AEO Q2 EPS Estimate Reduced by Telsey Advisory Group

American Eagle Outfitters, Inc. (NYSE:AEO) – Telsey Advisory Group dropped their Q2 2026 earnings estimates for American Eagle Outfitters in a research report issued to clients and investors on Tuesday, January 14th. Telsey Advisory Group analyst D. Telsey now expects that the apparel retailer will post earnings of $0.39 per share for the quarter, down from their prior estimate of $0.40. Telsey Advisory Group currently has a “Market Perform” rating and a $18.00 target price on the stock. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.69 per share. Telsey Advisory Group also issued estimates for American Eagle Outfitters’ Q3 2026 earnings at $0.53 EPS.

American Eagle Outfitters (NYSE:AEO) last released its earnings results on Wednesday, December 4th. The apparel retailer reported $0.48 earnings per share for the quarter, beating analysts’ consensus estimates of $0.46 by $0.02. The firm had revenue of $1.29 billion during the quarter, compared to the consensus estimate 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 revenue was down .9% compared to the same quarter last year. During the same period in the prior year, the company posted $0.49 EPS.

Several other equities analysts have also recently commented on the stock. JPMorgan Chase & Co. dropped their target price on shares of American Eagle Outfitters from $23.00 to $20.00 and set a “neutral” rating for the company in a research report on Wednesday, January 8th. StockNews.com cut shares of American Eagle Outfitters from a “buy” rating to a “hold” rating in a research note on Tuesday. Jefferies Financial Group cut their target price on American Eagle Outfitters from $22.00 to $19.00 and set a “hold” rating for the company in a research note on Tuesday, November 12th. Raymond James started coverage on American Eagle Outfitters in a research note on Friday, December 13th. They issued a “market perform” rating on the stock. Finally, Bank of America lowered their price target on American Eagle Outfitters from $21.00 to $18.00 and set a “neutral” rating for the company in a report on Wednesday. One investment analyst has rated the stock with a sell rating, nine have given a hold rating and two have assigned a buy rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $21.60.

American Eagle Outfitters Stock Up 1.3 %

AEO opened at $16.13 on Wednesday. The stock has a market capitalization of $3.10 billion, a price-to-earnings ratio of 13.79, a P/E/G ratio of 1.12 and a beta of 1.53. American Eagle Outfitters has a twelve month low of $15.36 and a twelve month high of $26.44. The company has a 50-day simple moving average of $17.54 and a 200 day simple moving average of $19.52.

American Eagle Outfitters Dividend Announcement

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 paid a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a dividend yield of 3.10%. The ex-dividend date is Friday, January 10th. American Eagle Outfitters’s payout ratio is 42.74%.

Institutional Trading of American Eagle Outfitters

Hedge funds and other institutional investors have recently made changes to their positions in the company. Wellington Management Group LLP boosted its position in American Eagle Outfitters by 2.8% during the 3rd quarter. Wellington Management Group LLP now owns 9,749,561 shares of the apparel retailer’s stock worth $218,293,000 after buying an additional 268,326 shares during the period. Congress Asset Management Co. bought a new position in shares of American Eagle Outfitters during the third quarter valued at $119,691,000. Victory Capital Management Inc. lifted its holdings in shares of American Eagle Outfitters by 40.6% during the third quarter. Victory Capital Management Inc. now owns 4,370,626 shares of the apparel retailer’s stock worth $97,858,000 after purchasing an additional 1,262,693 shares during the period. Principal Financial Group Inc. grew its stake in shares of American Eagle Outfitters by 8.4% in the third quarter. Principal Financial Group Inc. now owns 2,918,295 shares of the apparel retailer’s stock worth $65,341,000 after purchasing an additional 226,821 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its holdings in American Eagle Outfitters by 12.7% in the third quarter. Charles Schwab Investment Management Inc. now owns 2,496,916 shares of the apparel retailer’s stock valued at $55,906,000 after purchasing an additional 281,548 shares during the period. 97.33% of the stock is currently owned by institutional investors.

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.