Ralph Lauren CorporationNYSE: RL
Consumer Discretionary · Apparel, Accessories & Luxury Goods
$413.41
+2.37%
Vol: 360K
Research Digest
Friday, June 19, 2026
Ralph Lauren declares $1.00 quarterly dividend with June 26 ex-date; fiscal 2026 revenue up 14.6% to $8.1B with earnings up 26.7%.
Ralph Lauren announced a $1.00 per share quarterly cash dividend with an ex-date of June 26, 2026, continuing its consistent capital return to shareholders. CEO Patrice Louvet received stock awards totaling 80,687 shares on June 1, with approximately 40,782 shares disposed of at ~$365.87 to cover tax withholding. Full-year fiscal 2026 results showed revenue of $8.11B, up 14.6% year-over-year, and earnings of $941M, up 26.7%. On June 9, the company participated in a U.S. Postal Service ceremony unveiling American Icons stamps curated by Ralph Lauren as part of the nation's 250th anniversary. No material earnings catalysts or analyst rating changes were found in the last 48 hours.
Previous Market Intelligence
13 daysJun 18No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Ralph Lauren slips ahead of May 21 Q4 earnings; multiple analysts raise price targets despite 16% pullbackMixed▶
Ralph Lauren reports fiscal Q4 results May 21 before market open, with consensus revenue of $1.84B (+8.3% YoY) and EPS of $2.50 (+10.1% YoY). Despite the stock falling 16% from a 52-week high of $393.41, analysts remain constructive: BTIG raised PT to $450 from $435 on May 8, Barclays lifted to $430 from $416 citing durable growth, and Citi upgraded the shares after the selloff. UBS sees $480. Needham reiterated Buy with $400 target. The US Postal Service named Ralph Lauren to curate American Icons stamps for the 250th anniversary, a marquee branding moment. Risk: technical breakdown below the 200-day moving average suggests momentum traders may pressure shares post-print if guidance disappoints.
May 20Ralph Lauren reports Q4 fiscal 2026 earnings May 21 with shares down 16% from highs; analysts remain bullish.Mixed▶
Ralph Lauren is scheduled to report Q4 fiscal 2026 earnings on May 21, with the stock at $326.81, down 16.10% from the 52-week high of $393.41 and crossing below the 200-day moving average. The company delivered its strongest holiday quarter in years and raised full-year guidance twice during fiscal 2026. BTIG raised its price target to $450 (from $435) on May 8 with a Buy rating, and UBS raised to $480 (from $477) on May 5 with Buy. The U.S. Postal Service named Ralph Lauren to curate its American Icons stamp collection for America's 250th anniversary, a historic first.
May 19No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 18Ralph Lauren price targets raised to $450 (BTIG) and $480 (UBS); USPS names Ralph Lauren to curate American Icons stamp collection ahead of May 21 earningsPositive▶
Ralph Lauren reports Q4 and full-year fiscal 2026 results on May 21 at 8:00 a.m. ET. Shares are at $326.81 as of May 15, down 16% from the 52-week high of $393.41 and below the 200-day moving average. BTIG raised its target to $450 from $435 on May 8 and UBS raised to $480 from $477 on May 5, both reiterating Buy. The U.S. Postal Service named Ralph Lauren to curate the American Icons stamp collection for America's 250th anniversary, a first for a single individual. Telsey Advisory also reaffirmed Buy.
May 15Ralph Lauren shares dropped 6% to $337 on May 12 ahead of May 21 Q4 fiscal 2026 earnings, with UBS lifting PT to $480 and BTIG to $450Mixed▶
Ralph Lauren (RL) shares fell 6.0% to $337.14 on May 12, 2026 from an all-time closing high of $389.52 on April 20, 2026, ahead of the company's Q4 and full-year fiscal 2026 earnings release scheduled for May 21, 2026 at 8 a.m. ET with a conference call at 9 a.m. ET. Wall Street expects Q4 EPS of $2.48. On May 8, 2026 BTIG raised its price target to $450 from $435 maintaining a Buy rating, and on May 5 UBS raised its target to $480 from $477 also maintaining Buy. Ralph Lauren is also curating the USPS American Icons stamp collection, the first individual designer to oversee a full official USPS series. Risk: high valuation and luxury demand softness in greater China keep pressure on the May 21 print.
May 14Ralph Lauren shares fell 6% on May 12 to $337 ahead of May 21 Q4/FY26 earnings; Barclays lifts PT to $430Mixed▶
Ralph Lauren shares dropped 6.0% on May 12 to $337.14 and traded $330-$338 on May 13 ahead of fiscal Q4 2026 earnings on May 21 (EPS estimate $2.48). Barclays lifted price target to $430 from $416 after meetings with management, citing durable growth confidence. Stock has rallied 79% over the past year on premium brand positioning. Cesar Conde was appointed to the Board of Directors. GF Value model flags the stock as 42.5% overvalued at $236.66 estimate. Risk: high valuation premium, luxury demand softening, and tariff sensitivity.
May 13Ralph Lauren is scheduled to release Q4/FY2026 results on May 21 after delivering 12.2% sales growth and raising FY revenue outlook to high-single/low-double-digit growth.Positive▶
Ralph Lauren is on deck for Q4 and full-year FY2026 results on May 21, 2026, with an EPS estimate of $2.48. Recent quarters showed sales up 12.2% YoY and non-GAAP EPS of $6.22 (7.1% beat). The company raised its FY2026 revenue growth outlook to high single to low double digits, and Zacks ranked it among top growth stocks on May 8 citing 19% EPS growth potential. Europe and Asia business trends have improved. The stock traded around $336 on May 12 after running up ~79% over the past year.
May 12Ralph Lauren scheduled FY26 Q4/full year earnings for May 21; Barclays raised PT to $430 from $416 citing durable growth, Citi upgraded after selloff, and the brand showed Men's Fall 2026 at Milan on May 8.Positive▶
Ralph Lauren will release its Q4 and Full Year Fiscal 2026 results on May 21. The company presented its Men's Fall 2026 Ready-to-Wear Collection at Milan Men's Fashion Week on May 8. Analysts have turned positive recently with Barclays lifting its price target to $430 from $416 after management meetings citing durable growth, Citi upgrading the stock after a recent selloff, and UBS raising its target by $3. One fair value estimate was raised to $413.33 from $404.76. The strategic shift to premium brand positioning has driven a 79% increase in stock value over the past year.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| NKENIKE | $45.20 | +2.27% | +5.4% | 18.6x | 1.13 | $65.3B |
| TPRTAPESTRY | $144.26 | -1.10% | -3.7% | 18.6x | 1.44 | $29.1B |
| RLRALPH | $413.41 | +2.37% | -3.9% | 19.5x | 1.35 | $23.7B |
| LULULULULEMON | $111.92 | +0.14% | +4.7% | 10.3x | 0.88 | $13.4B |
| AMZNAMAZON.COM | $244.58 | +2.98% | +3.6% | 24.5x | 1.46 | $2.61T |
| TSLATESLA | $401.07 | +1.18% | +4.8% | 154.5x | 1.80 | $1.48T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.