Thrivent Financial for Lutherans Sells 3,884 Shares of Ralph Lauren Corporation $RL

Thrivent Financial for Lutherans lowered its stake in Ralph Lauren Corporation (NYSE:RL) by 26.7% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,667 shares of the textile maker’s stock after selling 3,884 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Ralph Lauren were worth $3,345,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in the stock. Orion Porfolio Solutions LLC increased its holdings in Ralph Lauren by 8,937.8% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 963,340 shares of the textile maker’s stock worth $264,225,000 after acquiring an additional 952,681 shares in the last quarter. Rakuten Investment Management Inc. purchased a new stake in shares of Ralph Lauren in the third quarter worth $86,719,000. Allianz Asset Management GmbH raised its position in shares of Ralph Lauren by 118.3% during the 2nd quarter. Allianz Asset Management GmbH now owns 388,138 shares of the textile maker’s stock valued at $106,458,000 after purchasing an additional 210,343 shares during the period. Qube Research & Technologies Ltd raised its position in shares of Ralph Lauren by 26.2% during the 2nd quarter. Qube Research & Technologies Ltd now owns 843,321 shares of the textile maker’s stock valued at $231,306,000 after purchasing an additional 174,847 shares during the period. Finally, Fisher Asset Management LLC lifted its stake in shares of Ralph Lauren by 116.6% during the 2nd quarter. Fisher Asset Management LLC now owns 267,742 shares of the textile maker’s stock valued at $73,436,000 after buying an additional 144,155 shares in the last quarter. 67.91% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts have commented on the company. Evercore ISI set a $420.00 price target on Ralph Lauren and gave the company an “outperform” rating in a report on Friday. Weiss Ratings reissued a “buy (b)” rating on shares of Ralph Lauren in a research note on Thursday, January 22nd. Barclays set a $416.00 price target on Ralph Lauren and gave the stock an “overweight” rating in a research note on Friday. Argus lifted their price objective on shares of Ralph Lauren from $360.00 to $400.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Finally, Wells Fargo & Company upped their target price on shares of Ralph Lauren from $385.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 16th. Sixteen investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $390.06.

Key Ralph Lauren News

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 Stock Up 1.2%

NYSE RL opened at $342.85 on Monday. The stock has a 50 day moving average price of $360.88 and a 200-day moving average price of $331.36. Ralph Lauren Corporation has a one year low of $176.61 and a one year high of $380.00. 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 P/E ratio of 23.34, a P/E/G ratio of 1.45 and a beta of 1.49.

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

Ralph Lauren Dividend Announcement

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

About Ralph Lauren

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.