Ralph Lauren (NYSE:RL) Releases Earnings Results, Beats Expectations By $0.28 EPS

Ralph Lauren (NYSE:RL) posted its quarterly earnings data on Thursday. The textile maker reported $2.80 earnings per share for the quarter, topping analysts’ consensus estimates of $2.52 by $0.28, FiscalAI reports. Ralph Lauren had a return on equity of 37.97% and a net margin of 11.73%.The business had revenue of $1.98 billion for the quarter, compared to analyst estimates of $1.85 billion. During the same quarter in the prior year, the company earned $2.27 earnings per share. The company’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 RL opened at $374.87 on Friday. Ralph Lauren has a twelve month low of $258.13 and a twelve month high of $393.41. The firm’s fifty day simple moving average is $353.22 and its 200-day simple moving average is $355.10. The firm has a market capitalization of $22.69 billion, a price-to-earnings ratio of 25.52, a PEG ratio of 1.12 and a beta of 1.37. The company has a current ratio of 2.10, a quick ratio of 1.52 and a debt-to-equity ratio of 0.50.

Ralph Lauren Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 10th. Stockholders of record on Friday, June 26th will be issued a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Friday, June 26th. This is a positive change from Ralph Lauren’s previous quarterly dividend of $0.91. Ralph Lauren’s dividend payout ratio (DPR) is 24.85%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on RL shares. Evercore set a $420.00 price objective on Ralph Lauren and gave the stock an “outperform” rating in a research report on Friday, February 6th. Citigroup raised Ralph Lauren from a “neutral” rating to a “buy” rating and upped their price objective for the stock from $360.00 to $400.00 in a research report on Tuesday, March 24th. Telsey Advisory Group reaffirmed an “outperform” rating and set a $435.00 price objective on shares of Ralph Lauren in a research report on Thursday, February 5th. Bank of America upped their price objective on Ralph Lauren from $400.00 to $450.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Finally, Weiss Ratings lowered Ralph Lauren from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, May 15th. Sixteen research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Ralph Lauren has an average rating of “Moderate Buy” and an average price target of $404.94.

More Ralph Lauren News

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

• Positive Sentiment: Ralph Lauren beat Q4 estimates, reporting earnings of $2.80 per share versus $2.52 expected and revenue of $1.98 billion versus $1.85 billion expected, helping fuel the stock’s move higher. Ralph Lauren Reports Fourth Quarter and Full Year Fiscal 2026 Results Ahead of Expectations; Provides Initial Outlook for Fiscal 2027
• Positive Sentiment: Management highlighted strong demand across key markets, including especially robust growth in China and solid comparable sales in North America and Asia, suggesting the brand’s momentum is broad-based. Ralph Lauren Sales Climb, Boosted by Strength in China
• Positive Sentiment: Higher pricing and full-price selling appear to be offsetting tariff pressure, reinforcing confidence in Ralph Lauren’s margin profile and pricing power. Ralph Lauren soars after higher pricing, strong demand offsets tariff impact
• Positive Sentiment: The company also raised its dividend to $1.00 per share from $0.91, signaling management’s confidence in cash generation and future results.
• Neutral Sentiment: Several articles referenced the earnings call and transcript, but they largely reinforced the same upbeat themes already reflected in the reported results. Ralph Lauren (RL) Q4 2026 Earnings Transcript

Institutional Investors Weigh In On Ralph Lauren

A number of hedge funds and other institutional investors have recently modified their holdings of RL. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in shares of Ralph Lauren by 5.3% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 3,432 shares of the textile maker’s stock valued at $758,000 after buying an additional 174 shares during the last quarter. Empowered Funds LLC lifted its stake in shares of Ralph Lauren by 0.9% in the first quarter. Empowered Funds LLC now owns 12,334 shares of the textile maker’s stock valued at $2,723,000 after purchasing an additional 114 shares during the period. Woodline Partners LP lifted its stake in shares of Ralph Lauren by 39.5% in the first quarter. Woodline Partners LP now owns 3,369 shares of the textile maker’s stock valued at $744,000 after purchasing an additional 954 shares during the period. Focus Partners Wealth raised its position in Ralph Lauren by 29.5% during the first quarter. Focus Partners Wealth now owns 3,812 shares of the textile maker’s stock worth $841,000 after acquiring an additional 869 shares during the last quarter. Finally, Sivia Capital Partners LLC acquired a new position in Ralph Lauren during the second quarter worth about $386,000. 67.91% of the stock is currently owned by institutional investors and hedge funds.

Ralph Lauren Company Profile

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.