NYSE· Leather & Leather Products· Inc. MD· CIK 0001116132

TPR

TAPESTRY, INC.

$118.12 ▼ -0.94%

Prev close $119.24

Market cap$23.0B

ConsensusBuy

12-mo target$166.50 (+41.0%)

▲ Bullish

Analyst conviction 8/10

Insider Selling Cluster (2 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Consumer & Retail

Snapshot

The big-picture read on TPR right now — valuation, ownership and activity at a glance.

Market Cap

$23.0B

Cap Size

Large Cap

Analyst Consensus

Strong Buy (75%)

Inst. Holders

50 funds

Inst. Value

$21.3B

Inst. Activity

35 buys / 15 sells

Insider Activity

$0.00 buy / $4.3M sell

Insider Net $

-$4.3M

SEC Reports

Congressional

3 trades

Price chart 30d -3.7%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Sep 30, 2026 short_volume

Short Volume: TPR — 59.9% short (0.6M / 1.0M)

Short: 579,624 | Exempt: 151 | TRF Vol: 967,488 | Short Ratio: 59.9% | Off-exchange volume (dark poo

Sep 9, 2026 Insider

Kulikowsky Denise sold 2,191 shares

Chief People Officer @ $115.40 ($252.8K)

Sep 9, 2026 Insider

Kulikowsky Denise sold 3,619 shares

Chief People Officer @ $115.36 ($417.5K)

Sep 9, 2026 Insider

Kulikowsky Denise acquired via exercise 6,910 shares

Chief People Officer @ $40.58 ($280.4K)

Jun 30, 2026 Inst.

Boston Partners — NEW

3,551,183 shares ($518.1M)

Jun 30, 2026 Inst.

UBS AM, a distinct — ADD

2,169,602 shares ($317.6M)

Jun 16, 2026 Congress

Matt Van Epps sell

$15,001 - $50,000 — House

Mar 27, 2026 Congress

Alan Armstrong buy

$1,001 - $15,000 — Senate

Analyst ratings buy % +2.7%

How Wall Street rates the stock today, and the latest firm-by-firm actions.

Buy 75% rate it Buy or better · 28 analysts

Strong Buy 7 25% Buy 14 50% Hold 6 21% Sell 1 4% Strong Sell 0 0%

Recent analyst actions

Date	Firm	Action	Rating	Firm rating
Aug 14, 2026	UBS	MAINTAIN	Buy	55%
Aug 14, 2026	Morgan Stanley	MAINTAIN	Overweight	55%
Aug 14, 2026	Bernstein	MAINTAIN	Market Perform	51%
Aug 14, 2026	Wells Fargo	MAINTAIN	Overweight	54%
Aug 14, 2026	Barclays	MAINTAIN	Overweight	54%
Aug 14, 2026	Evercore ISI Group	MAINTAIN	Outperform	59%
Aug 14, 2026	BTIG	MAINTAIN	Buy	53%
Aug 6, 2026	Telsey Advisory Group	MAINTAIN	Outperform	51%
Aug 4, 2026	JP Morgan	MAINTAIN	Overweight	55%
Jul 16, 2026	Barclays	MAINTAIN	Overweight	54%

Monthly consensus history

Period	Str. Buy	Buy	Hold	Sell	Buy %
Sep 1, 2026	7	14	6	1	75%
Aug 1, 2026	6	14	8	0	71%
Jul 1, 2026	6	14	8	0	71%
Jun 1, 2026	6	14	8	0	71%
May 1, 2026	6	12	10	0	64%
Apr 1, 2026	6	12	10	0	64%
Mar 1, 2026	6	12	10	0	64%
Feb 1, 2026	6	12	8	1	67%

Price targets

Where 20 covering analysts think TPR trades over the next 12 months.

$166.50 +41.0% upside Strong Buy

Current$118.12 Low$96.00 Median$167.00 High$232.00 20 analysts

$96.00$232.00

Analyst rating None as of Oct 2, 2026

Reports & filings

AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.

1 SEC filing reports analyzed · 0 bullish, 1 bearish, 0 mixed, 0 neutral · avg impact 7.0/10.

BEARISHINST-CLUSTER7/10

Four major institutions reduced their positions in Tapestry, Inc. (TPR) in 2025-Q4, collectively sel

Feb 28, 2026

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Sep 30, 2026

short_volume

Short Volume: TPR — 59.9% short (0.6M / 1.0M)

Short: 579,624 | Exempt: 151 | TRF Vol: 967,488 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)

Sep 25, 2026

short_volume

Short Volume: TPR — 56.4% short (0.4M / 0.7M)

Short: 375,636 | Exempt: 48 | TRF Vol: 665,551 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)

Sep 23, 2026

short_volume

Short Volume: TPR — 61.8% short (0.6M / 1.0M)

Short: 595,906 | Exempt: 74 | TRF Vol: 963,631 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)

Sep 22, 2026

short_volume

Short Volume: TPR — 55.8% short (0.7M / 1.2M)

Short: 690,533 | Exempt: 235 | TRF Vol: 1,236,821 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)

Sep 7, 2026

dark_pool

Dark Pool: TPR — 4.0M shares, 79,305 trades

Week starting 2026-09-07. Total ATS volume: 4,030,760 shares across 79,305 trades.

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	$1.56	$1.52–$1.60	12.8%	+5.1%	11↑ 1↓	$1.8B	18
Next Q	$3.03	$2.94–$3.19	12.7%	-1.2%	4↑ 8↓	$2.7B	18
Current FY	$7.97	$7.80–$8.32	13.1%	+1.6%	17↑ 2↓	$8.5B	22
Next FY	$8.90	$8.29–$9.65	11.6%	+0.9%	7↑ 3↓	$9.0B	22

Current-quarter EPS estimate — revision history

When	EPS estimate	Change vs now
Current	$1.557	—
7d ago	$1.555	+0.001
30d ago	$1.481	+0.076
60d ago	$1.483	+0.073
90d ago	$1.480	+0.076

Institutional ownership

Which big funds own TPR (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $21.3B total value (145,687,010 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 35 institutions added/increased vs 15 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
BlackRock, Inc.	17,837,105	$2.6B	12.2%	—
VANGUARD CAPITAL MANAGEMENT LLC	13,194,486	$1.9B	9.1%	—
STATE STREET CORP	10,054,668	$1.5B	6.9%	—
VANGUARD PORTFOLIO MANAGEMENT LLC	9,909,546	$1.5B	6.8%	—
SCHRODER INVESTMENT MANAGEMENT GROUP	7,415,814	$1.1B	5.1%	—
GEODE CAPITAL MANAGEMENT, LLC	6,591,720	$962.6M	4.5%	—
BANK OF AMERICA CORP /DE/	5,269,226	$771.3M	3.6%	—
FMR LLC	4,123,454	$603.6M	2.8%	—
SRS Investment Management, LLC	4,062,897	$594.7M	2.8%	—
AQR CAPITAL MANAGEMENT LLC	3,872,908	$563.9M	2.6%	—

Recent position changes

Fund	Action	Prev	Current	Change	Value
Boston Partners	NEW	—	3,551,183	—	$518.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	ADD	1,410,687	2,169,602	+53.8%	$317.6M
MARSHALL WACE, LLP	ADD	1,637,125	2,052,129	+25.3%	$300.4M
NORGES BANK	NEW	—	1,630,233	—	$238.6M
MILLENNIUM MANAGEMENT LLC	DOUBLED	355,665	1,423,542	+300.2%	$208.4M
Point72 Asset Management, L.P.	DOUBLED	662,314	1,411,786	+113.2%	$206.7M
Amundi	TRIM	1,769,905	1,185,254	-33.0%	$173.5M
UBS Group AG	ADD	695,918	1,165,280	+67.4%	$170.6M
BNP PARIBAS FINANCIAL MARKETS	DOUBLED	421,332	1,075,813	+155.3%	$157.5M
Vinva Investment Management Ltd	ADD	544,596	1,009,801	+85.4%	$148.8M

Insider activity

Buying and selling by company executives and directors (SEC Form 4).

6 insiders, 50 transactions. Net -$4.3M — $0.00 bought, $4.3M sold.

Date	Insider	Title	Type	Shares	Price	Value
Sep 9, 2026	Kulikowsky Denise	Chief People Officer	SELL	2,191	$115.40	$252.8K
Sep 9, 2026	Kulikowsky Denise	Chief People Officer	SELL	3,619	$115.36	$417.5K
Sep 9, 2026	Kulikowsky Denise	Chief People Officer	EXERCISE	6,910	$40.58	$280.4K
Sep 9, 2026	Kulikowsky Denise	Chief People Officer	TAX W/H	4,719	$115.40	$544.6K
Aug 21, 2026	Crevoiserat Joanne C.	Chief Executive Officer	AWARD	220,940	$33.81	$7.5M
Aug 21, 2026	Dadlani Manesh	VP, Controller and PAO	TAX W/H	976	$130.17	$127.0K
Aug 21, 2026	Dadlani Manesh	VP, Controller and PAO	TAX W/H	1,099	$130.17	$143.1K
Aug 21, 2026	Howard David E	Chief Legal Officer, Secretary	TAX W/H	14,100	$130.17	$1.8M
Aug 21, 2026	Howard David E	Chief Legal Officer, Secretary	AWARD	27,619	$33.81	$933.8K
Aug 21, 2026	Howard David E	Chief Legal Officer, Secretary	TAX W/H	2,029	$130.17	$264.1K

Congressional trades

TPR trades disclosed by members of Congress, with disclosure delay.

3 members · 1 buys / 2 sells

Date	Member	Party	Chamber	Type	Amount	Asset	Disclosed
Jun 16, 2026	Matt Van Epps	R	HOUSE	SELL	$15,001 - $50,000	Tapestry Inc	Jun 17, 2026(2d)
Mar 27, 2026	Alan Armstrong	R	SENATE	BUY	$1,001 - $15,000	Tapestry Inc	Jul 22, 2026(117d)
Mar 25, 2026	Terri Sewell	D	HOUSE	SELL	$15,001 - $50,000	Tapestry Inc	Apr 21, 2026(28d)

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TPR.

Shares short

15,970,580

Settlement Sep 15, 2026

Change vs prior

+6.5%

Semi-monthly cycle

Days to cover

5.2

At avg daily volume

Of shares outstanding

≈8.0%

Estimate — not % of float

All TPR filing & press-release reports (1)

INST-CLUSTER reportFeb 28, 2026