Zacks Research Has Negative Outlook of AEO FY2025 Earnings

American Eagle Outfitters, Inc. (NYSE:AEO) – Investment analysts at Zacks Research decreased their FY2025 EPS estimates for American Eagle Outfitters in a research note issued to investors on Wednesday, December 18th. Zacks Research analyst R. Lohia now expects that the apparel retailer will post earnings per share of $1.69 for the year, down from their previous estimate of $1.76. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.69 per share. Zacks Research also issued estimates for American Eagle Outfitters’ Q4 2025 earnings at $0.48 EPS, Q2 2026 earnings at $0.40 EPS, Q3 2026 earnings at $0.52 EPS, Q4 2026 earnings at $0.57 EPS, FY2026 earnings at $1.82 EPS, Q1 2027 earnings at $0.38 EPS, Q2 2027 earnings at $0.46 EPS, Q3 2027 earnings at $0.58 EPS and FY2027 earnings at $2.03 EPS.

A number of other equities research analysts have also recently commented on AEO. TD Cowen dropped their price objective on shares of American Eagle Outfitters from $25.00 to $23.00 and set a “hold” rating on the stock in a research note on Friday, August 30th. Telsey Advisory Group dropped their target price on American Eagle Outfitters from $23.00 to $20.00 and set a “market perform” rating on the stock in a report on Thursday, December 5th. JPMorgan Chase & Co. reiterated a “neutral” rating and set a $23.00 target price (down previously from $27.00) on shares of American Eagle Outfitters in a research note on Wednesday, December 4th. Bank of America cut their price target on shares of American Eagle Outfitters from $25.00 to $21.00 and set a “neutral” rating for the company in a report on Thursday, December 5th. Finally, StockNews.com downgraded American Eagle Outfitters from a “buy” rating to a “hold” rating in a research report on Monday, September 2nd. One analyst has rated the stock with a sell rating, nine have given a hold rating and two have issued a buy rating to the company. According to MarketBeat.com, American Eagle Outfitters presently has a consensus rating of “Hold” and a consensus target price of $22.40.

American Eagle Outfitters Stock Up 2.0 %

Shares of NYSE:AEO opened at $16.69 on Friday. American Eagle Outfitters has a 52-week low of $16.20 and a 52-week high of $26.44. The business’s 50 day moving average is $18.85 and its 200 day moving average is $20.07. The stock has a market cap of $3.21 billion, a P/E ratio of 14.27, a price-to-earnings-growth ratio of 1.12 and a beta of 1.51.

American Eagle Outfitters (NYSE:AEO) last posted its earnings results on Wednesday, December 4th. The apparel retailer reported $0.48 EPS for the quarter, topping analysts’ consensus estimates of $0.46 by $0.02. The business had revenue of $1.29 billion during the quarter, compared to analyst estimates of $1.30 billion. American Eagle Outfitters had a return on equity of 20.75% and a net margin of 4.28%. The company’s quarterly revenue was down .9% compared to the same quarter last year. During the same quarter last year, the company earned $0.49 EPS.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of the stock. Zacks Investment Management purchased a new position in American Eagle Outfitters during the third quarter worth about $931,000. Intech Investment Management LLC purchased a new stake in shares of American Eagle Outfitters in the third quarter worth about $3,731,000. NFJ Investment Group LLC purchased a new position in shares of American Eagle Outfitters during the 3rd quarter valued at $2,680,000. Victory Capital Management Inc. raised its holdings in shares of American Eagle Outfitters by 165.4% in the 2nd quarter. Victory Capital Management Inc. now owns 3,107,933 shares of the apparel retailer’s stock valued at $62,034,000 after acquiring an additional 1,936,938 shares in the last quarter. Finally, Renaissance Technologies LLC bought a new position in shares of American Eagle Outfitters in the 2nd quarter worth $16,861,000. Institutional investors and hedge funds own 97.33% of the company’s stock.

Insiders Place Their Bets

In other American Eagle Outfitters news, Director David M. Sable sold 18,420 shares of the company’s stock in a transaction on Friday, September 27th. The stock was sold at an average price of $22.04, for a total transaction of $405,976.80. Following the completion of the sale, the director now directly owns 39,356 shares in the company, valued at $867,406.24. This represents a 31.88 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Cary D. Mcmillan sold 2,283 shares of the company’s stock in a transaction that occurred on Wednesday, October 16th. The shares were sold at an average price of $21.49, for a total value of $49,061.67. The disclosure for this sale can be found here. Insiders sold 50,703 shares of company stock worth $1,108,738 over the last ninety days. 7.30% of the stock is currently owned by corporate insiders.

American Eagle Outfitters Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, January 24th. Stockholders of record on Friday, January 10th will be issued a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 3.00%. The ex-dividend date is Friday, January 10th. American Eagle Outfitters’s dividend payout ratio (DPR) is 42.74%.

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.