Zacks Research Issues Negative Forecast for AEO Earnings

American Eagle Outfitters, Inc. (NYSE:AEO) – Zacks Research lowered their Q2 2026 earnings estimates for American Eagle Outfitters in a research note issued on Wednesday, March 26th. Zacks Research analyst R. Lohia now anticipates that the apparel retailer will post earnings per share of $0.28 for the quarter, down from their prior forecast of $0.40. 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’ Q4 2026 earnings at $0.60 EPS, Q3 2027 earnings at $0.52 EPS, Q4 2027 earnings at $0.64 EPS and FY2028 earnings at $1.79 EPS.

AEO has been the topic of several other research reports. Morgan Stanley lowered their target price on American Eagle Outfitters from $16.00 to $12.00 and set an “equal weight” rating on the stock in a report on Thursday, March 13th. JPMorgan Chase & Co. lowered their price objective on shares of American Eagle Outfitters from $19.00 to $15.00 and set a “neutral” rating on the stock in a research note on Thursday, March 13th. Raymond James initiated coverage on shares of American Eagle Outfitters in a research report on Friday, December 13th. They set a “market perform” rating for the company. Citigroup set a $13.00 price target on shares of American Eagle Outfitters and gave the company a “neutral” rating in a research report on Tuesday, March 11th. Finally, UBS Group cut their price objective on American Eagle Outfitters from $32.00 to $28.00 and set a “buy” rating for the company in a research report on Thursday, March 13th. Eleven equities research analysts have rated the stock with a hold rating and one has issued a buy rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $16.00.

American Eagle Outfitters Stock Down 4.2 %

Shares of NYSE AEO opened at $11.42 on Friday. The stock has a market capitalization of $2.19 billion, a price-to-earnings ratio of 9.76, a price-to-earnings-growth ratio of 0.82 and a beta of 1.57. American Eagle Outfitters has a 52 week low of $10.74 and a 52 week high of $26.25. The firm has a 50-day moving average price of $13.92 and a 200 day moving average price of $17.07.

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 $0.125 dividend. The ex-dividend date of this dividend is Friday, April 11th. This represents a $0.50 annualized dividend and a dividend yield of 4.38%. American Eagle Outfitters’s dividend payout ratio (DPR) is presently 29.76%.

Insider Activity 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 sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Company insiders own 7.30% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the company. Zacks Investment Management acquired a new position in American Eagle Outfitters in the third quarter worth $931,000. NFJ Investment Group LLC bought a new stake in American Eagle Outfitters in the third quarter valued at $2,680,000. Smartleaf Asset Management LLC boosted its holdings in shares of American Eagle Outfitters by 137.5% during the fourth quarter. Smartleaf Asset Management LLC now owns 3,358 shares of the apparel retailer’s stock valued at $55,000 after acquiring an additional 1,944 shares during the period. Entropy Technologies LP bought a new position in shares of American Eagle Outfitters during the fourth quarter worth about $378,000. Finally, Nordea Investment Management AB acquired a new stake in shares of American Eagle Outfitters in the 4th quarter worth about $1,557,000. 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.