Tapestry (NYSE:TPR) VP Sells $329,500.09 in Stock

Tapestry, Inc. (NYSE:TPR) VP Manesh Dadlani sold 2,147 shares of the company’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $153.47, for a total transaction of $329,500.09. Following the transaction, the vice president owned 18,475 shares in the company, valued at $2,835,358.25. The trade was a 10.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.

Tapestry Trading Down 1.3%

TPR traded down $2.04 during trading hours on Thursday, reaching $152.63. 2,306,015 shares of the company’s stock traded hands, compared to its average volume of 2,535,647. The firm has a market capitalization of $30.90 billion, a PE ratio of 63.07, a PEG ratio of 1.89 and a beta of 1.63. Tapestry, Inc. has a 52-week low of $58.39 and a 52-week high of $158.28. The company has a quick ratio of 1.10, a current ratio of 1.63 and a debt-to-equity ratio of 4.32. The firm has a 50-day moving average price of $129.99 and a 200 day moving average price of $115.92.

Tapestry (NYSE:TPR) last posted its quarterly earnings results on Thursday, February 5th. The luxury accessories retailer reported $2.69 EPS for the quarter, topping the consensus estimate of $2.20 by $0.49. The company had revenue of $2.50 billion for the quarter, compared to the consensus estimate of $2.29 billion. Tapestry had a net margin of 6.95% and a return on equity of 157.98%. The firm’s revenue was up 14.0% compared to the same quarter last year. During the same quarter last year, the firm posted $2.00 EPS. Tapestry has set its FY 2026 guidance at 6.400-6.450 EPS. As a group, sell-side analysts predict that Tapestry, Inc. will post 4.91 EPS for the current fiscal year.

Tapestry declared that its board has approved a share repurchase plan on Thursday, November 6th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the luxury accessories retailer to buy up to 4.9% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s board believes its stock is undervalued.

Tapestry Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 23rd. Shareholders of record on Friday, March 6th will be issued a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 1.0%. The ex-dividend date is Friday, March 6th. Tapestry’s dividend payout ratio is presently 66.12%.

Institutional Trading of Tapestry

Several hedge funds have recently modified their holdings of TPR. Great Diamond Partners LLC acquired a new stake in Tapestry during the third quarter worth approximately $2,395,000. Stevens Capital Partners acquired a new stake in shares of Tapestry during the third quarter worth $8,880,000. Three Seasons Wealth LLC acquired a new position in shares of Tapestry during the third quarter worth about $1,882,000. Fisher Asset Management LLC raised its stake in shares of Tapestry by 5,027.6% during the 2nd quarter. Fisher Asset Management LLC now owns 499,988 shares of the luxury accessories retailer’s stock worth $43,904,000 after buying an additional 490,237 shares in the last quarter. Finally, Abacus FCF Advisors LLC purchased a new stake in shares of Tapestry during the 3rd quarter worth $17,332,000. 90.77% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on TPR. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $170.00 price objective on shares of Tapestry in a research report on Friday, February 6th. Telsey Advisory Group raised their target price on shares of Tapestry to $150.00 and gave the stock an “outperform” rating in a report on Thursday, February 5th. Citigroup increased their price target on shares of Tapestry from $152.00 to $165.00 and gave the stock a “buy” rating in a report on Friday, February 6th. BTIG Research increased their price objective on shares of Tapestry from $140.00 to $175.00 and gave the company a “buy” rating in a report on Friday, February 6th. Finally, Zacks Research raised shares of Tapestry from a “hold” rating to a “strong-buy” rating in a report on Monday. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, Tapestry presently has an average rating of “Moderate Buy” and a consensus target price of $143.33.

Tapestry News Roundup

Here are the key news stories impacting Tapestry this week:

• Positive Sentiment: Q4 results and FY guidance surprised to the upside: Tapestry reported stronger-than-expected revenue and EPS and gave FY2026 EPS guidance (6.40–6.45) that supports growth expectations, reinforcing valuation narratives and buyback/dividend signals. MarketBeat TPR coverage
• Positive Sentiment: Broker upgrades have lifted sentiment — Zacks moved TPR from Hold to Strong Buy and included TPR among recommended stocks amid sector rotation, which can attract momentum buyers and institutional flows. Zacks upgrade
• Neutral Sentiment: Analyst Q&A highlights from the recent earnings call (operating leverage, margin sustainability, inventory and wholesale cadence) show management is focused on margin and brand mix — useful for modeling but not an immediate catalyst by itself. Yahoo Finance analyst questions
• Neutral Sentiment: Coverage pieces — e.g., Forbes asking whether Tapestry is a value play — raise longer-term interest in the stock but are more thematic than near-term catalysts. These stories can support investor conviction over time. Forbes value-angle
• Neutral Sentiment: Media/comments coverage (Jim Cramer discussed strong movement in TPR) can amplify short-term volatility as retail flows react, but commentary alone is unpredictable as a directional driver. MSN / Cramer item
• Negative Sentiment: Insider selling: CEO Todd Kahn sold ~39,815 shares (~24.8% reduction of his reported position) for ~$6.0M. Large CEO sales often trigger investor concern about timing or liquidity needs and can weigh on the stock in the short term. InsiderTrades CEO sale

Tapestry Company Profile

Tapestry, Inc is a New York City–based house of fashion brands that designs, produces and distributes a range of accessible luxury and lifestyle products. The company manages a portfolio led by Coach, along with Kate Spade New York and Stuart Weitzman, each offering distinct product lines that include handbags and leather goods, footwear, ready-to-wear apparel, accessories, small leather goods, jewelry and lifestyle items. Tapestry’s operations encompass product design, marketing, wholesale partnerships, retail store operations and digital commerce.

Historically, the Coach brand traces its roots to a leather workshop in New York dating to the mid-20th century.