Ralph Lauren Corp Class A (RL)

Sep 26, 2026

Bank of America Corp DE has acquired 152,577 shares of PVH Corp. (NYSE:PVH) during the second quarter, valuing its new position at approximately $11.33 million. Despite PVH exceeding EPS estimates with $3.70 against an expected $3.08, and CEO Stefan Larsson purchasing shares, analyst sentiment remains cautious, maintaining a consensus "Hold" rating with an average price target of $86.55. The apparel company's revenue for the quarter was $2.10 billion, slightly above expectations but down 3.2% year-over-year.

Sep 22, 2026

Capri Holdings, parent company of Michael Kors and Jimmy Choo, is reportedly engaging with potential buyers, with some having already reviewed its financial records. Despite the company's recent efforts to turn around its Michael Kors brand and its sale of Versace to Prada to improve its balance sheet, a significant derivative liability presents a potential financial hurdle for any acquisition. The article explores the complexities of such a deal, including market sentiment and the ongoing debate about the ideal corporate structure for luxury fashion brands.

Sep 22, 2026

Capri Holdings, parent company of Michael Kors and Jimmy Choo, is reportedly attracting informal interest from potential buyers, even though a deal is not expected in the near term. The company previously sold Versace and has been working on a turnaround for Michael Kors. A significant hurdle for any potential acquisition is an $809 million derivative liability that would become due upon a change of control.

Sep 20, 2026

Bank of America Corp DE recently acquired 750,881 shares of Deckers Outdoor Corporation (NYSE:DECK) valued at approximately $74.6 million, making it about 0.55% of the company's stock. This purchase highlights significant institutional interest, as hedge funds and institutional investors now own 97.79% of Deckers Outdoor. Despite the stock trading near its 52-week low, the company reported strong Q2 earnings, beating analyst estimates, and analysts maintain a consensus "Hold" rating with an average price target of $114.80.

Sep 17, 2026

Deutsche Bank Aktiengesellschaft has reiterated a "hold" rating for V.F. (NYSE:VFC) and set a price target of $14.00, suggesting an 8.57% upside from its current price. This aligns with the broader analyst sentiment, which shows a consensus "hold" rating and an average price target of $17.42 across 14 analysts. Despite V.F. missing quarterly EPS expectations and a revenue decline, insider purchases and significant institutional ownership (86.84%) indicate some underlying confidence.

Sep 17, 2026

Engineers Gate Manager LP has made a new investment of $1.70 million in PVH Corp. (NYSE:PVH), purchasing 22,950 shares during the second quarter. Other institutional investors have also recently adjusted their holdings, with institutional investors collectively owning 97.25% of the company's stock. The article highlights mixed analyst ratings, PVH's recent earnings beat, and a significant insider purchase by CEO Stefan Larsson.

Sep 16, 2026

G-III Apparel Group (NASDAQ:GIII) shares gapped up following an insider purchase by CEO Morris Goldfarb, who bought 40,000 shares for $1.12 million. The company reported exceeding quarterly EPS expectations despite a revenue decline and declared a quarterly dividend of $0.10 per share. Analyst sentiment remains a "Moderate Buy" with an average target price of $34.50.

Sep 14, 2026

Engineers Gate Manager LP significantly increased its stake in G-III Apparel Group, LTD. (NASDAQ:GIII) by 330.4% in the second quarter, now owning 84,169 shares valued at $2.84 million. Other institutional investors have also adjusted their holdings, with a total of 92.13% of the stock held by hedge funds and institutions. Despite some recent analyst downgrades, the company holds a "Moderate Buy" consensus rating and recently reported quarterly EPS of $0.26, beating estimates, and declared a quarterly dividend of $0.10 per share.

Sep 13, 2026

Engineers Gate Manager LP recently acquired 204,843 shares of Capri Holdings Limited, valued at approximately $3.8 million, making up 0.18% of the company's stock. Capri Holdings reported better-than-expected quarterly EPS of $0.67 on revenue of $769 million, though revenue was down 3.5% year-over-year. Analyst sentiment for CPRI is currently mixed, with an average "Hold" rating and a consensus price target of $21.93.

Sep 13, 2026

Hsbc Holdings PLC significantly reduced its stake in PVH Corp. by 60.2% in the second quarter, selling 25,430 shares and retaining 16,820 shares valued at $1.25 million. Despite mixed analyst sentiment and several lowered price targets, PVH's latest quarterly earnings exceeded expectations, reporting $3.70 EPS against a $3.08 consensus and $2.10 billion in revenue. The company's CEO, Stefan Larsson, recently purchased approximately $1 million of PVH stock, indicating insider confidence.

Sep 13, 2026

Wall Street Zen downgraded G-III Apparel Group (NASDAQ:GIII) from "Buy" to "Hold," despite the broader analyst consensus being a "Moderate Buy" with an average price target of $34.50. The company reported quarterly EPS of $0.26, beating estimates, but revenue of $554.09 million missed expectations and declined year-over-year. Institutional investors hold approximately 92.13% of the company's stock, and shares opened below their 50-day and 200-day moving averages.