Oxford Industries

OXM · NYSE

$26.92+$0.29 (+1.09%)TodayMarket closed · Oct 20, 6:30 PM ET

Prev close $26.63

OXM analyst rating

HoldConsensus of 5 analysts over the last 12 months. 0% rate it a buy.

Strong buy0
Buy0
Hold5
Underperform0
Sell0

12-month price target · 5 analysts

Average $34.68 (+28.8% upside)

Low: $33.33
Now: $26.92
High: $36.75

Upgrades and downgrades

The latest rating actions, newest first

OXM analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
BTIG	Oct 5, 2026	Maintains	Neutral	—	51%
Telsey Advisory Group	Sep 4, 2026	Maintains	Market Perform	$44.00 → $35.00	47%
Truist Securities	Sep 4, 2026	Maintains	Hold	$40.00 → $33.00	21%
Citigroup	Sep 4, 2026	Maintains	Neutral	$36.00 → $33.00	53%
Citigroup	Jun 16, 2026	Maintains	Neutral	$34.00 → $36.00	53%
Telsey Advisory Group	Jun 11, 2026	Maintains	Market Perform	$51.00 → $44.00	47%
Truist Securities	Jun 11, 2026	Maintains	Hold	$43.00 → $40.00	21%
UBS	Jun 2, 2026	Maintains	Neutral	$33.00 → $42.00	51%
Telsey Advisory Group	Apr 22, 2026	Maintains	Market Perform	$36.00 → $51.00	47%
Citigroup	Mar 30, 2026	Maintains	Neutral	$33.00 → $34.00	53%

The case for and against

Updated Oct 14, 2026

Bull case

Oxford Industries is positioned to benefit from a stabilizing Tommy Bahama, which has returned to sales growth over the past two quarters and is showing a positive inflection in Florida, its key market. The company also has meaningful earnings leverage ahead as gross margin is expected to expand 100+ bps in 2026 and 50+ bps in 2027, supported by stronger DTC mix, higher IMUs, and a more disciplined promotional stance, while 1Q delivered $391mm of revenue, a 63.4% gross margin, and $1.39 of adjusted EPS. In addition, management’s enterprise review, seven ERP systems consolidation opportunity, new Lyons, GA distribution center, and FCF of $100-$110M versus a roughly $40M dividend suggest the balance sheet and capital allocation profile can support further improvement.

Bear case

Oxford Industries is facing a fundamentally weak setup because Lilly Pulitzer’s underperformance is largely self-inflicted, with merchandising missteps, reduced opening-price-point assortment, and weaker new-customer acquisition driving about a ~$1.00 EPS drag this year. The company also cut FY26 outlook materially, now guiding revenue to $1.43b-$1.470b and adj. EPS to $1.60-$2.00, while gross margin expansion slowed to 50 bps excluding tariff refunds amid a tougher promotional and tariff environment. Johnny Was adds another layer of pressure, losing $10M in op profit in ’25 and still dependent on a slower wholesale recovery, leaving the overall earnings rebound uncertain despite Tommy Bahama’s relative resilience.

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