AEO FY2025 EPS Estimate Cut by Telsey Advisory Group

American Eagle Outfitters, Inc. (NYSE:AEO) – Equities research analysts at Telsey Advisory Group decreased their FY2025 EPS estimates for American Eagle Outfitters in a research report issued on Thursday, December 5th. Telsey Advisory Group analyst D. Telsey now expects that the apparel retailer will earn $1.68 per share for the year, down from their prior estimate of $1.79. Telsey Advisory Group currently has a “Market Perform” rating and a $20.00 target price on the stock. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.77 per share. Telsey Advisory Group also issued estimates for American Eagle Outfitters’ Q4 2025 earnings at $0.48 EPS, Q1 2026 earnings at $0.33 EPS, Q2 2026 earnings at $0.40 EPS, Q4 2026 earnings at $0.55 EPS and FY2026 earnings at $1.83 EPS.

American Eagle Outfitters (NYSE:AEO) last announced its earnings results on Wednesday, December 4th. The apparel retailer reported $0.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.46 by $0.02. American Eagle Outfitters had a net margin of 4.58% and a return on equity of 20.98%. The company had revenue of $1.29 billion for the quarter, compared to analyst estimates of $1.30 billion. During the same period in the prior year, the business earned $0.49 earnings per share. American Eagle Outfitters’s quarterly revenue was down .9% on a year-over-year basis.

AEO has been the topic of several other reports. TD Cowen cut 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 report on Friday, August 30th. Bank of America cut their price objective on shares of American Eagle Outfitters from $25.00 to $21.00 and set a “neutral” rating on the stock in a report on Thursday. BMO Capital Markets cut their price objective on shares of American Eagle Outfitters from $22.00 to $20.00 and set a “market perform” rating on the stock in a report on Thursday. Barclays cut their price objective on shares of American Eagle Outfitters from $26.00 to $22.00 and set an “overweight” rating on the stock in a report on Friday. Finally, Jefferies Financial Group cut their price objective on shares of American Eagle Outfitters from $22.00 to $19.00 and set a “hold” rating on the stock in a report on Tuesday, November 12th. One analyst has rated the stock with a sell rating, eight have assigned a hold rating and two have issued a buy rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $22.40.

American Eagle Outfitters Trading Up 2.1 %

Shares of AEO stock opened at $17.98 on Friday. American Eagle Outfitters has a 1 year low of $16.88 and a 1 year high of $26.44. The firm’s 50 day moving average is $19.70 and its 200-day moving average is $20.48. The firm has a market capitalization of $3.45 billion, a price-to-earnings ratio of 15.34, a PEG ratio of 0.99 and a beta of 1.51.

American Eagle Outfitters Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, October 30th. Shareholders of record on Friday, October 11th were issued a $0.125 dividend. The ex-dividend date of this dividend was Friday, October 11th. This represents a $0.50 annualized dividend and a yield of 2.78%. American Eagle Outfitters’s dividend payout ratio (DPR) is presently 42.74%.

Insiders Place Their Bets

In other news, Director Cary D. Mcmillan sold 2,283 shares of the stock in a transaction on Wednesday, October 16th. The shares were sold at an average price of $21.49, for a total transaction of $49,061.67. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Jay L. Schottenstein sold 999,999 shares of the stock in a transaction on Thursday, September 19th. The stock was sold at an average price of $20.04, for a total transaction of $20,039,979.96. Following the sale, the chief executive officer now directly owns 1,771,851 shares of the company’s stock, valued at $35,507,894.04. This represents a 36.08 % decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 1,050,702 shares of company stock worth $21,148,718. Company insiders own 7.30% of the company’s stock.

Institutional Investors Weigh In On American Eagle Outfitters

Several large investors have recently made changes to their positions in AEO. SG Americas Securities LLC increased its position in shares of American Eagle Outfitters by 417.2% during the second quarter. SG Americas Securities LLC now owns 175,576 shares of the apparel retailer’s stock worth $3,504,000 after acquiring an additional 141,628 shares in the last quarter. Livforsakringsbolaget Skandia Omsesidigt bought a new position in American Eagle Outfitters in the second quarter valued at $1,059,000. Occidental Asset Management LLC grew its position in American Eagle Outfitters by 8.4% in the second quarter. Occidental Asset Management LLC now owns 83,481 shares of the apparel retailer’s stock valued at $1,666,000 after purchasing an additional 6,445 shares in the last quarter. Alhambra Investment Management LLC grew its position in American Eagle Outfitters by 7.8% in the second quarter. Alhambra Investment Management LLC now owns 15,275 shares of the apparel retailer’s stock valued at $305,000 after purchasing an additional 1,111 shares in the last quarter. Finally, Diversified Trust Co grew its position in American Eagle Outfitters by 8.3% in the second quarter. Diversified Trust Co now owns 33,952 shares of the apparel retailer’s stock valued at $678,000 after purchasing an additional 2,611 shares in the last quarter. Institutional investors own 97.33% of the company’s stock.

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.