Market Cap
$22.0B
RL
RALPH LAUREN CORP
$360.12 ▼ -0.70%
Prev close $362.66Market cap$22.0B
ConsensusStrong Buy
12-mo target$446.71 (+23.9%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)34 New Institutional Positions16 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on RL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (89%)
Inst. Holders
50 funds
Inst. Value
$12.0B
Inst. Activity
34 buys / 16 sells
Insider Activity
$0.00 buy / $6.1M sell
Insider Net $
-$6.1M
Social Sentiment
69° Warm
SEC Reports
5
Price chart 30d +7.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Aug 18, 2026 SEC Dark Pool: RL — 1.1M shares, 47,452 trades
Week starting 2026-09-07. Total ATS volume: 1,097,207 shares across 47,452 trades.
The court issued an amended scheduling order in a case against Ralph Lauren Corporation, setting a jury trial for July 2
COURT-RULING — Impact 1/10
Aug 18, 2026 Insider
Ranftl Robert P. sold 2,901 shares
Chief Operating Officer @ $377.81 ($1.1M)
Aug 15, 2026 Insider
Alagoz Halide was granted 2,583 shares
Chief Product & Merch. Officer
Aug 15, 2026 Insider
Alagoz Halide surrendered for taxes 839 shares
Chief Product & Merch. Officer @ $387.23 ($324.9K)
Aug 14, 2026 Event
Aug 13, 2026 SEC Merrell v. Ralph Lauren Corporation
Court ruling (cand) — Docket: 4:23-cv-06669
A stipulation and order selecting private mediation as the ADR process in a putative class action against Ralph Lauren C
COURT-RULING — Impact 1/10
Ralph Lauren reported strong Q1 FY2027 results, with revenue of $2.0B (+14% YoY) and adjusted EPS of $4.59, beating cons
8-K — Impact 7/10
Analyst ratings buy % +9.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
89% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Telsey Advisory Group | MAINTAIN | Outperform | 51% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 7, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Aug 6, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 4, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 21, 2026 | Raymond James | UPGRADE | Outperform | 54% |
| Jul 21, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 16 | 3 | 0 | 0 | 89% | |
| Aug 1, 2026 | 9 | 16 | 3 | 0 | 0 | 89% | |
| Jul 1, 2026 | 9 | 15 | 4 | 0 | 0 | 86% | |
| 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% |
Price targets
Where 17 covering analysts think RL trades over the next 12 months.
$446.71 +23.9% upside Strong Buy
Current$360.60 Low$250.00 Median$455.00 High$520.00 17 analysts
$250.00$520.00
Analyst rating Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood +34.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
69°
Warm
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 3 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 4.4/10.
NEUTRALCOURT-RULING1/10
The court issued an amended scheduling order in a case against Ralph Lauren Corporation, setting a j
Aug 18, 2026
NEUTRALCOURT-RULING1/10
A stipulation and order selecting private mediation as the ADR process in a putative class action ag
Aug 13, 2026
BULLISH8-K7/10
Ralph Lauren reported strong Q1 FY2027 results, with revenue of $2.0B (+14% YoY) and adjusted EPS of
Aug 6, 2026
BULLISHCOURT-RULING6/10
In a mixed ruling on class certification in Merrell v. Ralph Lauren, the Northern District of Califo
Jul 10, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: RL — 1.1M shares, 47,452 trades
Week starting 2026-09-07. Total ATS volume: 1,097,207 shares across 47,452 trades.
Aug 31, 2026
dark_pool
Dark Pool: RL — 1.4M shares, 57,690 trades
Week starting 2026-08-31. Total ATS volume: 1,374,086 shares across 57,690 trades.
Aug 24, 2026
dark_pool
Dark Pool: RL — 1.0M shares, 45,212 trades
Week starting 2026-08-24. Total ATS volume: 1,034,774 shares across 45,212 trades.
Aug 17, 2026
dark_pool
Dark Pool: RL — 0.8M shares, 44,777 trades
Week starting 2026-08-17. Total ATS volume: 813,973 shares across 44,777 trades.
Aug 14, 2026
Enforcement
Merrell v. Ralph Lauren Corporation
Court ruling (cand) — Docket: 4:23-cv-06669
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.22 | $4.15–$4.38 | 11.4% | +0.0% | 13↑ 0↓ | $2.1B | 16 |
| Next Q | $6.88 | $6.58–$7.21 | 10.6% | +0.0% | 3↑ 10↓ | $2.5B | 16 |
| Current FY | $18.91 | $18.60–$20.02 | 14.0% | +0.0% | 17↑ 0↓ | $8.7B | 18 |
| Next FY | $20.97 | $20.19–$23.45 | 10.9% | +0.0% | 17↑ 0↓ | $9.1B | 18 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.223 | — |
| 7d ago | $4.223 | — |
| 30d ago | $4.223 | — |
| 60d ago | $4.042 | +0.181 |
| 90d ago | $4.034 | +0.189 |
Institutional ownership
Which big funds own RL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $12.0B total value (29,850,066 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,023,566 | $1.2B | 10.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,428,960 | $975.0M | 8.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,938,982 | $778.3M | 6.5% | — |
| FMR LLC | 1,869,070 | $750.3M | 6.3% | — |
| STATE STREET CORP | 1,474,842 | $593.5M | 5.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,179,488 | $472.7M | 4.0% | — |
| Invesco Ltd. | 1,128,550 | $453.0M | 3.8% | — |
| TWO SIGMA INVESTMENTS, LP | 1,048,689 | $421.0M | 3.5% | — |
| FIRST TRUST ADVISORS LP | 1,019,507 | $409.2M | 3.4% | ADD +44.9% |
| AQR CAPITAL MANAGEMENT LLC | 779,772 | $309.4M | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | ADD | 703,637 | 1,019,507 | +44.9% | $409.2M |
| Bank of New York Mellon Corp | ADD | 415,919 | 643,287 | +54.7% | $258.2M |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 423,458 | 538,626 | +27.2% | $216.2M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 306,381 | 476,472 | +55.5% | $191.3M |
| JENNISON ASSOCIATES LLC | TRIM | 593,537 | 393,234 | -33.7% | $157.8M |
| D. E. Shaw & Co., Inc. | ADD | 282,540 | 389,510 | +37.9% | $156.4M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 65,376 | 256,487 | +292.3% | $103.0M |
| NORGES BANK | NEW | — | 240,249 | — | $96.4M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 299,313 | 200,147 | -33.1% | $80.3M |
| RAYMOND JAMES FINANCIAL INC | DOUBLED | 84,332 | 195,216 | +131.5% | $78.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$6.1M — $0.00 bought, $6.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | Ranftl Robert P. | Chief Operating Officer | SELL | 2,901 | $377.81 | $1.1M |
| Aug 15, 2026 | Alagoz Halide | Chief Product & Merch. Officer | AWARD | 2,583 | — | — |
| Aug 15, 2026 | Alagoz Halide | Chief Product & Merch. Officer | TAX W/H | 839 | $387.23 | $324.9K |
| Aug 15, 2026 | Alagoz Halide | Chief Product & Merch. Officer | TAX W/H | 636 | $387.23 | $246.3K |
| Aug 15, 2026 | Lauren David R. | Vice Chair, Chief Innovation | AWARD | 1,548 | — | — |
| Aug 15, 2026 | Lauren David R. | Vice Chair, Chief Innovation | TAX W/H | 769 | $387.23 | $297.8K |
| Aug 15, 2026 | Lauren David R. | Vice Chair, Chief Innovation | TAX W/H | 560 | $387.23 | $216.8K |
| Aug 15, 2026 | Picicci Justin M. | Chief Financial Officer | AWARD | 1,938 | — | — |
| Aug 15, 2026 | Lauren David R. | Vice Chair, Chief Innovation | TAX W/H | 382 | $387.23 | $147.9K |
| Aug 15, 2026 | Louvet Patrice | President and CEO | AWARD | 23,241 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RL.
Shares short
2,791,300
Settlement Sep 15, 2026
Change vs prior
-4.7%
Semi-monthly cycle
Days to cover
3.8
At avg daily volume
Of shares outstanding
≈4.7%
Estimate — not % of float
All RL filing & press-release reports (5)
- COURT-RULING reportAug 18, 2026
- COURT-RULING reportAug 13, 2026
- 8-K reportAug 6, 2026
- COURT-RULING reportJul 10, 2026
- 8-K reportMay 21, 2026