Insider Selling: Tapestry (NYSE:TPR) VP Sells 2,147 Shares of Stock

Tapestry, Inc. (NYSE:TPR) VP Manesh Dadlani sold 2,147 shares of the stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $153.47, for a total transaction of $329,500.09. Following the completion of the sale, the vice president directly owned 18,475 shares of the company’s stock, valued at $2,835,358.25. This represents a 10.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

Tapestry Price Performance

Shares of TPR traded down $2.04 during mid-day trading on Thursday, reaching $152.63. The stock had a trading volume of 2,306,015 shares, compared to its average volume of 2,535,647. The firm has a market cap of $30.90 billion, a price-to-earnings ratio of 63.07, a PEG ratio of 1.89 and a beta of 1.63. Tapestry, Inc. has a 12 month low of $58.39 and a 12 month high of $158.28. The business has a fifty day moving average of $129.99 and a 200 day moving average of $115.92. The company has a debt-to-equity ratio of 4.32, a quick ratio of 1.10 and a current ratio of 1.63.

Tapestry (NYSE:TPR) last announced its quarterly earnings data on Thursday, February 5th. The luxury accessories retailer reported $2.69 EPS for the quarter, beating the consensus estimate of $2.20 by $0.49. Tapestry had a net margin of 6.95% and a return on equity of 157.98%. The firm had revenue of $2.50 billion for the quarter, compared to the consensus estimate of $2.29 billion. During the same period last year, the firm earned $2.00 EPS. The company’s revenue was up 14.0% on a year-over-year basis. Tapestry has set its FY 2026 guidance at 6.400-6.450 EPS. Equities analysts predict that Tapestry, Inc. will post 4.91 EPS for the current year.

Tapestry declared that its Board of Directors has approved a stock buyback plan on Thursday, November 6th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the luxury accessories retailer to purchase up to 4.9% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its shares are undervalued.

Tapestry Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 23rd. Shareholders of record on Friday, March 6th will be issued a dividend of $0.40 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.60 dividend on an annualized basis and a yield of 1.0%. Tapestry’s dividend payout ratio (DPR) is currently 66.12%.

Tapestry News Roundup

Here are the key news stories impacting Tapestry this week:

• Positive Sentiment: Q4 results and FY guidance surprised to the upside: Tapestry reported stronger-than-expected revenue and EPS and gave FY2026 EPS guidance (6.40–6.45) that supports growth expectations, reinforcing valuation narratives and buyback/dividend signals. MarketBeat TPR coverage
• Positive Sentiment: Broker upgrades have lifted sentiment — Zacks moved TPR from Hold to Strong Buy and included TPR among recommended stocks amid sector rotation, which can attract momentum buyers and institutional flows. Zacks upgrade
• Neutral Sentiment: Analyst Q&A highlights from the recent earnings call (operating leverage, margin sustainability, inventory and wholesale cadence) show management is focused on margin and brand mix — useful for modeling but not an immediate catalyst by itself. Yahoo Finance analyst questions
• Neutral Sentiment: Coverage pieces — e.g., Forbes asking whether Tapestry is a value play — raise longer-term interest in the stock but are more thematic than near-term catalysts. These stories can support investor conviction over time. Forbes value-angle
• Neutral Sentiment: Media/comments coverage (Jim Cramer discussed strong movement in TPR) can amplify short-term volatility as retail flows react, but commentary alone is unpredictable as a directional driver. MSN / Cramer item
• Negative Sentiment: Insider selling: CEO Todd Kahn sold ~39,815 shares (~24.8% reduction of his reported position) for ~$6.0M. Large CEO sales often trigger investor concern about timing or liquidity needs and can weigh on the stock in the short term. InsiderTrades CEO sale

Analysts Set New Price Targets

Several analysts recently issued reports on the company. JPMorgan Chase & Co. lifted their target price on Tapestry from $147.00 to $148.00 and gave the company an “overweight” rating in a research note on Monday, November 17th. Raymond James Financial increased their price objective on shares of Tapestry from $115.00 to $130.00 and gave the company an “outperform” rating in a report on Tuesday, October 21st. Zacks Research raised shares of Tapestry from a “hold” rating to a “strong-buy” rating in a report on Monday. The Goldman Sachs Group set a $166.00 target price on shares of Tapestry in a research report on Friday, February 6th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Tapestry in a research note on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $143.33.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Woodline Partners LP increased its position in Tapestry by 25.0% in the first quarter. Woodline Partners LP now owns 17,490 shares of the luxury accessories retailer’s stock worth $1,231,000 after purchasing an additional 3,495 shares during the last quarter. Acadian Asset Management LLC purchased a new position in shares of Tapestry in the 1st quarter worth $493,000. Sivia Capital Partners LLC purchased a new position in shares of Tapestry in the 2nd quarter worth $602,000. Ameritas Advisory Services LLC bought a new stake in shares of Tapestry in the 2nd quarter worth about $37,000. Finally, Blair William & Co. IL bought a new stake in shares of Tapestry in the 2nd quarter worth about $412,000. 90.77% of the stock is owned by hedge funds and other institutional investors.

About Tapestry

Tapestry, Inc is a New York City–based house of fashion brands that designs, produces and distributes a range of accessible luxury and lifestyle products. The company manages a portfolio led by Coach, along with Kate Spade New York and Stuart Weitzman, each offering distinct product lines that include handbags and leather goods, footwear, ready-to-wear apparel, accessories, small leather goods, jewelry and lifestyle items. Tapestry’s operations encompass product design, marketing, wholesale partnerships, retail store operations and digital commerce.

Historically, the Coach brand traces its roots to a leather workshop in New York dating to the mid-20th century.