Telsey Advisory Group Weighs in on Ralph Lauren Q1 Earnings

Ralph Lauren Co. (NYSE:RL - Free Report) - Telsey Advisory Group boosted their Q1 2026 earnings per share estimates for shares of Ralph Lauren in a note issued to investors on Friday, May 23rd. Telsey Advisory Group analyst D. Telsey now anticipates that the textile maker will post earnings of $3.39 per share for the quarter, up from their prior estimate of $3.06. Telsey Advisory Group 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 posted its quarterly earnings results on Thursday, May 22nd. The textile maker reported $2.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.00 by $0.27. The company had revenue of $1.70 billion for the quarter, compared to analyst estimates of $1.64 billion. Ralph Lauren had a net margin of 10.14% and a return on equity of 30.88%. The company's quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.71 earnings per share.

Several other equities analysts have also recently weighed in on the company. Cowen reiterated a "buy" rating on shares of Ralph Lauren in a research report on Thursday, May 22nd. The Goldman Sachs Group lifted their target price on Ralph Lauren from $262.00 to $324.00 and gave the company a "buy" rating in a report on Friday, May 23rd. UBS Group set a $384.00 price target on Ralph Lauren and gave the company a "buy" rating in a research report on Friday, May 23rd. Wells Fargo & Company increased their price target on shares of Ralph Lauren from $275.00 to $300.00 and gave the stock an "overweight" rating in a report on Friday, May 23rd. Finally, Guggenheim boosted their price objective on shares of Ralph Lauren from $285.00 to $310.00 and gave the company a "buy" rating in a research note on Friday, February 7th. One equities research analyst has rated the stock with a sell rating, three have assigned a hold rating, thirteen have given a buy rating and one has issued a strong buy rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $292.88.

Ralph Lauren Stock Performance

RL stock traded down $0.07 during midday trading on Monday, reaching $277.66. 73,783 shares of the company's stock traded hands, compared to its average volume of 826,988. The firm has a market capitalization of $17.15 billion, a PE ratio of 25.31, a price-to-earnings-growth ratio of 1.73 and a beta of 1.44. The company has a 50-day moving average price of $232.55 and a two-hundred day moving average price of $237.35. Ralph Lauren has a 52 week low of $155.96 and a 52 week high of $289.33. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.31 and a current ratio of 1.76.

Hedge Funds Weigh In On Ralph Lauren

Hedge funds and other institutional investors have recently modified their holdings of the company. Citizens Financial Group Inc. RI bought a new stake in Ralph Lauren in the 4th quarter worth approximately $3,014,000. Triglav Skladi D.O.O. bought a new position in Ralph Lauren during the fourth quarter valued at approximately $10,872,000. Amundi raised its stake in shares of Ralph Lauren by 8.3% during the fourth quarter. Amundi now owns 195,208 shares of the textile maker's stock worth $47,444,000 after acquiring an additional 14,889 shares in the last quarter. Keystone Investors PTE Ltd. bought a new stake in shares of Ralph Lauren in the 4th quarter worth approximately $2,264,000. Finally, OFI Invest Asset Management purchased a new stake in shares of Ralph Lauren in the 4th quarter valued at $6,872,000. 67.91% of the stock is currently owned by hedge funds and other institutional investors.

Ralph Lauren Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, July 11th. Investors of record on Friday, June 27th will be given a $0.9125 dividend. The ex-dividend date of this dividend is Friday, June 27th. This is a positive change from Ralph Lauren's previous quarterly dividend of $0.83. This represents a $3.65 annualized dividend and a yield of 1.31%. Ralph Lauren's payout ratio is 31.44%.

Ralph Lauren declared that its board has approved a stock buyback plan on Thursday, May 22nd that allows the company to buyback $1.50 billion in outstanding shares. This buyback authorization allows the textile maker to reacquire up to 8.8% of its shares through open market purchases. Shares buyback plans are often an indication that the company's board believes its shares are undervalued.

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.