Ralph Lauren (NYSE:RL) Issues Earnings Results

Ralph Lauren (NYSE:RL) announced its earnings results on Thursday. The textile maker reported $2.80 EPS for the quarter, topping analysts’ consensus estimates of $2.52 by $0.28, FiscalAI reports. Ralph Lauren had a net margin of 11.60% and a return on equity of 38.81%. The business had revenue of $1.98 billion during the quarter, compared to the consensus estimate of $1.85 billion. During the same period in the previous year, the company posted $2.27 earnings per share. The firm’s revenue was up 16.6% on a year-over-year basis.

Here are the key takeaways from Ralph Lauren’s conference call:

• Ralph Lauren reported a strong fiscal 2026, with revenue topping $8 billion for the first time and operating margin exceeding expectations despite tariff headwinds.
• The company said its Next Great Chapter: Drive plan had a strong first year, with growth across regions and channels, plus continued gains in brand elevation, full-price selling, and customer quality.
• Fourth-quarter demand remained strong, as revenue rose 12%, retail comps increased 17%, and Asia led with 28% growth, including China sales up more than 50%.
• Management highlighted continued momentum in higher-growth categories such as women’s apparel, outerwear, and handbags, which grew more than 20% in the quarter and full year and are expected to keep outpacing the company overall.
• For fiscal 2027, Ralph Lauren guided to mid-single-digit revenue growth and 40-60 bps of operating margin expansion, while noting prudence around Europe, energy costs, and potential tariff changes later in the year.

Ralph Lauren Price Performance

Shares of NYSE RL opened at $377.89 on Friday. The business’s 50 day moving average price is $354.00 and its 200 day moving average price is $355.26. The firm has a market cap of $22.88 billion, a P/E ratio of 25.01, a P/E/G ratio of 1.27 and a beta of 1.37. Ralph Lauren has a 52 week low of $258.13 and a 52 week high of $393.41. The company has a quick ratio of 1.52, a current ratio of 2.10 and a debt-to-equity ratio of 0.50.

Ralph Lauren Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 10th. Investors of record on Friday, June 26th will be given a $1.00 dividend. This is an increase from Ralph Lauren’s previous quarterly dividend of $0.91. This represents a $4.00 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Friday, June 26th. Ralph Lauren’s payout ratio is currently 24.85%.

Institutional Investors Weigh In On Ralph Lauren

A number of large investors have recently bought and sold shares of the company. JPL Wealth Management LLC purchased a new stake in Ralph Lauren in the 3rd quarter worth approximately $27,000. CYBER HORNET ETFs LLC acquired a new position in shares of Ralph Lauren during the 2nd quarter worth approximately $28,000. MUFG Securities EMEA plc acquired a new position in shares of Ralph Lauren during the 2nd quarter worth approximately $32,000. Acumen Wealth Advisors LLC acquired a new position in shares of Ralph Lauren during the 4th quarter worth approximately $38,000. Finally, Geneos Wealth Management Inc. raised its stake in shares of Ralph Lauren by 57.1% during the 2nd quarter. Geneos Wealth Management Inc. now owns 143 shares of the textile maker’s stock worth $39,000 after buying an additional 52 shares during the period. Hedge funds and other institutional investors own 67.91% of the company’s stock.

Key Headlines Impacting Ralph Lauren

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

• Positive Sentiment: Ralph Lauren beat estimates on both revenue and earnings, reporting $1.98 billion in quarterly sales and adjusted EPS of $2.80 versus expectations of about $1.85 billion and $2.52, respectively. Reuters: Ralph Lauren beats quarterly revenue estimates
• Positive Sentiment: Growth was broad-based, with revenue up 16.6% year over year and especially strong performance in China, reinforcing investor confidence in the brand’s global pricing power and luxury demand. WSJ: Ralph Lauren Sales Climb, Boosted by Strength in China
• Positive Sentiment: Management cited strong direct-to-consumer and full-price selling trends, with gross margin expansion and momentum in premium shoppers helping offset tariff pressure. Seeking Alpha: Ralph Lauren soars after higher pricing, strong demand offsets tariff impact
• Positive Sentiment: BTIG reiterated a Buy rating and lifted its price target to $450, signaling additional upside potential after the earnings beat. Tickerreport.com coverage of BTIG rating
• Positive Sentiment: The company also raised its quarterly dividend to $1.00 per share, up 9.6%, which may appeal to income-focused investors. MarketBeat earnings report

Wall Street Analysts Forecast Growth

RL has been the topic of several recent analyst reports. Citigroup upgraded shares of Ralph Lauren from a “neutral” rating to a “buy” rating and upped their price objective for the company from $360.00 to $400.00 in a report on Tuesday, March 24th. Evercore set a $420.00 price objective on shares of Ralph Lauren and gave the company an “outperform” rating in a report on Friday, February 6th. Bank of America upped their price objective on shares of Ralph Lauren from $400.00 to $450.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Weiss Ratings downgraded shares of Ralph Lauren from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, May 15th. Finally, Zacks Research downgraded shares of Ralph Lauren from a “strong-buy” rating to a “hold” rating in a report on Friday, April 24th. Fifteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $428.29.

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.