Savant Capital LLC Reduces Position in Ralph Lauren Corporation $RL

Savant Capital LLC lessened its holdings in shares of Ralph Lauren Corporation (NYSE:RL) by 9.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 18,139 shares of the textile maker’s stock after selling 1,916 shares during the quarter. Savant Capital LLC’s holdings in Ralph Lauren were worth $5,688,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the stock. Wedmont Private Capital raised its stake in shares of Ralph Lauren by 3.1% in the 3rd quarter. Wedmont Private Capital now owns 1,114 shares of the textile maker’s stock valued at $362,000 after acquiring an additional 34 shares during the period. TD Private Client Wealth LLC raised 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 purchasing an additional 39 shares in the last quarter. Bank of New Hampshire lifted its holdings in Ralph Lauren by 0.4% during the 3rd quarter. Bank of New Hampshire now owns 9,483 shares of the textile maker’s stock worth $2,973,000 after buying an additional 41 shares during the last quarter. Optas LLC lifted its stake in Ralph Lauren by 5.4% during the third quarter. Optas LLC now owns 813 shares of the textile maker’s stock worth $255,000 after purchasing an additional 42 shares during the last quarter. Finally, Coldstream Capital Management Inc. raised its holdings in shares of Ralph Lauren by 6.3% during the second quarter. Coldstream Capital Management Inc. now owns 806 shares of the textile maker’s stock worth $221,000 after purchasing an additional 48 shares during the period. Institutional investors and hedge funds own 67.91% of the company’s stock.

Ralph Lauren Stock Down 4.4%

Shares of RL opened at $339.23 on Friday. The company has a 50-day moving average price of $361.37 and a two-hundred day moving average price of $330.43. The company has a quick ratio of 1.35, a current ratio of 2.04 and a debt-to-equity ratio of 0.57. The stock has a market cap of $20.57 billion, a price-to-earnings ratio of 25.07, a P/E/G ratio of 1.56 and a beta of 1.49. Ralph Lauren Corporation has a 12 month low of $176.61 and a 12 month high of $380.00.

Ralph Lauren (NYSE:RL) last issued its quarterly earnings data on Thursday, February 5th. The textile maker reported $6.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.80 by $0.42. The firm had revenue of $2.41 billion during the quarter, compared to the consensus estimate of $2.30 billion. Ralph Lauren had a return on equity of 36.18% and a net margin of 11.28%.The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $4.82 EPS. Equities analysts predict that Ralph Lauren Corporation will post 12.01 EPS for the current fiscal year.

Ralph Lauren Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 9th. Shareholders of record on Friday, December 26th were paid a $0.9125 dividend. This represents a $3.65 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Friday, December 26th. Ralph Lauren’s dividend payout ratio is presently 26.98%.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Jefferies Financial Group initiated coverage on shares of Ralph Lauren in a report on Wednesday, January 14th. They issued a “buy” rating and a $425.00 price objective on the stock. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $435.00 price objective on shares of Ralph Lauren in a research note on Thursday. Argus increased their price target on Ralph Lauren from $360.00 to $400.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Guggenheim started coverage on shares of Ralph Lauren in a research note on Tuesday, December 9th. They issued a “neutral” rating for the company. Finally, BTIG Research increased their price target on shares of Ralph Lauren from $400.00 to $435.00 and gave the stock a “buy” rating in a research report on Friday. Fifteen research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Ralph Lauren has a consensus rating of “Moderate Buy” and an average price target of $380.18.

Trending Headlines about Ralph Lauren

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

• Positive Sentiment: Q3 results beat — stronger-than-expected revenue and EPS, driven by holiday demand and strength in key product categories; this outperformance helped management raise full-year guidance. Ralph Lauren posts third-quarter sales beat
• Positive Sentiment: Company lifted its annual outlook for revenue growth and operating margin expansion (supports medium-term earnings trajectory). RL Beats Q3 Earnings & Revenue Estimates
• Positive Sentiment: Analyst support — Telsey Advisory reaffirmed an Outperform rating with a $435 price target (significant upside vs. current levels); Evercore ISI also remains constructive. This analyst backing could limit downside and attract buyers. Ralph Lauren’s Outperform Rating Reaffirmed at Telsey Advisory Group
• Neutral Sentiment: Earnings call/transcript released — provides detail on regional trends, product demand and inventory; useful for digging into margin/forecasts but incremental to headline beat. Q3 2026 Earnings Call Transcript
• Neutral Sentiment: Macro context: mixed economic data (e.g., jobless claims) and broader earnings season noise may mute reaction to retail beats. Jobless Claims Pop Up a Bit, Major Morning for Earnings
• Negative Sentiment: Tariff-driven margin warning — management flagged U.S. tariffs that will pressure Q4 margins, and that forward-looking margin commentary is the main reason investors sold the stock despite the beat. Ralph Lauren warns Q4 margin hit from U.S. tariffs
• Negative Sentiment: Shares dropped sharply in early trading as market focus centered on the near-term margin outlook rather than the beat; that immediate selling reflects investor sensitivity to margin and cost risks. Ralph Lauren beats Q3 but shares dive

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.