Oxford Industries (NYSE:OXM) reported fiscal 2026 second-quarter net sales of $394.4 million, down 2.2% from $403.1 million a year earlier. GAAP net earnings were $49.0 million, or $3.25 per diluted share, compared with $16.7 million, or $1.12 per diluted share, in the prior-year quarter.
The quarter included $42 million of tariff refund claims recognized as a reduction of cost of goods sold. Oxford revised its fiscal 2026 outlook, projecting net sales of $1.430 billion to $1.470 billion and GAAP EPS of $3.07 to $3.47.
- Tommy Bahama sales rose 0.8% to $230.9 million.
- Lilly Pulitzer sales fell 5.6% to $85.2 million, while Johnny Was sales declined 8.8% to $41.4 million.
- GAAP operating income totaled $68.8 million, compared with $25.4 million a year earlier.
- Borrowings outstanding declined to $73 million at quarter-end from $143 million at the end of the first quarter.
- The board declared a quarterly cash dividend of $0.70 per share, payable October 30, 2026.
$OXM Insider Trading Activity
$OXM insiders have traded $OXM stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $OXM stock by insiders over the last 6 months:
- THOMAS CALDECOT III CHUBB (CEO and President) purchased 2,500 shares for an estimated $92,250
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$OXM Hedge Fund Activity
We have seen 95 institutional investors add shares of $OXM stock to their portfolio, and 115 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 1,004,816 shares (-46.0%) from their portfolio in Q2 2026, for an estimated $35,037,933
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 709,138 shares (+inf%) to their portfolio in Q2 2026, for an estimated $24,727,642
- FMR LLC removed 650,929 shares (-30.3%) from their portfolio in Q2 2026, for an estimated $22,697,894
- MARSHALL WACE, LLP added 315,386 shares (+5256.4%) to their portfolio in Q2 2026, for an estimated $10,997,509
- JANE STREET GROUP, LLC added 314,885 shares (+1543.9%) to their portfolio in Q2 2026, for an estimated $10,980,039
- WELLINGTON MANAGEMENT GROUP LLP removed 276,227 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $9,632,035
- MILLENNIUM MANAGEMENT LLC removed 263,505 shares (-70.9%) from their portfolio in Q2 2026, for an estimated $9,188,419
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
