Telsey Advisory Group Comments on Ralph Lauren Q3 Earnings

Ralph Lauren Co. (NYSE:RL) – Analysts at Telsey Advisory Group upped their Q3 2025 earnings estimates for Ralph Lauren in a report released on Friday, November 8th. Telsey Advisory Group analyst D. Telsey now expects that the textile maker will earn $4.49 per share for the quarter, up from their prior forecast of $4.10. Telsey Advisory Group currently has a “Outperform” rating and a $207.00 target price on the stock. The consensus estimate for Ralph Lauren’s current full-year earnings is $11.59 per share. Telsey Advisory Group also issued estimates for Ralph Lauren’s Q4 2025 earnings at $2.02 EPS, FY2025 earnings at $11.75 EPS, Q1 2026 earnings at $2.99 EPS, Q2 2026 earnings at $2.78 EPS, Q3 2026 earnings at $4.94 EPS, Q4 2026 earnings at $2.25 EPS and FY2026 earnings at $12.96 EPS.

Ralph Lauren (NYSE:RL) last issued its earnings results on Thursday, November 7th. The textile maker reported $2.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.43 by $0.11. Ralph Lauren had a net margin of 10.15% and a return on equity of 29.44%. The company had revenue of $1.73 billion during the quarter, compared to analyst estimates of $1.68 billion. During the same quarter last year, the business posted $2.10 EPS. The company’s revenue for the quarter was up 5.7% on a year-over-year basis.

RL has been the subject of several other research reports. StockNews.com raised Ralph Lauren from a “hold” rating to a “buy” rating in a research note on Friday, November 8th. TD Cowen boosted their target price on shares of Ralph Lauren from $208.00 to $251.00 and gave the stock a “buy” rating in a research report on Tuesday, November 5th. Barclays raised their price target on shares of Ralph Lauren from $200.00 to $257.00 and gave the company an “overweight” rating in a report on Friday, November 8th. Cfra set a $171.00 price objective on shares of Ralph Lauren in a report on Thursday, October 17th. Finally, Wells Fargo & Company raised their target price on Ralph Lauren from $195.00 to $205.00 and gave the company an “equal weight” rating in a report on Wednesday, October 23rd. Three investment analysts have rated the stock with a hold rating and eight have issued a buy rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $223.90.

Ralph Lauren Stock Performance

Shares of NYSE RL opened at $209.59 on Monday. The company has a debt-to-equity ratio of 0.40, a current ratio of 1.72 and a quick ratio of 1.53. Ralph Lauren has a one year low of $113.92 and a one year high of $237.16. The business’s 50-day moving average price is $194.48 and its two-hundred day moving average price is $180.04. The company has a market capitalization of $12.98 billion, a P/E ratio of 19.98, a price-to-earnings-growth ratio of 1.76 and a beta of 1.49.

Institutional Trading of Ralph Lauren

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Pacer Advisors Inc. grew its stake in shares of Ralph Lauren by 12,493.8% in the second quarter. Pacer Advisors Inc. now owns 1,002,344 shares of the textile maker’s stock worth $175,470,000 after acquiring an additional 994,385 shares during the last quarter. AQR Capital Management LLC grew its position in Ralph Lauren by 158.1% in the 2nd quarter. AQR Capital Management LLC now owns 863,336 shares of the textile maker’s stock worth $149,478,000 after purchasing an additional 528,778 shares during the last quarter. Acadian Asset Management LLC increased its holdings in shares of Ralph Lauren by 15,903.6% during the 1st quarter. Acadian Asset Management LLC now owns 448,902 shares of the textile maker’s stock worth $84,266,000 after purchasing an additional 446,097 shares during the period. Swedbank AB acquired a new position in shares of Ralph Lauren during the first quarter valued at about $61,022,000. Finally, Vanguard Group Inc. lifted its stake in shares of Ralph Lauren by 4.3% in the first quarter. Vanguard Group Inc. now owns 4,908,575 shares of the textile maker’s stock valued at $921,634,000 after buying an additional 203,495 shares during the period. Institutional investors and hedge funds own 67.91% of the company’s stock.

Ralph Lauren Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, October 11th. Investors of record on Friday, September 27th were paid a dividend of $0.825 per share. The ex-dividend date of this dividend was Friday, September 27th. This represents a $3.30 annualized dividend and a yield of 1.57%. Ralph Lauren’s payout ratio is 31.46%.

About Ralph Lauren

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.