Tapestry (NYSE:TPR) Director Sells $999,327.42 in Stock

Tapestry, Inc. (NYSE:TPR) Director Anne Gates sold 6,498 shares of the stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $153.79, for a total value of $999,327.42. Following the completion of the transaction, the director owned 22,698 shares of the company’s stock, valued at $3,490,725.42. This represents a 22.26% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link.

Tapestry Trading Down 1.3%

Tapestry stock traded down $2.04 during mid-day trading on Thursday, hitting $152.63. 2,306,015 shares of the stock were exchanged, compared to its average volume of 2,535,647. Tapestry, Inc. has a 12 month low of $58.39 and a 12 month high of $158.28. The company has a quick ratio of 1.10, a current ratio of 1.63 and a debt-to-equity ratio of 4.32. The firm’s fifty day simple moving average is $129.99 and its two-hundred day simple moving average is $115.92. The stock has a market capitalization 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 (NYSE:TPR) last announced its quarterly earnings data on Thursday, February 5th. The luxury accessories retailer reported $2.69 earnings per share 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 analyst estimates of $2.29 billion. During the same quarter in the prior year, the business earned $2.00 earnings per share. The business’s quarterly revenue was up 14.0% compared to the same quarter last year. Tapestry has set its FY 2026 guidance at 6.400-6.450 EPS. Analysts forecast that Tapestry, Inc. will post 4.91 EPS for the current year.

Tapestry Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 23rd. Stockholders of record on Friday, March 6th will be issued a $0.40 dividend. This represents a $1.60 dividend on an annualized basis 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 presently 66.12%.

Tapestry declared that its board has authorized a share buyback plan on Thursday, November 6th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the luxury accessories retailer to buy up to 4.9% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s leadership believes its shares are undervalued.

Key Headlines Impacting Tapestry

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

Institutional investors have recently made changes to their positions in the business. Cibc World Markets Corp bought a new stake in shares of Tapestry during the fourth quarter valued at approximately $5,647,000. Commonwealth Equity Services LLC raised its holdings in Tapestry by 47.9% during the 4th quarter. Commonwealth Equity Services LLC now owns 32,076 shares of the luxury accessories retailer’s stock valued at $4,098,000 after buying an additional 10,395 shares during the period. Dimensional Fund Advisors LP grew its holdings in Tapestry by 0.3% during the 4th quarter. Dimensional Fund Advisors LP now owns 2,664,145 shares of the luxury accessories retailer’s stock valued at $340,424,000 after purchasing an additional 8,902 shares during the last quarter. Correct Capital Wealth Management grew its stake in shares of Tapestry by 5.6% during the fourth quarter. Correct Capital Wealth Management now owns 14,262 shares of the luxury accessories retailer’s stock valued at $1,822,000 after buying an additional 762 shares during the last quarter. Finally, Federated Hermes Inc. increased its stake in Tapestry by 14.6% in the fourth quarter. Federated Hermes Inc. now owns 117,916 shares of the luxury accessories retailer’s stock worth $15,066,000 after purchasing an additional 15,044 shares during the period. Hedge funds and other institutional investors own 90.77% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently issued reports on TPR shares. Citigroup lifted their price objective on shares of Tapestry from $152.00 to $165.00 and gave the stock a “buy” rating in a report on Friday, February 6th. TD Cowen reiterated a “buy” rating on shares of Tapestry in a report on Tuesday. Telsey Advisory Group raised their target price on shares of Tapestry to $150.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Tapestry in a research note on Wednesday, January 21st. Finally, Zacks Research raised shares of Tapestry from a “hold” rating to a “strong-buy” rating in a research note on Monday. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $143.33.

Tapestry Company Profile

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.