Empowered Funds LLC Takes $2.02 Million Position in Oxford Industries, Inc. $OXM

Empowered Funds LLC purchased a new stake in shares of Oxford Industries, Inc. (NYSE:OXM) in the 2nd quarter, HoldingsChannel reports. The firm purchased 57,775 shares of the textile maker’s stock, valued at approximately $2,015,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Public Employees Retirement System of Ohio bought a new stake in Oxford Industries in the 2nd quarter worth $38,000. Quarry LP bought a new position in Oxford Industries in the third quarter worth $38,000. BNP Paribas Financial Markets increased its stake in shares of Oxford Industries by 44.8% in the 2nd quarter. BNP Paribas Financial Markets now owns 1,507 shares of the textile maker’s stock worth $61,000 after acquiring an additional 466 shares in the last quarter. Tower Research Capital LLC TRC increased its stake in shares of Oxford Industries by 127.1% during the second quarter. Tower Research Capital LLC TRC now owns 1,812 shares of the textile maker’s stock valued at $73,000 after purchasing an additional 1,014 shares in the last quarter. Finally, Meeder Asset Management Inc. bought a new position in Oxford Industries during the 2nd quarter valued at approximately $81,000. Institutional investors own 91.16% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Thomas Chubb, III purchased 2,500 shares of the business’s stock in a transaction on Friday, June 12th. The stock was 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 $1,114,380. This represents a 9.03% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 6.50% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several research analysts have issued reports on OXM shares. Citigroup lifted their target price on shares of Oxford Industries from $34.00 to $36.00 and gave the stock a “neutral” rating in a report on Tuesday, June 16th. Truist Financial dropped their target price on Oxford Industries from $43.00 to $40.00 and set a “hold” rating on the stock in a research report on Thursday, June 11th. UBS Group restated a “neutral” rating on shares of Oxford Industries in a research note on Wednesday, August 26th. BTIG Research reaffirmed a “neutral” rating on shares of Oxford Industries in a research report on Thursday, June 11th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of Oxford Industries in a 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, Oxford Industries has an average rating of “Reduce” and an average target price of $40.00.

Oxford Industries News Summary

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

• Positive Sentiment: Oxford reported fiscal Q2 adjusted EPS of $1.34, above the $1.31–$1.32 analyst consensus and up from $1.26 a year earlier. GAAP EPS was $3.25, although it included a significant $2.07-per-share benefit from tariff refunds and related interest. Oxford Industries Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Strong cash generation supported a reduction in borrowings to $73 million from $143 million at the end of the prior quarter. First-half operating cash flow rose to $97 million from $80 million year over year, improving financial flexibility.
• Positive Sentiment: Tommy Bahama remained a relative bright spot, with sales up 0.8% to $230.9 million and adjusted segment EBITDA increasing 6.4%. Oxford also declared a quarterly dividend of $0.70 per share. Oxford Reports Second Quarter Results
• Neutral Sentiment: Reported gross margin expanded to 73.8% from 61.4%, primarily because of the $42 million tariff refund. Excluding tariff-related items and LIFO effects, adjusted gross margin was 63.1%, only modestly above 61.7% a year earlier, suggesting the headline improvement was largely nonrecurring.
• Negative Sentiment: Management lowered fiscal 2026 adjusted EPS guidance to $1.60–$2.00 from $2.11 in fiscal 2025, below the roughly $2.61 consensus, and reduced sales guidance to $1.43–$1.47 billion. Third-quarter adjusted EPS is expected to be a loss of $1.20–$1.40 on sales of $280–$300 million, also below consensus expectations. Oxford Lowers Fiscal 2026 Guidance
• Negative Sentiment: Consolidated sales fell 2.2% to $394.4 million. Lilly Pulitzer sales dropped 5.6% and Johnny Was declined 8.8%; management cited product, marketing and broader consumer-demand pressures and plans increased promotions, which could weigh on margins.

Oxford Industries Stock Down 3.0%

Shares of OXM stock opened at $36.59 on Friday. The stock has a market cap of $546.29 million, a P/E ratio of -13.86 and a beta of 1.06. Oxford Industries, Inc. has a 52 week low of $30.57 and a 52 week high of $51.61. The company has a quick ratio of 0.60, a current ratio of 1.17 and a debt-to-equity ratio of 0.27. The company’s fifty day simple moving average is $37.40 and its two-hundred day simple moving average is $39.22.

Oxford Industries (NYSE:OXM) last issued its quarterly earnings data on Thursday, September 3rd. The textile maker reported $1.34 earnings per share for the quarter, beating analysts’ consensus estimates of $1.31 by $0.03. Oxford Industries had a positive return on equity of 4.55% and a negative net margin of 2.65%.The firm had revenue of $394.38 million during the quarter, compared to analyst estimates of $394.55 million. During the same quarter last year, the business posted $1.26 earnings per share. The business’s quarterly revenue was down 2.2% compared to the same quarter last year. 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. Analysts predict that Oxford Industries, Inc. will post 2.5 EPS for the current fiscal year.

Oxford Industries Dividend Announcement

The company 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 dividend of $0.70 per share. This represents a $2.80 annualized dividend and a yield of 7.7%. The ex-dividend date is Friday, October 16th. Oxford Industries’s dividend payout ratio (DPR) is currently -106.06%.

Oxford Industries 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.