Telsey Advisory Group Has Weak Outlook for AEO Q2 Earnings

American Eagle Outfitters, Inc. (NYSE:AEO) – Analysts at Telsey Advisory Group lowered their Q2 2026 EPS estimates for shares of American Eagle Outfitters in a research note issued on Tuesday, January 14th. Telsey Advisory Group analyst D. Telsey now expects that the apparel retailer will post earnings per share of $0.39 for the quarter, down from their previous estimate of $0.40. Telsey Advisory Group has a “Market Perform” rating and a $18.00 price objective on the stock. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.69 per share. Telsey Advisory Group also issued estimates for American Eagle Outfitters’ Q3 2026 earnings at $0.53 EPS.

Several other research firms have also recently commented on AEO. BMO Capital Markets decreased their target price on American Eagle Outfitters from $22.00 to $20.00 and set a “market perform” rating for the company in a research note on Thursday, December 5th. StockNews.com cut American Eagle Outfitters from a “buy” rating to a “hold” rating in a report on Tuesday. JPMorgan Chase & Co. dropped their target price on shares of American Eagle Outfitters from $23.00 to $20.00 and set a “neutral” rating on the stock in a research report on Wednesday, January 8th. UBS Group decreased their price target on shares of American Eagle Outfitters from $34.00 to $32.00 and set a “buy” rating for the company in a research note on Thursday, December 5th. Finally, Barclays cut their price objective on shares of American Eagle Outfitters from $26.00 to $22.00 and set an “overweight” rating on the stock in a research report on Friday, December 6th. One research analyst has rated the stock with a sell rating, nine have issued a hold rating and two have issued a buy rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $21.60.

American Eagle Outfitters Trading Up 1.3 %

Shares of American Eagle Outfitters stock opened at $16.13 on Wednesday. The company has a market cap of $3.10 billion, a P/E ratio of 13.79, a PEG ratio of 1.12 and a beta of 1.53. The business has a 50-day moving average price of $17.54 and a two-hundred day moving average price of $19.52. American Eagle Outfitters has a 1-year low of $15.36 and a 1-year high of $26.44.

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

Institutional Trading of American Eagle Outfitters

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Kathleen S. Wright Associates Inc. purchased a new stake in American Eagle Outfitters in the 3rd quarter valued at $32,000. Advisors Asset Management Inc. lifted its position in shares of American Eagle Outfitters by 171.1% during the 3rd quarter. Advisors Asset Management Inc. now owns 2,548 shares of the apparel retailer’s stock worth $57,000 after buying an additional 1,608 shares in the last quarter. Meeder Asset Management Inc. bought a new position in shares of American Eagle Outfitters in the third quarter valued at approximately $141,000. Wilmington Savings Fund Society FSB purchased a new stake in shares of American Eagle Outfitters during the third quarter valued at approximately $141,000. Finally, ORG Partners LLC bought a new stake in American Eagle Outfitters during the fourth quarter worth $147,000. 97.33% of the stock is owned by institutional investors.

American Eagle Outfitters Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, January 24th. Shareholders of record on Friday, January 10th will be paid a dividend of $0.125 per share. The ex-dividend date is Friday, January 10th. This represents a $0.50 dividend on an annualized basis and a yield of 3.10%. American Eagle Outfitters’s dividend payout ratio (DPR) is currently 42.74%.

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.