Oxford Industries stock falls 1.03 percent after outlook cut

Published on 09/25/2026 at 13:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Oxford Industries stock posted adjusted EPS of USD 1.34 in Q2 fiscal 2026 on September 3, up from USD 1.26. Fiscal 2026 adjusted EPS guidance is USD 1.60-2.00.

OXM, US6914973093, Illustration mit AI erstellt.

Oxford Industries stock (ISIN US6914973093) fell 1.03 percent to USD 26.07 on the NYSE on September 24, 2026, only 0.23 percent above its 52-week low of USD 26.01. The move followed a reduced fiscal 2026 outlook that puts the apparel group under pressure despite a quarterly adjusted earnings beat.

Guidance points to weaker earnings

According to Oxford Industries on September 3, 2026, fiscal second-quarter sales reached USD 394.4 million for the period ended August 1, 2026, compared with USD 403.1 million a year earlier. That represents a 2.2 percent year-over-year decline.

The same release showed GAAP diluted EPS of USD 3.25, including a USD 2.07 tariff-related refund impact, while adjusted EPS increased to USD 1.34 from USD 1.26. The adjusted result exceeded the USD 1.31 consensus estimate cited by MarketBeat for the quarter.

Sales outlook moves lower

Oxford Industries now expects fiscal 2026 sales of USD 1.430 billion-1.470 billion, compared with USD 1.478 billion in fiscal 2025. Adjusted EPS guidance stands at USD 1.60-2.00, below fiscal 2025 adjusted EPS of USD 2.11.

The third-quarter fiscal 2026 outlook calls for sales of USD 280 million-300 million and an adjusted loss per share of USD 1.40-1.20, according to the September 3, 2026 company release. The contrast is clear: quarterly adjusted EPS improved by USD 0.08 year over year, while the full-year range points to lower earnings than the prior year.

Citigroup cuts its target

Citigroup lowered its Oxford Industries price target from USD 36.00 to USD 33.00 and kept a Neutral rating in a report dated September 4, 2026, according to MarketBeat. The new target is USD 6.93 above the September 24 reference price of USD 26.07.

That target change adds a valuation counterpoint to the earnings picture, but the operating trend remains uneven across brands. MarketBeat reported that Lilly Pulitzer sales declined 5.6 percent in the quarter, while Tommy Bahama sales increased 0.8 percent.

Stock stays near yearly low

Oxford Industries traded at USD 26.07 on the NYSE on September 24, 2026, against a prior close of USD 26.34. The session range was USD 26.02 to USD 26.81, volume was 600,684 shares, and market capitalization was USD 389,249,397.