPS guidance of $6.40–$6.45, supporting the company’s growth story and valuation. 5 Insightful Analyst Questions From Tapestry’s Q4 Earnings Call
• Positive Sentiment: Capital returns and income: Board authorized a $1.0B buyback (≈4.9% of shares) and declared a quarterly dividend ($0.40), signaling confidence and supporting shareholder returns. MarketBeat TPR coverage
• Neutral Sentiment: Analyst activity: Several firms raised targets or reiterated positive views (Goldman Sachs, Citigroup, Bernstein); Zacks upgraded TPR to “strong-buy,” which can support demand over time but may already be priced in. Zacks upgrade
• Neutral Sentiment: Media commentary: Coverage and TV commentary (e.g., Jim Cramer) are driving short-term interest but are not new fundamental data. MSN / Cramer coverage
• Negative Sentiment: Large insider selling: Multiple insiders executed large sales this week — CEO Todd Kahn (~39,815 shares, ~$6.0M), CFO Scott Roe (44,290 shares, ~$6.76M), plus other officers/directors — reducing their holdings by ~20–25% each, which can signal near-term selling pressure or prompt investor concern. InsiderTrades roundup

About Tapestry

Tapestry, Inc is a New York City–based house of fashion brands that designs, produces and distributes a range of accessible luxury and lifestyle products. The company manages a portfolio led by Coach, along with Kate Spade New York and Stuart Weitzman, each offering distinct product lines that include handbags and leather goods, footwear, ready-to-wear apparel, accessories, small leather goods, jewelry and lifestyle items. Tapestry’s operations encompass product design, marketing, wholesale partnerships, retail store operations and digital commerce.

Historically, the Coach brand traces its roots to a leather workshop in New York dating to the mid-20th century.