Envestnet Asset Management Inc. Raises Stake in Ralph Lauren Corporation $RL

Envestnet Asset Management Inc. raised its holdings in Ralph Lauren Corporation (NYSE:RL) by 7.4% during the third quarter, HoldingsChannel reports. The firm owned 265,601 shares of the textile maker’s stock after buying an additional 18,355 shares during the period. Envestnet Asset Management Inc.’s holdings in Ralph Lauren were worth $83,282,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in RL. Hantz Financial Services Inc. grew its holdings in shares of Ralph Lauren by 1,228.6% during the second quarter. Hantz Financial Services Inc. now owns 93 shares of the textile maker’s stock worth $26,000 after buying an additional 86 shares during the last quarter. CYBER HORNET ETFs LLC acquired a new stake in Ralph Lauren during the 2nd quarter worth approximately $28,000. MUFG Securities EMEA plc purchased a new position in shares of Ralph Lauren in the 2nd quarter valued at approximately $32,000. Geneos Wealth Management Inc. increased its holdings in shares of Ralph Lauren by 57.1% in the second quarter. Geneos Wealth Management Inc. now owns 143 shares of the textile maker’s stock valued at $39,000 after purchasing an additional 52 shares during the period. Finally, First Horizon Advisors Inc. raised its stake in shares of Ralph Lauren by 69.7% during the second quarter. First Horizon Advisors Inc. now owns 151 shares of the textile maker’s stock worth $41,000 after purchasing an additional 62 shares during the last quarter. Institutional investors and hedge funds own 67.91% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently weighed in on RL shares. Evercore ISI set a $420.00 price objective on shares of Ralph Lauren and gave the company an “outperform” rating in a research report on Friday. Deutsche Bank Aktiengesellschaft set a $422.00 target price on shares of Ralph Lauren in a report on Thursday, January 8th. Zacks Research cut shares of Ralph Lauren from a “strong-buy” rating to a “hold” rating in a report on Monday, December 8th. Citigroup raised their price objective on shares of Ralph Lauren from $333.00 to $360.00 and gave the company a “neutral” rating in a research report on Friday. Finally, Argus boosted their target price on Ralph Lauren from $360.00 to $400.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Sixteen analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $390.06.

Ralph Lauren Price Performance

RL stock opened at $342.85 on Friday. The company has a market cap of $20.79 billion, a price-to-earnings ratio of 23.34, a PEG ratio of 1.50 and a beta of 1.49. The company has a current ratio of 2.10, a quick ratio of 1.35 and a debt-to-equity ratio of 0.50. The firm has a 50 day moving average of $360.88 and a 200-day moving average of $331.10. Ralph Lauren Corporation has a 12-month low of $176.61 and a 12-month high of $380.00.

Ralph Lauren (NYSE:RL) last issued its quarterly earnings data 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. The firm had revenue of $2.41 billion during the quarter, compared to analysts’ expectations of $2.30 billion. Ralph Lauren had a return on equity of 37.97% and a net margin of 11.73%.Ralph Lauren’s revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the firm posted $4.82 earnings per share. As a group, equities analysts expect that Ralph Lauren Corporation will post 12.01 EPS for the current fiscal year.

Ralph Lauren Announces Dividend

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

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

Ralph Lauren 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.