Krilogy Financial LLC Takes $1.17 Million Position in Ralph Lauren Corporation $RL

Krilogy Financial LLC acquired a new position in shares of Ralph Lauren Corporation (NYSE:RL) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired 3,679 shares of the textile maker’s stock, valued at approximately $1,166,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. MQS Management LLC increased its position in Ralph Lauren by 31.5% during the third quarter. MQS Management LLC now owns 1,099 shares of the textile maker’s stock worth $345,000 after buying an additional 263 shares in the last quarter. Baader Bank Aktiengesellschaft increased its position in Ralph Lauren by 99.1% during the 3rd quarter. Baader Bank Aktiengesellschaft now owns 3,777 shares of the textile maker’s stock worth $1,180,000 after purchasing an additional 1,880 shares in the last quarter. Wealthfront Advisers LLC increased its position in Ralph Lauren by 10.0% during the 3rd quarter. Wealthfront Advisers LLC now owns 1,146 shares of the textile maker’s stock worth $359,000 after purchasing an additional 104 shares in the last quarter. Johnson Investment Counsel Inc. raised its stake in Ralph Lauren by 0.4% in the 3rd quarter. Johnson Investment Counsel Inc. now owns 9,311 shares of the textile maker’s stock valued at $2,920,000 after purchasing an additional 34 shares during the last quarter. Finally, Linden Thomas Advisory Services LLC lifted its holdings in Ralph Lauren by 4.2% in the 3rd quarter. Linden Thomas Advisory Services LLC now owns 5,337 shares of the textile maker’s stock valued at $1,673,000 after purchasing an additional 214 shares in the last quarter. Hedge funds and other institutional investors 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: Rising margins driven by full‑price demand: Q3 results and follow‑up analysis highlight a sharp margin surge attributed to full‑price selling and brand strength, suggesting pricing power that can offset cost and tariff pressures. Read More.
• Positive Sentiment: Holiday “viral” momentum is changing 2026 expectations: Coverage points to a viral holiday surge that’s boosting traffic, full‑price conversion and the revenue/margin outlook for the year. That narrative supports higher earnings and multiple expansion. Read More.
• Positive Sentiment: Fashion‑week and brand relevance pickup: Positive press from New York Fashion Week (celebrity sightings and favorable reviews) reinforces luxury positioning and marketing momentum that can support continued demand. Read More.
• Positive Sentiment: Analyst upgrades and higher targets: Zacks upgraded RL to “strong‑buy” and several sell‑side firms have raised targets after the beat and margin commentary, which tends to lift sentiment and institutional demand. Read More.
• Neutral Sentiment: Earnings beat and dividend profile: RL reported a Q3 beat (EPS and revenue growth) and maintains a modest dividend; these fundamentals underpin the bullish case but are already priced in to some extent. Read More.
• Negative Sentiment: Large insider sale by CEO: Patrice Louvet sold 47,000 shares (~$16.6M at ~$354/share), reducing his holding by ~35% — an event that can create short‑term selling pressure or investor questions about timing, despite his remaining ownership. Read More.

Ralph Lauren Trading Up 1.0%

RL stock opened at $363.16 on Friday. The company has a quick ratio of 1.52, a current ratio of 2.10 and a debt-to-equity ratio of 0.50. The company has a market cap of $22.02 billion, a price-to-earnings ratio of 24.72, a PEG ratio of 1.42 and a beta of 1.49. The business has a fifty day simple moving average of $360.67 and a 200-day simple moving average of $332.54. Ralph Lauren Corporation has a 52 week low of $176.61 and a 52 week high of $380.00.

Ralph Lauren (NYSE:RL) last posted its quarterly earnings results on Thursday, February 5th. The textile maker reported $6.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.80 by $0.42. The firm had revenue of $2.41 billion during the quarter, compared to the consensus estimate of $2.30 billion. Ralph Lauren had a return on equity of 37.97% and a net margin of 11.73%.The firm’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.82 earnings per share. On average, equities research analysts expect that Ralph Lauren Corporation will post 12.01 EPS for the current year.

Ralph Lauren Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 9th. Investors of record on Friday, December 26th were given a dividend of $0.9125 per share. This represents a $3.65 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Friday, December 26th. Ralph Lauren’s dividend payout ratio is 24.85%.

Insider Buying and Selling

In other Ralph Lauren news, CEO Patrice Louvet sold 47,000 shares of Ralph Lauren stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $354.22, for a total transaction of $16,648,340.00. Following the transaction, the chief executive officer directly owned 85,552 shares of the company’s stock, valued at $30,304,229.44. The trade was a 35.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Insiders own 38.34% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on RL shares. Wells Fargo & Company lifted their price target on shares of Ralph Lauren from $385.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, December 16th. Argus lifted their target price on shares of Ralph Lauren from $360.00 to $400.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Deutsche Bank Aktiengesellschaft set a $422.00 price target on Ralph Lauren in a research note on Thursday, January 8th. Jefferies Financial Group lowered their price objective on Ralph Lauren from $425.00 to $410.00 and set a “buy” rating for the company in a research report on Friday, February 6th. Finally, Evercore ISI set a $420.00 target price on Ralph Lauren and gave the company an “outperform” rating in a research note on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $390.06.

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.