Zacks Research Issues Positive Estimate for AEO Earnings

American Eagle Outfitters, Inc. (NYSE:AEO) – Equities research analysts at Zacks Research increased their Q4 2026 earnings per share estimates for shares of American Eagle Outfitters in a report issued on Tuesday, December 16th. Zacks Research analyst Team now expects that the apparel retailer will earn $0.64 per share for the quarter, up from their previous estimate of $0.54. Zacks Research currently has a “Strong-Buy” rating on the stock. 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’ Q2 2027 earnings at $0.48 EPS, Q3 2027 earnings at $0.45 EPS, Q4 2027 earnings at $0.65 EPS, Q2 2028 earnings at $0.44 EPS, Q3 2028 earnings at $0.47 EPS and FY2028 earnings at $1.50 EPS.

A number of other research firms have also weighed in on AEO. The Goldman Sachs Group started coverage on shares of American Eagle Outfitters in a research note on Thursday, December 11th. They issued a “neutral” rating and a $25.00 price objective for the company. Citigroup lifted their price target on American Eagle Outfitters from $18.00 to $23.00 and gave the company a “neutral” rating in a research report on Wednesday, December 3rd. UBS Group boosted their price objective on American Eagle Outfitters from $22.00 to $31.00 and gave the company a “buy” rating in a research note on Wednesday, December 3rd. JPMorgan Chase & Co. upgraded American Eagle Outfitters from an “underweight” rating to a “neutral” rating and raised their target price for the stock from $14.00 to $20.00 in a research note on Wednesday, December 3rd. Finally, Telsey Advisory Group upped their price target on American Eagle Outfitters from $18.00 to $25.00 and gave the company a “market perform” rating in a research report on Wednesday, December 3rd. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $21.45.

American Eagle Outfitters Stock Performance

NYSE AEO opened at $27.58 on Wednesday. The firm has a market cap of $4.68 billion, a P/E ratio of 23.78 and a beta of 1.44. The company has a quick ratio of 0.59, a current ratio of 1.63 and a debt-to-equity ratio of 0.13. The company’s 50 day moving average is $19.16 and its 200-day moving average is $15.13. American Eagle Outfitters has a 12-month low of $9.27 and a 12-month high of $28.08.

American Eagle Outfitters (NYSE:AEO) last announced its quarterly earnings data on Tuesday, December 2nd. The apparel retailer reported $0.53 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.43 by $0.10. The business had revenue of $1.36 billion for the quarter, compared to analysts’ expectations of $1.32 billion. American Eagle Outfitters had a return on equity of 13.82% and a net margin of 3.90%.The firm’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same period in the previous year, the business posted $0.48 EPS.

American Eagle Outfitters Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 23rd. Stockholders of record on Friday, January 9th will be paid a $0.125 dividend. The ex-dividend date of this dividend is Friday, January 9th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 1.8%. American Eagle Outfitters’s dividend payout ratio is 43.10%.

Insider Transactions at American Eagle Outfitters

In other American Eagle Outfitters news, Director Cary D. Mcmillan sold 2,945 shares of the business’s stock in a transaction that occurred on Friday, October 3rd. The stock was sold at an average price of $16.95, for a total value of $49,917.75. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Jennifer M. Foyle sold 243,047 shares of the stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $24.30, for a total value of $5,906,042.10. Following the sale, the insider directly owned 191,751 shares of the company’s stock, valued at approximately $4,659,549.30. This trade represents a 55.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 8.70% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On American Eagle Outfitters

Hedge funds have recently modified their holdings of the company. Strategic Investment Solutions Inc. IL increased its holdings in American Eagle Outfitters by 50.0% during the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 1,500 shares of the apparel retailer’s stock valued at $26,000 after purchasing an additional 500 shares during the period. Raymond James Financial Inc. bought a new position in American Eagle Outfitters during the 2nd quarter valued at approximately $35,000. Strs Ohio purchased a new position in American Eagle Outfitters during the third quarter valued at $36,000. Federated Hermes Inc. boosted its stake in American Eagle Outfitters by 151.0% in the 2nd quarter. Federated Hermes Inc. now owns 3,848 shares of the apparel retailer’s stock worth $37,000 after purchasing an additional 2,315 shares in the last quarter. Finally, McIlrath & Eck LLC purchased a new stake in shares of American Eagle Outfitters during the third quarter valued at approximately $39,000. Hedge funds and other institutional investors own 97.33% of the company’s stock.

About American Eagle Outfitters

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.