Oxford Industries (NYSE:OXM) Releases FY 2026 Earnings Guidance

Oxford Industries (NYSE:OXM) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 1.600-2.000 for the period, compared to the consensus earnings per share estimate of 2.610. The company issued revenue guidance of $1.4 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion. Oxford Industries also updated its Q3 2026 guidance to -1.400–1.200 EPS.

Oxford Industries Stock Down 14.8%

OXM opened at $31.22 on Friday. The company has a market cap of $466.11 million, a PE ratio of -61.21 and a beta of 1.06. Oxford Industries has a twelve month low of $28.20 and a twelve month high of $51.61. The company has a 50-day moving average price of $37.31 and a 200 day moving average price of $39.16. The company has a quick ratio of 0.60, a current ratio of 1.17 and a debt-to-equity ratio of 0.27.

Oxford Industries (NYSE:OXM) last released 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. The business had revenue of $394.38 million for the quarter, compared to the consensus estimate of $394.55 million. Oxford Industries had a positive return on equity of 4.97% and a negative net margin of 0.46%.The business’s quarterly revenue was down 2.2% compared to the same quarter last year. During the same quarter last year, the business posted $1.26 earnings per share. 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. Sell-side analysts expect that Oxford Industries will post 2.5 earnings per share for the current fiscal year.

Oxford Industries Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Friday, October 16th will be paid a dividend of $0.70 per share. This represents a $2.80 annualized dividend and a yield of 9.0%. The ex-dividend date of this dividend is Friday, October 16th. Oxford Industries’s payout ratio is -106.06%.

Wall Street Analyst Weigh In

OXM has been the subject of several research reports. Wall Street Zen raised shares of Oxford Industries from a “sell” rating to a “hold” rating in a research note on Saturday, May 30th. Weiss Ratings restated a “sell (d+)” rating on shares of Oxford Industries in a research report on Wednesday, July 8th. Truist Financial reduced their price objective on Oxford Industries from $40.00 to $33.00 and set a “hold” rating on the stock in a research report on Friday. Telsey Advisory Group dropped their target price on Oxford Industries from $44.00 to $35.00 and set a “market perform” rating for the company in a report on Friday. Finally, UBS Group reiterated a “neutral” rating on shares of Oxford Industries in a report on Wednesday, August 26th. Seven analysts have rated the stock with a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and a consensus price target of $35.25.

Insider Activity

In related news, CEO Thomas Chubb, III acquired 2,500 shares of Oxford Industries stock in a transaction that occurred on Friday, June 12th. The shares were purchased at an average cost of $36.90 per share, for a total transaction of $92,250.00. Following the acquisition, the chief executive officer owned 30,200 shares in the company, valued at approximately $1,114,380. This represents a 9.03% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Insiders own 6.50% of the company’s stock.

Oxford Industries News Roundup

Here are the key news stories impacting Oxford Industries this week:

• Positive Sentiment: Adjusted earnings beat estimates: Second-quarter adjusted EPS rose to $1.34 from $1.26 a year earlier, slightly above the roughly $1.31-$1.32 consensus. Tommy Bahama sales increased 0.8%, while the company generated $97 million in operating cash flow during the first half and reduced borrowings to $73 million. OXM Q2 Deep Dive: Guidance Cut as Lilly Pulitzer Weighs on Mixed Portfolio
• Positive Sentiment: Dividend maintained: OXM declared a quarterly dividend of $0.70 per share, payable October 30 to shareholders of record October 16, supporting the stock’s income appeal. Oxford Second Quarter Results
• Neutral Sentiment: Analyst targets moved lower: Citigroup cut its price target to $33 from $36 and retained a Neutral rating, while Telsey Advisory lowered its target to $35 from $44 and kept a Market Perform rating. The revisions reflect reduced expectations rather than a bullish change in sentiment. Telsey Advisory Adjusts Price Target
• Negative Sentiment: Full-year guidance was cut: OXM now expects fiscal 2026 adjusted EPS of $1.60-$2.00, below the prior consensus of $2.61 and below fiscal 2025’s $2.11. Revenue guidance of $1.43-$1.47 billion also implies a decline from the prior year. Third-quarter adjusted EPS is expected to be a loss of $1.20-$1.40, with revenue of $280-$300 million versus $307 million a year earlier. Oxford Industries Cuts Annual Outlook
• Negative Sentiment: Portfolio weakness outweighed the earnings beat: Consolidated sales fell 2.2% to $394.4 million. Lilly Pulitzer sales dropped 5.6% and Johnny Was sales declined 8.8%; management cited product, marketing, and macroeconomic consumer challenges. The company plans heavier promotions at Lilly Pulitzer, which could pressure future margins. Reported GAAP EPS also benefited from a $42 million tariff refund, making the headline profit improvement less representative of recurring performance. Oxford Industries Stumbles as Lilly Pulitzer Sales Weigh

Institutional Trading of Oxford Industries

Institutional investors have recently added to or reduced their stakes in the stock. AQR Capital Management LLC raised its position in Oxford Industries by 33.9% in the first quarter. AQR Capital Management LLC now owns 6,495 shares of the textile maker’s stock valued at $381,000 after purchasing an additional 1,643 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Oxford Industries by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 8,817 shares of the textile maker’s stock valued at $517,000 after buying an additional 387 shares in the last quarter. Millennium Management LLC raised its holdings in shares of Oxford Industries by 311.9% in the 1st quarter. Millennium Management LLC now owns 293,384 shares of the textile maker’s stock valued at $17,213,000 after buying an additional 222,150 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Oxford Industries by 22.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 29,906 shares of the textile maker’s stock worth $1,755,000 after acquiring an additional 5,577 shares in the last quarter. Finally, Norges Bank purchased a new position in Oxford Industries during the 2nd quarter valued at about $369,000. Institutional investors and hedge funds own 91.16% of the company’s stock.

Oxford Industries Company Profile

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.