Savant Capital LLC Sells 1,916 Shares of Ralph Lauren Corporation $RL

Savant Capital LLC decreased its stake in Ralph Lauren Corporation (NYSE:RL) by 9.6% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 18,139 shares of the textile maker’s stock after selling 1,916 shares during the quarter. Savant Capital LLC’s holdings in Ralph Lauren were worth $5,688,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Hantz Financial Services Inc. increased its position in Ralph Lauren by 1,228.6% during the second 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 during the last quarter. CYBER HORNET ETFs LLC bought a new position in Ralph Lauren during the 2nd quarter valued at about $28,000. MUFG Securities EMEA plc bought a new position in Ralph Lauren during the 2nd quarter valued at about $32,000. Geneos Wealth Management Inc. boosted its position in shares of Ralph Lauren by 57.1% during 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. boosted its holdings in Ralph Lauren by 69.7% during the 2nd quarter. First Horizon Advisors Inc. now owns 151 shares of the textile maker’s stock valued at $41,000 after acquiring an additional 62 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: Q3 results beat — stronger-than-expected revenue and EPS, driven by holiday demand and strength in key product categories; this outperformance helped management raise full-year guidance. Ralph Lauren posts third-quarter sales beat
• Positive Sentiment: Company lifted its annual outlook for revenue growth and operating margin expansion (supports medium-term earnings trajectory). RL Beats Q3 Earnings & Revenue Estimates
• Positive Sentiment: Analyst support — Telsey Advisory reaffirmed an Outperform rating with a $435 price target (significant upside vs. current levels); Evercore ISI also remains constructive. This analyst backing could limit downside and attract buyers. Ralph Lauren’s Outperform Rating Reaffirmed at Telsey Advisory Group
• Neutral Sentiment: Earnings call/transcript released — provides detail on regional trends, product demand and inventory; useful for digging into margin/forecasts but incremental to headline beat. Q3 2026 Earnings Call Transcript
• Neutral Sentiment: Macro context: mixed economic data (e.g., jobless claims) and broader earnings season noise may mute reaction to retail beats. Jobless Claims Pop Up a Bit, Major Morning for Earnings
• Negative Sentiment: Tariff-driven margin warning — management flagged U.S. tariffs that will pressure Q4 margins, and that forward-looking margin commentary is the main reason investors sold the stock despite the beat. Ralph Lauren warns Q4 margin hit from U.S. tariffs
• Negative Sentiment: Shares dropped sharply in early trading as market focus centered on the near-term margin outlook rather than the beat; that immediate selling reflects investor sensitivity to margin and cost risks. Ralph Lauren beats Q3 but shares dive

Ralph Lauren Stock Performance

NYSE:RL opened at $339.23 on Friday. Ralph Lauren Corporation has a 1-year low of $176.61 and a 1-year high of $380.00. The firm has a market capitalization of $20.57 billion, a price-to-earnings ratio of 25.07, a PEG ratio of 1.56 and a beta of 1.49. The company’s 50-day moving average is $361.37 and its two-hundred day moving average is $330.43. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.04 and a quick ratio of 1.35.

Ralph Lauren (NYSE:RL) last posted its quarterly earnings data on Thursday, February 5th. The textile maker reported $6.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.80 by $0.42. Ralph Lauren had a return on equity of 36.18% and a net margin of 11.28%.The firm had revenue of $2.41 billion for the quarter, compared to the consensus estimate of $2.30 billion. During the same quarter in the previous year, the business earned $4.82 EPS. The company’s quarterly revenue was up 12.2% compared to the same quarter last year. Analysts forecast that Ralph Lauren Corporation will post 12.01 EPS for the current year.

Ralph Lauren Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 9th. Investors of record on Friday, December 26th were paid a dividend of $0.9125 per share. This represents a $3.65 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Friday, December 26th. Ralph Lauren’s dividend payout ratio (DPR) is currently 26.98%.

Analyst Ratings Changes

A number of equities analysts have commented on RL shares. Zacks Research downgraded shares of Ralph Lauren from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 8th. Citigroup reaffirmed a “neutral” rating on shares of Ralph Lauren in a research report on Friday. UBS Group boosted their price objective on shares of Ralph Lauren from $473.00 to $474.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Wells Fargo & Company increased their price target on shares of Ralph Lauren from $385.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, December 16th. Finally, Guggenheim started coverage on shares of Ralph Lauren in a research note on Tuesday, December 9th. They set a “neutral” rating on the stock. Fifteen investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $380.18.

Ralph Lauren 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.