RL at a glance
Ralph Lauren Corporation (RL, SEC CIK 1037038) filed its latest 10-K annual report on May 21, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 3, 2026 and Form 4 insider filings as recently as August 20, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended March 28, 2026 (FY2026), Ralph Lauren Corporation (RL) reported revenue of $8.1 billion (up 14.6% from FY2025) and net income of $941.1 million. Diluted EPS was $15.11.
- As of June 30, 2026, 40 institutional investment managers tracked by SignalX reported holding Ralph Lauren Corporation (RL) shares worth $8.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Ranftl Robert P. on August 18, 2026 of 2,901 shares at $377.81 per share.
- In the last 90 days, RL insiders reported 0 open-market purchases ($0) and 2 open-market sales ($3.7M) on Form 4, a net sale of $3.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $8.1B
- +14.6% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$3.7M
- 13F holders
- 40 funds
- $8.2B · +1 vs prior quarter
- Latest 8-K
- Sep 3, 2026
- Item 7.01 · Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 27, 2026
Management Discussion & Analysis
- Revenue $1.960B, up 14.0% YoY from $1.719B
- Gross margin 73.7%, up 140 basis points YoY; SG&A ratio 55.0%, down 20 basis points
- Net income $262.2M, up $41.8M YoY; diluted EPS $4.28 vs $3.52
- Net cash position $702.2M vs $826.1M; operating cash flow $339.3M vs $176.1M
- Capital deployment: $325.1M share repurchases, $54.8M dividends, $53.4M capital expenditures; tariff and shipping uncertainties remain headwinds
Risk Factors
- No material changes to Fiscal 2026 10-K risk factors
- No newly disclosed risks identified during the quarter
- Carried-forward risks may materially affect business, operating results, or financial condition
AI summary of the RL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 furnished under Regulation FD, not deemed filed under Exchange Act Section 18
- Disclosure generally excluded from incorporation by reference in future Securities Act or Exchange Act filings
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Halide Alagoz becomes Chief Operating & Product Officer effective November 29, 2026
- Expanded remit combines product, merchandising, and operations leadership
Item EX-99.1: Item EX-99.1
- Leadership restructuring effective November 29, 2026, following COO Bob Ranftl’s retirement
- Chief Product & Merchandising Officer Halide Alagöz promoted to Chief Operating & Product Officer
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended June 27, 2026 results reported August 6, 2026
- Press release furnished as Exhibit 99.1 contains the operating results and financial details
Item EX-99.1: Item EX-99.1
- Q1 FY2027 revenue rose 14% to $2.0B, with Asia up 24% and North America up 13%, signaling broad-based brand momentum
- Adjusted EPS increased 22% to $4.59, while adjusted operating margin expanded 170 basis points to 18.7%
Item 5.07: Submission of Matters to a Vote of Security Holders
- All director nominees reelected; Ralph Lauren and Class B directors received 218,812,760 votes each
- Class A director support varied, with Darren Walker receiving 19,909,048 votes for and 10,438,404 withheld
AI summaries of RL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for RL
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ranftl Robert P. | Sell | Aug 18, 2026 | 2,901 | $377.81 |
| Lauren David R. | A | Aug 15, 2026 | 1,548 | - |
| Alagoz Halide | A | Aug 15, 2026 | 2,583 | - |
| Picicci Justin M. | A | Aug 15, 2026 | 1,938 | - |
| Picicci Justin M. | F | Aug 15, 2026 | 671 | $387.23 |
| Picicci Justin M. | F | Aug 15, 2026 | 382 | $387.23 |
| Alagoz Halide | F | Aug 15, 2026 | 839 | $387.23 |
| Alagoz Halide | F | Aug 15, 2026 | 923 | $387.23 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.1B | $8.1B |
| Gross Profit | - | $4.9B | $5.7B |
| Operating Income | $756.4M | $932.1M | $1.2B |
| Net Income | $646.3M | $742.9M | $941.1M |
| Gross Margin | - | 68.6% | 69.9% |
| Op. Margin | - | 13.2% | 14.5% |
| Net Margin | - | 10.5% | 11.6% |
| Balance Sheet | |||
| Total Assets | - | $7.0B | $7.7B |
| Equity | - | $2.6B | $2.8B |
| ROE | - | 28.7% | 33.1% |
| Per Share | |||
| EPS | $9.71 | $11.61 | $15.11 |
| Cash Flow | |||
| Operating CF | $1.1B | $1.2B | $1.2B |
Source: XBRL data in Ralph Lauren Corporation (RL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate RL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 40 | $8.21B |
| Q1 2026 | 39 | $6.92B |
| Q4 2025 | 36 | $7.05B |
| Q3 2025 | 37 | $6.49B |
| Q2 2025 | 35 | $5.70B |
| Q1 2025 | 34 | $3.70B |
| Q4 2024 | 30 | $3.19B |
| Q3 2024 | 25 | $1.40B |
- BNY Mellon+227.4K (+55%)
- BlackRock+193.7K (+7%)
- Two Sigma Investments+152.0K (+17%)
- FMR LLC (Fidelity)+150.9K (+9%)
- Raymond James Financial+110.9K (+131%)
- AQR Capital Management−319.9K (-29%)
- Invesco Ltd−280.1K (-20%)
- JPMorgan Chase & Co−135.3K (-17%)
- Millennium Management−99.2K (-33%)
- Goldman Sachs Group−86.8K (-10%)
- Marex Group plc+598
Source: 13F-HR filings on SEC EDGAR (aggregated from 276 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
RL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| SC 13G | Aug 6, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 27, 2026 | Analysis | |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
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RL SEC filings: frequently asked questions
Are RL insiders buying or selling?
In the last 90 days, Ralph Lauren Corporation (RL) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $3.7 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold RL stock?
As of June 30, 2026, the largest Ralph Lauren Corporation (RL) holders among the 13F filers tracked by SignalX were BlackRock ($1.2 billion), Vanguard Capital Management LLC ($975.0 million), Vanguard Portfolio Management LLC ($778.3 million), FMR LLC (Fidelity) ($750.3 million), State Street Corp ($593.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was RL's revenue in fiscal year 2026?
For the fiscal year ended March 28, 2026 (FY2026), Ralph Lauren Corporation (RL) reported revenue of $8.1 billion (up 14.6% from FY2025) and net income of $941.1 million. Diluted EPS was $15.11. The figures come from the XBRL data in the 10-K.
What did RL report in its latest 8-K?
Ralph Lauren Corporation (RL) filed an 8-K on September 3, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Exhibit 99.1 furnished under Regulation FD, not deemed filed under Exchange Act Section 18.
What are the latest RL SEC filings?
Ralph Lauren Corporation (RL) filed its latest 10-K annual report on May 21, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 3, 2026 and a Form 4 insider filing on August 20, 2026.
What is RL's SEC CIK number?
Ralph Lauren Corporation (RL)'s SEC Central Index Key (CIK) is 1037038. EDGAR lists every RL filing under that number.
Ask anything about RL
The research agent reads RL's filings, financials, insider trades and 13F holders, then answers with sources.