Telsey Advisory Group Weighs in on Ralph Lauren Q3 Earnings

Ralph Lauren Co. (NYSE:RL) – Analysts at Telsey Advisory Group raised their Q3 2025 EPS estimates for Ralph Lauren in a note issued to investors on Friday, November 8th. Telsey Advisory Group analyst D. Telsey now anticipates that the textile maker will post earnings of $4.49 per share for the quarter, up from their previous estimate of $4.10. Telsey Advisory Group currently has a “Outperform” rating and a $207.00 target price on the stock. The consensus estimate for Ralph Lauren’s current full-year earnings is $11.59 per share. Telsey Advisory Group also issued estimates for Ralph Lauren’s Q4 2025 earnings at $2.02 EPS, FY2025 earnings at $11.75 EPS, Q1 2026 earnings at $2.99 EPS, Q2 2026 earnings at $2.78 EPS, Q3 2026 earnings at $4.94 EPS, Q4 2026 earnings at $2.25 EPS and FY2026 earnings at $12.96 EPS.

Ralph Lauren (NYSE:RL) last issued its quarterly earnings results on Thursday, November 7th. The textile maker reported $2.54 EPS for the quarter, topping analysts’ consensus estimates of $2.43 by $0.11. Ralph Lauren had a return on equity of 29.44% and a net margin of 10.15%. The company had revenue of $1.73 billion during the quarter, compared to analysts’ expectations of $1.68 billion. During the same quarter in the previous year, the firm posted $2.10 EPS. The firm’s revenue was up 5.7% compared to the same quarter last year.

Several other analysts also recently commented on the stock. TD Cowen upped their price objective on shares of Ralph Lauren from $208.00 to $251.00 and gave the company a “buy” rating in a report on Tuesday, November 5th. Guggenheim increased their price target on Ralph Lauren from $200.00 to $225.00 and gave the stock a “buy” rating in a research report on Monday, October 28th. Raymond James boosted their price objective on Ralph Lauren from $215.00 to $235.00 and gave the company an “outperform” rating in a report on Friday. Cfra set a $171.00 target price on Ralph Lauren in a report on Thursday, October 17th. Finally, StockNews.com upgraded Ralph Lauren from a “hold” rating to a “buy” rating in a research report on Friday. Three analysts have rated the stock with a hold rating and eight have issued a buy rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $223.90.

Ralph Lauren Price Performance

Shares of NYSE RL opened at $213.87 on Monday. Ralph Lauren has a 52 week low of $113.92 and a 52 week high of $237.16. The company has a quick ratio of 1.53, a current ratio of 1.72 and a debt-to-equity ratio of 0.40. The firm has a market cap of $13.25 billion, a P/E ratio of 20.39, a P/E/G ratio of 1.76 and a beta of 1.49. The business’s 50 day moving average price is $193.77 and its 200 day moving average price is $179.74.

Ralph Lauren Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, October 11th. Stockholders of record on Friday, September 27th were given a dividend of $0.825 per share. The ex-dividend date was Friday, September 27th. This represents a $3.30 dividend on an annualized basis and a dividend yield of 1.54%. Ralph Lauren’s dividend payout ratio (DPR) is 31.46%.

Hedge Funds Weigh In On Ralph Lauren

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. BNP PARIBAS ASSET MANAGEMENT Holding S.A. boosted its stake in shares of Ralph Lauren by 11.1% in the first quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 63,743 shares of the textile maker’s stock worth $11,968,000 after acquiring an additional 6,378 shares during the last quarter. Bessemer Group Inc. boosted its stake in Ralph Lauren by 708.2% during the 1st quarter. Bessemer Group Inc. now owns 9,020 shares of the textile maker’s stock worth $1,694,000 after purchasing an additional 7,904 shares during the last quarter. Sei Investments Co. boosted its stake in Ralph Lauren by 124.3% during the 1st quarter. Sei Investments Co. now owns 32,173 shares of the textile maker’s stock worth $6,041,000 after purchasing an additional 17,827 shares during the last quarter. UniSuper Management Pty Ltd raised its position in shares of Ralph Lauren by 891.9% in the first quarter. UniSuper Management Pty Ltd now owns 5,009 shares of the textile maker’s stock valued at $940,000 after buying an additional 4,504 shares during the last quarter. Finally, CWM LLC lifted its stake in shares of Ralph Lauren by 267.3% in the second quarter. CWM LLC now owns 5,804 shares of the textile maker’s stock worth $1,016,000 after buying an additional 4,224 shares in the last quarter. 67.91% of the stock is owned by hedge funds and other institutional investors.

Ralph Lauren Company Profile

Ralph Lauren Corporation designs, markets, and distributes lifestyle products in North America, Europe, Asia, and internationally. The company offers apparel, including a range of men’s, women’s, and children’s clothing; footwear and accessories, which comprise casual shoes, dress shoes, boots, sneakers, sandals, eyewear, watches, fashion and fine jewelry, scarves, hats, gloves, and umbrellas, as well as leather goods, such as handbags, luggage, small leather goods, and belts; home products consisting of bed and bath lines, furniture, fabric and wallcoverings, floor coverings, lighting, tabletop, kitchen linens, floor coverings, dining, decorative accessories, and giftware; and fragrances.