Ralph Lauren Q1 EPS Boosted by Telsey Advisory Group

Ralph Lauren Co. (NYSE:RL - Free Report) - Research analysts at Telsey Advisory Group raised their Q1 2026 earnings estimates for shares of Ralph Lauren in a note issued to investors on Friday, May 23rd. Telsey Advisory Group analyst D. Telsey now expects that the textile maker will post earnings per share of $3.39 for the quarter, up from their prior estimate of $3.06. Telsey Advisory Group currently has a "Outperform" rating and a $315.00 price target 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 Q3 2026 earnings at $5.01 EPS and FY2027 earnings at $14.55 EPS.

Ralph Lauren (NYSE:RL - Get Free Report) last announced its quarterly earnings results on Thursday, May 22nd. The textile maker reported $2.27 EPS for the quarter, beating analysts' consensus estimates of $2.00 by $0.27. Ralph Lauren had a net margin of 10.14% and a return on equity of 30.88%. The firm had revenue of $1.70 billion during the quarter, compared to the consensus estimate of $1.64 billion. During the same quarter last year, the firm earned $1.71 EPS. The firm's revenue for the quarter was up 8.3% compared to the same quarter last year.

Several other brokerages also recently issued reports on RL. Cfra Research downgraded shares of Ralph Lauren from a "hold" rating to a "moderate sell" rating in a research note on Tuesday, May 20th. Cowen reissued a "buy" rating on shares of Ralph Lauren in a research note on Thursday, May 22nd. JPMorgan Chase & Co. raised their price objective on shares of Ralph Lauren from $285.00 to $342.00 and gave the stock an "overweight" rating in a research note on Friday, February 21st. BMO Capital Markets raised their price objective on shares of Ralph Lauren from $197.00 to $205.00 and gave the stock an "underperform" rating in a research note on Friday, May 23rd. Finally, Guggenheim raised their price objective on shares of Ralph Lauren from $285.00 to $310.00 and gave the stock a "buy" rating in a research note on Friday, February 7th. One investment analyst has rated the stock with a sell rating, three have given a hold rating, thirteen have issued a buy rating and one has given a strong buy rating to the stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $292.88.

Ralph Lauren Trading Down 0.7%

NYSE RL traded down $2.06 during trading on Monday, hitting $284.16. The stock had a trading volume of 592,639 shares, compared to its average volume of 832,760. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.31 and a current ratio of 1.76. The stock has a market capitalization of $17.55 billion, a price-to-earnings ratio of 25.93, a P/E/G ratio of 1.73 and a beta of 1.44. Ralph Lauren has a one year low of $155.96 and a one year high of $289.33. The stock has a 50 day simple moving average of $230.53 and a 200 day simple moving average of $236.59.

Ralph Lauren declared that its board has initiated a stock buyback program on Thursday, May 22nd that permits the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization permits the textile maker to repurchase up to 8.8% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company's management believes its shares are undervalued.

Ralph Lauren Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 11th. Investors of record on Friday, June 27th will be issued a dividend of $0.9125 per share. This represents a $3.65 annualized dividend and a yield of 1.28%. This is a positive change from Ralph Lauren's previous quarterly dividend of $0.83. The ex-dividend date is Friday, June 27th. Ralph Lauren's dividend payout ratio (DPR) is presently 31.44%.

Hedge Funds Weigh In On Ralph Lauren

Institutional investors have recently bought and sold shares of the business. MassMutual Private Wealth & Trust FSB increased its holdings in Ralph Lauren by 93.7% during the first quarter. MassMutual Private Wealth & Trust FSB now owns 122 shares of the textile maker's stock valued at $27,000 after buying an additional 59 shares during the period. EverSource Wealth Advisors LLC grew its holdings in Ralph Lauren by 1,270.0% in the fourth quarter. EverSource Wealth Advisors LLC now owns 137 shares of the textile maker's stock worth $32,000 after purchasing an additional 127 shares during the last quarter. Sentry Investment Management LLC grew its holdings in Ralph Lauren by 178.0% in the first quarter. Sentry Investment Management LLC now owns 139 shares of the textile maker's stock worth $31,000 after purchasing an additional 89 shares during the last quarter. Banque Transatlantique SA purchased a new position in Ralph Lauren in the first quarter worth $33,000. Finally, Brooklyn Investment Group grew its holdings in Ralph Lauren by 180.3% in the first quarter. Brooklyn Investment Group now owns 171 shares of the textile maker's stock worth $38,000 after purchasing an additional 110 shares during the last quarter. 67.91% of the stock is owned by hedge funds and other institutional investors.

Ralph Lauren Company Profile

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.