Oxford Industries (NYSE:OXM) Releases Earnings Results, Misses Estimates By $0.14 EPS

Oxford Industries (NYSE:OXM) released its earnings results on Thursday. The textile maker reported ($0.09) EPS for the quarter, missing analysts’ consensus estimates of $0.05 by ($0.14), FiscalAI reports. Oxford Industries had a negative net margin of 0.20% and a positive return on equity of 9.35%. The business had revenue of $374.49 million for the quarter, compared to the consensus estimate of $372.30 million. During the same period in the prior year, the company posted $1.37 EPS. The company’s quarterly revenue was down 4.1% compared to the same quarter last year.

Here are the key takeaways from Oxford Industries’ conference call:

• Tariff headwinds are a major drag — management expects $50 million of IEEPA-related tariffs in FY2026 (an incremental $20M vs. FY2025), including a Q1 hit of about $12M (~300 bps) that reduces Q1 EPS by ~$0.60 and management is not assuming any refunds from prior payments.
• Tommy Bahama momentum — mid-single-digit comparable sales in late January and quarter-to-date driven by improved assortments and in-stock execution, which management expects to be the primary growth engine for FY2026.
• Lyons distribution center is complete but will pressure near-term results (management expects ~$5M of incremental losses and higher depreciation in FY2026); long-term benefits include better East‑Coast service, lower inventory needs, and greater sourcing flexibility.
• FY2026 guidance calls for net sales of $1.475B–$1.53B (flat to +4%) and adjusted EPS of $2.10–$2.70 (Q1 EPS $1.20–$1.30 vs. $1.82 prior year), with plans to cut CapEx to ~$65M and reduce debt by roughly $30M–$40M.
• Brand actions — management is executing a Johnny Was turnaround (merchandising, pricing, marketing) aimed at meaningful EBITDA improvement and highlighted double‑digit comps and scalable opportunity in the emerging brands group.

Oxford Industries Price Performance

Shares of OXM stock opened at $31.96 on Friday. Oxford Industries has a fifty-two week low of $30.57 and a fifty-two week high of $64.39. The firm has a market capitalization of $475.59 million, a price-to-earnings ratio of -96.85 and a beta of 1.05. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.62 and a current ratio of 1.33. The stock’s 50-day simple moving average is $37.80 and its 200-day simple moving average is $38.21.

Oxford Industries Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Friday, April 17th will be issued a $0.70 dividend. This is a boost from Oxford Industries’s previous quarterly dividend of $0.69. This represents a $2.80 annualized dividend and a yield of 8.8%. The ex-dividend date of this dividend is Friday, April 17th. Oxford Industries’s dividend payout ratio is -836.36%.

Analyst Ratings Changes

OXM has been the subject of a number of recent analyst reports. Weiss Ratings restated a “sell (d)” rating on shares of Oxford Industries in a report on Monday, December 29th. Telsey Advisory Group decreased their target price on Oxford Industries from $40.00 to $36.00 and set a “market perform” rating for the company in a research report on Friday. UBS Group lowered their target price on shares of Oxford Industries from $36.00 to $35.00 and set a “neutral” rating for the company in a research note on Thursday, March 19th. Citigroup cut their price target on shares of Oxford Industries from $35.00 to $33.00 and set a “neutral” rating on the stock in a report on Friday, December 12th. Finally, Truist Financial set a $38.00 price target on shares of Oxford Industries in a research note on Wednesday, January 14th. Six investment analysts have rated the stock with a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Reduce” and an average price target of $35.50.

Key Oxford Industries News

Here are the key news stories impacting Oxford Industries this week:

• Positive Sentiment: Quarterly dividend raised to $0.70 (annualized yield ~8.8%); ex‑dividend April 17 — a direct cash return that can support the share price and attract income investors.
• Positive Sentiment: Management issued fiscal 2026 guidance calling for revenue of $1.475B–$1.53B and materially improved profitability (GAAP EPS $1.83–$2.43; adjusted EPS $2.10–$2.70), signaling confidence in margin recovery (sourcing shifts at Tommy Bahama cited). GlobeNewswire: Fiscal 2025 Results & 2026 Guidance
• Positive Sentiment: Insider purchase by CEO (reported recent buy), which can be read as management signaling conviction in the recovery. Quiver Quant: Stock Falls on Q4 Earnings (insider note)
• Neutral Sentiment: Top‑line roughly met/beat estimates (Q4 revenue ~$374.5M vs. estimates near $372M) and company outlined a $1.475B–$1.53B sales outlook for FY‑2026 — revenue guidance is modest growth, so upside depends on margin execution. Investing.com: Q4 loss but topline beats
• Negative Sentiment: Q4 earnings missed expectations and showed a loss on the bottom line (reported EPS negative; MarketBeat/press release and call showed EPS shortfall vs. consensus), with operating loss and weaker gross profit year‑over‑year — the profit miss is the principal driver of the down move. MarketBeat: Q4 Earnings Results & Call
• Negative Sentiment: Balance‑sheet/cash metrics flagged in reports: cash declined, higher total liabilities and lower operating cash flow year‑over‑year — raises investor concern about near‑term financial flexibility. Quiver Quant: Financial details on Q4
• Negative Sentiment: Telsey Advisory Group cut its price target from $40 to $36 and set a “market perform” rating — a visible analyst downgrade that reduces near‑term upside expectations and likely weighed on the stock. Benzinga: Telsey Lowers Price Target

Institutional Trading of Oxford Industries

Institutional investors have recently bought and sold shares of the stock. Cerity Partners LLC boosted its holdings in Oxford Industries by 3.0% in the second quarter. Cerity Partners LLC now owns 9,914 shares of the textile maker’s stock valued at $399,000 after purchasing an additional 286 shares during the last quarter. Norges Bank purchased a new position in shares of Oxford Industries during the 2nd quarter valued at about $369,000. Fox Run Management L.L.C. purchased a new position in shares of Oxford Industries during the 4th quarter valued at about $298,000. FORA Capital LLC acquired a new position in shares of Oxford Industries in the 2nd quarter valued at about $294,000. Finally, SummitTX Capital L.P. boosted its stake in shares of Oxford Industries by 52.6% in the fourth quarter. SummitTX Capital L.P. now owns 8,440 shares of the textile maker’s stock worth $289,000 after buying an additional 2,908 shares during the last quarter. 91.16% of the stock is currently owned by institutional investors and hedge funds.

Oxford Industries Company Profile

Oxford Industries, Inc, incorporated in 1942 and headquartered in Atlanta, Georgia, is a leading designer, marketer and distributor of high-quality men’s and women’s lifestyle apparel and accessories. The company’s product portfolio features a mix of owned brands and licensed partnerships that span casual, resort and performance categories. Key owned brands include Tommy Bahama, renowned for its island-inspired menswear and women’s sportswear, and Southern Tide, which offers coastal-focused clothing and footwear.