Illinois Municipal Retirement Fund Buys 3,923 Shares of Ralph Lauren Corporation $RL

Illinois Municipal Retirement Fund lifted its stake in Ralph Lauren Corporation (NYSE:RL) by 13.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 32,081 shares of the textile maker’s stock after acquiring an additional 3,923 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in Ralph Lauren were worth $10,059,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. Hantz Financial Services Inc. increased its position in shares of Ralph Lauren by 1,228.6% during the 2nd quarter. Hantz Financial Services Inc. now owns 93 shares of the textile maker’s stock worth $26,000 after purchasing an additional 86 shares during the last quarter. CYBER HORNET ETFs LLC acquired a new stake in shares of Ralph Lauren in the 2nd quarter valued at approximately $28,000. MUFG Securities EMEA plc bought a new position in shares of Ralph Lauren in the second quarter valued at $32,000. Geneos Wealth Management Inc. increased its holdings in Ralph Lauren by 57.1% during the second quarter. Geneos Wealth Management Inc. now owns 143 shares of the textile maker’s stock worth $39,000 after buying an additional 52 shares during the last quarter. Finally, First Horizon Advisors Inc. raised its position in Ralph Lauren by 69.7% during the second quarter. First Horizon Advisors Inc. now owns 151 shares of the textile maker’s stock worth $41,000 after acquiring an additional 62 shares in the last quarter. 67.91% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Ralph Lauren

In related news, CEO Patrice Louvet sold 47,000 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $354.22, for a total transaction of $16,648,340.00. Following the transaction, the chief executive officer directly owned 85,552 shares of the company’s stock, valued at approximately $30,304,229.44. This trade represents a 35.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 38.34% of the company’s stock.

Ralph Lauren News Summary

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.

Analyst Upgrades and Downgrades

RL has been the topic of several recent analyst reports. Evercore ISI set a $420.00 price objective on shares of Ralph Lauren and gave the stock an “outperform” rating in a research note on Friday, February 6th. BTIG Research lifted their price target on Ralph Lauren from $400.00 to $435.00 and gave the stock a “buy” rating in a report on Friday, February 6th. Jefferies Financial Group dropped their price objective on Ralph Lauren from $425.00 to $410.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ralph Lauren in a research report on Thursday, January 22nd. Finally, Evercore set a $420.00 target price on Ralph Lauren in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $390.06.

Ralph Lauren Trading Up 1.0%

Shares of NYSE:RL opened at $363.16 on Friday. Ralph Lauren Corporation has a 12-month low of $176.61 and a 12-month high of $380.00. The business has a 50 day moving average of $360.67 and a 200-day moving average of $332.54. The company has a quick ratio of 1.52, a current ratio of 2.10 and a debt-to-equity ratio of 0.50. The stock has a market cap of $22.02 billion, a PE ratio of 24.72, a P/E/G ratio of 1.42 and a beta of 1.49.

Ralph Lauren (NYSE:RL) last released its quarterly earnings results on Thursday, February 5th. The textile maker reported $6.22 earnings per share for the quarter, topping the consensus estimate of $5.80 by $0.42. The business had revenue of $2.41 billion during the quarter, compared to analysts’ expectations of $2.30 billion. Ralph Lauren had a return on equity of 37.97% and a net margin of 11.73%.The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period last year, the firm posted $4.82 EPS. As a group, equities research analysts forecast that Ralph Lauren Corporation will post 12.01 earnings per share for the current year.

Ralph Lauren Announces Dividend

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

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.