Telsey Advisory Group Estimates Ralph Lauren Q1 Earnings

Key Points

• Telsey Advisory Group raised its Q1 2026 EPS estimate for Ralph Lauren from $3.39 to $3.52, maintaining an "Outperform" rating and a target price of $335.00.
• Ralph Lauren recently increased its quarterly dividend from $0.83 to $0.9125, reflecting a positive outlook with an annualized yield of 1.2%.
• The firm announced a $1.50 billion share repurchase plan, indicating confidence in its stock's valuation with plans to buy back up to 8.8% of its outstanding shares.

Ralph Lauren Corporation (NYSE:RL - Free Report) - Stock analysts at Telsey Advisory Group raised their Q1 2026 earnings per share estimates for Ralph Lauren in a report released on Monday, August 4th. Telsey Advisory Group analyst D. Telsey now forecasts that the textile maker will earn $3.52 per share for the quarter, up from their previous estimate of $3.39. Telsey Advisory Group currently has a "Outperform" rating and a $335.00 target price on the stock. The consensus estimate for Ralph Lauren's current full-year earnings is $12.01 per share. Telsey Advisory Group also issued estimates for Ralph Lauren's Q2 2026 earnings at $2.88 EPS, FY2026 earnings at $14.03 EPS, Q1 2027 earnings at $3.83 EPS, Q2 2027 earnings at $3.18 EPS, Q3 2027 earnings at $5.66 EPS, Q4 2027 earnings at $2.67 EPS and FY2027 earnings at $15.34 EPS.

Ralph Lauren (NYSE:RL - Get Free Report) last posted its earnings results on Thursday, August 7th. The textile maker reported $3.77 EPS for the quarter, beating the consensus estimate of $3.50 by $0.27. Ralph Lauren had a return on equity of 31.76% and a net margin of 10.49%. The firm had revenue of $1.72 billion for the quarter, compared to analysts' expectations of $1.65 billion. During the same period last year, the firm earned $2.70 EPS. The firm's revenue was up 13.7% compared to the same quarter last year.

A number of other brokerages have also issued reports on RL. The Goldman Sachs Group increased their target price on shares of Ralph Lauren from $262.00 to $324.00 and gave the company a "buy" rating in a research report on Friday, May 23rd. Evercore ISI increased their price objective on shares of Ralph Lauren from $320.00 to $335.00 and gave the company an "outperform" rating in a report on Monday. JPMorgan Chase & Co. raised their price objective on shares of Ralph Lauren from $355.00 to $406.00 and gave the company an "overweight" rating in a research note on Monday, July 28th. Citigroup boosted their target price on Ralph Lauren from $250.00 to $295.00 and gave the stock a "neutral" rating in a report on Friday, May 23rd. Finally, Wells Fargo & Company increased their price target on Ralph Lauren from $300.00 to $320.00 and gave the company an "overweight" rating in a research note on Wednesday, July 23rd. One investment analyst has rated the stock with a sell rating, three have given a hold rating, fourteen have given a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, Ralph Lauren has an average rating of "Moderate Buy" and a consensus price target of $306.41.

Ralph Lauren Stock Performance

Shares of RL traded up $5.24 during trading hours on Tuesday, reaching $288.58. 1,068,802 shares of the company's stock traded hands, compared to its average volume of 883,141. Ralph Lauren has a twelve month low of $156.69 and a twelve month high of $306.34. The business's fifty day simple moving average is $282.20 and its two-hundred day simple moving average is $256.19. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.78 and a quick ratio of 1.33. The firm has a market capitalization of $17.41 billion, a price-to-earnings ratio of 24.86, a P/E/G ratio of 2.22 and a beta of 1.53.

Ralph Lauren declared that its Board of Directors has authorized a share buyback plan on Thursday, May 22nd that authorizes the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization authorizes the textile maker to purchase up to 8.8% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company's board believes its shares are undervalued.

Ralph Lauren Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, July 11th. Stockholders of record on Friday, June 27th were given a $0.9125 dividend. This represents a $3.65 annualized dividend and a dividend yield of 1.3%. This is an increase from Ralph Lauren's previous quarterly dividend of $0.83. The ex-dividend date of this dividend was Friday, June 27th. Ralph Lauren's payout ratio is 31.44%.

Institutional Investors Weigh In On Ralph Lauren

A number of large investors have recently made changes to their positions in the company. Kestra Private Wealth Services LLC lifted its stake in shares of Ralph Lauren by 4.2% in the 1st quarter. Kestra Private Wealth Services LLC now owns 1,045 shares of the textile maker's stock valued at $231,000 after purchasing an additional 42 shares during the last quarter. Baader Bank Aktiengesellschaft raised its holdings in Ralph Lauren by 3.4% during the first quarter. Baader Bank Aktiengesellschaft now owns 1,367 shares of the textile maker's stock valued at $300,000 after buying an additional 45 shares in the last quarter. Modera Wealth Management LLC lifted its position in shares of Ralph Lauren by 5.8% in the second quarter. Modera Wealth Management LLC now owns 1,028 shares of the textile maker's stock worth $282,000 after buying an additional 56 shares during the last quarter. MassMutual Private Wealth & Trust FSB boosted its stake in shares of Ralph Lauren by 93.7% during the 1st quarter. MassMutual Private Wealth & Trust FSB now owns 122 shares of the textile maker's stock worth $27,000 after acquiring an additional 59 shares in the last quarter. Finally, Blue Trust Inc. boosted its stake in shares of Ralph Lauren by 17.6% during the 1st quarter. Blue Trust Inc. now owns 415 shares of the textile maker's stock worth $92,000 after acquiring an additional 62 shares in the last quarter. Institutional investors and hedge funds own 67.91% of the company's stock.

Ralph Lauren Company Profile

Ralph Lauren Corporation designs, markets, and distributes lifestyle products in North America, Europe, Asia, and internationally. The company offers apparel, including a range of men's, women's, and children's clothing; footwear and accessories, which comprise casual shoes, dress shoes, boots, sneakers, sandals, eyewear, watches, fashion and fine jewelry, scarves, hats, gloves, and umbrellas, as well as leather goods, such as handbags, luggage, small leather goods, and belts; home products consisting of bed and bath lines, furniture, fabric and wallcoverings, floor coverings, lighting, tabletop, kitchen linens, floor coverings, dining, decorative accessories, and giftware; and fragrances.