Telsey Advisory Group Has Positive 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) - Investment analysts at Telsey Advisory Group upped their Q4 2026 earnings per share estimates for shares of Oxford Industries in a research report issued to clients and investors on Thursday, September 11th. Telsey Advisory Group analyst D. Telsey now forecasts that the textile maker will post earnings of $0.84 per share for the quarter, up from their prior forecast of $0.70. Telsey Advisory Group currently has a "Market Perform" rating and a $52.00 target price 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.

Oxford Industries (NYSE:OXM - Get Free Report) last announced its earnings results on Wednesday, September 10th. The textile maker reported $1.26 earnings per share for the quarter, topping analysts' consensus estimates of $1.21 by $0.05. Oxford Industries had a return on equity of 10.99% and a net margin of 3.80%.The firm had revenue of $403.10 million for the quarter, compared to the consensus estimate of $406.14 million. During the same quarter in the previous year, the business earned $2.77 EPS. The company's 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.

Several other equities analysts also recently commented on the company. Citigroup dropped their price objective on Oxford Industries from $47.00 to $44.00 and set a "sell" rating on the stock in a research note on Thursday, June 12th. Zacks Research downgraded Oxford Industries from a "hold" rating to a "strong sell" rating in a research note on Friday, September 12th. Truist Financial boosted their target price on shares of Oxford Industries from $47.00 to $50.00 and gave the company a "hold" rating in a report on Thursday, September 11th. Finally, UBS Group lowered their target price on shares of Oxford Industries from $48.00 to $46.00 and set a "neutral" rating on the stock in a report on Wednesday, August 27th. Four analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Reduce" and a consensus price target of $54.40.

Oxford Industries Stock Performance

Oxford Industries stock traded up $1.74 during trading on Friday, hitting $48.00. The stock had a trading volume of 172,359 shares, compared to its average volume of 448,220. Oxford Industries has a 1 year low of $36.25 and a 1 year high of $89.86. The company has a quick ratio of 0.51, a current ratio of 1.18 and a debt-to-equity ratio of 0.14. The stock's 50 day moving average is $43.43 and its two-hundred day moving average is $48.96. The stock has a market cap of $713.76 million, a price-to-earnings ratio of 13.00 and a beta of 1.36.

Oxford Industries Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, October 31st. Stockholders of record on Friday, October 17th will be issued a $0.69 dividend. The ex-dividend date of this dividend is Friday, October 17th. This represents a $2.76 annualized dividend and a dividend yield of 5.8%. Oxford Industries's dividend payout ratio is presently 74.59%.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. Charles Schwab Investment Management Inc. increased its holdings in shares of Oxford Industries by 9.1% in the first quarter. Charles Schwab Investment Management Inc. now owns 674,889 shares of the textile maker's stock worth $39,596,000 after purchasing an additional 56,235 shares during the period. Wellington Management Group LLP increased its stake in Oxford Industries by 4.9% in the fourth quarter. Wellington Management Group LLP now owns 580,580 shares of the textile maker's stock valued at $45,738,000 after acquiring an additional 27,198 shares during the last quarter. American Century Companies Inc. increased its stake in Oxford Industries by 6.2% in the second quarter. American Century Companies Inc. now owns 561,236 shares of the textile maker's stock valued at $22,590,000 after acquiring an additional 32,693 shares during the last quarter. Bank of America Corp DE increased its stake in Oxford Industries by 3.3% in the second quarter. Bank of America Corp DE now owns 442,334 shares of the textile maker's stock valued at $17,804,000 after acquiring an additional 14,103 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its stake in Oxford Industries by 63.3% in the second quarter. Arrowstreet Capital Limited Partnership now owns 439,276 shares of the textile maker's stock valued at $17,681,000 after acquiring an additional 170,208 shares during the last quarter. Institutional investors 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.