Tapestry (TPR) slips as investors digest a strong run and upcoming dividend date

Tapestry, Inc. (TPR) is down 4.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The day’s pullback looks most consistent with profit-taking after a strong recent run and an elevated valuation narrative that has been circulating since the company’s latest results. With no single, company-specific negative headline clearly explaining a one-day drop of this size, positioning (including trading around the upcoming ex-dividend date) and general retail/luxury sentiment may also be contributing.

Details:

Sources:

Tapestry Investor Relations, Stock Analysis, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TPR Insider Trading Activity

$TPR insiders have traded $TPR stock on the open market 21 times in the past 6 months. Of those trades, 0 have been purchases and 21 have been sales.

Here’s a breakdown of recent trading of $TPR stock by insiders over the last 6 months:

• JOANNE C. CREVOISERAT (Chief Executive Officer) has made 0 purchases and 5 sales selling 76,571 shares for an estimated $11,248,037.
• TODD KAHN (CEO and Brand President, Coach) has made 0 purchases and 3 sales selling 59,372 shares for an estimated $8,763,970.
• SCOTT A. ROE (CFO and COO) has made 0 purchases and 3 sales selling 44,290 shares for an estimated $6,759,567.
• THOMAS GRECO has made 0 purchases and 3 sales selling 14,245 shares for an estimated $2,199,997.
• DENISE KULIKOWSKY (Chief People Officer) has made 0 purchases and 3 sales selling 9,749 shares for an estimated $1,493,557.
• ANNE GATES sold 6,498 shares for an estimated $999,327
• MANESH DADLANI (VP, Controller and PAO) has made 0 purchases and 3 sales selling 3,122 shares for an estimated $481,640.

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.

$TPR Hedge Fund Activity

We have seen 554 institutional investors add shares of $TPR stock to their portfolio, and 546 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• D. E. SHAW & CO., INC. removed 2,294,269 shares (-92.1%) from their portfolio in Q4 2025, for an estimated $293,138,750
• SCHRODER INVESTMENT MANAGEMENT GROUP removed 2,277,725 shares (-24.4%) from their portfolio in Q1 2026, for an estimated $321,409,774
• GEODE CAPITAL MANAGEMENT, LLC added 2,183,576 shares (+36.9%) to their portfolio in Q1 2026, for an estimated $308,124,409
• DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 2,071,957 shares (-99.3%) from their portfolio in Q1 2026, for an estimated $292,373,852
• MARSHALL WACE, LLP added 1,568,955 shares (+2301.5%) to their portfolio in Q1 2026, for an estimated $221,395,240
• SQUAREPOINT OPS LLC removed 1,553,226 shares (-97.7%) from their portfolio in Q1 2026, for an estimated $219,175,720
• MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 951,393 shares (-39.9%) from their portfolio in Q1 2026, for an estimated $134,251,066

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.

$TPR Government Contracts

We have seen $16,838,276 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:

• EXECUTIVE AIRLIFT FLIGHT DISPATCH SERVICE: $9,151,932
• WPS CAF FY25: $2,603,000
• LARASM C3 1X MAINTENANCE: $1,075,083
• F-15E/EX LRASM C-1 AND C-3 INTEGRATION: $834,900
• GLOBAL DISTRIBUTION MANAGEMENT SYSTEM: $240,000

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$TPR Congressional Stock Trading

Members of Congress have traded $TPR stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $TPR stock by members of Congress over the last 6 months:

• REPRESENTATIVE TERRI A. SEWELL sold up to $50,000 on 03/25.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$TPR Analyst Ratings

Wall Street analysts have issued reports on $TPR in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• Citigroup issued a "Buy" rating on 01/20/2026
• Barclays issued a "Overweight" rating on 01/12/2026
• Wells Fargo issued a "Overweight" rating on 12/16/2025

To track analyst ratings and price targets for $TPR, check out Quiver Quantitative's $TPR forecast page.

$TPR Price Targets

Multiple analysts have issued price targets for $TPR recently. We have seen 11 analysts offer price targets for $TPR in the last 6 months, with a median target of $165.0.

Here are some recent targets:

• Robert Drbul from BTIG set a target price of $180.0 on 05/08/2026
• Michael Binetti from Evercore ISI Group set a target price of $175.0 on 05/08/2026
• Matthew Boss from JP Morgan set a target price of $200.0 on 05/08/2026
• Jay Sole from UBS set a target price of $187.0 on 05/08/2026
• Mark Altschwager from Baird set a target price of $165.0 on 04/29/2026
• Paul Lejuez from Citigroup set a target price of $170.0 on 04/29/2026
• Ike Boruchow from Wells Fargo set a target price of $165.0 on 02/06/2026

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.