Telsey Advisory Group Cuts American Eagle Outfitters (NYSE:AEO) Price Target to $20.00

American Eagle Outfitters (NYSE:AEO) had its price target reduced by Telsey Advisory Group from $23.00 to $20.00 in a report published on Thursday, Marketbeat reports. They currently have a market perform rating on the apparel retailer’s stock. Telsey Advisory Group also issued estimates for American Eagle Outfitters’ Q4 2025 earnings at $0.48 EPS, FY2025 earnings at $1.68 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.

Other analysts also recently issued reports about the stock. Jefferies Financial Group reduced their target price 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. StockNews.com cut American Eagle Outfitters from a “buy” rating to a “hold” rating in a research note on Monday, September 2nd. UBS Group decreased their price objective on American Eagle Outfitters from $35.00 to $34.00 and set a “buy” rating on the stock in a research report on Friday, August 30th. TD Cowen dropped their target price on American Eagle Outfitters from $25.00 to $23.00 and set a “hold” rating for the company in a report on Friday, August 30th. Finally, Barclays decreased their price target on American Eagle Outfitters from $32.00 to $26.00 and set an “overweight” rating on the stock in a report on Friday, August 30th. One analyst has rated the stock with a sell rating, eight have issued a hold rating and two have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $22.40.

American Eagle Outfitters Trading Up 2.2 %

Shares of AEO stock opened at $17.99 on Thursday. The stock has a market capitalization of $3.46 billion, a price-to-earnings ratio of 15.38, a price-to-earnings-growth ratio of 1.02 and a beta of 1.51. American Eagle Outfitters has a 12-month low of $16.88 and a 12-month high of $26.44. The stock’s 50-day moving average price is $19.62 and its 200-day moving average price is $20.41.

American Eagle Outfitters (NYSE:AEO) last released its quarterly earnings data 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. The business had revenue of $1.29 billion for the quarter, compared to the consensus estimate of $1.30 billion. American Eagle Outfitters had a return on equity of 20.80% and a net margin of 4.28%. The company’s revenue was down .9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.49 EPS. As a group, research analysts predict that American Eagle Outfitters will post 1.74 EPS for the current fiscal year.

American Eagle Outfitters Dividend Announcement

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

Insider Activity

In related news, CEO Jay L. Schottenstein sold 999,999 shares of the business’s stock in a transaction that occurred on Thursday, September 19th. The stock was sold at an average price of $20.04, for a total value of $20,039,979.96. Following the completion of the sale, the chief executive officer now owns 1,771,851 shares in the company, valued at approximately $35,507,894.04. The trade was a 36.08 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Jennifer M. Foyle sold 30,000 shares of the stock in a transaction that occurred on Tuesday, October 1st. The stock was sold at an average price of $21.79, for a total value of $653,700.00. Following the completion of the transaction, the insider now directly owns 200,427 shares in the company, valued at approximately $4,367,304.33. This trade represents a 13.02 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 1,050,702 shares of company stock valued at $21,148,718. 7.30% of the stock is currently owned by company insiders.

Institutional Trading of American Eagle Outfitters

Several institutional investors and hedge funds have recently made changes to their positions in AEO. Congress Asset Management Co. purchased a new position in American Eagle Outfitters during the 3rd quarter valued at about $119,691,000. Victory Capital Management Inc. increased its holdings in American Eagle Outfitters by 165.4% during the second quarter. Victory Capital Management Inc. now owns 3,107,933 shares of the apparel retailer’s stock valued at $62,034,000 after buying an additional 1,936,938 shares during the period. Principal Financial Group Inc. raised its stake in American Eagle Outfitters by 179.1% in the second quarter. Principal Financial Group Inc. now owns 2,691,474 shares of the apparel retailer’s stock worth $53,722,000 after buying an additional 1,726,982 shares in the last quarter. Jupiter Asset Management Ltd. lifted its holdings in American Eagle Outfitters by 36.4% during the second quarter. Jupiter Asset Management Ltd. now owns 3,242,838 shares of the apparel retailer’s stock worth $64,727,000 after buying an additional 865,355 shares during the period. Finally, Renaissance Technologies LLC bought a new stake in American Eagle Outfitters during the 2nd quarter valued at $16,861,000. 97.33% of the stock is currently owned by institutional investors.

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.