Metis Global Partners LLC Boosts Holdings in Tapestry, Inc. $TPR

Metis Global Partners LLC raised its position in shares of Tapestry, Inc. (NYSE:TPR) by 126.9% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,275 shares of the luxury accessories retailer’s stock after acquiring an additional 6,306 shares during the period. Metis Global Partners LLC’s holdings in Tapestry were worth $1,277,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in TPR. Cloud Capital Management LLC purchased a new stake in shares of Tapestry in the third quarter worth approximately $26,000. Vestor Capital LLC bought a new position in Tapestry in the 2nd quarter valued at $27,000. CVA Family Office LLC increased its stake in Tapestry by 224.8% in the second quarter. CVA Family Office LLC now owns 380 shares of the luxury accessories retailer’s stock worth $33,000 after purchasing an additional 263 shares during the period. Johnson Financial Group Inc. purchased a new stake in Tapestry in the second quarter worth $39,000. Finally, Elevation Point Wealth Partners LLC bought a new stake in shares of Tapestry during the second quarter worth $45,000. 90.77% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Tapestry

Here are the key news stories impacting Tapestry this week:

• Positive Sentiment: Q4 beat and FY2026 guidance: Tapestry reported a sizable Q4 beat (EPS and revenue) and set FY26 EPS guidance of $6.40–$6.45, reinforcing growth expectations and supporting the rally. 5 Insightful Analyst Questions From Tapestry’s Q4 Earnings Call
• Positive Sentiment: Capital returns: Board authorized a $1.0B buyback (~4.9% of shares) and declared a quarterly dividend ($0.40), which supports shareholder yield and signals board confidence. MarketBeat TPR coverage
• Positive Sentiment: Positive research/upgrade flow: Multiple outlets have upgraded or raised targets (BTIG, Wells Fargo, Barclays and others), and Zacks highlights TPR as a strong growth stock — these notes can attract demand from institutional and retail investors. Zacks: Here’s Why Tapestry is a Strong Growth Stock
• Positive Sentiment: Dividend-growth screen inclusion: Tapestry appears on lists of dividend-growth picks, which may support longer-term, income‑focused buying. Zacks: Buy These 5 Dividend Growth Stocks
• Neutral Sentiment: Media/TV attention is boosting short‑term flows: Coverage (e.g., Jim Cramer) is drawing trading interest but doesn’t change fundamentals — may add volatility. MSN / Cramer coverage
• Neutral Sentiment: Analyst upside may be partly priced in: Several firms have raised targets, which helps sentiment but could limit near‑term upside if expectations are already reflected in the share price.
• Negative Sentiment: Heavy insider selling this week: Multiple insiders sold substantial blocks (CEO Todd Kahn, CFO Scott Roe, and other officers/directors), which reduces insider holdings ~20–25% in some cases and may prompt investor concern or short‑term selling pressure. InsiderTrades roundup

Insiders Place Their Bets

In other news, CEO Todd Kahn sold 39,815 shares of Tapestry stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $151.34, for a total value of $6,025,602.10. Following the transaction, the chief executive officer owned 120,578 shares of the company’s stock, valued at $18,248,274.52. The trade was a 24.82% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider David E. Howard sold 25,029 shares of the business’s stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $102.50, for a total value of $2,565,472.50. Following the sale, the insider owned 55,354 shares in the company, valued at $5,673,785. The trade was a 31.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 217,401 shares of company stock valued at $27,574,441 in the last three months. 1.32% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

TPR has been the topic of a number of research analyst reports. BNP Paribas Exane started coverage on shares of Tapestry in a report on Friday. They issued an “outperform” rating and a $176.00 price target on the stock. Guggenheim started coverage on shares of Tapestry in a research report on Tuesday, December 9th. They issued a “neutral” rating for the company. TD Cowen reaffirmed a “buy” rating on shares of Tapestry in a research report on Tuesday, February 10th. Jefferies Financial Group downgraded shares of Tapestry from a “buy” rating to a “hold” rating and decreased their price target for the company from $142.00 to $138.00 in a research note on Wednesday, January 14th. Finally, Barclays set a $179.00 price objective on Tapestry and gave the stock an “overweight” rating in a research note on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $145.05.

Tapestry Price Performance

NYSE TPR opened at $153.66 on Monday. The company has a market cap of $31.11 billion, a PE ratio of 63.49, a P/E/G ratio of 1.89 and a beta of 1.63. The firm’s 50 day moving average price is $131.49 and its 200-day moving average price is $116.59. The company has a debt-to-equity ratio of 4.32, a quick ratio of 1.10 and a current ratio of 1.63. Tapestry, Inc. has a 52-week low of $58.39 and a 52-week high of $158.28.

Tapestry (NYSE:TPR) last posted its earnings results on Thursday, February 5th. The luxury accessories retailer reported $2.69 earnings per share for the quarter, topping analysts’ consensus estimates of $2.20 by $0.49. Tapestry had a return on equity of 157.98% and a net margin of 6.95%.The company had revenue of $2.50 billion during the quarter, compared to analyst estimates of $2.29 billion. During the same quarter in the prior year, the business earned $2.00 earnings per share. Tapestry’s revenue was up 14.0% on a year-over-year basis. Tapestry has set its FY 2026 guidance at 6.400-6.450 EPS. Sell-side analysts forecast that Tapestry, Inc. will post 4.91 EPS for the current fiscal year.

Tapestry declared that its board has initiated a stock repurchase plan on Thursday, November 6th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the luxury accessories retailer to repurchase up to 4.9% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board of directors believes its stock is undervalued.

Tapestry Announces Dividend

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

Tapestry 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.