Ralph Lauren’s (RL) Outperform Rating Reiterated at Telsey Advisory Group

Telsey Advisory Group reaffirmed their outperform rating on shares of Ralph Lauren (NYSE:RL) in a report issued on Thursday,Benzinga reports. The firm currently has a $435.00 price target on the textile maker’s stock.

Several other research firms have also weighed in on RL. UBS Group lifted their target price on shares of Ralph Lauren from $473.00 to $474.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Guggenheim assumed coverage on Ralph Lauren in a research note on Tuesday, December 9th. They set a “neutral” rating on the stock. Barclays reaffirmed an “overweight” rating and issued a $409.00 target price on shares of Ralph Lauren in a research report on Tuesday, January 6th. Jefferies Financial Group assumed coverage on Ralph Lauren in a research note on Wednesday, January 14th. They issued a “buy” rating and a $425.00 target price for the company. Finally, Evercore boosted their price target on Ralph Lauren from $385.00 to $415.00 and gave the stock an “outperform” rating in a research report on Monday, February 2nd. Sixteen investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $390.06.

Ralph Lauren Stock Up 1.2%

Shares of NYSE:RL opened at $342.85 on Thursday. The company has a debt-to-equity ratio of 0.50, a quick ratio of 1.35 and a current ratio of 2.10. Ralph Lauren has a 1 year low of $176.61 and a 1 year high of $380.00. The stock has a market capitalization of $20.79 billion, a P/E ratio of 23.34, a PEG ratio of 1.50 and a beta of 1.49. The stock has a 50-day simple moving average of $360.88 and a 200-day simple moving average of $331.10.

Ralph Lauren (NYSE:RL) last posted its quarterly earnings results on Thursday, February 5th. The textile maker reported $6.22 EPS for the quarter, beating the consensus estimate of $5.80 by $0.42. The firm had revenue of $2.41 billion for the quarter, compared to analyst estimates 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 for the quarter was up 12.2% compared to the same quarter last year. During the same quarter last year, the firm posted $4.82 earnings per share. Equities analysts forecast that Ralph Lauren will post 12.01 earnings per share for the current year.

Ralph Lauren Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 9th. Shareholders 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 annualized dividend and a yield of 1.1%. Ralph Lauren’s payout ratio is currently 24.85%.

Institutional Trading of Ralph Lauren

A number of hedge funds have recently made changes to their positions in the stock. Aventura Private Wealth LLC acquired a new stake in Ralph Lauren in the fourth quarter valued at $29,000. JPL Wealth Management LLC bought a new stake in shares of Ralph Lauren in the 3rd quarter worth about $27,000. Hantz Financial Services Inc. raised its stake in shares of Ralph Lauren by 1,228.6% in the 2nd quarter. Hantz Financial Services Inc. now owns 93 shares of the textile maker’s stock valued at $26,000 after purchasing an additional 86 shares in the last quarter. Rothschild Investment LLC lifted its position in shares of Ralph Lauren by 61.3% during the third quarter. Rothschild Investment LLC now owns 100 shares of the textile maker’s stock worth $31,000 after purchasing an additional 38 shares during the last quarter. Finally, Flagship Harbor Advisors LLC acquired a new position in Ralph Lauren in the fourth quarter worth about $35,000. Institutional investors and hedge funds own 67.91% of the company’s stock.

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

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.