Telsey Advisory Group Has Optimistic View of OXM Q4 Earnings

Key Points

• Telsey Advisory Group has increased its Q4 2026 earnings estimate for Oxford Industries from $0.70 to $0.84 per share, maintaining a "Market Perform" rating with a price target of $52.00.
• Oxford Industries reported Q3 earnings of $1.26 per share, surpassing estimates, though revenue of $403.10 million was down 4% year-over-year.
• The company announced a quarterly dividend of $0.69 per share, representing a 5.4% dividend yield and a payout ratio of 74.59%.

Oxford Industries, Inc. (NYSE:OXM - Free Report) - Equities researchers at Telsey Advisory Group upped their Q4 2026 earnings estimates for Oxford Industries in a research report issued on Thursday, September 11th. Telsey Advisory Group analyst D. Telsey now expects that the textile maker will post earnings per share of $0.84 for the quarter, up from their prior estimate of $0.70. Telsey Advisory Group currently has a "Market Perform" rating and a $52.00 price objective on the stock. The consensus estimate for Oxford Industries' current full-year earnings is $6.62 per share. Telsey Advisory Group also issued estimates for Oxford Industries' Q1 2027 earnings at $2.00 EPS, Q2 2027 earnings at $1.47 EPS and Q4 2027 earnings at $0.98 EPS.

Several other equities analysts also recently weighed in on OXM. Citigroup lowered their target price on Oxford Industries from $47.00 to $44.00 and set a "sell" rating on the stock in a research report on Thursday, June 12th. Truist Financial upped their price objective on shares of Oxford Industries from $47.00 to $50.00 and gave the stock a "hold" rating in a research note on Thursday. UBS Group decreased their price target on shares of Oxford Industries from $48.00 to $46.00 and set a "neutral" rating for the company in a research report on Wednesday, August 27th. Finally, Zacks Research raised shares of Oxford Industries to a "hold" rating in a research report on Monday, August 11th. Five research analysts have rated the stock with a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Reduce" and a consensus target price of $54.40.

Oxford Industries Stock Up 27.4%

OXM stock opened at $51.48 on Friday. The company has a market cap of $768.85 million, a price-to-earnings ratio of 13.91 and a beta of 1.36. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.64 and a current ratio of 1.32. The business's 50-day moving average is $43.25 and its two-hundred day moving average is $49.44. Oxford Industries has a fifty-two week low of $36.25 and a fifty-two week high of $89.86.

Oxford Industries (NYSE:OXM - Get Free Report) last announced its quarterly earnings results on Wednesday, September 10th. The textile maker reported $1.26 earnings per share for the quarter, beating the consensus estimate of $1.21 by $0.05. Oxford Industries had a net margin of 3.80% and a return on equity of 10.94%. The company had revenue of $403.10 million during the quarter, compared to the consensus estimate of $406.14 million. During the same quarter last year, the firm earned $2.77 earnings per share. The firm's quarterly revenue was down 4.0% compared to the same quarter last year. Oxford Industries has set its FY 2025 guidance at 2.800-3.200 EPS. Q3 2025 guidance at -1.050--0.85 EPS.

Oxford Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 31st. Stockholders of record on Friday, October 17th will be given a dividend of $0.69 per share. The ex-dividend date of this dividend is Friday, October 17th. This represents a $2.76 dividend on an annualized basis and a dividend yield of 5.4%. Oxford Industries's payout ratio is currently 74.59%.

Insider Activity at Oxford Industries

In other news, CEO Robert S. Trauber acquired 10,000 shares of Oxford Industries stock in a transaction on Wednesday, June 18th. The stock was bought at an average price of $41.38 per share, for a total transaction of $413,800.00. Following the completion of the purchase, the chief executive officer owned 13,364 shares in the company, valued at $553,002.32. This represents a 297.27% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Thomas Caldecot Chubb III acquired 6,500 shares of the stock in a transaction that occurred on Monday, June 16th. The stock was acquired at an average cost of $40.12 per share, for a total transaction of $260,780.00. Following the completion of the purchase, the chief executive officer owned 59,063 shares in the company, valued at $2,369,607.56. The trade was a 12.37% increase in their position. The disclosure for this purchase can be found here. In the last 90 days, insiders have purchased 16,818 shares of company stock valued at $686,724. 6.00% of the stock is owned by company insiders.

Hedge Funds Weigh In On Oxford Industries

Hedge funds have recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd bought a new stake in shares of Oxford Industries during the second quarter valued at about $34,000. Blue Trust Inc. boosted its holdings in Oxford Industries by 124.8% in the 2nd quarter. Blue Trust Inc. now owns 1,448 shares of the textile maker's stock valued at $58,000 after purchasing an additional 804 shares during the period. BNP Paribas Financial Markets raised its stake in Oxford Industries by 44.8% during the second quarter. BNP Paribas Financial Markets now owns 1,507 shares of the textile maker's stock worth $61,000 after acquiring an additional 466 shares in the last quarter. Tower Research Capital LLC TRC grew its holdings in shares of Oxford Industries by 127.1% during the second quarter. Tower Research Capital LLC TRC now owns 1,812 shares of the textile maker's stock worth $73,000 after purchasing an additional 1,014 shares during the last quarter. Finally, GAMMA Investing LLC boosted its holdings in Oxford Industries by 406.0% in the second quarter. GAMMA Investing LLC now owns 2,095 shares of the textile maker's stock valued at $84,000 after acquiring an additional 1,681 shares during the last quarter. Institutional investors and hedge funds own 91.16% of the company's stock.

About Oxford Industries

Oxford Industries, Inc, an apparel company, designs, sources, markets, and distributes products of lifestyle and other brands worldwide. The company offers men's and women's sportswear and related products under the Tommy Bahama brand; and women's and girl's dresses and sportswear, scarves, bags, jewelry, and belts, as well as children's apparel, swim, footwear, and licensed products under the Lilly Pulitzer brand.

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