Ralph Lauren (NYSE:RL) Price Target Cut to $410.00 by Analysts at Jefferies Financial Group

Ralph Lauren (NYSE:RL) had its price target dropped by investment analysts at Jefferies Financial Group from $425.00 to $410.00 in a research note issued on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the textile maker’s stock. Jefferies Financial Group’s price objective would indicate a potential upside of 19.38% from the company’s previous close.

RL has been the subject of a number of other reports. Deutsche Bank Aktiengesellschaft set a $422.00 price target on Ralph Lauren in a research report on Thursday, January 8th. Wells Fargo & Company lifted their price objective on shares of Ralph Lauren from $385.00 to $400.00 and gave the company an “overweight” rating in a research note on Tuesday, December 16th. Telsey Advisory Group reiterated an “outperform” rating and set a $435.00 price target on shares of Ralph Lauren in a research report on Thursday. BTIG Research increased their price objective on Ralph Lauren from $400.00 to $435.00 and gave the stock a “buy” rating in a research report on Friday. Finally, Citigroup restated a “neutral” rating and set a $360.00 price objective (up previously from $333.00) on shares of Ralph Lauren in a research report on Friday. Fifteen analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $383.59.

Ralph Lauren Trading Up 1.4%

NYSE RL traded up $4.77 during mid-day trading on Friday, reaching $343.43. 608,677 shares of the stock were exchanged, compared to its average volume of 599,535. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.04 and a quick ratio of 1.35. The stock has a 50 day simple moving average of $361.37 and a 200-day simple moving average of $330.43. Ralph Lauren has a one year low of $176.61 and a one year high of $380.00. The stock has a market cap of $20.83 billion, a P/E ratio of 25.38, a P/E/G ratio of 1.56 and a beta of 1.49.

Ralph Lauren (NYSE:RL) last announced its quarterly earnings data on Thursday, February 5th. The textile maker reported $6.22 EPS for the quarter, topping the consensus estimate of $5.80 by $0.42. The company 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 11.28% and a return on equity of 36.18%. The company’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter last year, the firm posted $4.82 EPS. On average, analysts anticipate that Ralph Lauren will post 12.01 EPS for the current year.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Global Retirement Partners LLC lifted its stake in Ralph Lauren by 163.3% in the 4th quarter. Global Retirement Partners LLC now owns 2,056 shares of the textile maker’s stock worth $727,000 after purchasing an additional 1,275 shares in the last quarter. Mach 1 Financial Group LLC bought a new stake in shares of Ralph Lauren during the fourth quarter valued at approximately $1,082,000. Leonteq Securities AG purchased a new stake in Ralph Lauren in the fourth quarter worth about $341,000. IFP Advisors Inc increased its holdings in shares of Ralph Lauren by 24.4% in the 4th quarter. IFP Advisors Inc now owns 873 shares of the textile maker’s stock valued at $309,000 after acquiring an additional 171 shares during the period. Finally, Adell Harriman & Carpenter Inc. lifted its position in Ralph Lauren by 9.1% during the fourth quarter. Adell Harriman & Carpenter Inc. now owns 5,995 shares of the textile maker’s stock valued at $2,120,000 after acquiring an additional 500 shares during the last quarter. 67.91% of the stock is currently owned by institutional investors.

Ralph Lauren News Summary

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

• Positive Sentiment: Multiple sell‑side firms boosted/confirmed recommendations and price targets, signaling analyst confidence and providing upside to the stock (BTIG raised its target to $435 and Telsey reaffirmed an Outperform at a $435 target). BTIG raises RL price target to $435
• Positive Sentiment: Third-quarter results beat expectations: EPS $6.22 vs. consensus $5.80 and revenue $2.41B vs. $2.30B, with revenue up ~12% y/y — evidence of resilient demand in the holiday quarter. Ralph Lauren posts third-quarter sales beat on steady demand (Reuters)
• Positive Sentiment: Management raised its full‑year outlook (now calls for high‑single to low‑double digit constant‑currency revenue growth and ~100–140 bps operating margin expansion), which supports longer‑term earnings upside. Ralph Lauren Q3 earnings beat but shares slide on tariff-driven margin outlook (Yahoo Finance)
• Positive Sentiment: Other shops remain constructive (Evercore ISI stayed Buy), adding institutional support behind the stock. Evercore ISI Remains a Buy on Ralph Lauren
• Neutral Sentiment: Earnings call transcript and detailed metrics were posted — useful for modeling product/margin drivers but contained no shocking new guidance beyond the tariff note. RL Q3 2026 Earnings Call Transcript (Seeking Alpha)
• Negative Sentiment: Despite the beat, management warned of a margin hit in Q4 tied to U.S. tariffs and related cost pressure; that warning drove a sharp intraday selloff after the print as traders focused on near‑term margin risk. Ralph Lauren warns Q4 margin hit from U.S. tariffs (MSN)
• Negative Sentiment: Market reaction was volatile: several outlets noted an early ~7% drop on the tariff outlook even as fundamentals beat — signaling short‑term sensitivity to margin commentary. Ralph Lauren shares slide on tariff-driven margin outlook (Proactive Investors)

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.