Ralph Lauren (RL)
Designs Polo-led apparel, accessories and home collections across global retail and wholesale channels.
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Designs and sells apparel, handbags, footwear, accessories, home goods and hospitality experiences through owned retail and digital channels, wholesale partners and licensing. Polo Ralph Lauren anchors a multi-label portfolio spanning North America, Europe and Asia, with all production outsourced and most revenue generated outside the United States.
Designs and distributes apparel, handbags, footwear and accessories through Polo Ralph Lauren, Ralph Lauren Collection, Purple Label, Double RL and Lauren Ralph Lauren. Home, fragrance and hospitality extend the portfolio. Sales span North America, Europe and Asia, with most revenue generated outside the United States.
Sells through owned stores and digital commerce, department stores, specialty retailers and online partners. Controlled assortments, shop-within-shops and coordinated presentation connect direct and wholesale channels; licensees make fragrance, eyewear, selected apparel and home products under brand oversight.
All production is contracted to independent suppliers, mostly abroad, making imports subject to tariffs, safety rules and labeling requirements. Ralph Lauren directs design, while the Lauren family controls most voting power.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 7, 2026 | Telsey Advisory | Reiterate | Rating: —Target: $460 | Target: $470 |
| Aug 7, 2026 | Raymond James | Reiterate | Rating: —Target: $410 | Target: $425 |
| Aug 7, 2026 | Evercore ISI | Reiterate | Rating: —Target: $420 | Target: $460 |
| Aug 7, 2026 | BTIG | Reiterate | Rating: —Target: $435 | Target: $460 |
| Aug 7, 2026 | Barclays | Reiterate | Rating: —Target: $439 | Target: $463 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $1.94B · Total debt $3.00B · Total assets $7.66B · Shareholders' equity $2.72B
- Revenue
- $1.96B
- Operating income
- $342.4M
- Net income
- $262.2M
HistoryDividendAnnual yieldUpcoming
| Institutions | ≈ 66.58% | 39.67M shares | |
|---|---|---|---|
| 833 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 45.08% | 26.86M shares | |
| 2 holders · as of Feb 13, 2025 | |||
| Adds to | 111.66% | ||
59.58M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 111.66%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Ralph Lauren, individually and as trusteeInsider | 37.52% | 22.36M | filed Feb 13, 2025 |
Barrow Hanley Global InvestorsInsider | 7.56% | 4.50M | filed Feb 11, 2022 |
BlackRock, Inc.Institution | 5.07% | 3.02M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.08% | 2.43M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 3.25% | 1.94M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | Robert P. Ranftl | officer: Chief Operating Officer | −2,901 | $377.81 |
| Aug 10, 2026 | Halide Alagoz | officer: Chief Product & Merch. Officer | −6,559 | $402.77 |
| Jun 3, 2026 | Robert P. Ranftl | officer: Chief Operating Officer | −6,500 | $359.56 |
| May 26, 2026 | Ralph Lauren | director, 10 percent owner, officer: Exec. Chair, Chief Creative | −263,654 | $378.25 |
| Mar 4, 2026 | Halide Alagoz | officer: Chief Product & Merch. Officer | −1,120 | $362.00 |
- PVH
Direct premium apparel rival through Tommy Hilfiger and Calvin Klein
- Tapestry
Accessible-luxury accessories and lifestyle retail overlap
- Capri
Luxury accessories and footwear rival through Michael Kors and Jimmy Choo
- VF
Casual apparel, outerwear, and footwear portfolio overlap
- Ermenegildo Zegna
High-end menswear and luxury tailoring competitor
- Levi's
Denim-led casualwear rival across DTC and wholesale
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ralph Lauren | $346.11 | +1.85% | $20.73B | 21.4 | 17.7 | 2.5 | +14.0% |
| PVH | $76.04 | +3.59% | $3.38B | — | 6.8 | 0.4 | −3.2% |
| Tapestry | $111.56 | −1.34% | $22.85B | 15.6 | 14.0 | 2.9 | +8.9% |
| Capri | $15.12 | +5.66% | $1.64B | 11.0 | 8.0 | 0.5 | −3.5% |
| VF | $13.44 | +2.95% | $5.13B | 18.9 | 12.0 | 0.5 | −5.2% |
| Ermenegildo Zegna | $12.53 | +0.85% | $3.33B | 37.8 | — | 1.5 | +3.2% |
| Levi's | $20.08 | +1.29% | $7.75B | 12.2 | 12.5 | 1.2 | +8.0% |
| Median | 15.6 | 12.0 | 0.9 | −0.0% |