Telsey Advisory Group Reaffirms “Outperform” Rating for Urban Outfitters (NASDAQ:URBN)

Urban Outfitters (NASDAQ:URBN)‘s stock had its “outperform” rating reissued by equities researchers at Telsey Advisory Group in a report released on Tuesday,Benzinga reports. They presently have a $98.00 price target on the apparel retailer’s stock. Telsey Advisory Group’s price target would suggest a potential upside of 39.82% from the company’s current price.

Several other research analysts also recently commented on URBN. Barclays lifted their price target on shares of Urban Outfitters from $89.00 to $98.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 26th. Wells Fargo & Company increased their target price on shares of Urban Outfitters from $75.00 to $80.00 and gave the company an “equal weight” rating in a report on Wednesday, November 26th. Weiss Ratings reissued a “buy (b)” rating on shares of Urban Outfitters in a research note on Monday, December 29th. Morgan Stanley upped their price target on shares of Urban Outfitters from $85.00 to $91.00 and gave the company an “overweight” rating in a research report on Wednesday, November 26th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Urban Outfitters in a report on Wednesday, November 26th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $86.50.

Urban Outfitters Stock Down 4.2%

NASDAQ URBN opened at $70.09 on Tuesday. The stock’s 50-day simple moving average is $73.59 and its two-hundred day simple moving average is $72.51. Urban Outfitters has a twelve month low of $41.89 and a twelve month high of $84.35. The company has a market capitalization of $6.29 billion, a price-to-earnings ratio of 13.22, a PEG ratio of 1.10 and a beta of 1.23.

Urban Outfitters (NASDAQ:URBN) last announced its quarterly earnings data on Wednesday, December 10th. The apparel retailer reported $1.28 EPS for the quarter. The firm had revenue of $1.53 billion for the quarter. Urban Outfitters had a return on equity of 18.33% and a net margin of 8.15%. On average, equities analysts expect that Urban Outfitters will post 3.91 earnings per share for the current fiscal year.

Insider Activity

In other news, insider Margaret Hayne sold 9,333 shares of the business’s stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $74.35, for a total transaction of $693,908.55. Following the transaction, the insider directly owned 2,141,399 shares of the company’s stock, valued at approximately $159,213,015.65. The trade was a 0.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Richard A. Hayne sold 10,667 shares of the company’s stock in a transaction that occurred on Monday, January 12th. The shares were sold at an average price of $74.35, for a total value of $793,091.45. Following the transaction, the chief executive officer owned 17,686,595 shares of the company’s stock, valued at approximately $1,314,998,338.25. This represents a 0.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 409,333 shares of company stock worth $31,916,734 over the last three months. 31.60% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the stock. Dimensional Fund Advisors LP boosted its holdings in Urban Outfitters by 4.0% in the third quarter. Dimensional Fund Advisors LP now owns 3,675,936 shares of the apparel retailer’s stock worth $262,578,000 after acquiring an additional 142,909 shares in the last quarter. American Century Companies Inc. raised its position in shares of Urban Outfitters by 23.1% in the 3rd quarter. American Century Companies Inc. now owns 2,879,092 shares of the apparel retailer’s stock worth $205,654,000 after purchasing an additional 540,877 shares during the last quarter. Fisher Asset Management LLC boosted its stake in Urban Outfitters by 2.8% in the 3rd quarter. Fisher Asset Management LLC now owns 1,847,922 shares of the apparel retailer’s stock worth $131,997,000 after purchasing an additional 50,837 shares in the last quarter. Geode Capital Management LLC increased its stake in Urban Outfitters by 0.9% during the 2nd quarter. Geode Capital Management LLC now owns 1,525,150 shares of the apparel retailer’s stock valued at $110,646,000 after purchasing an additional 12,965 shares in the last quarter. Finally, Qube Research & Technologies Ltd raised its holdings in Urban Outfitters by 59.1% in the second quarter. Qube Research & Technologies Ltd now owns 1,287,096 shares of the apparel retailer’s stock worth $93,366,000 after buying an additional 477,909 shares during the last quarter. 77.61% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Urban Outfitters

Here are the key news stories impacting Urban Outfitters this week:

• Positive Sentiment: Company reported record holiday / early‑season sales (total net sales up ~9% for the two months ended Dec. 31), plus strong growth in subscription (Nuuly) and wholesale — evidence of operational momentum that supports longer‑term growth expectations. URBN Reports Record Holiday Sales Growth
• Positive Sentiment: Several analysts reaffirmed bullish views and raised targets (Telsey Outperform / $98 and BofA Buy / $93), which suggests upside if management can prove margin recovery. Telsey Outperform / $98
• Neutral Sentiment: Analysts remain split: some see attractive upside (consensus target ~ $86.50), others caution near‑term margin pressure — the mixed street view is keeping sentiment balanced.
• Neutral Sentiment: Citi reiterated a Hold, calling the setup “balanced” — operational gains offset by margin headwinds, which explains why some investors are reluctant to buy the dip before clearer margin commentary. Citi Hold
• Negative Sentiment: Despite revenue gains, results and/or guidance fell short of analyst expectations for holiday earnings/margins — the miss triggered heavy selling and a sharp intraday decline as the market focused on near‑term EPS risk. URBN Down After Missing Forecasts (Yahoo)
• Negative Sentiment: Material insider sales by CEO Richard Hayne and Co‑President Margaret Hayne in early January (multiple sales disclosed) amplified investor concern and fed headlines about insider selling even though insiders still hold large stakes. SEC Insider Filing
• Negative Sentiment: Coverage and market writeups (Zacks, WSJ, AMBN) called out the post‑release gap down and flagged weaker near‑term profitability — adding to short‑term downward pressure. Zacks: URBN Stock Falls 12%

Urban Outfitters Company Profile

Urban Outfitters, Inc is a global lifestyle retailer headquartered in Philadelphia, Pennsylvania. Established in 1970 by Richard Hayne, Scott Belair and Judy Wicks, the company began as a single store catering to college students in the city’s historic Old City neighborhood. Over the decades, Urban Outfitters has expanded its reach and diversified its portfolio to include multiple retail concepts addressing distinct customer segments.

The company operates through several well-known brands, each offering a curated selection of apparel, footwear, accessories and home goods.