CFRA UPGRADES Ralph Lauren to Hold with $250 Price Target

Ralph Lauren (RL) received a Hold rating and $250 price target from CFRA analyst Zachary Warring. The company's shares closed at $288.56. Warring has a 53.73% success rate on recommended stocks. The Street suggests a Strong Buy consensus rating with a $331.50 average price target, representing a 14.88% upside. RL market cap is $17.47B and has a P/E ratio of 23.01. Corporate insider sentiment is negative due to an increase in insiders selling shares.

Ralph Lauren (RL) has been the focus of analyst attention with varying opinions on its stock performance and valuation. Recent developments, including a share repurchase program and institutional trading activity, have added to the intrigue surrounding the company. This article provides an objective overview of the latest analyst ratings and the company's financial performance.

Analyst Ratings and Price Targets

Analysts from Needham & Company LLC recently reiterated their "buy" rating on Ralph Lauren, raising their price target to $335.00, up from $310.00 [1]. This suggests a potential upside of 11.73% from the company's previous close. However, CFRA analyst Zachary Warring gave a "hold" rating with a $250 price target, which is lower than the market's consensus [2]. Despite the differing views, the overall consensus rating is "Moderate Buy" with an average price target of $303.00 [1].

Recent Financial Performance

Ralph Lauren reported earnings of $2.27 per share for the quarter, exceeding the consensus estimate of $2.00. The company's revenue for the quarter was up 8.3% year-over-year, reaching $1.70 billion. Analysts anticipate the company will post 12.01 earnings per share for the current year [1]. The company's board initiated a $1.50 billion share repurchase program, indicating management believes the stock is undervalued [1].

Institutional Trading Activity

Institutional investors have shown significant interest in Ralph Lauren's stock. Hantz Financial Services Inc., for instance, increased its stake by 1,228.6% in the second quarter, now owning 93 shares valued at $26,000 [1]. MassMutual Private Wealth & Trust FSB, Sentry Investment Management LLC, and Banque Transatlantique SA also increased their holdings, demonstrating strong institutional support [1].

Market Capitalization and Valuation

Ralph Lauren's market capitalization stands at $17.47 billion, with a P/E ratio of 23.01. The stock closed at $288.56 on Tuesday, July 2nd, 2025. Corporate insider sentiment is negative due to an increase in insiders selling shares [2].

Conclusion

Ralph Lauren's stock has seen varied analyst opinions, with some suggesting a potential upside and others cautioning against buying. The company's recent financial performance and share repurchase program indicate confidence in its valuation. Institutional investors have shown strong support for the stock, further adding to its appeal. Investors should consider these factors when evaluating Ralph Lauren's stock.

References

[1] https://www.marketbeat.com/instant-alerts/needham-company-llc-boosts-ralph-lauren-nyserl-price-target-to-33500-2025-08-05/
[2] https://www.marketscreener.com/news/consensus-cloud-beats-q2-adjusted-eps-estimates-raises-fy-guidance-ce7c5edcd98cf227