Research Analysts Offer Predictions for AEO Q2 Earnings

American Eagle Outfitters, Inc. (NYSE:AEO) – Zacks Research cut their Q2 2026 earnings per share (EPS) estimates for shares of American Eagle Outfitters in a report issued on Wednesday, March 26th. Zacks Research analyst R. Lohia now expects that the apparel retailer will post earnings of $0.28 per share for the quarter, down from their previous estimate of $0.40. 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’ Q4 2026 earnings at $0.60 EPS, Q3 2027 earnings at $0.52 EPS, Q4 2027 earnings at $0.64 EPS and FY2028 earnings at $1.79 EPS.

A number of other research firms have also issued reports on AEO. Barclays lowered shares of American Eagle Outfitters from an “overweight” rating to an “equal weight” rating and dropped their target price for the stock from $17.00 to $10.00 in a report on Tuesday, March 11th. StockNews.com cut shares of American Eagle Outfitters from a “buy” rating to a “hold” rating in a research note on Wednesday, March 19th. BMO Capital Markets reissued a “market perform” rating and issued a $15.00 target price (down from $19.00) on shares of American Eagle Outfitters in a research note on Tuesday, March 11th. Bank of America lowered their target price on American Eagle Outfitters from $18.00 to $13.00 and set a “neutral” rating on the stock in a report on Friday, March 14th. Finally, UBS Group cut their price target on American Eagle Outfitters from $32.00 to $28.00 and set a “buy” rating for the company in a report on Thursday, March 13th. Eleven equities research analysts have rated the stock with a hold rating and one has issued a buy rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $16.00.

American Eagle Outfitters Stock Performance

Shares of AEO opened at $11.42 on Friday. The stock has a 50 day moving average price of $13.92 and a 200 day moving average price of $17.07. American Eagle Outfitters has a one year low of $10.74 and a one year high of $26.25. The stock has a market capitalization of $2.19 billion, a price-to-earnings ratio of 9.76, a PEG ratio of 0.82 and a beta of 1.57.

Hedge Funds Weigh In On American Eagle Outfitters

Several hedge funds and other institutional investors have recently made changes to their positions in AEO. Blue Trust Inc. increased its stake in American Eagle Outfitters by 95.7% in the fourth quarter. Blue Trust Inc. now owns 1,916 shares of the apparel retailer’s stock valued at $32,000 after purchasing an additional 937 shares during the last quarter. Huntington National Bank boosted its holdings in shares of American Eagle Outfitters by 258.8% in the 4th quarter. Huntington National Bank now owns 2,045 shares of the apparel retailer’s stock valued at $34,000 after buying an additional 1,475 shares in the last quarter. Principal Securities Inc. grew its position in shares of American Eagle Outfitters by 2,239.1% in the 4th quarter. Principal Securities Inc. now owns 2,573 shares of the apparel retailer’s stock valued at $43,000 after buying an additional 2,463 shares during the last quarter. Park Place Capital Corp acquired a new stake in American Eagle Outfitters during the 4th quarter worth $45,000. Finally, State of Wyoming purchased a new stake in American Eagle Outfitters in the fourth quarter valued at $49,000. Hedge funds and other institutional investors own 97.33% of the company’s stock.

Insider Transactions at American Eagle Outfitters

In other news, Director Cary D. Mcmillan sold 2,999 shares of the stock in a transaction dated Thursday, January 16th. The shares were sold at an average price of $16.02, for a total transaction of $48,043.98. The sale was disclosed in a legal filing with the SEC, which is available at this link. Company insiders own 7.30% of the company’s stock.

American Eagle Outfitters Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, April 25th. Shareholders of record on Friday, April 11th will be paid a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 4.38%. The ex-dividend date is Friday, April 11th. American Eagle Outfitters’s dividend payout ratio (DPR) is 29.76%.

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.