Candriam S.C.A. Has $41.33 Million Stake in Ralph Lauren Corporation $RL

Candriam S.C.A. increased its stake in Ralph Lauren Corporation (NYSE:RL) by 26.1% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 131,817 shares of the textile maker’s stock after acquiring an additional 27,273 shares during the quarter. Candriam S.C.A. owned 0.22% of Ralph Lauren worth $41,333,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of RL. Wedmont Private Capital increased its stake in Ralph Lauren by 3.1% in the third quarter. Wedmont Private Capital now owns 1,114 shares of the textile maker’s stock valued at $362,000 after purchasing an additional 34 shares in the last quarter. TD Private Client Wealth LLC grew its stake in shares of Ralph Lauren by 5.6% in the 3rd quarter. TD Private Client Wealth LLC now owns 733 shares of the textile maker’s stock valued at $230,000 after buying an additional 39 shares during the period. Bank of New Hampshire increased its position in Ralph Lauren by 0.4% in the 3rd quarter. Bank of New Hampshire now owns 9,483 shares of the textile maker’s stock valued at $2,973,000 after buying an additional 41 shares in the last quarter. Optas LLC increased its position in Ralph Lauren by 5.4% in the 3rd quarter. Optas LLC now owns 813 shares of the textile maker’s stock valued at $255,000 after buying an additional 42 shares in the last quarter. Finally, Coldstream Capital Management Inc. raised its stake in Ralph Lauren by 6.3% during the 2nd quarter. Coldstream Capital Management Inc. now owns 806 shares of the textile maker’s stock worth $221,000 after buying an additional 48 shares during the period. 67.91% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on RL shares. Evercore set a $420.00 price objective on Ralph Lauren in a research note on Friday. Wells Fargo & Company increased their target price on Ralph Lauren from $385.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, December 16th. BTIG Research boosted their price target on shares of Ralph Lauren from $400.00 to $435.00 and gave the company a “buy” rating in a research note on Friday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ralph Lauren in a research note on Thursday, January 22nd. Finally, Jefferies Financial Group decreased their target price on shares of Ralph Lauren from $425.00 to $410.00 and set a “buy” rating for the company in a research report on Friday. Sixteen investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $390.06.

Ralph Lauren Trading Up 1.2%

Shares of RL stock opened at $342.85 on Monday. The company has a debt-to-equity ratio of 0.50, a quick ratio of 1.52 and a current ratio of 2.10. The company has a market capitalization of $20.79 billion, a price-to-earnings ratio of 23.34, a PEG ratio of 1.45 and a beta of 1.49. Ralph Lauren Corporation has a 52-week low of $176.61 and a 52-week high of $380.00. The company has a 50-day simple moving average of $360.88 and a two-hundred day simple moving average of $331.36.

Ralph Lauren (NYSE:RL) last announced its earnings results on Thursday, February 5th. The textile maker reported $6.22 earnings per share for the quarter, topping analysts’ consensus estimates of $5.80 by $0.42. The firm had revenue of $2.41 billion for the quarter, compared to the consensus estimate of $2.30 billion. Ralph Lauren had a return on equity of 37.97% and a net margin of 11.73%.The company’s revenue was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.82 EPS. Research analysts anticipate that Ralph Lauren Corporation will post 12.01 EPS for the current fiscal year.

Ralph Lauren Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 9th. Stockholders of record on Friday, December 26th were paid a dividend of $0.9125 per share. This represents a $3.65 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Friday, December 26th. Ralph Lauren’s payout ratio is presently 24.85%.

Key Stories Impacting Ralph Lauren

Here are the key news stories impacting Ralph Lauren this week:

• Positive Sentiment: Ralph Lauren reported fiscal Q3 EPS of $6.22 and revenue of $2.41B, both above Wall Street estimates — the quarter showed 12.2% revenue growth and margin expansion, which underpins the bullish case. Earnings Release & Transcript
• Positive Sentiment: Management raised its full‑year outlook after strong holiday demand (Polo, leather handbags cited) — a positive signal for revenue and operating‑margin recovery over the year. Reuters: Sales Beat
• Positive Sentiment: Analyst support: BTIG lifted its price target to $435 (buy), and Telsey reaffirmed Outperform with a $435 target — these upgrades/reaffirms add upward pressure on the stock. BTIG / The Fly
• Neutral Sentiment: Analyst notes and coverage: Evercore and others remain bullish/reiterate buys, and the company held its earnings call (transcript available) — ongoing analyst attention supports liquidity and investor interest. Evercore / Globe & Mail
• Neutral Sentiment: Full earnings materials and call transcript are out for deeper review — useful for investors parsing margin drivers, channel trends and international performance. Earnings Call Transcript
• Negative Sentiment: Ralph Lauren warned of Q4 margin pressure tied to U.S. tariffs; that outlook drove an initial sell‑off in the stock despite the beat and is the main downside catalyst investors are judging. Yahoo Finance: Tariff Margin Warning
• Negative Sentiment: Market reaction: shares briefly fell (reports of an early ~7% drop in intraday trading) as markets focused on near‑term margin risk even as the company raised its annual guidance. Proactive Investors
• Negative Sentiment: Jefferies trimmed its price target from $425 to $410 (still a buy) — a modest downward revision that slightly offsets some of the positive analyst action. Benzinga: Jefferies PT Cut

Ralph Lauren Company Profile

Ralph Lauren Corporation (NYSE: RL) is a global designer, marketer and distributor of premium lifestyle products under the Ralph Lauren name and a portfolio of related brands. The company, founded by Ralph Lauren in 1967 and headquartered in New York City, has grown from a single line of men’s neckties into a global lifestyle business that spans apparel, accessories and home goods.

Ralph Lauren’s product assortment includes menswear, womenswear and childrenswear along with footwear, leather goods, eyewear, fragrances and home furnishings.