SCHEDULE 13G/A: FMR LLC Boosts Oxford Industries Stake to 15%
Beneficial Ownership Report
FMR LLC and Abigail P. Johnson report a 15.0% beneficial ownership stake in Oxford Industries Inc. as of December 31, 2025.
Summary
- FMR LLC and Abigail P. Johnson beneficially own an aggregate of 2,231,608.31 shares of Oxford Industries Inc. common stock.
- This ownership represents 15.0% of the class of securities.
- The filing is an Amendment No. 2 to a Schedule 13G, indicating a previous disclosure of ownership.
- The shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Oxford Industries Inc.
- FMR LLC holds sole voting power over 2,223,491.00 shares and sole dispositive power over 2,231,608.31 shares.
- Abigail P. Johnson holds sole dispositive power over 2,231,608.31 shares.
- Several FMR LLC subsidiaries are identified as beneficially owning shares, including Fidelity Management & Research Company LLC, which beneficially owns 5% or greater of the outstanding shares.
Sentiment
Score: 7
Explanation: The filing indicates a significant and stable passive institutional ownership by FMR LLC, which can be viewed as a positive signal of long-term confidence in Oxford Industries Inc. There are no negative disclosures.
Positives
- Significant institutional investor, FMR LLC, maintains a substantial 15.0% stake in Oxford Industries Inc., indicating continued confidence in the company.
Future Outlook
NA
Industry Context
This filing indicates continued institutional interest in the apparel and retail sector, specifically in Oxford Industries, a company known for its lifestyle brands. Large passive stakes by major asset managers like FMR LLC are common across various industries, reflecting their diversified investment strategies and often their inclusion in broad market indices.
Comparison to Industry Standards
- FMR LLC's 15.0% stake in Oxford Industries Inc. is a significant passive institutional holding, comparable to other large asset managers like Vanguard or BlackRock holding substantial, non-controlling positions in publicly traded companies within the consumer discretionary sector.
- For example, BlackRock often holds similar passive stakes (e.g., 5-10% or more) in companies like PVH Corp. (Tommy Hilfiger, Calvin Klein) or Ralph Lauren, reflecting broad market index tracking or diversified fund strategies.
- This level of ownership is typical for a major investment firm acting as a passive investor, not seeking to influence management or control.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Shareholder Voting Agreement | Members of the Johnson family, including Abigail P. Johnson, who are predominant owners of Series B voting common shares of FMR LLC (representing 49% of voting power), have entered into a shareholders' voting agreement. This agreement dictates that all Series B voting common shares will be voted in accordance with the majority vote of Series B voting common shares. | Not explicitly stated, but implies an ongoing agreement. | This agreement consolidates voting power within the Johnson family group regarding FMR LLC, potentially deeming them a controlling group under the Investment Company Act of 1940. This impacts the internal governance of FMR LLC, the reporting entity, rather than Oxford Industries Inc. directly. |
Related Party Transactions
- Abigail P. Johnson, a Director, Chairman, and CEO of FMR LLC, is also a reporting person. The Johnson family, including Abigail P. Johnson, are predominant owners of FMR LLC's Series B voting common shares and have a voting agreement. This establishes a direct relationship between a key individual and the reporting entity.
Stakeholder Impact
- Shareholders: The continued significant stake by a major institutional investor like FMR LLC may provide a sense of stability and confidence. It signals that a large, sophisticated investor sees value in Oxford Industries Inc.
- Management: No direct impact on management or operations, as the filing explicitly states the shares are not held for control purposes.
Key Dates
| Date | Description |
|---|---|
| 01/03/2023 | Effective date of Power of Attorney for FMR LLC. |
| 01/10/2023 | Filing date of Exhibit 24 to the Schedule 13G by FMR LLC (accession number: -23-000003). |
| 01/26/2023 | Effective date of Power of Attorney for Abigail P. Johnson. |
| 01/31/2023 | Filing date of Exhibit 24 to the Schedule 13G by FMR LLC (accession number: -23-000038). |
| 12/31/2025 | Date of event which requires filing of this statement (ownership snapshot). |
| 01/07/2026 | Date of filing of this Schedule 13G. |
Recommendation
holdThis Schedule 13G filing indicates a stable, significant passive institutional ownership by FMR LLC in Oxford Industries Inc. at 15.0%. While it signals continued confidence from a major investor, it does not provide new financial or operational information about Oxford Industries Inc. that would warrant a change in investment thesis. Therefore, a 'hold' recommendation is appropriate for existing investors, as there's no new catalyst for buying or selling based solely on this ownership disclosure.
Keywords
Oxford Industries, FMR LLC, Abigail P. Johnson, Schedule 13G, beneficial ownership, institutional investment, common stock, equity stake
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