Telsey Advisory Group Weighs in on Ralph Lauren Q1 Earnings

Ralph Lauren Co. (NYSE:RL) – Analysts at Telsey Advisory Group upped their Q1 2026 earnings per share estimates for shares of Ralph Lauren in a research report issued on Friday, May 23rd. Telsey Advisory Group analyst D. Telsey now forecasts that the textile maker will earn $3.39 per share for the quarter, up from their prior forecast 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.

A number of other equities research analysts have also commented on the company. TD Cowen increased their price target on Ralph Lauren from $258.00 to $268.00 and gave the stock a “buy” rating in a research report on Tuesday, February 4th. Cowen reaffirmed a “buy” rating on shares of Ralph Lauren in a report on Thursday. BMO Capital Markets upped their price objective on Ralph Lauren from $197.00 to $205.00 and gave the stock an “underperform” rating in a report on Friday. The Goldman Sachs Group upped their price objective on Ralph Lauren from $262.00 to $324.00 and gave the stock a “buy” rating in a report on Friday. Finally, Raymond James downgraded Ralph Lauren from an “outperform” rating to a “market perform” rating in a report on Monday, January 27th. One analyst has rated the stock with a sell rating, three have given a hold rating, thirteen have assigned a buy rating and one has given a strong buy rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $292.88.

Ralph Lauren Stock Down 1.3%

NYSE RL opened at $273.92 on Monday. The firm has a market cap of $16.92 billion, a PE ratio of 24.99, a price-to-earnings-growth 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’s 50 day simple moving average is $228.32 and its 200 day simple moving average is $235.88. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.76 and a quick ratio of 1.31.

Ralph Lauren (NYSE:RL) last released its quarterly earnings results on Thursday, May 22nd. The textile maker reported $2.27 EPS for the quarter, topping analysts’ consensus estimates of $2.00 by $0.27. The business had revenue of $1.70 billion for the quarter, compared to analyst estimates of $1.64 billion. Ralph Lauren had a return on equity of 30.88% and a net margin of 10.14%. Ralph Lauren’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same period in the prior year, the company earned $1.71 EPS.

Institutional Trading of Ralph Lauren

A number of large investors have recently made changes to their positions in RL. MassMutual Private Wealth & Trust FSB increased its position in shares of Ralph Lauren by 93.7% in the 1st 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 in the last quarter. Sentry Investment Management LLC increased its position in shares of Ralph Lauren by 178.0% in the 1st quarter. Sentry Investment Management LLC now owns 139 shares of the textile maker’s stock valued at $31,000 after buying an additional 89 shares in the last quarter. EverSource Wealth Advisors LLC increased its position in shares of Ralph Lauren by 1,270.0% in the 4th quarter. EverSource Wealth Advisors LLC now owns 137 shares of the textile maker’s stock valued at $32,000 after buying an additional 127 shares in the last quarter. Banque Transatlantique SA bought a new stake in shares of Ralph Lauren in the 1st quarter valued at $33,000. Finally, Brooklyn Investment Group increased its position in shares of Ralph Lauren by 180.3% in the 1st quarter. Brooklyn Investment Group now owns 171 shares of the textile maker’s stock valued at $38,000 after buying an additional 110 shares in the last quarter. Institutional investors own 67.91% of the company’s stock.

Ralph Lauren announced that its board has approved a share buyback plan on Thursday, May 22nd that permits the company to repurchase $1.50 billion in shares. This repurchase authorization permits the textile maker to buy up to 8.8% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s leadership believes its shares are undervalued.

Ralph Lauren Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 11th. Stockholders of record on Friday, June 27th will be paid a $0.9125 dividend. The ex-dividend date of this dividend is Friday, June 27th. This represents a $3.65 dividend on an annualized basis and a dividend yield of 1.33%. This is an increase from Ralph Lauren’s previous quarterly dividend of $0.83. Ralph Lauren’s dividend payout ratio is 30.11%.

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.