Livforsakringsbolaget Skandia, Omsesidigt 13F: Cuts RL Stake by $3.5M

Livforsakringsbolaget Skandia lowered its exposure to Ralph Lauren Corporation (NYSE:RL) during the period, according to a Form 13F filing with the SEC on October 21, 2026.

RL Ralph Lauren Corporation

$383.40 ▲ +6.61% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Livforsakringsbolaget Skandia's Ralph Lauren Position

The fund cut its holdings by 9,880 shares, marking an 81.0% decrease from its previous count of 12,200 shares. The remaining stake of 2,320 shares was valued at approximately $823,762 at the time of the filing, when the stock closed at $380.66.

Other Institutional Activity in Ralph Lauren

Other large funds made notable adjustments to their Ralph Lauren positions. Two Sigma Investments, LP grew its holdings by 151,990 shares, ending with 1,048,689 shares worth about $401,668,849. First Trust Advisors LP grew its stake by 315,865 shares, ending with 1,019,507 shares valued at about $390,491,559. Meanwhile, AQR Capital Management, LLC reduced its holdings by 319,892 shares, resulting in a position of 779,772 shares worth roughly $298,668,262.

Ralph Lauren Corporation Stock Holds Steady

Ralph Lauren shares recently traded around $380.66, matching the closing price on the filing date. The stock trades above both its 50-day moving average of $360.33 and its 200-day moving average of $366.07.

Recent Earnings

Ralph Lauren reported trailing-twelve-month revenue of $8.36 billion alongside earnings of $15.87 per share. The company posts a return on equity of 37.5% and a net profit margin of 11.8%. Its next earnings report is scheduled for November 5, 2026.

Dividend

The company pays an annual dividend of $4.00 per share, which translates to a dividend yield of 1.05% based on recent trading levels. This payout utilizes 23.5% of earnings.

Insider Buying and Selling at Ralph Lauren Corporation

Company insiders executed notable sales prior to the filing. Officer Halide Alagoz sold 6,559 shares on August 10, 2026, at an average price of $402.77 for a total of $2,641,768. Chief Operating Officer Robert P. Ranftl sold 2,901 shares on August 18, 2026, at an average price of $377.81 for a total of $1,096,031.

Analysts Set New Price Targets

Wall Street firms updated their views on Ralph Lauren in August 2026. UBS maintained its Buy rating while lifting its price target to $520.00 from $511.00 on August 7. Telsey Advisory Group kept an Outperform rating and raised its target to $470.00 from $460.00 on the same day. Citigroup maintained a Buy rating and increased its target to $455.00 from $400.00. Barclays maintained an Overweight rating, moving its target to $463.00 from $439.00. Evercore ISI Group kept an Outperform rating and lifted its target to $460.00 from $440.00. Overall, the stock carries a consensus buy rating and a mean price target of $446.19 across 16 analyst opinions.

About Ralph Lauren

Ralph Lauren Corporation designs, markets, and distributes high-end lifestyle apparel, accessories, and home goods worldwide. The company connects global consumers to luxury fashion through its recognizable brands and retail channels.

Bottom Line

Investors are keeping an eye on Ralph Lauren ahead of its upcoming earnings report on November 5, 2026. Institutional shifts and insider transactions continue to shape market sentiment around the apparel maker.