Zacks Research Issues Negative Estimate for AEO Earnings

American Eagle Outfitters, Inc. (NYSE:AEO) – Stock analysts at Zacks Research decreased their Q1 2026 EPS estimates for American Eagle Outfitters in a research report issued to clients and investors on Thursday, January 23rd. Zacks Research analyst R. Lohia now expects that the apparel retailer will earn $0.31 per share for the quarter, down from their previous forecast of $0.33. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.70 per share. Zacks Research also issued estimates for American Eagle Outfitters’ Q3 2026 earnings at $0.50 EPS, FY2026 earnings at $1.79 EPS, Q2 2027 earnings at $0.45 EPS and FY2027 earnings at $1.98 EPS.

American Eagle Outfitters (NYSE:AEO) last posted its quarterly earnings results on Wednesday, December 4th. The apparel retailer reported $0.48 earnings per share for the quarter, topping the consensus estimate of $0.46 by $0.02. The firm had revenue of $1.29 billion for the quarter, compared to analyst estimates of $1.30 billion. American Eagle Outfitters had a return on equity of 20.75% and a net margin of 4.28%. The business’s quarterly revenue was down .9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.49 EPS.

A number of other equities research analysts have also recently issued reports on AEO. UBS Group reduced their price objective on American Eagle Outfitters from $34.00 to $32.00 and set a “buy” rating for the company in a report on Thursday, December 5th. Morgan Stanley upgraded American Eagle Outfitters from an “underweight” rating to an “equal weight” rating and increased their price objective for the stock from $15.00 to $16.00 in a research report on Tuesday, January 21st. Raymond James assumed coverage on shares of American Eagle Outfitters in a research report on Friday, December 13th. They issued a “market perform” rating for the company. JPMorgan Chase & Co. dropped their price objective on shares of American Eagle Outfitters from $23.00 to $20.00 and set a “neutral” rating for the company in a research note on Wednesday, January 8th. Finally, Jefferies Financial Group decreased their target price on shares of American Eagle Outfitters from $22.00 to $19.00 and set a “hold” rating on the stock in a research report on Tuesday, November 12th. Nine equities research analysts have rated the stock with a hold rating and three have issued a buy rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $21.40.

American Eagle Outfitters Trading Down 0.7 %

Shares of NYSE AEO opened at $16.66 on Monday. The company has a market capitalization of $3.20 billion, a P/E ratio of 14.24, a P/E/G ratio of 1.08 and a beta of 1.53. American Eagle Outfitters has a 12 month low of $15.36 and a 12 month high of $26.44. The stock has a 50 day moving average of $17.20 and a 200-day moving average of $19.29.

American Eagle Outfitters Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, January 24th. Shareholders of record on Friday, January 10th were issued a dividend of $0.125 per share. The ex-dividend date was Friday, January 10th. This represents a $0.50 annualized dividend and a yield of 3.00%. American Eagle Outfitters’s payout ratio is 42.74%.

Insider Transactions at American Eagle Outfitters

In related news, Director Cary D. Mcmillan sold 2,999 shares of the firm’s stock in a transaction that occurred on Thursday, January 16th. The stock was sold at an average price of $16.02, for a total transaction of $48,043.98. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 7.30% of the company’s stock.

Hedge Funds Weigh In On American Eagle Outfitters

Institutional investors have recently made changes to their positions in the stock. Hsbc Holdings PLC grew its position in American Eagle Outfitters by 131.4% in the 2nd quarter. Hsbc Holdings PLC now owns 31,371 shares of the apparel retailer’s stock valued at $621,000 after purchasing an additional 17,815 shares during the period. Sei Investments Co. grew its holdings in shares of American Eagle Outfitters by 264.7% during the second quarter. Sei Investments Co. now owns 257,914 shares of the apparel retailer’s stock valued at $5,148,000 after buying an additional 187,196 shares during the last quarter. Ensign Peak Advisors Inc increased its position in shares of American Eagle Outfitters by 13.0% during the second quarter. Ensign Peak Advisors Inc now owns 76,056 shares of the apparel retailer’s stock worth $1,518,000 after acquiring an additional 8,740 shares in the last quarter. AXA S.A. raised its holdings in shares of American Eagle Outfitters by 133.5% in the 2nd quarter. AXA S.A. now owns 85,345 shares of the apparel retailer’s stock worth $1,703,000 after acquiring an additional 48,799 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its position in American Eagle Outfitters by 3.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 103,514 shares of the apparel retailer’s stock valued at $2,066,000 after acquiring an additional 3,925 shares in the last quarter. Institutional investors and hedge funds own 97.33% of the company’s stock.

American Eagle Outfitters Company Profile

American Eagle Outfitters, Inc operates as a multi-brand specialty retailer in the United States and internationally. The company provides jeans, apparel and accessories, and personal care products for women and men under the American Eagle brand; and intimates, apparel, activewear, and swim collections under the Aerie and OFFLINE by Aerie brands.