American Eagle Outfitters (NYSE:AEO) Price Target Cut to $19.00 by Analysts at JPMorgan Chase & Co.

American Eagle Outfitters (NYSE:AEO) had its price target lowered by JPMorgan Chase & Co. from $25.00 to $19.00 in a report published on Friday,Benzinga reports. The firm currently has a neutral rating on the apparel retailer’s stock.

A number of other analysts have also weighed in on AEO. Zacks Research lowered shares of American Eagle Outfitters from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 10th. Barclays dropped their target price on shares of American Eagle Outfitters from $19.00 to $17.00 and set an “equal weight” rating for the company in a research report on Friday. Needham & Company LLC assumed coverage on shares of American Eagle Outfitters in a report on Thursday, March 26th. They issued a “hold” rating on the stock. Bank of America lowered their price objective on shares of American Eagle Outfitters from $20.00 to $16.00 and set an “underperform” rating on the stock in a research report on Friday. Finally, UBS Group cut their target price on shares of American Eagle Outfitters from $35.00 to $31.00 and set a “buy” rating for the company in a research report on Friday. One investment analyst has rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, American Eagle Outfitters presently has an average rating of “Hold” and an average price target of $21.18.

American Eagle Outfitters Stock Down 11.8%

AEO opened at $15.81 on Friday. American Eagle Outfitters has a twelve month low of $9.27 and a twelve month high of $28.46. The company’s 50-day moving average price is $17.14 and its two-hundred day moving average price is $21.09. The stock has a market cap of $2.65 billion, a price-to-earnings ratio of 9.76, a PEG ratio of 1.27 and a beta of 1.38.

American Eagle Outfitters (NYSE:AEO) last announced its quarterly earnings data on Thursday, May 28th. The apparel retailer reported $0.14 earnings per share for the quarter, topping the consensus estimate of $0.11 by $0.03. The company had revenue of $1.20 billion during the quarter, compared to analyst estimates of $1.18 billion. American Eagle Outfitters had a return on equity of 21.02% and a net margin of 5.01%.The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter last year, the firm posted ($0.29) EPS. As a group, sell-side analysts anticipate that American Eagle Outfitters will post 1.75 earnings per share for the current year.

American Eagle Outfitters Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Stockholders of record on Friday, April 10th were given a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date was Friday, April 10th. American Eagle Outfitters’s dividend payout ratio (DPR) is currently 44.64%.

Insiders Place Their Bets

In other American Eagle Outfitters news, Director Cary D. Mcmillan sold 2,887 shares of the business’s stock in a transaction on Monday, April 6th. The shares were sold at an average price of $17.23, for a total transaction of $49,743.01. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Noel Joseph Spiegel sold 2,887 shares of the business’s stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $17.32, for a total transaction of $50,002.84. The disclosure for this sale is available in the SEC filing. 8.95% of the stock is currently owned by insiders.

Hedge Funds Weigh In On American Eagle Outfitters

Several large investors have recently made changes to their positions in the business. Quadrant Capital Group LLC lifted its stake in American Eagle Outfitters by 31.8% during the fourth quarter. Quadrant Capital Group LLC now owns 1,852 shares of the apparel retailer’s stock worth $49,000 after purchasing an additional 447 shares in the last quarter. Cambria Investment Management L.P. raised its holdings in American Eagle Outfitters by 4.5% in the third quarter. Cambria Investment Management L.P. now owns 10,777 shares of the apparel retailer’s stock valued at $184,000 after acquiring an additional 468 shares in the last quarter. Strategic Investment Solutions Inc. IL lifted its position in shares of 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 worth $26,000 after purchasing an additional 500 shares during the last quarter. Los Angeles Capital Management LLC boosted its position in shares of American Eagle Outfitters by 2.1% during the 4th quarter. Los Angeles Capital Management LLC now owns 25,363 shares of the apparel retailer’s stock worth $669,000 after acquiring an additional 510 shares in the last quarter. Finally, PNC Financial Services Group Inc. increased its stake in American Eagle Outfitters by 4.8% in the third quarter. PNC Financial Services Group Inc. now owns 14,855 shares of the apparel retailer’s stock valued at $254,000 after purchasing an additional 678 shares during the last quarter. 97.33% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting American Eagle Outfitters

Here are the key news stories impacting American Eagle Outfitters this week:

• Positive Sentiment: American Eagle beat Q1 expectations, reporting EPS of $0.14 versus $0.11 expected, with revenue of $1.20 billion topping estimates and rising 9.7% year over year. Aerie was a standout, with comparable sales up 25% and strong margin improvement. AEO Inc. Reports First Quarter Fiscal 2026 Results
• Positive Sentiment: The company said first-quarter operating income came in ahead of guidance, showing that profitability improved even as sales remained uneven across brands. AEO Inc. Reports First Quarter Fiscal 2026 Results
• Neutral Sentiment: American Eagle kept its annual revenue outlook unchanged, but management flagged ongoing geopolitical uncertainty and cautious consumer spending, which left investors looking for more confidence on the back half of the year. American Eagle Outfitters maintains annual revenue outlook
• Neutral Sentiment: Analysts responded with lower price targets from JPMorgan, Barclays, and Telsey, signaling a more cautious stance even though most still see some upside from current levels. Analyst price-target updates
• Negative Sentiment: The key concern was weakness in the namesake American Eagle brand: comparable sales fell 2%, missing expectations and suggesting the Sydney Sweeney campaign did not deliver the sales lift investors hoped for. CNBC article on Aerie and namesake brand
• Negative Sentiment: Management also warned on tariffs, saying it expects a 10% tariff rate for second-quarter receipts and 15% for the second half of fiscal 2026, which raised concern about future margins and earnings pressure. American Eagle tariff warning weighs on shares after earnings beat
• Negative Sentiment: Broader apparel-demand worries and softer discretionary spending also weighed on the stock, as investors extrapolated weak guidance and macro pressure across the sector. Gap, American Eagle fall as weak apparel demand signals constrained consumer spending

About American Eagle Outfitters

American Eagle Outfitters, Inc (NYSE: AEO) is a leading American specialty retailer offering apparel, accessories and personal care products for men and women. The company’s flagship brand, American Eagle, focuses on casualwear including denim, tops, outerwear and accessories targeted primarily at teens and young adults. In addition to its core apparel lines, the company operates the Aerie brand of intimates, loungewear and swimwear, which has gained recognition for its body-positive marketing and inclusive sizing.

American Eagle Outfitters conducts business through a combination of over 900 brick-and-mortar stores in North America and Greater China, complemented by a growing e-commerce platform that serves customers around the globe.