Insider Selling: Tapestry (NYSE:TPR) CFO Sells 44,290 Shares of Stock

Tapestry, Inc. (NYSE:TPR) CFO Scott Roe sold 44,290 shares of the company’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $152.62, for a total value of $6,759,539.80. Following the completion of the sale, the chief financial officer owned 139,128 shares of the company’s stock, valued at $21,233,715.36. This represents a 24.15% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.

Tapestry Trading Down 1.3%

Shares of Tapestry stock traded down $2.04 during trading on Thursday, hitting $152.63. 2,306,015 shares of the company were exchanged, compared to its average volume of 2,535,647. The firm has a market capitalization of $30.90 billion, a P/E ratio of 63.07, a price-to-earnings-growth ratio of 1.89 and a beta of 1.63. The firm’s fifty day moving average price is $129.99 and its 200 day moving average price is $115.92. The company has a debt-to-equity ratio of 4.32, a current ratio of 1.63 and a quick ratio of 1.10. Tapestry, Inc. has a 1-year low of $58.39 and a 1-year high of $158.28.

Tapestry (NYSE:TPR) last issued its quarterly earnings data on Thursday, February 5th. The luxury accessories retailer reported $2.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.20 by $0.49. Tapestry had a net margin of 6.95% and a return on equity of 157.98%. The firm had revenue of $2.50 billion during the quarter, compared to analysts’ expectations of $2.29 billion. During the same quarter in the previous year, the company earned $2.00 earnings per share. The business’s revenue for the quarter was up 14.0% on a year-over-year basis. Tapestry has set its FY 2026 guidance at 6.400-6.450 EPS. As a group, sell-side analysts expect that Tapestry, Inc. will post 4.91 earnings per share for the current fiscal year.

Tapestry Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 23rd. Stockholders of record on Friday, March 6th will be paid a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, March 6th. Tapestry’s dividend payout ratio is currently 66.12%.

Tapestry announced that its board has approved a stock repurchase plan on Thursday, November 6th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the luxury accessories retailer to reacquire up to 4.9% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s management believes its stock is undervalued.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on TPR. Guggenheim initiated coverage on Tapestry in a report on Tuesday, December 9th. They set a “neutral” rating for the company. Evercore increased their price target on Tapestry from $129.00 to $150.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 3rd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Tapestry in a report on Wednesday, January 21st. BTIG Research upped their target price on Tapestry from $140.00 to $175.00 and gave the company a “buy” rating in a research report on Friday, February 6th. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $170.00 price target on shares of Tapestry in a research report on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Tapestry presently has a consensus rating of “Moderate Buy” and a consensus target price of $143.33.

Key Headlines Impacting Tapestry

Here are the key news stories impacting Tapestry this week:

• Positive Sentiment: Q4 results and FY guidance surprised to the upside: Tapestry reported stronger-than-expected revenue and EPS and gave FY2026 EPS guidance (6.40–6.45) that supports growth expectations, reinforcing valuation narratives and buyback/dividend signals. MarketBeat TPR coverage
• Positive Sentiment: Broker upgrades have lifted sentiment — Zacks moved TPR from Hold to Strong Buy and included TPR among recommended stocks amid sector rotation, which can attract momentum buyers and institutional flows. Zacks upgrade
• Neutral Sentiment: Analyst Q&A highlights from the recent earnings call (operating leverage, margin sustainability, inventory and wholesale cadence) show management is focused on margin and brand mix — useful for modeling but not an immediate catalyst by itself. Yahoo Finance analyst questions
• Neutral Sentiment: Coverage pieces — e.g., Forbes asking whether Tapestry is a value play — raise longer-term interest in the stock but are more thematic than near-term catalysts. These stories can support investor conviction over time. Forbes value-angle
• Neutral Sentiment: Media/comments coverage (Jim Cramer discussed strong movement in TPR) can amplify short-term volatility as retail flows react, but commentary alone is unpredictable as a directional driver. MSN / Cramer item
• Negative Sentiment: Insider selling: CEO Todd Kahn sold ~39,815 shares (~24.8% reduction of his reported position) for ~$6.0M. Large CEO sales often trigger investor concern about timing or liquidity needs and can weigh on the stock in the short term. InsiderTrades CEO sale

Institutional Trading of Tapestry

Hedge funds and other institutional investors have recently modified their holdings of the stock. Steph & Co. raised its position in shares of Tapestry by 128.7% during the fourth quarter. Steph & Co. now owns 231 shares of the luxury accessories retailer’s stock worth $30,000 after acquiring an additional 130 shares during the last quarter. Cloud Capital Management LLC acquired a new stake in Tapestry during the 3rd quarter worth about $26,000. Flagship Harbor Advisors LLC acquired a new position in Tapestry in the fourth quarter valued at approximately $31,000. Triumph Capital Management acquired a new stake in shares of Tapestry during the 3rd quarter worth approximately $29,000. Finally, Cornerstone Planning Group LLC increased its stake in shares of Tapestry by 2,720.0% in the 4th quarter. Cornerstone Planning Group LLC now owns 282 shares of the luxury accessories retailer’s stock valued at $36,000 after acquiring an additional 272 shares in the last quarter. Institutional investors own 90.77% of the company’s stock.

Tapestry Company Profile

Tapestry, Inc is a New York City–based house of fashion brands that designs, produces and distributes a range of accessible luxury and lifestyle products. The company manages a portfolio led by Coach, along with Kate Spade New York and Stuart Weitzman, each offering distinct product lines that include handbags and leather goods, footwear, ready-to-wear apparel, accessories, small leather goods, jewelry and lifestyle items. Tapestry’s operations encompass product design, marketing, wholesale partnerships, retail store operations and digital commerce.

Historically, the Coach brand traces its roots to a leather workshop in New York dating to the mid-20th century.