Ralph Lauren Q3 EPS Increased by Telsey Advisory Group

Key Points

• Analysts at Telsey Advisory Group have raised their Q3 2026 EPS estimate for Ralph Lauren to $5.23 from $5.01, while maintaining an "Outperform" rating and a target price of $335.00.
• Ralph Lauren has recently announced a quarterly dividend increase to $0.9125 per share, up from $0.83, with a dividend yield of 1.2%.
• The company has approved a stock repurchase program allowing up to $1.50 billion in share buybacks, reflecting confidence in its stock value.

Ralph Lauren Corporation (NYSE:RL - Free Report) - Stock analysts at Telsey Advisory Group lifted their Q3 2026 earnings estimates for Ralph Lauren in a note issued to investors on Monday, August 4th. Telsey Advisory Group analyst D. Telsey now expects that the textile maker will post earnings of $5.23 per share for the quarter, up from their prior forecast of $5.01. Telsey Advisory Group has a "Outperform" rating and a $335.00 price objective 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 Q4 2026 earnings at $2.41 EPS.

Ralph Lauren (NYSE:RL - Get Free Report) last posted its earnings results on Thursday, August 7th. The textile maker reported $3.77 earnings per share for the quarter, topping analysts' consensus estimates of $3.50 by $0.27. The business had revenue of $1.72 billion for the quarter, compared to analyst estimates of $1.65 billion. Ralph Lauren had a net margin of 10.91% and a return on equity of 33.72%. Ralph Lauren's revenue was up 13.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.70 EPS.

A number of other equities analysts have also commented on the stock. Bank of America increased their price target on shares of Ralph Lauren from $318.00 to $328.00 and gave the stock a "buy" rating in a report on Friday, May 23rd. Needham & Company LLC reissued a "buy" rating and issued a $335.00 price target (up previously from $310.00) on shares of Ralph Lauren in a report on Tuesday. UBS Group increased their price target on shares of Ralph Lauren from $385.00 to $404.00 and gave the stock a "buy" rating in a report on Friday. The Goldman Sachs Group increased their price target on shares of Ralph Lauren from $262.00 to $324.00 and gave the stock a "buy" rating in a report on Friday, May 23rd. Finally, Barclays reaffirmed an "overweight" rating and set a $360.00 target price (up previously from $321.00) on shares of Ralph Lauren in a report on Friday. One research analyst has rated the stock with a sell rating, three have issued a hold rating, fourteen have given a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $306.41.

Ralph Lauren Price Performance

Shares of NYSE:RL traded up $5.24 during trading on Wednesday, reaching $288.58. The company had a trading volume of 1,068,802 shares, compared to its average volume of 689,554. The company has a fifty day moving average of $282.43 and a two-hundred day moving average of $256.47. The stock has a market capitalization of $17.41 billion, a P/E ratio of 23.05, a price-to-earnings-growth ratio of 2.07 and a beta of 1.53. Ralph Lauren has a 12 month low of $156.69 and a 12 month high of $306.34. The company has a current ratio of 1.84, a quick ratio of 1.33 and a debt-to-equity ratio of 0.58.

Hedge Funds Weigh In On Ralph Lauren

A number of institutional investors and hedge funds have recently made changes to their positions in RL. OMNI 360 Wealth Inc. purchased a new position in Ralph Lauren during the first quarter valued at approximately $248,000. Crossmark Global Holdings Inc. lifted its holdings in Ralph Lauren by 13.5% during the first quarter. Crossmark Global Holdings Inc. now owns 22,590 shares of the textile maker's stock valued at $4,987,000 after purchasing an additional 2,684 shares in the last quarter. Triglav Skladi D.O.O. purchased a new position in Ralph Lauren during the fourth quarter valued at approximately $10,872,000. Truist Financial Corp lifted its holdings in Ralph Lauren by 7.8% during the first quarter. Truist Financial Corp now owns 300,837 shares of the textile maker's stock valued at $66,407,000 after purchasing an additional 21,681 shares in the last quarter. Finally, Envestnet Asset Management Inc. lifted its holdings in Ralph Lauren by 8.1% during the first quarter. Envestnet Asset Management Inc. now owns 237,479 shares of the textile maker's stock valued at $52,421,000 after purchasing an additional 17,732 shares in the last quarter. Hedge funds and other institutional investors own 67.91% of the company's stock.

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

Ralph Lauren Increases Dividend

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

About Ralph Lauren

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.