Empowered Funds LLC Invests $2.02 Million in Oxford Industries, Inc. $OXM

Key Points

• Empowered Funds LLC acquired 57,775 Oxford Industries shares worth approximately $2.02 million, giving it a 0.39% stake. Institutional investors collectively own 91.16% of the company.
• Oxford’s fiscal second-quarter adjusted EPS of $1.34 exceeded estimates, while strong cash generation reduced borrowings to $73 million. Tommy Bahama sales and segment EBITDA increased, and the company declared a $0.70 quarterly dividend.
• Despite the earnings beat, consolidated sales fell 2.2% and management cut fiscal 2026 adjusted EPS guidance to $1.60–$2.00, well below consensus. Shares opened at $36.59, while analysts maintain a consensus “Reduce” rating with a $40 price target.

Empowered Funds LLC acquired a new stake in Oxford Industries, Inc. (NYSE:OXM - Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 57,775 shares of the textile maker's stock, valued at approximately $2,015,000. Empowered Funds LLC owned approximately 0.39% of Oxford Industries at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. BlackRock Inc. bought a new stake in shares of Oxford Industries during the 2nd quarter worth $41,098,000. Bank of America Corp DE bought a new stake in Oxford Industries during the 2nd quarter worth approximately $14,625,000. Millennium Management LLC increased its holdings in Oxford Industries by 1,374.3% in the fourth quarter. Millennium Management LLC now owns 326,607 shares of the textile maker's stock valued at $11,170,000 after purchasing an additional 304,454 shares during the period. Heartland Advisors Inc. acquired a new stake in shares of Oxford Industries in the second quarter valued at about $8,516,000. Finally, Qube Research & Technologies Ltd bought a new position in Oxford Industries during the 2nd quarter worth approximately $7,195,000. Institutional investors own 91.16% of the company's stock.

More Oxford Industries News

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

• Positive Sentiment: Oxford reported fiscal Q2 adjusted EPS of $1.34, above the $1.31–$1.32 analyst consensus and up from $1.26 a year earlier. GAAP EPS was $3.25, although it included a significant $2.07-per-share benefit from tariff refunds and related interest. Oxford Industries Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Strong cash generation supported a reduction in borrowings to $73 million from $143 million at the end of the prior quarter. First-half operating cash flow rose to $97 million from $80 million year over year, improving financial flexibility.
• Positive Sentiment: Tommy Bahama remained a relative bright spot, with sales up 0.8% to $230.9 million and adjusted segment EBITDA increasing 6.4%. Oxford also declared a quarterly dividend of $0.70 per share. Oxford Reports Second Quarter Results
• Neutral Sentiment: Reported gross margin expanded to 73.8% from 61.4%, primarily because of the $42 million tariff refund. Excluding tariff-related items and LIFO effects, adjusted gross margin was 63.1%, only modestly above 61.7% a year earlier, suggesting the headline improvement was largely nonrecurring.
• Negative Sentiment: Management lowered fiscal 2026 adjusted EPS guidance to $1.60–$2.00 from $2.11 in fiscal 2025, below the roughly $2.61 consensus, and reduced sales guidance to $1.43–$1.47 billion. Third-quarter adjusted EPS is expected to be a loss of $1.20–$1.40 on sales of $280–$300 million, also below consensus expectations. Oxford Lowers Fiscal 2026 Guidance
• Negative Sentiment: Consolidated sales fell 2.2% to $394.4 million. Lilly Pulitzer sales dropped 5.6% and Johnny Was declined 8.8%; management cited product, marketing and broader consumer-demand pressures and plans increased promotions, which could weigh on margins.

Insider Buying and Selling at Oxford Industries

In other Oxford Industries news, CEO Thomas Chubb, III purchased 2,500 shares of the company's stock in a transaction dated Friday, June 12th. The stock was purchased at an average price of $36.90 per share, for a total transaction of $92,250.00. Following the transaction, the chief executive officer owned 30,200 shares in the company, valued at $1,114,380. The trade was a 9.03% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 6.50% of the stock is currently owned by insiders.

Oxford Industries Trading Down 3.0%

Shares of OXM opened at $36.59 on Friday. The business's 50-day moving average price is $37.40 and its 200-day moving average price is $39.22. Oxford Industries, Inc. has a twelve month low of $30.57 and a twelve month high of $51.61. The stock has a market cap of $546.29 million, a PE ratio of -13.86 and a beta of 1.06. The company has a quick ratio of 0.60, a current ratio of 1.17 and a debt-to-equity ratio of 0.27.

Oxford Industries (NYSE:OXM - Get Free Report) last released its quarterly earnings data on Thursday, September 3rd. The textile maker reported $1.34 EPS for the quarter, beating analysts' consensus estimates of $1.31 by $0.03. The company had revenue of $394.38 million during the quarter, compared to analyst estimates of $394.55 million. Oxford Industries had a negative net margin of 2.65% and a positive return on equity of 4.55%. Oxford Industries's revenue was down 2.2% compared to the same quarter last year. During the same period last year, the business earned $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. On average, equities analysts forecast that Oxford Industries, Inc. will post 2.5 EPS for the current fiscal year.

Oxford Industries Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Friday, October 16th will be given a $0.70 dividend. This represents a $2.80 dividend on an annualized basis and a dividend yield of 7.7%. The ex-dividend date is Friday, October 16th. Oxford Industries's dividend payout ratio (DPR) is -106.06%.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on OXM shares. Weiss Ratings reissued a "sell (d+)" rating on shares of Oxford Industries in a research report on Wednesday, July 8th. Wall Street Zen raised shares of Oxford Industries from a "sell" rating to a "hold" rating in a research note on Saturday, May 30th. KeyCorp restated a "sector weight" rating on shares of Oxford Industries in a report on Thursday, June 11th. Telsey Advisory Group decreased their price objective on shares of Oxford Industries from $51.00 to $44.00 and set a "market perform" rating for the company in a report on Thursday, June 11th. Finally, Zacks Research upgraded Oxford Industries from a "strong sell" rating to a "hold" rating in a research note on Tuesday, May 26th. Seven analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, Oxford Industries currently has a consensus rating of "Reduce" and a consensus target price of $40.00.

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.

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