RL
RALPH LAUREN CORP
$403.98
+2.72%
$24.0B
No data for this timeframe.
Vol
Market Cap$24.0B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders50 funds
Inst. Value$8.1B
Inst. Activity31 buys / 19 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 $393.30
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. was granted 4,650 shares
Chief Operating Officer
Jun 1, 2026
Insider
Louvet Patrice surrendered for taxes 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.
AMERIPRISE FINANCIAL INC — TRIM
443,935 shares ($152.7M)
Inst.
VOYA INVESTMENT MANAGEMENT LLC — DOUBLED
423,458 shares ($145.7M)
May 21, 2026
earnings_calendar
RL Q4 2026 Earnings After Market Close — 2026-05-21
Price Targets
$428.00
+5.9% upside
Buy
Current $403.98
Low $235.00
Median $438.00
High $511.00
16 analysts
$235.00
$511.00
Analyst Ratings
9Strong Buy
15Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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 | $18.42 ▲ +2.1% | $18.10 — $19.47 | 11% YoY | 17 |
| Next FY | $20.38 ▲ +1.9% | $18.66 — $22.84 | 11% YoY | 18 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $973.5M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $841.2M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $671.1M | — |
| FMR LLC | $591.0M | — |
| STATE STREET CORP | $491.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | Ranftl Robert | SELL | $2.3M |
| Jun 1, 2026 | Ranftl Robert | A | $0.00 |
| Jun 1, 2026 | Louvet Patrice | F | $6.4M |
| Jun 1, 2026 | Louvet Patrice | A | $0.00 |
| Jun 1, 2026 | LAUREN RALPH | F | $13.5M |
Reddit Sentiment
69°
Warm
Bearish
Neutral
Bullish
50 institutional holders with $8.1B total value (23,603,786 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,829,885 | $973.5M | 12.0% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2,445,553 | $841.2M | 10.4% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,950,864 | $671.1M | 8.3% | — |
| 4 | FMR LLC | 1,718,131 | $591.0M | 7.3% | — |
| 5 | STATE STREET CORP | 1,425,013 | $491.5M | 6.1% | — |
| 6 | Invesco Ltd. | 1,408,655 | $484.6M | 6.0% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 896,724 | $308.5M | 3.8% | — |
| 8 | GOLDMAN SACHS GROUP INC | 839,029 | $288.6M | 3.6% | — |
| 9 | FIRST TRUST ADVISORS LP | 703,637 | $242.0M | 3.0% | — |
| 10 | JENNISON ASSOCIATES LLC | 593,537 | $204.2M | 2.5% | — |
| 11 | MORGAN STANLEY | 590,502 | $203.1M | 2.5% | — |
| 12 | FULLER & THALER ASSET MANAGEMENT, INC. | 445,115 | $153.1M | 1.9% | — |
| 13 | AMERIPRISE FINANCIAL INC | 443,935 | $152.7M | 1.9% | TRIM -32.5% |
| 14 | Allianz Asset Management GmbH | 441,037 | $151.7M | 1.9% | — |
| 15 | VOYA INVESTMENT MANAGEMENT LLC | 423,458 | $145.7M | 1.8% | DOUBLED +1188.5% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 423,283 | $145.6M | 1.8% | — |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 364,242 | $125.3M | 1.5% | — |
| 18 | BANK OF AMERICA CORP /DE/ | 342,093 | $117.7M | 1.4% | — |
| 19 | WELLINGTON MANAGEMENT GROUP LLP | 306,381 | $105.4M | 1.3% | DOUBLED +449.9% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 295,911 | $101.8M | 1.3% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | TRIM | 657,308 | 443,935 | -32.5% | $152.7M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 32,865 | 423,458 | +1188.5% | $145.7M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 55,717 | 306,381 | +449.9% | $105.4M | 2026-Q1 |
| Alyeska Investment Group, L.P. | ADD | 215,889 | 293,686 | +36.0% | $101.0M | 2026-Q1 |
| Point72 Asset Management, L.P. | DOUBLED | 21,725 | 266,232 | +1125.5% | $91.6M | 2026-Q1 |
| Amundi | ADD | 159,784 | 227,545 | +42.4% | $78.3M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | 56,526 | 197,526 | +249.4% | $67.9M | 2026-Q1 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | DOUBLED | 73,674 | 184,249 | +150.1% | $63.4M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 115,913 | 175,053 | +51.0% | $60.2M | 2026-Q1 |
| Freestone Grove Partners LP | NEW | — | 156,071 | — | $53.7M | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 103,431 | 132,717 | +28.3% | $45.7M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 86,704 | 124,887 | +44.0% | $43.0M | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | NEW | — | 119,911 | — | $41.2M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 202,400 | 101,579 | -49.8% | $34.9M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 22,720 | 83,372 | +267.0% | $28.7M | 2026-Q1 |
| FRANKLIN RESOURCES INC | ADD | 64,486 | 82,481 | +27.9% | $28.4M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 91,150 | 66,722 | -26.8% | $23.0M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 172 | 65,376 | +37909.3% | $22.5M | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 73,457 | 50,851 | -30.8% | $17.5M | 2026-Q1 |
| Zurich Insurance Group Ltd/FI | TRIM | 152,244 | 48,739 | -68.0% | $16.8M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | TRIM | 112,524 | 43,604 | -61.2% | $15.0M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 13,903 | 38,835 | +179.3% | $13.4M | 2026-Q1 |
| Trexquant Investment LP | TRIM | 80,675 | 38,096 | -52.8% | $13.1M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 112,268 | 35,039 | -68.8% | $12.1M | 2026-Q1 |
| Mariner, LLC | ADD | 22,401 | 32,072 | +43.2% | $11.0M | 2026-Q1 |
13 unique insiders with 23 transactions. Net insider value: -$102.6M ($0.00 bought, $102.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | Ranftl Robert P. | Chief Operating Officer | SELL | 6,500 | $359.56 | $2.3M |
| Jun 1, 2026 | Ranftl Robert P. | Chief Operating Officer | AWARD | 4,650 | — | — |
| Jun 1, 2026 | Louvet Patrice | President and CEO | TAX W/H | 17,567 | $365.87 | $6.4M |
| Jun 1, 2026 | Louvet Patrice | President and CEO | AWARD | 34,411 | — | — |
| Jun 1, 2026 | LAUREN RALPH | Exec. Chair, Chief Creative | TAX W/H | 36,939 | $365.87 | $13.5M |
| Jun 1, 2026 | LAUREN RALPH | Exec. Chair, Chief Creative | AWARD | 66,796 | — | — |
| Jun 1, 2026 | Lauren David R. | Vice Chair, Chief Innovation | TAX W/H | 1,715 | $365.87 | $627.5K |
| Jun 1, 2026 | Lauren David R. | Vice Chair, Chief Innovation | AWARD | 3,099 | — | — |
| Jun 1, 2026 | Alagoz Halide | Chief Product & Merch. Officer | AWARD | 3,719 | — | — |
| Jun 1, 2026 | Ranftl Robert P. | Chief Operating Officer | TAX W/H | 2,048 | $365.87 | $749.3K |
| Jun 1, 2026 | Alagoz Halide | Chief Product & Merch. Officer | TAX W/H | 2,057 | $365.87 | $752.6K |
| May 26, 2026 | LAUREN RALPH | Exec. Chair, Chief Creative | SELL | 263,654 | $378.25 | $99.7M |
| Apr 10, 2026 | AHRENDTS ANGELA J | Director | AWARD | 1.41 | — | — |
| Apr 10, 2026 | Cupp Debra S. | Director | AWARD | 1.41 | — | — |
| Apr 10, 2026 | BENNACK FRANK A JR | Director | AWARD | 1.41 | — | — |
| Apr 10, 2026 | Findley Linda | Director | AWARD | 1.41 | — | — |
| Apr 10, 2026 | GEORGE MICHAEL A | Director | AWARD | 1.41 | — | — |
| Apr 10, 2026 | JARRETT VALERIE B | Director | AWARD | 1.41 | — | — |
| Apr 10, 2026 | LAUREN RALPH | Exec. Chair, Chief Creative | AWARD | 1,260.31 | — | — |
| Apr 10, 2026 | Walker Darren | Director | AWARD | 1.41 | — | — |
| Apr 10, 2026 | Zhang Wei | Director | AWARD | 1.41 | — | — |
| Mar 4, 2026 | Alagoz Halide | Chief Product & Merch. Officer | SELL | 1,120 | $362.00 | $405.4K |
| Feb 10, 2026 | Louvet Patrice | President and CEO | SELL | 421 | $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
$428.00 mean target
+5.9% upside
Buy (1.63)
$235.00 Low
$511.00 High
| Metric | Value |
|---|---|
| Current Price | $403.98 |
| Target Low | $235.00 |
| Target Mean | $428.00 |
| Target Median | $438.00 |
| Target High | $511.00 |
| # Analysts | 16 |
| Recommendation | Buy (1.63) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
$18.42 | $18.10 | $19.47 | 11.0% | +2.1% | 15↑ 1↓ | $8.6B | 6.2% | 17 |
| Next FY 2028-03-31 |
$20.38 | $18.66 | $22.84 | 10.7% | +1.9% | 10↑ 1↓ | $9.0B | 5.0% | 18 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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 |
11 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New 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 |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 9 | 15 | 4 | 0 | 0 | 86% | |
| May 1, 2026 | 9 | 15 | 4 | 0 | 0 | 86% | |
| Apr 1, 2026 | 9 | 15 | 4 | 0 | 0 | 86% | |
| Mar 1, 2026 | 8 | 15 | 5 | 0 | 0 | 82% | |
| Feb 1, 2026 | 8 | 15 | 5 | 0 | 0 | 82% | |
| Jan 1, 2026 | 8 | 14 | 5 | 0 | 0 | 81% |
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
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 29, 2026 | 2 | 67° Warm | 2 | 0 | 2 |
| May 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 28, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
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 18, 2026
dark_pool
Dark Pool: RL — 2.2M shares, 65,260 trades
Week starting 2026-05-18. Total ATS volume: 2,192,268 shares across 65,260 trades.
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.