Tapestry (NYSE:TPR) Stock Price Expected to Rise, Telsey Advisory Group Analyst Says

Tapestry (NYSE:TPR) had its price objective raised by investment analysts at Telsey Advisory Group to $150.00 in a report issued on Thursday, Marketbeat.com reports. The brokerage presently has an “outperform” rating on the luxury accessories retailer’s stock. Telsey Advisory Group’s price objective indicates a potential downside of 1.30% from the stock’s current price.

Other equities analysts have also issued reports about the stock. Morgan Stanley raised their target price on shares of Tapestry from $124.00 to $126.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. Argus raised shares of Tapestry to a “strong-buy” rating in a research report on Friday, January 16th. UBS Group upped their target price on shares of Tapestry from $105.00 to $123.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. Sanford C. Bernstein reiterated an “outperform” rating and set a $150.00 target price on shares of Tapestry in a research note on Tuesday, January 6th. Finally, Citigroup boosted their price target on Tapestry from $124.00 to $152.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $142.33.

Tapestry Price Performance

Shares of TPR opened at $151.97 on Thursday. The company has a debt-to-equity ratio of 4.32, a current ratio of 1.63 and a quick ratio of 0.93. Tapestry has a 1-year low of $58.39 and a 1-year high of $153.13. The stock has a market cap of $31.10 billion, a PE ratio of 62.80, a price-to-earnings-growth ratio of 2.49 and a beta of 1.63. The firm has a fifty day moving average price of $127.42 and a 200 day moving average price of $114.91.

Tapestry (NYSE:TPR) last posted its earnings results on Thursday, February 5th. The luxury accessories retailer reported $2.69 EPS for the quarter, topping analysts’ consensus estimates of $2.20 by $0.49. The business had revenue of $2.50 billion for the quarter, compared to analysts’ expectations of $2.29 billion. Tapestry had a return on equity of 157.98% and a net margin of 6.95%.The business’s revenue was up 14.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.00 earnings per share. Tapestry has set its FY 2026 guidance at 6.400-6.450 EPS. As a group, sell-side analysts anticipate that Tapestry will post 4.91 EPS for the current year.

Tapestry announced that its board has authorized a share buyback plan on Thursday, November 6th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the luxury accessories retailer to repurchase up to 4.9% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s board of directors believes its shares are undervalued.

Insider Activity

In other Tapestry news, insider David E. Howard sold 25,029 shares of the stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $102.50, for a total value of $2,565,472.50. Following the completion of the transaction, the insider owned 55,354 shares in the company, valued at approximately $5,673,785. This represents a 31.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Denise Kulikowsky sold 583 shares of the firm’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $115.17, for a total value of $67,144.11. Following the completion of the sale, the insider directly owned 19,285 shares of the company’s stock, valued at approximately $2,221,053.45. This trade represents a 2.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 115,485 shares of company stock valued at $12,034,058 over the last three months. 1.32% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. Cloud Capital Management LLC acquired a new stake in shares of Tapestry in the 3rd quarter worth approximately $26,000. Vestor Capital LLC acquired a new position in Tapestry during the second quarter worth $27,000. Triumph Capital Management purchased a new stake in Tapestry during the third quarter worth $29,000. Steph & Co. grew its holdings in Tapestry by 128.7% in the fourth quarter. Steph & Co. now owns 231 shares of the luxury accessories retailer’s stock valued at $30,000 after purchasing an additional 130 shares during the last quarter. Finally, Flagship Harbor Advisors LLC purchased a new position in shares of Tapestry in the fourth quarter valued at $31,000. 90.77% of the stock is owned by hedge funds and other institutional investors.

Tapestry News Summary

Here are the key news stories impacting Tapestry this week:

• Positive Sentiment: Q2 beat and materially raised FY‑2026 guidance — Tapestry reported $2.69 EPS vs. ~$2.20 consensus and $2.50B revenue (up 14% YoY); management raised FY26 EPS guidance to $6.40–$6.45 and lifted revenue plans (~$7.8B), signaling stronger-than-expected margin and top‑line momentum. Read More.
• Positive Sentiment: BTIG increased its price target to $175 and kept a “buy” rating — a meaningful upside signal from a sell‑side firm. Read More.
• Positive Sentiment: Citigroup raised its price target to $165 and moved to “buy,” reinforcing analyst enthusiasm after the quarter. Read More.
• Positive Sentiment: Evercore raised its target (to $150) — another upgrade contributing to bullish analyst momentum. Read More.
• Positive Sentiment: Declared dividend — Tapestry announced a $0.40 quarterly dividend (record/ex‑dividend date March 6), which supports income investors and signals confidence from the board.
• Positive Sentiment: Technical/market interest — Relative Strength (RS) rating jumped to 94 and the stock hit all‑time highs as investors digested the results, increasing momentum and retail/institutional attention. Read More.
• Neutral Sentiment: Telsey Advisory Group set an “outperform” rating with a $150 target (slightly below the intra‑day price), reflecting mixed near‑term upside expectations. Read More.
• Neutral Sentiment: Earnings call materials and transcripts are available for deeper read of margin drivers, geographic trends and brand performance. These are useful for modeling but are informational rather than new catalysts. Read More.
• Negative Sentiment: At least one analyst argued Coach’s momentum is unsustainable and issued a downgrade note — a cautionary view that could temper enthusiasm if future comps slow. Read More.

Tapestry Company Profile

Tapestry, Inc is a New York City–based house of fashion brands that designs, produces and distributes a range of accessible luxury and lifestyle products. The company manages a portfolio led by Coach, along with Kate Spade New York and Stuart Weitzman, each offering distinct product lines that include handbags and leather goods, footwear, ready-to-wear apparel, accessories, small leather goods, jewelry and lifestyle items. Tapestry’s operations encompass product design, marketing, wholesale partnerships, retail store operations and digital commerce.

Historically, the Coach brand traces its roots to a leather workshop in New York dating to the mid-20th century.