Q1 EPS Forecast for American Eagle Outfitters Cut by Analyst

American Eagle Outfitters, Inc. (NYSE:AEO) – Analysts at Zacks Research dropped their Q1 2026 earnings estimates for American Eagle Outfitters in a report released on Wednesday, March 26th. Zacks Research analyst R. Lohia now anticipates that the apparel retailer will post earnings of $0.11 per share for the quarter, down from their previous forecast of $0.31. 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’ FY2026 earnings at $1.49 EPS, Q1 2027 earnings at $0.16 EPS, Q2 2027 earnings at $0.31 EPS and FY2027 earnings at $1.63 EPS.

AEO has been the subject of several other research reports. JPMorgan Chase & Co. lowered their price objective on American Eagle Outfitters from $19.00 to $15.00 and set a “neutral” rating for the company in a research report on Thursday, March 13th. Bank of America dropped their price objective on shares of American Eagle Outfitters from $18.00 to $13.00 and set a “neutral” rating on the stock in a research note on Friday, March 14th. Citigroup set a $13.00 target price on shares of American Eagle Outfitters and gave the company a “neutral” rating in a research note on Tuesday, March 11th. Raymond James started coverage on American Eagle Outfitters in a research report on Friday, December 13th. They issued a “market perform” rating on the stock. Finally, StockNews.com lowered American Eagle Outfitters from a “buy” rating to a “hold” rating in a research report on Wednesday, March 19th. Eleven equities research analysts have rated the stock with a hold rating and one has issued a buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $16.00.

American Eagle Outfitters Stock Performance

Shares of NYSE:AEO opened at $11.64 on Monday. American Eagle Outfitters has a 52-week low of $10.74 and a 52-week high of $26.25. The firm has a market capitalization of $2.01 billion, a P/E ratio of 9.94, a P/E/G ratio of 0.82 and a beta of 1.57. The stock has a 50 day moving average price of $13.84 and a 200-day moving average price of $16.99.

American Eagle Outfitters Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 25th. Stockholders of record on Friday, April 11th will be issued a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a dividend yield of 4.30%. The ex-dividend date is Friday, April 11th. American Eagle Outfitters’s payout ratio is currently 29.76%.

Insider Activity

In other news, Director Cary D. Mcmillan sold 2,999 shares of the business’s stock in a transaction that occurred on 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 legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 7.30% of the company’s stock.

Institutional Investors Weigh In On American Eagle Outfitters

A number of large investors have recently added to or reduced their stakes in the stock. MetLife Investment Management LLC lifted its holdings in shares of American Eagle Outfitters by 0.7% during the 4th quarter. MetLife Investment Management LLC now owns 105,949 shares of the apparel retailer’s stock valued at $1,766,000 after buying an additional 724 shares during the period. Gallagher Fiduciary Advisors LLC increased its position in American Eagle Outfitters by 5.2% during the fourth quarter. Gallagher Fiduciary Advisors LLC now owns 15,740 shares of the apparel retailer’s stock valued at $262,000 after acquiring an additional 783 shares during the last quarter. TCM Advisors LLC lifted its holdings in American Eagle Outfitters by 2.1% in the fourth quarter. TCM Advisors LLC now owns 39,400 shares of the apparel retailer’s stock valued at $657,000 after acquiring an additional 800 shares during the period. Blue Trust Inc. boosted its position in American Eagle Outfitters by 95.7% in the fourth quarter. Blue Trust Inc. now owns 1,916 shares of the apparel retailer’s stock worth $32,000 after purchasing an additional 937 shares during the last quarter. Finally, Xponance Inc. grew its stake in shares of American Eagle Outfitters by 9.1% during the 4th quarter. Xponance Inc. now owns 13,036 shares of the apparel retailer’s stock valued at $217,000 after purchasing an additional 1,082 shares during the period. Institutional investors 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.