Recent discussions on X about Tapestry, Inc. (TPR) have centered around the company's upcoming Q4 2025 earnings report, set to be released on August 14. Many users are speculating on whether the luxury accessories retailer will meet or exceed expectations, especially given the volatile nature of the fashion and retail sector. The anticipation is palpable as some express cautious optimism based on broader industry trends.
Additionally, there’s chatter about the company’s strategic positioning amidst competitive pressures in the luxury market. Posts on X highlight mixed views on Tapestry’s ability to navigate margin challenges and maintain market share against global rivals. This earnings season is seen as a critical test for the brand’s resilience in a tough economic climate.
Note: This discussion summary was generated from an AI condensation of post data.
Tapestry, Inc. Insider Trading Activity
Tapestry, Inc. insiders have traded $TPR stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $TPR stock by insiders over the last 6 months:
- TODD KAHN (CEO and Brand President, Coach) has made 0 purchases and 4 sales selling 90,000 shares for an estimated $7,513,712.
- SCOTT A. ROE (CFO and COO) has made 0 purchases and 2 sales selling 25,727 shares for an estimated $2,227,043.
- DAVID E HOWARD (General Counsel & Secretary) sold 11,917 shares for an estimated $1,048,696
- MANESH DADLANI (VP, Controller and PAO) has made 0 purchases and 4 sales selling 1,668 shares for an estimated $137,259.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Tapestry, Inc. Hedge Fund Activity
We have seen 432 institutional investors add shares of Tapestry, Inc. stock to their portfolio, and 424 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 6,064,110 shares (-75.8%) from their portfolio in Q1 2025, for an estimated $426,973,985
- SRS INVESTMENT MANAGEMENT, LLC added 4,743,824 shares (+inf%) to their portfolio in Q1 2025, for an estimated $334,012,647
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 4,717,322 shares (+1650.5%) to their portfolio in Q1 2025, for an estimated $332,146,642
- AMERIPRISE FINANCIAL INC removed 4,399,429 shares (-54.4%) from their portfolio in Q1 2025, for an estimated $309,763,795
- MORGAN STANLEY removed 3,946,460 shares (-38.0%) from their portfolio in Q1 2025, for an estimated $277,870,248
- FMR LLC removed 3,737,036 shares (-28.0%) from their portfolio in Q1 2025, for an estimated $263,124,704
- PACER ADVISORS, INC. removed 3,602,612 shares (-79.5%) from their portfolio in Q1 2025, for an estimated $253,659,910
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Tapestry, Inc. Government Contracts
We have seen $21,140,131 of award payments to $TPR over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- GDSS AWARD: $6,817,368
- WEAPONS PLANNING SOFTWARE: $4,063,000
- GLOBAL DISTRIBUTION MANAGEMENT SYSTEM: $3,134,961
- WEAPONS PLANNING SOFTWARE: $2,940,532
- JOINT DEPLOYMENT LOGISTICS MODEL (JDLM) SOFTWARE LICENSE, SITE SURVEY, INSTALLATION, TRAINING, MAINTENANCE ...: $1,620,112
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Tapestry, Inc. Analyst Ratings
Wall Street analysts have issued reports on $TPR in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 08/01/2025
- JP Morgan issued a "Overweight" rating on 07/28/2025
- Raymond James issued a "Outperform" rating on 07/22/2025
- Barclays issued a "Overweight" rating on 07/11/2025
- Argus Research issued a "Buy" rating on 06/17/2025
- Telsey Advisory Group issued a "Outperform" rating on 05/14/2025
- Wells Fargo issued a "Overweight" rating on 05/14/2025
To track analyst ratings and price targets for Tapestry, Inc., check out Quiver Quantitative's $TPR forecast page.
Tapestry, Inc. Price Targets
Multiple analysts have issued price targets for $TPR recently. We have seen 13 analysts offer price targets for $TPR in the last 6 months, with a median target of $105.0.
Here are some recent targets:
- Jay Sole from UBS set a target price of $112.0 on 08/04/2025
- Alexandra Steiger from Morgan Stanley set a target price of $115.0 on 08/01/2025
- Lorraine Hutchinson from B of A Securities set a target price of $115.0 on 07/29/2025
- Matthew Boss from JP Morgan set a target price of $145.0 on 07/28/2025
- Rick Patel from Raymond James set a target price of $115.0 on 07/22/2025
- Adrienne Yih from Barclays set a target price of $105.0 on 07/11/2025
- Christine Dooley from Argus Research set a target price of $92.0 on 06/17/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
