RALPH LAUREN CORPORATION
At today's price, RALPH LAUREN CORPORATION (RL) is priced for +19.7% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Ralph Lauren sells its own brand across company retail stores and digital, wholesale partners, and a small licensing arm, and the engine right now is full-price direct-to-consumer demand: retail is roughly two-thirds of revenue and the brand is pushing average unit retail and traffic higher rather than discounting. • The price is demanding: at about 19 times operating income it implies operating profit grows roughly 24 percent a year for five years, a pace only about a third of comparable fast
Is RL overvalued? See what's priced in →
759 institutional managers reported holding RL in 13F filings for the quarter ended 2026-03-31. Together they hold about 61% of the company; the top 10 hold 27%. 99 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 3.4M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (4.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
RL has cut its share count 17.2% over the past five years, spending $2.52B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 4 years straight; the current rate is $3.65 a share annually. Cash returned over the past three years: $563.00M in dividends and $1.51B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at RL over the trailing three years. Absence is a fact about the company, not a signal. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
RL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-11 | -5.5% | -9.8% |
| 2023-11-09 | +3.3% | +22.3% |
| 2024-02-09 | +18.9% | -8.4% |
| 2024-05-24 | +5.6% | -3.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
RL's latest 8-K filings: 2026-05-21 (items 2.02, 9.01); 2026-02-05 (items 2.02, 9.01); 2026-01-15 (items 5.02, 9.01); 2025-11-06 (items 2.02, 9.01); 2025-09-16 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.