Zacks Research Brokers Reduce Earnings Estimates for Ralph Lauren Co. (NYSE:RL)

Ralph Lauren Co. (NYSE:RL) – Equities researchers at Zacks Research reduced their Q1 2025 earnings estimates for Ralph Lauren in a research report issued on Thursday, June 13th. Zacks Research analyst R. Lohia now expects that the textile maker will post earnings per share of $2.38 for the quarter, down from their prior estimate of $2.63. The consensus estimate for Ralph Lauren’s current full-year earnings is $11.07 per share. Zacks Research also issued estimates for Ralph Lauren’s Q2 2025 earnings at $2.45 EPS, Q3 2025 earnings at $4.11 EPS, Q4 2025 earnings at $1.94 EPS, FY2025 earnings at $10.88 EPS, Q1 2026 earnings at $2.80 EPS, Q2 2026 earnings at $2.79 EPS, Q3 2026 earnings at $4.58 EPS, FY2026 earnings at $12.44 EPS and FY2027 earnings at $13.92 EPS.

A number of other analysts have also commented on RL. Guggenheim reiterated a “buy” rating and issued a $200.00 price target on shares of Ralph Lauren in a research note on Friday, May 24th. Wells Fargo & Company decreased their target price on shares of Ralph Lauren from $185.00 to $180.00 and set an “equal weight” rating for the company in a research note on Friday, May 24th. UBS Group raised their price target on Ralph Lauren from $244.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, May 16th. TD Cowen increased their target price on Ralph Lauren from $192.00 to $197.00 and gave the company a “buy” rating in a report on Thursday, May 9th. Finally, Jefferies Financial Group began coverage on Ralph Lauren in a research note on Tuesday, April 30th. They set a “buy” rating and a $195.00 price target for the company. Four investment analysts have rated the stock with a hold rating and nine have issued a buy rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $170.50.

Ralph Lauren Price Performance

Shares of NYSE RL opened at $179.68 on Friday. The company has a 50 day moving average of $170.93 and a 200 day moving average of $163.35. The company has a quick ratio of 1.68, a current ratio of 2.29 and a debt-to-equity ratio of 0.57. Ralph Lauren has a twelve month low of $108.60 and a twelve month high of $192.03. The firm has a market cap of $11.23 billion, a P/E ratio of 18.49, a PEG ratio of 1.52 and a beta of 1.52.

Ralph Lauren (NYSE:RL) last issued its quarterly earnings results on Thursday, May 23rd. The textile maker reported $1.71 earnings per share for the quarter, beating the consensus estimate of $1.65 by $0.06. The firm had revenue of $1.57 billion during the quarter, compared to the consensus estimate of $1.57 billion. Ralph Lauren had a return on equity of 27.90% and a net margin of 9.75%. The company’s revenue was up 1.8% on a year-over-year basis. During the same period last year, the company earned $0.90 earnings per share.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Boston Partners raised its holdings in shares of Ralph Lauren by 67.2% in the fourth quarter. Boston Partners now owns 1,214,000 shares of the textile maker’s stock worth $175,001,000 after buying an additional 487,882 shares during the period. Acadian Asset Management LLC increased its stake in Ralph Lauren by 15,903.6% in the first 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. Jennison Associates LLC lifted its position in shares of Ralph Lauren by 71.6% during the fourth quarter. Jennison Associates LLC now owns 794,127 shares of the textile maker’s stock worth $114,513,000 after purchasing an additional 331,413 shares during the last quarter. Swedbank AB purchased a new stake in shares of Ralph Lauren during the first quarter valued at $61,022,000. Finally, Los Angeles Capital Management LLC grew its holdings in shares of Ralph Lauren by 10,207.7% in the first quarter. Los Angeles Capital Management LLC now owns 325,208 shares of the textile maker’s stock worth $61,061,000 after purchasing an additional 322,053 shares during the last quarter. Institutional investors own 67.91% of the company’s stock.

Insiders Place Their Bets

In other Ralph Lauren news, COO Jane Nielsen sold 67,243 shares of Ralph Lauren stock in a transaction on Friday, May 24th. The shares were sold at an average price of $171.25, for a total value of $11,515,363.75. Following the completion of the transaction, the chief operating officer now directly owns 44,591 shares of the company’s stock, valued at approximately $7,636,208.75. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 39.09% of the company’s stock.

Ralph Lauren Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, July 12th. Shareholders of record on Friday, June 28th will be issued a dividend of $0.825 per share. This represents a $3.30 annualized dividend and a yield of 1.84%. The ex-dividend date is Friday, June 28th. This is a boost from Ralph Lauren’s previous quarterly dividend of $0.75. Ralph Lauren’s dividend payout ratio (DPR) is currently 33.95%.

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, lighting, tabletop, kitchen linens, floor coverings, and giftware; and fragrances.