Telsey Advisory Group Has Negative View of AEO Q2 Earnings

American Eagle Outfitters, Inc. (NYSE:AEO) – Analysts at Telsey Advisory Group decreased their Q2 2026 earnings per share (EPS) estimates for American Eagle Outfitters in a research note issued on Thursday, March 13th. Telsey Advisory Group analyst D. Telsey now forecasts that the apparel retailer will earn $0.33 per share for the quarter, down from their prior estimate of $0.39. Telsey Advisory Group currently has a “Market Perform” rating and a $12.00 target price on the stock. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.70 per share. Telsey Advisory Group also issued estimates for American Eagle Outfitters’ Q3 2026 earnings at $0.48 EPS.

Other equities analysts also recently issued reports about the company. Morgan Stanley reduced their price target on American Eagle Outfitters from $16.00 to $12.00 and set an “equal weight” rating on the stock in a research report on Thursday. BMO Capital Markets reissued a “market perform” rating and issued a $15.00 target price (down from $19.00) on shares of American Eagle Outfitters in a research report on Tuesday. Raymond James began coverage on American Eagle Outfitters in a research report on Friday, December 13th. They issued a “market perform” rating on the stock. Citigroup set a $13.00 target price on American Eagle Outfitters and gave the company a “neutral” rating in a research report on Tuesday. Finally, StockNews.com downgraded American Eagle Outfitters from a “buy” rating to a “hold” rating in a research report on Monday, March 10th. Eleven investment analysts have rated the stock with a hold rating and one has given a buy rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $16.00.

American Eagle Outfitters Trading Up 0.7 %

Shares of AEO stock opened at $11.06 on Friday. The business’s fifty day simple moving average is $14.76 and its 200-day simple moving average is $17.61. The company has a market cap of $2.12 billion, a PE ratio of 9.45, a PEG ratio of 0.82 and a beta of 1.57. American Eagle Outfitters has a 12-month low of $10.74 and a 12-month high of $26.25.

American Eagle Outfitters Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, April 25th. Stockholders of record on Friday, April 11th will be paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a dividend yield of 4.52%. The ex-dividend date is Friday, April 11th. American Eagle Outfitters’s payout ratio is currently 29.76%.

Insider Transactions at American Eagle Outfitters

In other news, Director Cary D. Mcmillan sold 2,999 shares of the stock in a transaction dated Thursday, January 16th. The shares were sold at an average price of $16.02, for a total transaction of $48,043.98. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 7.30% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of AEO. Blue Trust Inc. lifted its stake in American Eagle Outfitters by 95.7% in the 4th quarter. Blue Trust Inc. now owns 1,916 shares of the apparel retailer’s stock valued at $32,000 after buying an additional 937 shares in the last quarter. Huntington National Bank lifted its stake in American Eagle Outfitters by 258.8% in the 4th quarter. Huntington National Bank now owns 2,045 shares of the apparel retailer’s stock valued at $34,000 after buying an additional 1,475 shares in the last quarter. Principal Securities Inc. lifted its stake in American Eagle Outfitters by 2,239.1% in the 4th quarter. Principal Securities Inc. now owns 2,573 shares of the apparel retailer’s stock valued at $43,000 after buying an additional 2,463 shares in the last quarter. Park Place Capital Corp purchased a new position in American Eagle Outfitters in the 4th quarter valued at about $45,000. Finally, State of Wyoming purchased a new position in American Eagle Outfitters in the 4th quarter valued at about $49,000. 97.33% of the stock is owned by hedge funds and other institutional investors.

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.