RL

RALPH LAUREN CORP

NYSE · Men's & Boys' Furnishgs, Work Clothg, & Allied Garments · Inc. DE · CIK 0001037038
$366.55 -0.05% $21.8B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)
Vol
Market Cap$21.8B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders9 funds
Inst. Value$3.0B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 4S
Insider Net $-$102.6M
Reddit Sentiment69° Warm
SEC Reports1
Exchange NYSE·Sector Men's & Boys' Furnishgs, Work Clothg, & Allied Garments·Inc. DE·CIK 0001037038·Prev Close $366.72

Recent Activity

Jun 3, 2026 Insider
Ranftl Robert P. sold 6,500 shares
Chief Operating Officer @ $359.56 ($2.3M)
Jun 1, 2026 Insider
Ranftl Robert P. sold 4,650 shares
Chief Operating Officer @ $0.00 ($0.00)
Jun 1, 2026 Insider
Louvet Patrice sold 17,567 shares
President and CEO @ $365.87 ($6.4M)
May 21, 2026 SEC
Ralph Lauren reported Q4 FY2026 results ahead of expectations, with revenue of $1.98B (+17% YoY, +12% constant currency)
8-K — Impact 7/10
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
564,947 shares ($199.8M)
Inst.
NORGES BANK — NEW
207,887 shares ($73.5M)
May 21, 2026 earnings_calendar
RL Q4 2026 Earnings After Market Close — 2026-05-21

Price Targets

$427.00 +16.5% upside Buy
Current $366.55 Low $219.00 Median $438.00 High $511.00 16 analysts
$219.00 $511.00

Analyst Ratings

Strong Buy86% buy · 28 analysts
9Strong Buy
15Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 26, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
May 22, 2026 UBS MAINTAIN Buy → Buy
May 22, 2026 Wells Fargo MAINTAIN Overweight → Overweight
May 22, 2026 Barclays MAINTAIN Overweight → Overweight
May 22, 2026 BTIG REITERATE Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $4.27 ▲ +4.6% $4.12 — $4.40 13% YoY 14
Next Q $4.03 ▲ +2.1% $3.87 — $4.17 6% YoY 14
Current FY $18.40 ▲ +2.2% $17.90 — $19.47 11% YoY 17
Next FY $20.37 ▲ +1.7% $18.66 — $22.84 11% YoY 18

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.7B
FMR LLC$513.9M
MORGAN STANLEY$227.6M
TWO SIGMA INVESTMENTS, LP$199.8MADD
BANK OF AMERICA CORP$142.7M

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Ranftl RobertSELL$2.3M
Jun 1, 2026Ranftl RobertA$0.00
Jun 1, 2026Louvet PatriceF$6.4M
Jun 1, 2026Louvet PatriceA$0.00
Jun 1, 2026LAUREN RALPHF$13.5M

Reddit Sentiment

69°
Warm
Bearish Neutral Bullish
4 mentions 3 bullish 0 bearish
9 institutional holders with $3.0B total value (8,502,009 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC4,735,743$1.7B55.7%
2FMR LLC1,453,212$513.9M17.1%
3MORGAN STANLEY643,535$227.6M7.6%
4TWO SIGMA INVESTMENTS, LP564,947$199.8M6.6%ADD +56.1%
5BANK OF AMERICA CORP /DE/403,516$142.7M4.7%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC355,402$125.7M4.2%TRIM -27.7%
7NORGES BANK207,887$73.5M2.4%NEW
8RENAISSANCE TECHNOLOGIES LLC91,150$32.2M1.1%TRIM -62.5%
9WELLS FARGO & COMPANY/MN46,617$16.5M0.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPADD362,022564,947+56.1%$199.8M2025-Q4
NORGES BANKNEW207,887$73.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM242,80091,150-62.5%$32.2M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED152,692362,022+137.1%$113.5M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCTRIM490,045354,273-27.7%$111.1M2025-Q3
NORGES BANKEXIT55,4070-100.0%$0.002025-Q3
TWO SIGMA INVESTMENTS, LPTRIM233,628152,692-34.6%$41.9M2025-Q2
NORGES BANKNEW55,407$15.2M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED56,500263,800+366.9%$58.2M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED66,976233,628+248.8%$51.6M2025-Q1
NORGES BANKEXIT54,6320-100.0%$0.002025-Q1
CITADEL ADVISORS LLCTRIM436,464217,809-50.1%$50.3M2024-Q4
NORGES BANKADD31,33254,632+74.4%$12.6M2024-Q4
Cullen Capital Management, LLCEXIT6,1400-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW492,787$95.5M2024-Q3
13 unique insiders with 4 transactions. Net insider value: -$102.6M ($0.00 bought, $102.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Ranftl Robert P.Chief Operating OfficerSELL6,500$359.56$2.3M
Jun 1, 2026Ranftl Robert P.Chief Operating OfficerA4,650$0.00$0.00
Jun 1, 2026Louvet PatricePresident and CEOF17,567$365.87$6.4M
Jun 1, 2026Louvet PatricePresident and CEOA34,411$0.00$0.00
Jun 1, 2026LAUREN RALPHExec. Chair, Chief CreativeF36,939$365.87$13.5M
Jun 1, 2026LAUREN RALPHExec. Chair, Chief CreativeA66,796$0.00$0.00
Jun 1, 2026Lauren David R.Vice Chair, Chief InnovationF1,715$365.87$627.5K
Jun 1, 2026Lauren David R.Vice Chair, Chief InnovationA3,099$0.00$0.00
Jun 1, 2026Alagoz HalideChief Product & Merch. OfficerA3,719$0.00$0.00
Jun 1, 2026Ranftl Robert P.Chief Operating OfficerF2,048$365.87$749.3K
Jun 1, 2026Alagoz HalideChief Product & Merch. OfficerF2,057$365.87$752.6K
May 26, 2026LAUREN RALPHExec. Chair, Chief CreativeSELL263,654$378.25$99.7M
Apr 10, 2026AHRENDTS ANGELA JDirectorA1.41$0.00$0.00
Apr 10, 2026Cupp Debra S.DirectorA1.41$0.00$0.00
Apr 10, 2026BENNACK FRANK A JRDirectorA1.41$0.00$0.00
Apr 10, 2026Findley LindaDirectorA1.41$0.00$0.00
Apr 10, 2026GEORGE MICHAEL ADirectorA1.41$0.00$0.00
Apr 10, 2026JARRETT VALERIE BDirectorA1.41$0.00$0.00
Apr 10, 2026LAUREN RALPHExec. Chair, Chief CreativeA1,260.31$0.00$0.00
Apr 10, 2026Walker DarrenDirectorA1.41$0.00$0.00
Apr 10, 2026Zhang WeiDirectorA1.41$0.00$0.00
Mar 4, 2026Alagoz HalideChief Product & Merch. OfficerSELL1,120$362.00$405.4K
Feb 10, 2026Louvet PatricePresident and CEOSELL421$347.36$146.2K
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (86% buy). Based on 28 analysts: 9 strong buy, 15 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$427.00 mean target +16.5% upside Buy (1.63)
$219.00 Low $511.00 High
MetricValue
Current Price$366.55
Target Low$219.00
Target Mean$427.00
Target Median$438.00
Target High$511.00
# Analysts16
RecommendationBuy (1.63)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$4.27 $4.12 $4.40 13.2% +4.6% 13↑ 0↓ $1.9B 7.9% 14
Next Q
2026-09-30
$4.03 $3.87 $4.17 6.4% +2.1% 9↑ 3↓ $2.1B 5.1% 14
Current FY
2027-03-31
$18.40 $17.90 $19.47 10.9% +2.2% 14↑ 1↓ $8.6B 5.9% 17
Next FY
2028-03-31
$20.37 $18.66 $22.84 10.7% +1.7% 10↑ 1↓ $9.0B 5.1% 18

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$4.269
7d ago$4.073+0.196
30d ago$4.080+0.189
60d ago$4.082+0.187
90d ago$4.049+0.220
12 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 26, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 22, 2026 UBS MAINTAIN Buy Buy
May 22, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 22, 2026 Barclays MAINTAIN Overweight Overweight
May 22, 2026 BTIG REITERATE Buy Buy
May 21, 2026 Needham MAINTAIN Buy Buy
May 18, 2026 Needham REITERATE Buy Buy
May 8, 2026 BTIG MAINTAIN Buy Buy
May 5, 2026 UBS MAINTAIN Buy Buy
Apr 16, 2026 B of A Securities MAINTAIN Buy Buy
Mar 24, 2026 Citigroup UPGRADE Neutral Buy
Mar 6, 2026 Barclays MAINTAIN Overweight Overweight
Feb 6, 2026 Jefferies MAINTAIN Buy Buy
Feb 6, 2026 UBS MAINTAIN Buy Buy
Feb 6, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 6, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Feb 6, 2026 BTIG MAINTAIN Buy Buy
Feb 5, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Feb 2, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jan 30, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Jan 28, 2026 UBS MAINTAIN Buy Buy
Jan 15, 2026 Argus Research MAINTAIN Buy Buy
Jan 8, 2026 UBS MAINTAIN Buy Buy
Dec 16, 2025 Wells Fargo MAINTAIN Overweight Overweight
Dec 12, 2025 Jefferies MAINTAIN Buy Buy
Dec 10, 2025 Guggenheim INITIATE Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202691540086%
May 1, 202691540086%
Apr 1, 202691540086%
Mar 1, 202681550082%
Feb 1, 202681550082%
Jan 1, 202681450081%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

69°
Warm
Bearish Neutral Bullish
4 mentions 3 bullish 0 bearish 3 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 29, 2026267° Warm202
May 29, 2026160° Warm101
May 28, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Bullish 8d 19h ago
META is the best value play that will 5X - 40k Yolo
▲ 2 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 9d 19h ago
Can't share with RL friends so you're my millionaire party guests
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 8d 19h ago
META is the most attractive value stock play - 40k yolo
▲ 1 💬 0 ⚡ 0.5
May 21, 2026
earnings_calendar
RL Q4 2026 Earnings After Market Close — 2026-05-21
May 20, 2026
short_volume
Short Volume: RL — 61.0% short (0.4M / 0.6M)
Short: 384,506 | Exempt: 185 | TRF Vol: 630,837 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: RL — 1.1M shares, 46,019 trades
Week starting 2026-05-11. Total ATS volume: 1,067,905 shares across 46,019 trades.
May 5, 2026
short_interest
FTD: RL — 2,955 shares ($1.0M) failed to deliver
Settlement: 20260505, Price: $354.29, FTD Value: $1,046,926.95, RALPH LAUREN CORPORATION
May 4, 2026
dark_pool
Dark Pool: RL — 0.8M shares, 39,396 trades
Week starting 2026-05-04. Total ATS volume: 815,644 shares across 39,396 trades.
Apr 27, 2026
dark_pool
Dark Pool: RL — 0.7M shares, 36,002 trades
Week starting 2026-04-27. Total ATS volume: 676,252 shares across 36,002 trades.
Apr 20, 2026
dark_pool
Dark Pool: RL — 0.7M shares, 30,758 trades
Week starting 2026-04-20. Total ATS volume: 712,971 shares across 30,758 trades.
Apr 13, 2026
dark_pool
Dark Pool: RL — 1.0M shares, 43,530 trades
Week starting 2026-04-13. Total ATS volume: 994,148 shares across 43,530 trades.
Apr 6, 2026
dark_pool
Dark Pool: RL — 0.9M shares, 39,903 trades
Week starting 2026-04-06. Total ATS volume: 870,569 shares across 39,903 trades.
Apr 6, 2026
short_interest
FTD: RL — 3,605 shares ($1.3M) failed to deliver
Settlement: 20260406, Price: $348.02, FTD Value: $1,254,612.1, RALPH LAUREN CORPORATION
Mar 30, 2026
dark_pool
Dark Pool: RL — 0.8M shares, 33,747 trades
Week starting 2026-03-30. Total ATS volume: 764,064 shares across 33,747 trades.
Mar 23, 2026
dark_pool
Dark Pool: RL — 0.8M shares, 39,035 trades
Week starting 2026-03-23. Total ATS volume: 798,049 shares across 39,035 trades.
Mar 16, 2026
dark_pool
Dark Pool: RL — 0.9M shares, 39,101 trades
Week starting 2026-03-16. Total ATS volume: 947,030 shares across 39,101 trades.
Mar 9, 2026
dark_pool
Dark Pool: RL — 0.7M shares, 37,176 trades
Week starting 2026-03-09. Total ATS volume: 725,585 shares across 37,176 trades.
Mar 2, 2026
dark_pool
Dark Pool: RL — 1.0M shares, 40,919 trades
Week starting 2026-03-02. Total ATS volume: 1,020,310 shares across 40,919 trades.