Oxford Industries (NYSE:OXM – Get Free Report) updated its third quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of -1.400–1.200 for the period, compared to the consensus EPS estimate of -0.510. The company issued revenue guidance of $280.0 million-$300.0 million, compared to the consensus revenue estimate of $314.2 million. Oxford Industries also updated its FY 2026 guidance to 1.600-2.000 EPS.
Analyst Upgrades and Downgrades
OXM has been the subject of a number of research reports. KeyCorp reissued a “sector weight” rating on shares of Oxford Industries in a research note on Thursday, June 11th. Weiss Ratings restated a “sell (d+)” rating on shares of Oxford Industries in a research report on Wednesday, July 8th. Wall Street Zen raised Oxford Industries from a “sell” rating to a “hold” rating in a research note on Saturday, May 30th. UBS Group reissued a “neutral” rating on shares of Oxford Industries in a research note on Wednesday, August 26th. Finally, Zacks Research upgraded Oxford Industries from a “strong sell” rating to a “hold” rating in a report on Tuesday, May 26th. Seven analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Reduce” and an average price target of $40.00.
View Our Latest Stock Analysis on OXM
Oxford Industries Trading Down 3.0%
Oxford Industries (NYSE:OXM – Get Free Report) last posted its earnings results on Thursday, September 3rd. The textile maker reported $1.34 earnings per share for the quarter, beating the consensus estimate of $1.31 by $0.03. Oxford Industries had a negative net margin of 2.65% and a positive return on equity of 4.55%. The firm’s revenue for the quarter was down 2.2% on a year-over-year basis. During the same period last year, the business posted $1.26 EPS. Oxford Industries has set its Q3 2026 guidance at -1.400–1.200 EPS and its FY 2026 guidance at 1.600-2.000 EPS. On average, sell-side analysts predict that Oxford Industries will post 2.5 EPS for the current fiscal year.
Oxford Industries Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Friday, July 17th were issued a $0.70 dividend. This represents a $2.80 annualized dividend and a yield of 7.7%. The ex-dividend date was Friday, July 17th. Oxford Industries’s payout ratio is -106.06%.
Insiders Place Their Bets
In related news, CEO Thomas Chubb, III purchased 2,500 shares of the company’s stock in a transaction on Friday, June 12th. The stock was acquired at an average cost of $36.90 per share, for a total transaction of $92,250.00. Following the completion of the transaction, the chief executive officer directly owned 30,200 shares in the company, valued at approximately $1,114,380. The trade was a 9.03% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available at this link. 6.50% of the stock is currently owned by company insiders.
Oxford Industries News Roundup
Here are the key news stories impacting Oxford Industries this week:
- Positive Sentiment: Second-quarter earnings beat expectations: Adjusted EPS was $1.34, up from $1.26 a year earlier and above analysts’ estimates of approximately $1.31–$1.32. GAAP EPS was $3.25, though it included a substantial tariff-related refund. Oxford Industries Surpasses Q2 Earnings and Revenue Estimates
- Positive Sentiment: Cash flow and debt improved: Operating cash flow reached $97.3 million during the first half, up from $79.5 million a year earlier, while borrowings fell to $73 million from $143 million at the end of the first quarter. Oxford also declared a quarterly dividend of $0.70 per share. Oxford Reports Second Quarter Results
- Neutral Sentiment: Mixed brand performance: Tommy Bahama sales increased 0.8% to $230.9 million, but Lilly Pulitzer sales declined 5.6%, Johnny Was fell 8.8%, and Emerging Brands decreased 3.7%. Management plans increased promotions at Lilly Pulitzer to stimulate demand and reduce slow-moving inventory.
- Negative Sentiment: Full-year guidance was cut below consensus: Oxford now expects fiscal 2026 adjusted EPS of $1.60–$2.00, versus consensus of $2.61, and revenue of roughly $1.43–$1.47 billion, below the approximately $1.5 billion expectation. The company cited consumer pressure and brand-specific merchandising and marketing issues. Oxford Lowers Full-Year Guidance
- Negative Sentiment: Near-term outlook was particularly weak: Third-quarter revenue is projected at $280 million–$300 million versus consensus of $314.2 million, while adjusted EPS is expected to be a loss of $1.40–$1.20 compared with an anticipated loss of $0.51.
- Negative Sentiment: Underlying results were less robust than GAAP figures suggest: The $42 million tariff refund materially boosted reported gross margin and GAAP earnings. Excluding the refund and other adjustments, adjusted operating income rose only modestly, while first-half adjusted EPS declined 11.5% year over year.
Hedge Funds Weigh In On Oxford Industries
Several hedge funds have recently added to or reduced their stakes in the stock. Cerity Partners LLC boosted its holdings in shares of Oxford Industries by 3.0% in the second quarter. Cerity Partners LLC now owns 9,914 shares of the textile maker’s stock valued at $399,000 after acquiring an additional 286 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Oxford Industries by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 8,817 shares of the textile maker’s stock valued at $517,000 after purchasing an additional 387 shares during the last quarter. BNP Paribas Financial Markets lifted its stake in shares of Oxford Industries by 44.8% during the 2nd quarter. BNP Paribas Financial Markets now owns 1,507 shares of the textile maker’s stock worth $61,000 after purchasing an additional 466 shares during the period. Deutsche Bank AG lifted its stake in shares of Oxford Industries by 4.5% during the fourth quarter. Deutsche Bank AG now owns 11,632 shares of the textile maker’s stock worth $398,000 after purchasing an additional 506 shares in the last quarter. Finally, Freestone Grove Partners LP raised its stake in shares of Oxford Industries by 5.2% during the fourth quarter. Freestone Grove Partners LP now owns 14,060 shares of the textile maker’s stock valued at $481,000 after purchasing an additional 691 shares during the period. 91.16% of the stock is currently owned by hedge funds and other institutional investors.
About Oxford Industries
Oxford Industries, Inc, incorporated in 1942 and headquartered in Atlanta, Georgia, is a leading designer, marketer and distributor of high-quality men’s and women’s lifestyle apparel and accessories. The company’s product portfolio features a mix of owned brands and licensed partnerships that span casual, resort and performance categories. Key owned brands include Tommy Bahama, renowned for its island-inspired menswear and women’s sportswear, and Southern Tide, which offers coastal-focused clothing and footwear.
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