Telsey Advisory Group Has Lowered Expectations for Oxford Industries (NYSE:OXM) Stock Price

Key Points

• Telsey Advisory Group cut its price target on Oxford Industries from $40 to $36 and maintained a "market perform" rating, implying roughly a 12.6% upside from the current share price.
• Oxford reported an unexpected Q4 loss (EPS -$0.09 vs. $0.05 expected) despite a slight revenue beat and a 4.1% YoY revenue decline; analysts' consensus targets cluster in the mid‑$30s (average $35.50) with most ratings at Hold/Reduce.
• Management raised the quarterly dividend to $0.70 (annualized yield ~8.8%) and issued 2026 guidance of $1.475B–$1.53B in revenue with GAAP EPS $1.83–$2.43, indicating expectations for improved profitability if execution holds.

Oxford Industries (NYSE:OXM - Get Free Report) had its price objective dropped by stock analysts at Telsey Advisory Group from $40.00 to $36.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has a "market perform" rating on the textile maker's stock. Telsey Advisory Group's price objective suggests a potential upside of 12.63% from the stock's current price.

Several other equities research analysts also recently issued reports on OXM. Truist Financial set a $38.00 price objective on shares of Oxford Industries in a research report on Wednesday, January 14th. Citigroup dropped their price target on Oxford Industries from $35.00 to $33.00 and set a "neutral" rating for the company in a report on Friday, December 12th. KeyCorp restated a "sector weight" rating on shares of Oxford Industries in a research note on Thursday, December 11th. Zacks Research raised Oxford Industries from a "strong sell" rating to a "hold" rating in a report on Monday, March 16th. Finally, Weiss Ratings reiterated a "sell (d)" rating on shares of Oxford Industries in a research report on Monday, December 29th. Six investment analysts have rated the stock with a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Reduce" and a consensus target price of $35.50.

Oxford Industries Stock Down 3.1%

OXM stock opened at $31.96 on Friday. Oxford Industries has a 1-year low of $30.57 and a 1-year high of $64.39. The business's 50 day simple moving average is $37.80 and its 200 day simple moving average is $38.21. The company has a current ratio of 1.33, a quick ratio of 0.62 and a debt-to-equity ratio of 0.27. The firm has a market capitalization of $475.59 million, a PE ratio of -96.85 and a beta of 1.05.

Oxford Industries (NYSE:OXM - Get Free Report) last released its quarterly earnings data on Thursday, March 26th. The textile maker reported ($0.09) EPS for the quarter, missing analysts' consensus estimates of $0.05 by ($0.14). The company had revenue of $374.49 million for the quarter, compared to the consensus estimate of $372.30 million. Oxford Industries had a positive return on equity of 9.35% and a negative net margin of 0.20%.The company's revenue for the quarter was down 4.1% compared to the same quarter last year. During the same period last year, the firm earned $1.37 earnings per share. As a group, research analysts anticipate that Oxford Industries will post 6.62 EPS for the current year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Advisors Asset Management Inc. boosted its holdings in shares of Oxford Industries by 6.1% during the 2nd quarter. Advisors Asset Management Inc. now owns 4,169 shares of the textile maker's stock valued at $168,000 after acquiring an additional 241 shares in the last quarter. Cerity Partners LLC boosted its stake in shares of Oxford Industries by 3.0% during the second quarter. Cerity Partners LLC now owns 9,914 shares of the textile maker's stock valued at $399,000 after purchasing an additional 286 shares in the last quarter. GAMMA Investing LLC grew its holdings in shares of Oxford Industries by 46.6% during the fourth quarter. GAMMA Investing LLC now owns 925 shares of the textile maker's stock worth $32,000 after purchasing an additional 294 shares during the last quarter. PNC Financial Services Group Inc. increased its stake in shares of Oxford Industries by 9.0% in the second quarter. PNC Financial Services Group Inc. now owns 3,628 shares of the textile maker's stock valued at $146,000 after buying an additional 300 shares during the period. Finally, Signaturefd LLC increased its stake in shares of Oxford Industries by 28.1% in the fourth quarter. Signaturefd LLC now owns 1,368 shares of the textile maker's stock valued at $47,000 after buying an additional 300 shares during the period. Institutional investors own 91.16% of the company's stock.

Key Oxford Industries News

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

• Positive Sentiment: Oxford raised its quarterly dividend to $0.70 (1.4% increase), implying an annualized yield of ~8.8% for shareholders of record April 17 and payable May 1 — a meaningful income boost that can support the share price for yield-focused investors.
• Positive Sentiment: Management issued 2026 guidance that expects revenue of $1.475B–$1.53B and GAAP EPS of $1.83–$2.43 (adjusted EPS $2.10–$2.70), signaling management expects improved profitability despite recent pressures. GlobeNewswire: Fiscal 2025 Results & 2026 Guidance
• Positive Sentiment: Company highlights sourcing shifts intended to improve margins and outlined a $1.475B–$1.53B sales outlook — strategic actions that could lift margins over 2026 if executed. Seeking Alpha: Sales Outlook & Sourcing Shifts
• Neutral Sentiment: Top-line beat: Q4 revenue of $374.5M slightly topped consensus (~$372M), showing modest resiliency in sales despite EPS weakness. Investing.com: Q4 Revenue Beat
• Neutral Sentiment: Earnings call transcript and analyst notes are available for deeper read; analysts’ targets remain clustered around the mid-$30s (median ~$35), implying limited near-term upside per current street expectations. Seeking Alpha: Earnings Call Transcript
• Negative Sentiment: Reported earnings disappointed: Oxford posted an unexpected Q4 loss (EPS negative) and missed the per‑share consensus, which is driving selling pressure. Investing.com: Q4 Loss
• Negative Sentiment: Profitability and cash metrics weakened: gross and operating profit declined, net income swung negative, cash and equivalents dropped and total liabilities rose — these balance sheet and margin headwinds increase execution risk. QuiverQuant: Q4 Financial Details & Market Reaction

About Oxford Industries

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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