Oxford Industries, Inc. (OXM) AI Stock Analysis

Oxford Industries, Inc. specializes in designing, sourcing, marketing, and distributing lifestyle apparel brands. Its core portfolio includes Tommy Bahama, which provides sportswear, accessories, and home goods along with food and beverage locations; Lilly Pulitzer, offering colorful women's and girl's apparel, accessories, and home furnishings; and Southern Tide, focused on classic Southern apparel and outerwear. The company expands market reach via licensing agreements across categories such as furniture, bedding, and stationery, and operates full-price stores, outlet locations, and retail partnerships.

Oxford Industries achieved a 5-year revenue CAGR of 14.6% through FY2026, though annual top-line results have slowed. Revenue peaked at $1.57B in FY2024 before dropping 3.5% to $1.52B in FY2025 and falling 2.6% to $1.48B in FY2026. Gross margin declined from 63.4% in FY2024 to 60.7% in FY2026, while operating margin fell to 2.0%. Net income moved from $93.0M in FY2025 to -$27.9M in FY2026, corresponding to a net margin of -1.9%. For the trailing twelve months ended August 31, 2026, revenue stood at $1.47B with an operating margin of 6.6%, while quarterly revenue fell 2.2% year-over-year despite quarterly earnings growing 190.2%.

As of August 31, 2026, Oxford Industries held $9.0M in cash and short-term investments against total debt of $524.1M, resulting in net debt of $515.1M. Shareholders' equity was $564.5M, yielding a debt-to-equity ratio of 0.93 and a current ratio of 1.17. In FY2026, operating cash flow reached $119.6M and free cash flow totaled $11.3M. The company directed capital toward $108.3M in capital expenditures, $55.2M in share buybacks, and $42.1M in dividend payments, while reducing its 5-year share count by 10.6%.

At $26.42 per share, Oxford Industries carries a market capitalization of $395.7M and trades at a forward P/E of 10.8x, compared to the median of 14.1x for its US-listed Consumer Cyclical peers. The stock trades at 0.3x sales versus the peer median of 0.7x, while its EV/EBITDA of 14.2x stands above the peer median of 11.1x. Over the past year, the stock returned -24.1% against a 16.8% return for the S&P 500, and its 5-year return of -64.6% compares to an 83.0% gain for the index.

Oxford Industries pays a quarterly dividend totaling $2.80 forward, which represents a 10.60% dividend yield at the last close. The company holds a 42-year track record of consecutive dividend payments, supported by a 5-year annualized dividend growth rate of 19.6% and a payout ratio of 1.6%.

Wall Street coverage includes 6 Hold ratings, with 0 Buy or Sell ratings. The mean price target is $34.00, representing a 28.7% upside to the last close of $26.42. For the fiscal year ending January 31, 2027, consensus estimates model EPS of $1.76 and revenue of $1.46B. For the subsequent fiscal year, 6 analysts forecast EPS of $2.35 on revenue of $1.49B. Oxford Industries beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for December 9, 2026.

This page is an AI-written research summary of Oxford Industries, Inc. (OXM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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