Tapestry, Inc. (TPR) Stock Price & Analysis
Tapestry, Inc. (TPR) closed at USD 113.92 on Thursday, October 22, 2026, down 1.08% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 113.92; the Oct 22, 2026 session ranged USD 112.99–115.74 on volume of 2,686,765 shares. Market capitalization is —, with a 52-week range of USD 93–164.8 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 11:23 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TPR.md
Key facts (TPR)
- Last four reported quarters (through Jun 27, 2026): revenue $8.00B, net income $1.53B (19.1% margin), free cash flow $1.81B (SEC filings).
- Insider open-market sales, last ~7 months: 4 Form 4 filings, $10.8M; 2 not under a Rule 10b5-1 plan ($3.4M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Total return with dividends: 1Y +0.4% vs S&P 500 +14.9%; 5Y +235.0% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 1.56, revenue estimate $1.85B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (TPR)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $6.68B | $6.66B | $6.67B | $7.01B | $8.00B | $8.00B |
| Gross profit | $4.65B | $4.71B | $4.89B | $5.29B | $6.23B | — |
| Operating income | $1.18B | $1.17B | $1.14B | $415M | $1.91B | $1.91B |
| Net income | $856M | $936M | $816M | $183M | $1.53B | $1.53B |
| EPS (diluted) | $3.17 | $3.88 | $3.50 | $0.82 | $7.27 | — |
| Free cash flow | $759M | $791M | $1.15B | $1.09B | $1.81B | $1.81B |
| Gross margin | 69.6% | 70.8% | 73.3% | 75.4% | 77.8% | — |
| Operating margin | 17.6% | 17.6% | 17.1% | 5.9% | 23.9% | 23.9% |
| Net margin | 12.8% | 14.1% | 12.2% | 2.6% | 19.1% | 19.1% |
| Revenue growth | +16.3% | -0.4% | +0.2% | +5.1% | +14.2% | — |
| Cash + short-term investments | $953M | $742M | $7.20B | $1.12B | $1.15B | — |
| Total debt | $1.70B | $1.67B | $7.31B | $2.41B | $2.40B | — |
Fiscal years end Jun. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 27, 2026) (TPR)
P/E at fiscal year-ends: Jun 2026 20.1x, Jun 2025 106.6x, Jun 2024 12.2x.
Insider sales (SEC Form 4, open-market, last ~7 months) (TPR)
2 of 4 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-09 | Kulikowsky Denise | Chief People Officer | 5,810 | $670K | 26.1% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-19 | Crevoiserat Joanne C. | Chief Executive Officer | 27,761 | $3.7M | 4.2% | Yes (adopted November 19, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-26 | Kahn Todd | CEO and Brand President, Coach | 19,557 | $2.7M | 18.6% | No | Too little history (no open-market trades in 2023) |
| 2026-05-13 | Crevoiserat Joanne C. | Chief Executive Officer | 27,776 | $3.7M | 4.3% | Yes (adopted November 19, 2025) | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (TPR)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-20 | UBS | Target lowered | Buy | $232 → $200 |
| 2026-10-16 | Raymond James | Target lowered | Outperform | $165 → $140 |
| 2026-08-14 | UBS | Target raised | Buy | $230 → $232 |
| 2026-08-14 | Morgan Stanley | Target lowered | Overweight | $164 → $159 |
| 2026-08-14 | Bernstein | Target raised | Market Perform | $180 → $185 |
| 2026-08-14 | Wells Fargo | Target lowered | Overweight | $165 → $160 |
| 2026-08-14 | Barclays | Target raised | Overweight | $182 → $185 |
| 2026-08-14 | Evercore ISI Group | Target lowered | Outperform | $175 → $160 |
| 2026-08-14 | BTIG | Target lowered | Buy | $180 → $175 |
| 2026-08-06 | Telsey Advisory Group | Target raised | Outperform | $160 → $175 |
| 2026-08-04 | JP Morgan | Target raised | Overweight | $205 → $211 |
| 2026-07-16 | Barclays | Target raised | Overweight | $179 → $182 |
Total return (dividends reinvested) (TPR)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +0.4% | +235.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +0.4% | +27.3% |
| Volatility (annualized) | 41.6% | 37.1% |
| Max drawdown | -32.7% (Aug 2026→Sep 2026) | -38.7% (Jan 2023→Oct 2023) |
TPR revenue by business segment (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Coach | $1.64B | 87.5% | +15.2% |
| Kate Spade | $235.1M | 12.5% | -6.9% |
| Total revenue | $1.88B | 100% | — |
TPR revenue by product line (fiscal year ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Handbags | $4.02B | 50.2% | +24.6% |
| Accessories | $1.99B | 24.9% | +29.4% |
| Other | $498.1M | 6.2% | +1.0% |
| Footwear | $408.5M | 5.1% | +19.3% |
| Total revenue | $8.00B | 100% | — |
TPR revenue by region (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| North America | $1.15B | 61.2% | +4.1% |
| Greater China | $352.2M | 18.8% | +28.6% |
| Other Asia | $214.0M | 11.4% | +4.5% |
| Other | $162.2M | 8.6% | +14.7% |
| Total revenue | $1.88B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
Companies that name TPR in their SEC reports
| Relationship to TPR | Company | Filing | Sentence |
|---|---|---|---|
| partner | Capri Holdings Ltd (CPRI) | 10-K May 27, 2026 | “During Fiscal 2025, we were reimbursed approximately $45 million for certain expenses pursuant to the termination of the Merger Agreement with Tapestry.” |
| partner | CALERES INC (CAL) | 10-K Apr 2, 2026 | “On February 16, 2025, the Company entered into a Sale and Purchase Agreement with Tapestry, Inc. ("Tapestry") to acquire the Stuart Weitzman business (the "Acquisition").” |
| partner | MOVADO GROUP INC (MOV) | 10-K Mar 19, 2026 | “The Company licenses the trademark COACH® and related trademarks on an exclusive worldwide basis for use in connection with the manufacture, distribution, advertising and sale of watches pursuant to a license agreement with Tapestry, Inc. with a term through June 30, 2028.” |
TPR company outlook (results filed Aug 13, 2026)
- “Guidance • Achieved Q4 GAAP Diluted EPS of $1.68 and Non-GAAP Diluted EPS of $1.32;”
Quoted word-for-word from the SEC 8-K results press release.
TPR analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.56 | $1.49 | +4.4% | $1.85B | 17 |
| Next quarter (ends Dec 2026) | $3.02 | $3.07 | -1.6% | $2.65B | 17 |
| Current fiscal year (ends Jun 2027) | $7.96 | $7.82 | +1.7% | $8.54B | 21 |
| Next fiscal year (ends Jun 2028) | $8.88 | $8.83 | +0.6% | $8.99B | 21 |
TPR options: expected move
Options price a move of about ±10.9% (±$12.40) by Nov 6, 2026, which includes earnings on Nov 5, 2026; the earnings reaction alone is priced at about ±9.0%. Over the last 8 reports the stock moved ±9.9% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 36.8% | ±4.4% |
| Nov 6, 2026 | 14 | 67.1% | ±10.9% |
| Nov 13, 2026 | 21 | 59.3% | ±11.6% |
| Nov 20, 2026 | 28 | 54.5% | ±12.3% |
| Nov 27, 2026 | 35 | 51.9% | ±13.0% |
| Dec 4, 2026 | 42 | 48.7% | ±13.4% |
| Dec 18, 2026 | 56 | 45.1% | ±14.3% |
| Jan 15, 2027 | 84 | 43.3% | ±16.7% |
30-day implied volatility 53% vs 26.2% realized over the last 30 trading days. Put/call ratio (volume) 0.85. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 11:23 UTC)
| Price | USD 113.92 |
|---|---|
| Change | ▼ 1.08% (down) |
| Previous Close | USD 113.92 |
| Open | USD 113.92 |
| Day Range | USD 112.99 – 115.74 |
| 52-Week Range | USD 93 – 164.8 |
| Volume | 2,686,765 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (TPR)
Nexqual's technical model rates TPR "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 11:23 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 41.17 (neutral) |
| vs SMA50 | Below (USD 119.76) |
| MACD | -1.09 (negative) |
Earnings (TPR)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 1.56 |
| Revenue Estimate | $1.85B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.32 vs est 1.28 ▲ beat |
| 2026-03-31 | USD 1.66 vs est 1.3 ▲ beat |
| 2025-12-31 | USD 2.69 vs est 2.23 ▲ beat |
| 2025-09-30 | USD 1.38 vs est 1.27 ▲ beat |
Source: Nexqual, October 23, 2026 at 11:23 UTC.
Financials & Fundamentals (TPR)
| Total Revenue | $8.00B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +8.90% |
| Gross Margin | +76.59% |
| Operating Margin | +19.82% |
| Profit Margin | +19.09% |
| ROE | +197.13% |
| Debt / Equity | 5.72 |
| Current Ratio | 1.75 |
| Total Cash | $1.15B |
| Total Debt | $3.96B |
Source: Nexqual, October 23, 2026 at 11:23 UTC.
Ownership (TPR)
| Insider Ownership | +0.42% |
|---|---|
| Institutional Ownership | +102.73% |
| Shares Outstanding | 198.44M |
| Float | 198.31M |
| Short % of Float | +7.91% |
Source: Nexqual, October 23, 2026 at 11:23 UTC.
From Tapestry, Inc.'s Latest SEC 10-K Filing (filed 2026-08-13)
Key Strengths & Strategy (as disclosed to the SEC)
- The Company utilizes a cloud-based digital platform which integrates critical components of our businesses including our customer shopping sites, Order Management Systems, Point of Sale systems, Customer Services, Enterprise Resource Planning systems and product management systems into one cohesive platform with a shared codebase.
Partnerships
- Our design and merchandising teams also work in close collaboration with all of our licensing partners to ensure that the licensed products are conceptualized and designed to address the intended market opportunity and convey the distinctive perspective and lifestyle associated with our brands.
Legal & Regulatory Risks (Item 1A, quoted)
- We are subject to labor laws governing relationships with employees, including minimum wage requirements, overtime, working conditions and citizenship requirements. Compliance with these laws may lead to increased costs and operational complexity and may increase our exposure to governmental investigations or litigation.
- Our bylaws designate the Circuit Court for Baltimore City, Maryland as the sole and exclusive forum for certain actions, including derivative actions, which could limit a stockholder's ability to bring a claim in a judicial forum that it finds favorable for disputes with the Company and its directors, officers, other employees, or the Company's stockholders and may discourage lawsuits with respect to such claims.
- Our rights and the rights of our stockholders to recover claims against our directors and officers are limited, which could reduce your and our recovery against them if they cause us to incur losses.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SIG | Signet Jewelers Limited | USD 116.94 | ▲ 1.89% |
| CPRI | Capri Holdings Limited | USD 16.36 | ▲ 4.2% |
| LUXE | LuxExperience B.V. | USD 9.59 | ▲ 0.63% |
| REAL | The RealReal, Inc. | USD 10.48 | ▼ 1.41% |
| MOV | Movado Group Inc. | USD 32.28 | ▼ 0.43% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 11:23 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt