Oxford Industries (NYSE:OXM) Issues FY 2026 Earnings Guidance

Oxford Industries (NYSE:OXM) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 1.600-2.000 for the period, compared to the consensus EPS estimate of 2.610. The company issued revenue guidance of $1.4 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion. Oxford Industries also updated its Q3 2026 guidance to -1.400–1.200 EPS.

Analyst Upgrades and Downgrades

OXM has been the subject of a number of recent research reports. UBS Group reissued a “neutral” rating on shares of Oxford Industries in a research note on Wednesday, August 26th. Citigroup boosted their price target on Oxford Industries from $34.00 to $36.00 and gave the stock a “neutral” rating in a research report on Tuesday, June 16th. Zacks Research upgraded Oxford Industries from a “strong sell” rating to a “hold” rating in a research note on Tuesday, May 26th. Wall Street Zen raised shares of Oxford Industries from a “sell” rating to a “hold” rating in a research report on Saturday, May 30th. Finally, Truist Financial cut their price objective on shares of Oxford Industries from $43.00 to $40.00 and set a “hold” rating on the stock in a research report on Thursday, June 11th. Seven equities research analysts have rated the stock with a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Reduce” and a consensus target price of $40.00.

Oxford Industries Stock Down 3.0%

Shares of OXM stock traded down $1.15 during trading hours on Thursday, reaching $36.59. 566,835 shares of the company’s stock were exchanged, compared to its average volume of 369,825. Oxford Industries has a 1 year low of $30.57 and a 1 year high of $51.61. The stock has a market cap of $546.33 million, a PE ratio of -13.86 and a beta of 1.06. The company has a current ratio of 1.17, a quick ratio of 0.60 and a debt-to-equity ratio of 0.27. The stock’s fifty day moving average price is $37.37 and its two-hundred day moving average price is $39.23.

Oxford Industries (NYSE:OXM) last announced its quarterly earnings data on Thursday, September 3rd. The textile maker reported $1.34 EPS for the quarter, beating the consensus estimate of $1.31 by $0.03. Oxford Industries had a negative net margin of 2.65% and a positive return on equity of 4.55%. The firm’s revenue was down 2.2% on a year-over-year basis. During the same period last year, the company posted $1.26 earnings per share. Oxford Industries has set its Q3 2026 guidance at -1.400–1.200 EPS and its FY 2026 guidance at 1.600-2.000 EPS. Research analysts predict that Oxford Industries will post 2.5 EPS for the current year.

Oxford Industries Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Friday, July 17th were issued a $0.70 dividend. This represents a $2.80 annualized dividend and a dividend yield of 7.7%. The ex-dividend date of this dividend was Friday, July 17th. Oxford Industries’s dividend payout ratio is -106.06%.

Insider Buying and Selling

In related news, CEO Thomas Chubb, III purchased 2,500 shares of the business’s stock in a transaction on Friday, June 12th. The shares were bought at an average cost of $36.90 per share, with a total value of $92,250.00. Following the transaction, the chief executive officer owned 30,200 shares of the company’s stock, valued at approximately $1,114,380. This trade represents a 9.03% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 6.50% of the company’s stock.

More Oxford Industries News

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

• Positive Sentiment: Second-quarter earnings beat expectations: Adjusted EPS was $1.34, up from $1.26 a year earlier and above analysts’ estimates of approximately $1.31–$1.32. GAAP EPS was $3.25, though it included a substantial tariff-related refund. Oxford Industries Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Cash flow and debt improved: Operating cash flow reached $97.3 million during the first half, up from $79.5 million a year earlier, while borrowings fell to $73 million from $143 million at the end of the first quarter. Oxford also declared a quarterly dividend of $0.70 per share. Oxford Reports Second Quarter Results
• Neutral Sentiment: Mixed brand performance: Tommy Bahama sales increased 0.8% to $230.9 million, but Lilly Pulitzer sales declined 5.6%, Johnny Was fell 8.8%, and Emerging Brands decreased 3.7%. Management plans increased promotions at Lilly Pulitzer to stimulate demand and reduce slow-moving inventory.
• Negative Sentiment: Full-year guidance was cut below consensus: Oxford now expects fiscal 2026 adjusted EPS of $1.60–$2.00, versus consensus of $2.61, and revenue of roughly $1.43–$1.47 billion, below the approximately $1.5 billion expectation. The company cited consumer pressure and brand-specific merchandising and marketing issues. Oxford Lowers Full-Year Guidance
• Negative Sentiment: Near-term outlook was particularly weak: Third-quarter revenue is projected at $280 million–$300 million versus consensus of $314.2 million, while adjusted EPS is expected to be a loss of $1.40–$1.20 compared with an anticipated loss of $0.51.
• Negative Sentiment: Underlying results were less robust than GAAP figures suggest: The $42 million tariff refund materially boosted reported gross margin and GAAP earnings. Excluding the refund and other adjustments, adjusted operating income rose only modestly, while first-half adjusted EPS declined 11.5% year over year.

Institutional Investors Weigh In On Oxford Industries

Several hedge funds have recently bought and sold shares of OXM. Invesco Ltd. lifted its stake in shares of Oxford Industries by 55.4% in the 4th quarter. Invesco Ltd. now owns 170,070 shares of the textile maker’s stock valued at $5,816,000 after purchasing an additional 60,618 shares during the period. XTX Topco Ltd lifted its position in shares of Oxford Industries by 130.3% during the 4th quarter. XTX Topco Ltd now owns 48,730 shares of the textile maker’s stock valued at $1,667,000 after buying an additional 27,569 shares in the last quarter. Wellington Management Group LLP grew its stake in Oxford Industries by 19.2% in the 4th quarter. Wellington Management Group LLP now owns 292,956 shares of the textile maker’s stock valued at $10,019,000 after acquiring an additional 47,274 shares during the period. SummitTX Capital L.P. grew its stake in Oxford Industries by 52.6% in the 4th quarter. SummitTX Capital L.P. now owns 8,440 shares of the textile maker’s stock valued at $289,000 after acquiring an additional 2,908 shares during the period. Finally, Tudor Investment Corp ET AL purchased a new position in Oxford Industries during the fourth quarter valued at $203,000. Hedge funds and other institutional investors own 91.16% of the company’s stock.

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.