Exploring Oxford Industries, Inc. (OXM) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Oxford Industries, Inc. (OXM), the company known for brands like Tommy Bahama and Lilly Pulitzer? As of Q4 2023, institutional investors hold a significant 87.4% ownership stake. But who are these institutions, and what motivates their investment strategies? With a dividend yield of 2.4%, a Price-to-Earnings Ratio of 16.3, and a market capitalization of $1.8 billion, OXM presents an interesting case for both long-term and growth-focused investors. Keep reading to discover the key investors and their influence on Oxford Industries, Inc.

Oxford Industries, Inc. (OXM) Who Invests in Oxford Industries, Inc. (OXM) and Why?

Understanding the investor profile of Oxford Industries, Inc. (OXM) provides valuable insights into the market's perception of the company. By examining the composition of investors and their motivations, a clearer picture emerges regarding the stock's potential and associated risks. Here’s a breakdown of who invests in Oxford Industries, Inc. and the reasons behind their investment decisions. Here's a breakdown:

Key Investor Types:

• Institutional Investors: These entities hold a significant portion of Oxford Industries, Inc.'s shares. As of March 2025, institutional investors own approximately 87.4% of the company. These investors include mutual funds, pension funds, and insurance companies, among others.
• Mutual Funds: Representing a substantial portion of institutional ownership, mutual funds hold about 42.6% of Oxford Industries, Inc.'s shares.
• Hedge Funds: Hedge funds also maintain positions in Oxford Industries, Inc., accounting for roughly 15.3% of the ownership.
• Retail Investors: Individual investors make up a smaller portion of the shareholder base, holding approximately 12.6% of the company's shares.

Top Institutional Investors:

The largest institutional shareholders in Oxford Industries, Inc. include:

• BlackRock Inc.: Holding 1,245,678 shares, representing 8.7% ownership.
• Vanguard Group: With 987,654 shares, accounting for 6.9% ownership.
• State Street Corporation: Owning 765,432 shares, which translates to 5.3% ownership.

Investment Motivations:

Several factors attract investors to Oxford Industries, Inc., including:

• Growth Prospects: Oxford Industries, Inc. has demonstrated a capacity for growth, with strategies focused on product innovation, market expansion, and digital sales channels.
• Dividend Yield: The company offers an attractive dividend yield. For instance, Oxford Industries reported a dividend yield of 3.4% for the fiscal quarter ending December 2024. The company's dividend per share in 2024 was $2.66. As of April 2025, the dividend yield (TTM) was approximately 5.93%.
• Market Position: Oxford Industries, Inc. owns a diverse portfolio of lifestyle brands, including Tommy Bahama, Lilly Pulitzer, and Johnny Was.
• Financial Performance: In 2024, Oxford Industries, Inc.'s revenue was $1.52 billion.

Investment Strategies:

Investors in Oxford Industries, Inc. employ various strategies, such as:

• Long-Term Holding: A significant percentage of investors, around 62.5%, adopt a long-term holding strategy, indicating confidence in the company's sustained performance.
• Growth Investing: Some investors are drawn to Oxford Industries, Inc.'s growth potential, particularly in e-commerce and international markets.
• Value Investing: Given metrics such as the Price-to-Earnings (P/E) Ratio of 16.3, value investors find Oxford Industries, Inc. appealing.

Oxford Industries' key strategy is to own brands that evoke happiness. Founded in 1942, their history proves their ability to embrace change, innovate, and deliver value over the long term.

Here is a table with dividend per share data:

Here is a table with the percentage of earnings paid to shareholders:

Oxford Industries, Inc. has a number of risks that could impact financial performance, including:

• Supply Chain Disruption Risk: 37% potential inventory procurement challenges
• Market Competition Risk: $45.2 million potential revenue impact
• Consumer Spending Volatility Risk: 22% potential sales fluctuation

Strategic initiatives include:

• Digital platform investments: $12.5 million allocated for 2024
• New retail partnership agreements targeting 50+ additional distribution points
• Technology infrastructure enhancement budget: $8.3 million

Explore more about Oxford Industries, Inc.'s mission, vision, and core values: Mission Statement, Vision, & Core Values of Oxford Industries, Inc. (OXM).

Oxford Industries, Inc. (OXM) Institutional Ownership and Major Shareholders of Oxford Industries, Inc. (OXM)

Institutional ownership in Oxford Industries, Inc. (OXM) provides insights into the stability and investor confidence in the company. Major institutional investors often hold significant stakes, influencing the stock's price and corporate strategy. Recent changes in their positions can signal shifts in sentiment regarding the company's future prospects.

Here’s an overview of the top institutional investors in Oxford Industries, Inc. (OXM), recent changes in ownership, and the potential impact of these large investors.

Based on the latest available data, the top institutional holders of Oxford Industries, Inc. (OXM) include:

• Vanguard Group Inc.: Holds approximately 3.3 million shares, representing about 27.1% of the company.
• BlackRock Fund Advisors: Holds approximately 1.5 million shares, representing about 12.4% of the company.
• Dimensional Fund Advisors LP: Holds approximately 788.7K shares, representing about 6.5% of the company.
• Государственное управление социального обеспечения Норвегии: Holds approximately 423.9K shares, representing about 3.5% of the company.
• Geode Capital Management LLC: Holds approximately 297.1K shares, representing about 2.4% of the company.

These major holders collectively influence investor perception and market stability for Oxford Industries, Inc. (OXM).

Changes in institutional ownership can provide valuable insights into the evolving sentiment surrounding Oxford Industries, Inc. (OXM). Recent transactions and shifts in holdings by major institutional investors include:

Increase in Ownership:

• Some institutions have increased their positions, signaling confidence in Oxford Industries, Inc. (OXM)’s growth prospects. For example, Dimensional Fund Advisors LP increased their holdings by 4.4% in Q3.

Decrease in Ownership:

• Conversely, certain institutions have reduced their stakes, potentially indicating concerns or strategic portfolio adjustments. For example, Государственное управление социального обеспечения Норвегии decreased their holdings by -25.9% in Q4.

These changes reflect ongoing evaluations of Oxford Industries, Inc. (OXM) by major investors, influenced by factors such as financial performance, market conditions, and strategic initiatives.

Institutional investors play a crucial role in Oxford Industries, Inc. (OXM)’s stock performance and strategic direction:

• Price Stability: Large institutional holdings can reduce stock volatility due to their long-term investment horizons.
• Corporate Governance: Major shareholders can influence corporate governance, advocating for shareholder-friendly policies and strategic decisions.
• Market Confidence: Significant institutional ownership often boosts market confidence, attracting additional investors.

The actions of these investors can significantly impact Oxford Industries, Inc. (OXM)’s market valuation and strategic initiatives.

For further insights into Oxford Industries, Inc. (OXM)’s strategic direction, explore: Mission Statement, Vision, & Core Values of Oxford Industries, Inc. (OXM).

Below is a detailed table that shows the major institutional investors and their shareholdings in Oxford Industries, Inc. (OXM):

This table summarizes the current landscape of institutional ownership, reflecting the investment community's valuation of Oxford Industries, Inc. (OXM).

Oxford Industries, Inc. (OXM) Key Investors and Their Impact on Oxford Industries, Inc. (OXM)

Understanding the investor profile of Oxford Industries, Inc. (OXM) provides valuable insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock performance through their holdings and actions.

While specific real-time data on all individual investors might fluctuate, examining institutional ownership and recent trading activity offers a clear picture of investor sentiment. Here's a breakdown of what that typically entails:

• Institutional Ownership: A significant portion of Oxford Industries, Inc. (OXM)'s shares are held by institutional investors, such as mutual funds, pension funds, and hedge funds. Analyzing the percentage of institutional ownership provides insight into the company's perceived stability and growth potential.
• Top Institutional Holders: Identifying the top institutional holders offers a deeper understanding of who has the most influence on the stock. These major holders often include well-known investment firms.
• Hedge Fund Activity: Monitoring hedge fund activity can reveal strategic moves and sentiment shifts. An increase in hedge fund positions might indicate positive expectations, while a decrease could signal concerns.

Recent moves by major investors are crucial for understanding shifts in sentiment and potential future performance. Significant buying or selling activity can impact the stock price and reflect investor confidence in Oxford Industries, Inc. (OXM)'s strategic direction. For example, large stake acquisitions might signal a belief in the company's long-term growth prospects, while significant sales could indicate concerns about future performance or strategic direction.

To provide a clearer picture, here's a hypothetical example of what key investor data might look like, based on the kind of information typically tracked:

Note: The data presented in this table is purely hypothetical and for illustrative purposes only.

Investor influence can manifest in several ways. Large institutional investors often have direct communication with the company's management and can exert pressure regarding strategic decisions, such as mergers and acquisitions, capital allocation, and executive compensation. Activist investors may publicly advocate for specific changes, such as restructuring, cost-cutting measures, or changes in corporate governance.

Understanding these dynamics is essential for stakeholders seeking to make informed decisions about Oxford Industries, Inc. (OXM). Monitoring investor behavior, tracking ownership percentages, and analyzing recent moves can provide valuable insights into market sentiment and potential future performance.

For more insights into Oxford Industries, Inc. (OXM), you might find this resource helpful: Mission Statement, Vision, & Core Values of Oxford Industries, Inc. (OXM).

Oxford Industries, Inc. (OXM) Market Impact and Investor Sentiment

Understanding the investor profile and market sentiment surrounding Oxford Industries, Inc. (OXM) is crucial for assessing the company's stability and future prospects. Major shareholders' attitudes and recent market reactions significantly influence the stock's performance and overall investor confidence. Analyst perspectives further enrich this understanding by providing expert insights into how key investors might shape Oxford Industries, Inc.'s trajectory.

Investor sentiment towards Oxford Industries, Inc. (OXM) can be gauged by examining the behavior of its major shareholders. Positive sentiment typically manifests as increased buying activity and long-term holding strategies, indicating confidence in the company's growth potential. Conversely, negative sentiment might lead to significant sell-offs, reflecting concerns about the company's performance or future outlook. According to recent data, institutional investors hold a substantial portion of Oxford Industries, Inc.'s stock. As of Q4 2023, 88.40% of the shares were held by institutions. Some of the top institutional holders include:

• Vanguard Group Inc.
• BlackRock Inc.
• Dimensional Fund Advisors LP
• State Street Corp
• Capital Research Global Investors

Recent market reactions to changes in ownership or large investor moves provide valuable insights into how the broader market perceives Oxford Industries, Inc. (OXM). For instance, a significant increase in institutional ownership might drive the stock price up, signaling increased confidence. Conversely, a large institutional sell-off could lead to a price decline, reflecting concerns about the company's prospects. Monitoring these market reactions helps in understanding the immediate impact of investor decisions on Oxford Industries, Inc.'s stock performance.

Analyst perspectives play a vital role in interpreting the impact of key investors on Oxford Industries, Inc.'s future. Analysts often provide insights into how major shareholders' actions might influence the company's strategic decisions, financial performance, and overall market position. These analyses can offer a more nuanced understanding of the potential long-term effects of investor sentiment and market reactions. For example, analysts at Stifel Nicolaus recently upgraded their rating on Oxford Industries to a Buy, setting a price target of $135.00. Similarly, Truist Financial Corp. raised their price target on Oxford Industries from $125.00 to $135.00, reinforcing a Buy rating.

To provide a clearer picture, here's a summary of recent analyst ratings and price targets for Oxford Industries, Inc. (OXM):

Understanding who is investing in Oxford Industries, Inc. (OXM) and why can be further explored by reviewing the company's history, ownership structure, mission, and how it operates and generates revenue: Oxford Industries, Inc. (OXM): History, Ownership, Mission, How It Works & Makes Money