Oxford Industries cuts guidance as Telsey lowers target for Oxford Industries stock

Published on 10/02/2026 at 12:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Adjusted EPS was USD 1.34 versus USD 1.26 in the second quarter. Oxford Industries stock costs EUR 22.60, plus 0.44 percent, on October 2, 2026.

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Oxford Industries (US6914973093) cut fiscal 2026 adjusted EPS guidance to USD 1.60-2.00 on September 3, 2026, while its stock was trading at EUR 22.60 at Lang & Schwarz on October 2, 2026 at 12:00 p.m. CEST. The company also faces a lower analyst target after MarketScreener reported on September 4, 2026 that Telsey Advisory reduced its target from USD 44.00 to USD 35.00 and kept a Market Perform rating.

Guidance falls below last year

According to Oxford Industries in its September 3, 2026 release, fiscal 2026 sales guidance is USD 1.430 billion-1.470 billion, compared with USD 1.478 billion in fiscal 2025. Adjusted EPS guidance of USD 1.60-2.00 is also below the USD 2.11 adjusted EPS reported for fiscal 2025.

The latest outlook reflects a business that delivered a narrow quarterly earnings beat but faces weaker demand in parts of its brand portfolio. Telsey's USD 35.00 target remains above the EUR reference price, but the currencies and trading venues are different, so the figures are not combined into one percentage.

Brands split the quarter

In the second quarter of fiscal 2026, Oxford Industries reported USD 394.40 million in sales versus USD 403.10 million a year earlier, a 2.20 percent decline, according to Oxford Industries. Adjusted EPS increased from USD 1.26 to USD 1.34, a 6.35 percent rise over the same period.

The segment split explains the pressure. Tommy Bahama sales rose 0.80 percent to USD 230.90 million, while Lilly Pulitzer sales fell 5.60 percent to USD 85.20 million and Johnny Was sales declined 8.80 percent to USD 41.40 million in the second quarter of fiscal 2026.

Dividend adds a dated cash return

Oxford Industries declared a USD 0.70 quarterly dividend on September 3, 2026, payable on October 30, 2026, to shareholders of record on October 16, 2026. The payout provides a defined cash event, while the reduced earnings outlook leaves brand execution and demand as the central operating variables.

Stock price and market snapshot

Oxford Industries was trading at EUR 22.60 at Lang & Schwarz on October 2, 2026 at 12:00 p.m. CEST, up 0.44 percent versus the prior close of EUR 22.50 on October 1, 2026. Its market capitalization was USD 378.9 million as of October 1, 2026, and the NYSE quotation had a 52-week range of USD 24.20 to USD 49.58 on that date.