Q2 EPS Estimates for AEO Cut by Telsey Advisory Group

American Eagle Outfitters, Inc. (NYSE:AEO) – Telsey Advisory Group reduced their Q2 2026 earnings estimates for shares of American Eagle Outfitters in a research report issued to clients and investors on Thursday, March 13th. Telsey Advisory Group analyst D. Telsey now forecasts that the apparel retailer will earn $0.33 per share for the quarter, down from their prior estimate of $0.39. Telsey Advisory Group has a “Market Perform” rating and a $12.00 price objective on the stock. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.70 per share. Telsey Advisory Group also issued estimates for American Eagle Outfitters’ Q3 2026 earnings at $0.48 EPS.

A number of other equities analysts have also recently issued reports on AEO. JPMorgan Chase & Co. cut their price target on American Eagle Outfitters from $19.00 to $15.00 and set a “neutral” rating on the stock in a report on Thursday. Barclays cut American Eagle Outfitters from an “overweight” rating to an “equal weight” rating and cut their price target for the stock from $17.00 to $10.00 in a report on Tuesday. BMO Capital Markets restated a “market perform” rating and set a $15.00 price target (down from $19.00) on shares of American Eagle Outfitters in a report on Tuesday. Morgan Stanley cut their price target on American Eagle Outfitters from $16.00 to $12.00 and set an “equal weight” rating on the stock in a report on Thursday. Finally, UBS Group cut their price target on American Eagle Outfitters from $32.00 to $28.00 and set a “buy” rating on the stock in a report on Thursday. Eleven investment analysts have rated the stock with a hold rating and one has given a buy rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $16.00.

American Eagle Outfitters Stock Performance

NYSE:AEO opened at $11.06 on Friday. The company has a market capitalization of $2.12 billion, a PE ratio of 9.45, a P/E/G ratio of 0.82 and a beta of 1.57. The company has a 50 day simple moving average of $14.76 and a two-hundred day simple moving average of $17.65. American Eagle Outfitters has a fifty-two week low of $10.74 and a fifty-two week high of $26.25.

Institutional Investors Weigh In On American Eagle Outfitters

Several large investors have recently made changes to their positions in AEO. State of New Jersey Common Pension Fund D increased its position in shares of American Eagle Outfitters by 3.8% during the 3rd quarter. State of New Jersey Common Pension Fund D now owns 88,237 shares of the apparel retailer’s stock valued at $1,976,000 after purchasing an additional 3,264 shares during the last quarter. Aigen Investment Management LP purchased a new stake in shares of American Eagle Outfitters during the 3rd quarter valued at $706,000. Victory Capital Management Inc. increased its position in shares of American Eagle Outfitters by 40.6% during the 3rd quarter. Victory Capital Management Inc. now owns 4,370,626 shares of the apparel retailer’s stock valued at $97,858,000 after purchasing an additional 1,262,693 shares during the last quarter. Oppenheimer Asset Management Inc. purchased a new stake in shares of American Eagle Outfitters during the 3rd quarter valued at $1,827,000. Finally, Natixis Advisors LLC increased its position in shares of American Eagle Outfitters by 514.1% during the 3rd quarter. Natixis Advisors LLC now owns 293,937 shares of the apparel retailer’s stock valued at $6,581,000 after purchasing an additional 246,070 shares during the last quarter. 97.33% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at American Eagle Outfitters

In other American Eagle Outfitters news, Director Cary D. Mcmillan sold 2,999 shares of the firm’s stock in a transaction on Thursday, January 16th. The stock was 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 through the SEC website. Company insiders own 7.30% of the company’s stock.

American Eagle Outfitters Announces Dividend

The business also recently disclosed 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 annualized dividend and a yield of 4.52%. The ex-dividend date of this dividend is Friday, April 11th. American Eagle Outfitters’s dividend payout ratio (DPR) is presently 42.74%.

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.