Oxford Industries (NYSE:OXM) Updates Q3 2026 Earnings Guidance

Oxford Industries (NYSE:OXM) updated its third quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of -1.400–1.200 for the period, compared to the consensus earnings per share estimate of -0.510. The company issued revenue guidance of $280.0 million-$300.0 million, compared to the consensus revenue estimate of $314.2 million. Oxford Industries also updated its FY 2026 guidance to 1.600-2.000 EPS.

Analyst Ratings Changes

Several equities research analysts have weighed in on OXM shares. Telsey Advisory Group lowered their price objective on shares of Oxford Industries from $44.00 to $35.00 and set a “market perform” rating for the company in a research report on Friday. Truist Financial lowered their price target on shares of Oxford Industries from $40.00 to $33.00 and set a “hold” rating for the company in a report on Friday. Wall Street Zen raised Oxford Industries from a “sell” rating to a “hold” rating in a report on Saturday, May 30th. Citigroup lowered their target price on Oxford Industries from $36.00 to $33.00 and set a “neutral” rating for the company in a research note on Friday. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of Oxford Industries in a research report on Wednesday, July 8th. Seven analysts have rated the stock with a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Reduce” and a consensus price target of $35.25.

Oxford Industries Trading Down 14.8%

OXM opened at $31.22 on Friday. The firm’s fifty day moving average is $37.31 and its two-hundred day moving average is $39.16. The firm has a market cap of $466.11 million, a PE ratio of -61.21 and a beta of 1.06. Oxford Industries has a twelve month low of $28.20 and a twelve month high of $51.61. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.60 and a current ratio of 1.17.

Oxford Industries (NYSE:OXM) last released its quarterly earnings data on Thursday, September 3rd. The textile maker reported $1.34 EPS for the quarter, beating analysts’ consensus estimates of $1.31 by $0.03. The business had revenue of $394.38 million during the quarter, compared to analysts’ expectations of $394.55 million. Oxford Industries had a negative net margin of 0.46% and a positive return on equity of 4.97%. The firm’s quarterly revenue was down 2.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.26 EPS. Oxford Industries has set its Q3 2026 guidance at -1.400–1.200 EPS and its FY 2026 guidance at 1.600-2.000 EPS. Equities research analysts anticipate that Oxford Industries will post 2.5 EPS for the current year.

Oxford Industries Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Friday, October 16th will be issued a $0.70 dividend. This represents a $2.80 annualized dividend and a dividend yield of 9.0%. The ex-dividend date is Friday, October 16th. Oxford Industries’s dividend payout ratio is -106.06%.

Insider Activity at Oxford Industries

In other Oxford Industries news, CEO Thomas Chubb, III acquired 2,500 shares of the business’s stock in a transaction dated Friday, June 12th. The shares were acquired at an average price of $36.90 per share, for a total transaction of $92,250.00. Following the acquisition, the chief executive officer directly owned 30,200 shares of the company’s stock, valued at approximately $1,114,380. This trade represents a 9.03% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 6.50% of the stock is currently owned by corporate insiders.

More Oxford Industries News

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

• Positive Sentiment: Adjusted earnings beat estimates: Second-quarter adjusted EPS rose to $1.34 from $1.26 a year earlier, slightly above the roughly $1.31-$1.32 consensus. Tommy Bahama sales increased 0.8%, while the company generated $97 million in operating cash flow during the first half and reduced borrowings to $73 million. OXM Q2 Deep Dive: Guidance Cut as Lilly Pulitzer Weighs on Mixed Portfolio
• Positive Sentiment: Dividend maintained: OXM declared a quarterly dividend of $0.70 per share, payable October 30 to shareholders of record October 16, supporting the stock’s income appeal. Oxford Second Quarter Results
• Neutral Sentiment: Analyst targets moved lower: Citigroup cut its price target to $33 from $36 and retained a Neutral rating, while Telsey Advisory lowered its target to $35 from $44 and kept a Market Perform rating. The revisions reflect reduced expectations rather than a bullish change in sentiment. Telsey Advisory Adjusts Price Target
• Negative Sentiment: Full-year guidance was cut: OXM now expects fiscal 2026 adjusted EPS of $1.60-$2.00, below the prior consensus of $2.61 and below fiscal 2025’s $2.11. Revenue guidance of $1.43-$1.47 billion also implies a decline from the prior year. Third-quarter adjusted EPS is expected to be a loss of $1.20-$1.40, with revenue of $280-$300 million versus $307 million a year earlier. Oxford Industries Cuts Annual Outlook
• Negative Sentiment: Portfolio weakness outweighed the earnings beat: Consolidated sales fell 2.2% to $394.4 million. Lilly Pulitzer sales dropped 5.6% and Johnny Was sales declined 8.8%; management cited product, marketing, and macroeconomic consumer challenges. The company plans heavier promotions at Lilly Pulitzer, which could pressure future margins. Reported GAAP EPS also benefited from a $42 million tariff refund, making the headline profit improvement less representative of recurring performance. Oxford Industries Stumbles as Lilly Pulitzer Sales Weigh

Institutional Investors Weigh In On Oxford Industries

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Quarry LP bought a new position in shares of Oxford Industries during the 3rd quarter worth approximately $38,000. BNP Paribas Financial Markets lifted its position in shares of Oxford Industries by 44.8% in the second quarter. BNP Paribas Financial Markets now owns 1,507 shares of the textile maker’s stock worth $61,000 after purchasing an additional 466 shares in the last quarter. Tower Research Capital LLC TRC lifted its position in shares of Oxford Industries by 127.1% in the second quarter. Tower Research Capital LLC TRC now owns 1,812 shares of the textile maker’s stock worth $73,000 after purchasing an additional 1,014 shares in the last quarter. Canada Pension Plan Investment Board boosted its holdings in Oxford Industries by 700.0% during the second quarter. Canada Pension Plan Investment Board now owns 4,000 shares of the textile maker’s stock worth $161,000 after purchasing an additional 3,500 shares during the last quarter. Finally, Tudor Investment Corp ET AL acquired a new position in Oxford Industries during the fourth quarter worth $203,000. Institutional investors and hedge funds own 91.16% of the company’s stock.

About Oxford Industries

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.