BI Asset Management Fondsmaeglerselskab A S Has $14.88 Million Stake in Ralph Lauren Corporation $RL

BI Asset Management Fondsmaeglerselskab A S raised its holdings in Ralph Lauren Corporation (NYSE:RL) by 116.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 47,445 shares of the textile maker’s stock after purchasing an additional 25,569 shares during the period. BI Asset Management Fondsmaeglerselskab A S owned approximately 0.08% of Ralph Lauren worth $14,877,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Ralph Lauren by 5.3% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 3,432 shares of the textile maker’s stock valued at $758,000 after buying an additional 174 shares in the last quarter. Empowered Funds LLC increased its stake in Ralph Lauren by 0.9% during the 1st quarter. Empowered Funds LLC now owns 12,334 shares of the textile maker’s stock worth $2,723,000 after acquiring an additional 114 shares during the period. Woodline Partners LP raised its holdings in Ralph Lauren by 39.5% in the 1st quarter. Woodline Partners LP now owns 3,369 shares of the textile maker’s stock valued at $744,000 after acquiring an additional 954 shares in the last quarter. Focus Partners Wealth lifted its position in shares of Ralph Lauren by 29.5% during the 1st quarter. Focus Partners Wealth now owns 3,812 shares of the textile maker’s stock valued at $841,000 after acquiring an additional 869 shares during the period. Finally, Sivia Capital Partners LLC acquired a new stake in shares of Ralph Lauren during the 2nd quarter worth $386,000. 67.91% of the stock is owned by institutional investors.

Key Ralph Lauren News

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

• Positive Sentiment: Q3 results topped expectations — EPS $6.22 vs. $5.80 est., revenue $2.41B vs. $2.30B est.; revenue +12.2% year-over-year, showing resilient holiday demand. RL Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: Company raised its full‑year fiscal 2026 outlook (constant‑currency revenue growth now expected in high‑single to low‑double digits and operating margin expansion ~100–140 bps), which supports a stronger medium‑term profit trajectory. Ralph Lauren Q3 earnings beat, shares slide on tariff-driven margin outlook
• Positive Sentiment: Analysts reaffirming bullish views — Telsey kept an “outperform” with a $435 price target (~28% upside from current levels), and Evercore ISI reiterated a buy stance, providing analyst support under the shares. Telsey Reaffirms Outperform, $435 PT
• Neutral Sentiment: Full earnings/management details available — investors can review the full Q3 earnings call transcript for color on inventory, pricing and channel dynamics. Q3 2026 Earnings Call Transcript
• Neutral Sentiment: Macro note: a modest uptick in weekly jobless claims was reported alongside earnings season — a background factor but not specific to RL results. Jobless Claims & Earnings Morning
• Negative Sentiment: Management flagged tariff-driven margin pressure for Q4, which spooked investors and was cited as the main reason for the intraday selloff despite the beat and raised outlook. Tariff-driven margin outlook causes share drop
• Negative Sentiment: Shares moved sharply on the headline and guidance nuance — heavy volume suggests the market is pricing in near-term margin risk even though fundamentals remain solid. Ralph Lauren posts third-quarter sales beat

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the company. BTIG Research started coverage on Ralph Lauren in a research note on Tuesday, October 14th. They issued a “buy” rating and a $400.00 price target for the company. Deutsche Bank Aktiengesellschaft set a $422.00 target price on shares of Ralph Lauren in a research report on Thursday, January 8th. Barclays reiterated an “overweight” rating and set a $409.00 price target on shares of Ralph Lauren in a research report on Tuesday, January 6th. Weiss Ratings restated a “buy (b)” rating on shares of Ralph Lauren in a research report on Thursday, January 22nd. Finally, Zacks Research downgraded Ralph Lauren from a “strong-buy” rating to a “hold” rating in a report on Monday, December 8th. Fifteen investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Ralph Lauren currently has an average rating of “Moderate Buy” and a consensus price target of $377.71.

Ralph Lauren Price Performance

Shares of NYSE:RL opened at $339.23 on Friday. Ralph Lauren Corporation has a one year low of $176.61 and a one year high of $380.00. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.04 and a quick ratio of 1.35. The company has a market cap of $20.57 billion, a price-to-earnings ratio of 25.07, a PEG ratio of 1.56 and a beta of 1.49. The firm has a 50 day simple moving average of $361.37 and a 200 day simple moving average of $330.43.

Ralph Lauren (NYSE:RL) last announced its quarterly earnings results on Thursday, February 5th. The textile maker reported $6.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.80 by $0.42. Ralph Lauren had a net margin of 11.28% and a return on equity of 36.18%. The company had revenue of $2.41 billion during the quarter, compared to the consensus estimate of $2.30 billion. During the same period in the prior year, the business earned $4.82 earnings per share. The company’s revenue for the quarter was up 12.2% compared to the same quarter last year. Research analysts predict that Ralph Lauren Corporation will post 12.01 earnings per share for the current fiscal year.

Ralph Lauren Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, January 9th. Shareholders of record on Friday, December 26th were given a $0.9125 dividend. The ex-dividend date was Friday, December 26th. This represents a $3.65 annualized dividend and a yield of 1.1%. Ralph Lauren’s dividend payout ratio (DPR) is currently 26.98%.

Ralph Lauren Company 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.