Cookson Peirce & Co. Inc. Sells 4,277 Shares of Ralph Lauren Corporation $RL

Cookson Peirce & Co. Inc. decreased its position in Ralph Lauren Corporation (NYSE:RL) by 2.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 141,692 shares of the textile maker’s stock after selling 4,277 shares during the quarter. Ralph Lauren comprises approximately 1.8% of Cookson Peirce & Co. Inc.’s investment portfolio, making the stock its 12th biggest position. Cookson Peirce & Co. Inc. owned about 0.23% of Ralph Lauren worth $44,429,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in RL. Wedmont Private Capital boosted its stake in Ralph Lauren by 3.1% in the 3rd quarter. Wedmont Private Capital now owns 1,114 shares of the textile maker’s stock valued at $362,000 after purchasing an additional 34 shares during the period. Johnson Investment Counsel Inc. increased its position in Ralph Lauren by 0.4% during the 3rd quarter. Johnson Investment Counsel Inc. now owns 9,311 shares of the textile maker’s stock worth $2,920,000 after buying an additional 34 shares during the period. TD Private Client Wealth LLC lifted its holdings in shares of Ralph Lauren by 5.6% during the third quarter. TD Private Client Wealth LLC now owns 733 shares of the textile maker’s stock worth $230,000 after buying an additional 39 shares in the last quarter. Bank of New Hampshire boosted its position in shares of Ralph Lauren by 0.4% in the third quarter. Bank of New Hampshire now owns 9,483 shares of the textile maker’s stock valued at $2,973,000 after acquiring an additional 41 shares during the period. Finally, Optas LLC boosted its position in shares of Ralph Lauren by 5.4% in the third quarter. Optas LLC now owns 813 shares of the textile maker’s stock valued at $255,000 after acquiring an additional 42 shares during the period. Institutional investors own 67.91% of the company’s stock.

Wall Street Analyst Weigh In

RL has been the subject of several analyst reports. Deutsche Bank Aktiengesellschaft set a $422.00 price objective on shares of Ralph Lauren in a research note on Thursday, January 8th. Guggenheim started coverage on shares of Ralph Lauren in a report on Tuesday, December 9th. They set a “neutral” rating on the stock. Evercore set a $420.00 price target on Ralph Lauren in a research note on Friday, February 6th. Wells Fargo & Company increased their price target on Ralph Lauren from $385.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 16th. Finally, Barclays set a $416.00 price objective on Ralph Lauren and gave the stock an “overweight” rating in a research note on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $390.06.

Ralph Lauren Stock Performance

NYSE RL opened at $363.16 on Friday. The firm’s 50 day simple moving average is $360.67 and its 200 day simple moving average is $332.54. The firm has a market capitalization of $22.02 billion, a price-to-earnings ratio of 24.72, a P/E/G ratio of 1.42 and a beta of 1.49. 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 Corporation has a 1 year low of $176.61 and a 1 year high of $380.00.

Ralph Lauren (NYSE:RL) last announced its quarterly earnings data on Thursday, February 5th. The textile maker reported $6.22 EPS for the quarter, beating the consensus estimate of $5.80 by $0.42. The business had revenue of $2.41 billion during the quarter, compared to the consensus estimate of $2.30 billion. Ralph Lauren had a net margin of 11.73% and a return on equity of 37.97%. The company’s revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the business earned $4.82 earnings per share. As a group, research analysts expect that Ralph Lauren Corporation will post 12.01 earnings per share for the current fiscal year.

Ralph Lauren Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 9th. Investors of record on Friday, December 26th were given a dividend of $0.9125 per share. This represents a $3.65 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Friday, December 26th. Ralph Lauren’s dividend payout ratio is currently 24.85%.

More Ralph Lauren News

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

• Positive Sentiment: Rising margins driven by full‑price demand: Q3 results and follow‑up analysis highlight a sharp margin surge attributed to full‑price selling and brand strength, suggesting pricing power that can offset cost and tariff pressures. Read More.
• Positive Sentiment: Holiday “viral” momentum is changing 2026 expectations: Coverage points to a viral holiday surge that’s boosting traffic, full‑price conversion and the revenue/margin outlook for the year. That narrative supports higher earnings and multiple expansion. Read More.
• Positive Sentiment: Fashion‑week and brand relevance pickup: Positive press from New York Fashion Week (celebrity sightings and favorable reviews) reinforces luxury positioning and marketing momentum that can support continued demand. Read More.
• Positive Sentiment: Analyst upgrades and higher targets: Zacks upgraded RL to “strong‑buy” and several sell‑side firms have raised targets after the beat and margin commentary, which tends to lift sentiment and institutional demand. Read More.
• Neutral Sentiment: Earnings beat and dividend profile: RL reported a Q3 beat (EPS and revenue growth) and maintains a modest dividend; these fundamentals underpin the bullish case but are already priced in to some extent. Read More.
• Negative Sentiment: Large insider sale by CEO: Patrice Louvet sold 47,000 shares (~$16.6M at ~$354/share), reducing his holding by ~35% — an event that can create short‑term selling pressure or investor questions about timing, despite his remaining ownership. Read More.

Insiders Place Their Bets

In other Ralph Lauren news, CEO Patrice Louvet sold 47,000 shares of Ralph Lauren stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $354.22, for a total value of $16,648,340.00. Following the transaction, the chief executive officer owned 85,552 shares in the company, valued at $30,304,229.44. The trade was a 35.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 38.34% of the stock is owned by company insiders.

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.