Palantir a high-risk investment with ’a one-of-a-kind growth and margin model’
Robert S. Trauber, CEO of Johnny Was, a subsidiary of OXFORD INDUSTRIES INC (NYSE:OXM), recently purchased 10,000 shares of the company’s common stock. The transaction, which occurred on June 18, 2025, involved a total investment of $413,750.
The shares were bought at a weighted average price of $41.375, with individual prices ranging from $41.155 to $41.50. Following this transaction, Trauber directly owns 13,364 shares of Oxford Industries. The stock currently trades at an attractive P/E ratio of 8.4x and offers a substantial 6.8% dividend yield. According to InvestingPro’s Fair Value analysis, Oxford Industries appears undervalued, with 14 additional ProTips available for subscribers.
In other recent news, Oxford Industries reported its first-quarter fiscal 2025 earnings, revealing an earnings per share (EPS) of $1.82, which fell short of the forecasted $1.98. The company’s revenue, however, exceeded expectations, reaching $393 million against a forecast of $383.54 million. Despite the revenue beat, the company faces significant challenges due to tariff increases, with China accounting for about 40% of its sourcing. As a result, Oxford Industries has reduced its fiscal 2025 earnings guidance from $4.60-$5.00 to $2.80-$3.20 per share.
Analysts have reacted to these developments, with UBS lowering its price target for Oxford Industries to $48, maintaining a Neutral rating, and citing ongoing topline challenges and margin compression. Similarly, Citi reduced its price target to $44, maintaining a Sell rating, and highlighted the company’s vulnerability to tariffs and a challenging macroeconomic environment. Oxford Industries has projected a 200 basis point contraction in gross margins for the full year, partly due to an additional $40 million in tariff costs. Despite these hurdles, the company continues to focus on its brand portfolio, which includes Tommy Bahama and Lilly Pulitzer, as it navigates these challenging conditions.
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