Oxford Industries (NYSE:OXM) Posts Earnings Results, Beats Estimates By $0.12 EPS

Oxford Industries (NYSE:OXM) posted its quarterly earnings results on Wednesday. The textile maker reported $1.39 earnings per share for the quarter, topping analysts’ consensus estimates of $1.27 by $0.12, FiscalAI reports. Oxford Industries had a negative net margin of 2.65% and a positive return on equity of 4.50%. The business had revenue of $391.40 million for the quarter, compared to analysts’ expectations of $391.76 million. During the same period in the prior year, the company posted $1.82 EPS. The business’s revenue for the quarter was down .4% on a year-over-year basis. Oxford Industries updated its FY 2026 guidance to 2.300-2.700 EPS and its Q2 2026 guidance to 1.200-1.400 EPS.

Here are the key takeaways from Oxford Industries’ conference call:

• Oxford’s first-quarter sales were roughly in line with expectations, while earnings came in better than expected thanks to stronger gross margin performance, despite an $11 million year-over-year tariff headwind.
• Tommy Bahama was the standout brand, with mid-single-digit direct-to-consumer comparable sales growth led by stronger men’s and especially women’s business, plus improved product assortment and execution.
• Lilly Pulitzer missed expectations, with weaker e-commerce sales tied to merchandising, allocation, pricing, and messaging issues that management says are fixable but will take time to fully resolve.
• Johnny Was is showing turnaround progress, with better gross margins, tighter inventory, lower promotions, and store closures, though wholesale and overall sales remain under pressure.
• Management said sales trends softened in April through early June, prompting a more cautious full-year outlook and a reduction in the top end of sales guidance, while EPS guidance was tightened to reflect lower tariff assumptions and expense control.

Oxford Industries Price Performance

Oxford Industries stock opened at $35.56 on Friday. Oxford Industries has a 52 week low of $30.57 and a 52 week high of $51.61. The company has a quick ratio of 0.48, a current ratio of 1.10 and a debt-to-equity ratio of 0.23. The firm’s 50-day simple moving average is $42.82 and its 200 day simple moving average is $39.37. The firm has a market capitalization of $529.50 million, a PE ratio of -13.47 and a beta of 1.03.

Oxford Industries Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Friday, July 17th will be given a $0.70 dividend. The ex-dividend date is Friday, July 17th. This represents a $2.80 annualized dividend and a dividend yield of 7.9%. Oxford Industries’s payout ratio is currently -144.33%.

Institutional Investors Weigh In On Oxford Industries

Several institutional investors and hedge funds have recently made changes to their positions in OXM. Millennium Management LLC boosted its position in shares of Oxford Industries by 1,374.3% in the 4th quarter. Millennium Management LLC now owns 326,607 shares of the textile maker’s stock worth $11,170,000 after buying an additional 304,454 shares in the last quarter. Qube Research & Technologies Ltd purchased a new position in Oxford Industries in the 2nd quarter valued at about $7,195,000. Two Sigma Investments LP lifted its holdings in Oxford Industries by 394.9% in the 3rd quarter. Two Sigma Investments LP now owns 191,740 shares of the textile maker’s stock valued at $7,773,000 after purchasing an additional 152,995 shares in the last quarter. Lazard Asset Management LLC lifted its holdings in Oxford Industries by 569.6% in the 3rd quarter. Lazard Asset Management LLC now owns 174,314 shares of the textile maker’s stock valued at $7,067,000 after purchasing an additional 148,283 shares in the last quarter. Finally, Invenomic Capital Management LP lifted its holdings in Oxford Industries by 141.4% in the 4th quarter. Invenomic Capital Management LP now owns 128,788 shares of the textile maker’s stock valued at $4,405,000 after purchasing an additional 75,447 shares in the last quarter. 91.16% of the stock is currently owned by hedge funds and other institutional investors.

More Oxford Industries News

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

• Positive Sentiment: Oxford Industries reported Q1 EPS of $1.39, topping analyst estimates of $1.27, showing the company can still outperform on earnings despite a tough retail backdrop. Article Title
• Positive Sentiment: The company declared a quarterly dividend of $0.70 per share, which may appeal to income-focused investors and signals continued shareholder returns. Article Title
• Neutral Sentiment: Truist and Telsey both cut price targets on OXM and kept cautious ratings, reflecting a more measured view after the earnings report and stock weakness. Article Title
• Neutral Sentiment: An investor investigation was announced following the Q1 results and guidance cut, adding another overhang, though it is still early and no conclusions have been reached. Article Title
• Negative Sentiment: Management’s Q2 and FY2026 guidance came in below Wall Street expectations, signaling slower sales and weaker earnings ahead, which is the main reason the stock has been falling. Article Title
• Negative Sentiment: Revenue was roughly flat year over year and below the prior-year EPS level, reinforcing concerns that margins and demand remain under pressure. Article Title

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the stock. BTIG Research reaffirmed a “neutral” rating on shares of Oxford Industries in a research note on Thursday. Wall Street Zen raised shares of Oxford Industries from a “sell” rating to a “hold” rating in a research note on Saturday, May 30th. Telsey Advisory Group lowered their price target on shares of Oxford Industries from $51.00 to $44.00 and set a “market perform” rating on the stock in a research note on Thursday. Truist Financial lowered their price target on shares of Oxford Industries from $43.00 to $40.00 and set a “hold” rating on the stock in a research note on Thursday. Finally, Citigroup upped their price target on shares of Oxford Industries from $33.00 to $34.00 and gave the stock a “neutral” rating in a research note on Monday, March 30th. Seven research analysts have rated the stock with a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Reduce” and a consensus target price of $40.00.

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.