Cookson Peirce & Co. Inc. Sells 4,277 Shares of Ralph Lauren Corporation $RL

Cookson Peirce & Co. Inc. lessened its stake in shares of Ralph Lauren Corporation (NYSE:RL) by 2.9% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 141,692 shares of the textile maker’s stock after selling 4,277 shares during the period. Ralph Lauren makes up approximately 1.8% of Cookson Peirce & Co. Inc.’s portfolio, making the stock its 12th biggest position. Cookson Peirce & Co. Inc.’s holdings in Ralph Lauren were worth $44,429,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of RL. Hantz Financial Services Inc. boosted its holdings in shares of Ralph Lauren by 1,228.6% during the 2nd quarter. Hantz Financial Services Inc. now owns 93 shares of the textile maker’s stock valued at $26,000 after acquiring an additional 86 shares in the last quarter. CYBER HORNET ETFs LLC acquired a new stake in shares of Ralph Lauren during the second quarter valued at about $28,000. MUFG Securities EMEA plc bought a new stake in shares of Ralph Lauren during the second quarter worth about $32,000. Geneos Wealth Management Inc. increased its stake in shares of Ralph Lauren by 57.1% in the second quarter. Geneos Wealth Management Inc. now owns 143 shares of the textile maker’s stock valued at $39,000 after buying an additional 52 shares during the period. Finally, First Horizon Advisors Inc. raised its holdings in Ralph Lauren by 69.7% in the 2nd quarter. First Horizon Advisors Inc. now owns 151 shares of the textile maker’s stock valued at $41,000 after buying an additional 62 shares during the last quarter. 67.91% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

RL has been the subject of several recent research reports. Evercore set a $420.00 price target on shares of Ralph Lauren in a research report on Friday, February 6th. Barclays set a $416.00 price objective on shares of Ralph Lauren and gave the stock an “overweight” rating in a research note on Friday, February 6th. Citigroup raised their target price on Ralph Lauren from $333.00 to $360.00 and gave the stock a “neutral” rating in a research report on Friday, February 6th. Telsey Advisory Group reaffirmed an “outperform” rating and set a $435.00 target price on shares of Ralph Lauren in a report on Thursday, February 5th. Finally, UBS Group increased their price target on Ralph Lauren from $474.00 to $477.00 and gave the company a “buy” rating in a research note on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $390.06.

Insider Transactions at Ralph Lauren

In other Ralph Lauren news, CEO Patrice Louvet sold 47,000 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $354.22, for a total transaction of $16,648,340.00. Following the transaction, the chief executive officer directly owned 85,552 shares in the company, valued at approximately $30,304,229.44. This represents a 35.46% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 38.34% of the company’s stock.

More Ralph Lauren News

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

• Positive Sentiment: Rising margins driven by full‑price demand: Q3 results and follow‑up analysis highlight a sharp margin surge attributed to full‑price selling and brand strength, suggesting pricing power that can offset cost and tariff pressures. Read More.
• Positive Sentiment: Holiday “viral” momentum is changing 2026 expectations: Coverage points to a viral holiday surge that’s boosting traffic, full‑price conversion and the revenue/margin outlook for the year. That narrative supports higher earnings and multiple expansion. Read More.
• Positive Sentiment: Fashion‑week and brand relevance pickup: Positive press from New York Fashion Week (celebrity sightings and favorable reviews) reinforces luxury positioning and marketing momentum that can support continued demand. Read More.
• Positive Sentiment: Analyst upgrades and higher targets: Zacks upgraded RL to “strong‑buy” and several sell‑side firms have raised targets after the beat and margin commentary, which tends to lift sentiment and institutional demand. Read More.
• Neutral Sentiment: Earnings beat and dividend profile: RL reported a Q3 beat (EPS and revenue growth) and maintains a modest dividend; these fundamentals underpin the bullish case but are already priced in to some extent. Read More.
• Negative Sentiment: Large insider sale by CEO: Patrice Louvet sold 47,000 shares (~$16.6M at ~$354/share), reducing his holding by ~35% — an event that can create short‑term selling pressure or investor questions about timing, despite his remaining ownership. Read More.

Ralph Lauren Stock Performance

Shares of RL opened at $363.16 on Friday. The company has a current ratio of 2.10, a quick ratio of 1.52 and a debt-to-equity ratio of 0.50. The firm’s fifty day simple moving average is $360.67 and its two-hundred day simple moving average is $332.54. Ralph Lauren Corporation has a 12 month low of $176.61 and a 12 month high of $380.00. The stock has a market capitalization of $22.02 billion, a P/E ratio of 24.72, a price-to-earnings-growth ratio of 1.42 and a beta of 1.49.

Ralph Lauren (NYSE:RL) last posted its quarterly earnings data 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. The firm had revenue of $2.41 billion during the quarter, compared to analyst estimates of $2.30 billion. Ralph Lauren had a return on equity of 37.97% and a net margin of 11.73%.The business’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period last year, the company posted $4.82 EPS. As a group, analysts predict that Ralph Lauren Corporation will post 12.01 EPS for the current year.

Ralph Lauren Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 9th. Shareholders of record on Friday, December 26th were issued a $0.9125 dividend. This represents a $3.65 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Friday, December 26th. Ralph Lauren’s payout ratio 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.