Ralph Lauren CORP (RL) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $5.1B

RL ranks #653 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

801 institutions disclose a position in RL, but none treat it as a major bet — even Fuller & Thaler Asset Management, Inc., its most concentrated holder, allocates just 0.5% of its own portfolio to it.

Fidelity has added to its RL position for two straight quarters, increasing it by $236.4M to reach $750.3M today.

Balyasny Asset Management L.p. has trimmed its RL position for two straight quarters, cutting it by $70.5M while still holding $1.1M.

RL is down 2% today, but institutions show net buying of $5.1B this quarter — a divergence between today's price move and the underlying institutional flow.

RL posted net income of $982.9M over the trailing twelve months, and currently trades at a P/E of 22.0.

• Profitable — net income of $982.9M over the trailing twelve months
• Revenue grew 18.0% year over year
• Net income improved year over year, from $742.9M to $982.9M
• Generated $1.2B in positive operating cash flow
• Current ratio of 2.13x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.72x equity — within a conventional range