Denise Kulikowsky Sells 9,166 Shares of Tapestry (NYSE:TPR) Stock

Tapestry, Inc. (NYSE:TPR) insider Denise Kulikowsky sold 9,166 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $155.62, for a total value of $1,426,412.92. Following the sale, the insider owned 26,942 shares of the company’s stock, valued at approximately $4,192,714.04. This represents a 25.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link.

Denise Kulikowsky also recently made the following trade(s):

• On Thursday, December 4th, Denise Kulikowsky sold 583 shares of Tapestry stock. The stock was sold at an average price of $115.17, for a total value of $67,144.11.

Tapestry Stock Down 1.3%

Tapestry stock traded down $2.04 during mid-day trading on Thursday, hitting $152.63. 2,306,015 shares of the company’s stock were exchanged, compared to its average volume of 2,535,647. Tapestry, Inc. has a 1-year low of $58.39 and a 1-year high of $158.28. The stock has a 50 day moving average of $129.99 and a two-hundred day moving average of $115.92. The stock has a market cap of $30.90 billion, a P/E ratio of 63.07, a P/E/G ratio of 1.89 and a beta of 1.63. The company has a current ratio of 1.63, a quick ratio of 1.10 and a debt-to-equity ratio of 4.32.

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

Tapestry declared that its board has approved a share repurchase program 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 programs are usually a sign that the company’s board believes its stock is undervalued.

Tapestry Announces Dividend

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

Key Tapestry News

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

Institutional Trading of Tapestry

Large investors have recently made changes to their positions in the business. Steph & Co. lifted its position in Tapestry by 128.7% during the 4th quarter. Steph & Co. now owns 231 shares of the luxury accessories retailer’s stock worth $30,000 after buying an additional 130 shares in the last quarter. Cloud Capital Management LLC acquired a new position in shares of Tapestry during the third quarter worth approximately $26,000. Flagship Harbor Advisors LLC bought a new stake in shares of Tapestry during the fourth quarter valued at approximately $31,000. Triumph Capital Management acquired a new stake in shares of Tapestry in the third quarter valued at approximately $29,000. Finally, Cornerstone Planning Group LLC increased its holdings in shares of Tapestry by 2,720.0% in the fourth quarter. Cornerstone Planning Group LLC now owns 282 shares of the luxury accessories retailer’s stock valued at $36,000 after purchasing an additional 272 shares in the last quarter. Institutional investors own 90.77% of the company’s stock.

Wall Street Analysts Forecast Growth

TPR has been the subject of a number of research analyst reports. Telsey Advisory Group upped their price objective on shares of Tapestry to $150.00 and gave the company an “outperform” rating in a research report on Thursday, February 5th. BTIG Research lifted their target price on shares of Tapestry from $140.00 to $175.00 and gave the company a “buy” rating in a research report on Friday, February 6th. TD Cowen reaffirmed a “buy” rating on shares of Tapestry in a report on Tuesday. Barclays set a $179.00 target price on Tapestry and gave the stock an “overweight” rating in a report on Friday, February 6th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $170.00 price target on shares of Tapestry in a research note on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Tapestry has a consensus rating of “Moderate Buy” and a consensus target price of $143.33.

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.