Equities Analysts Offer Predictions for AEO Q1 Earnings

American Eagle Outfitters, Inc. (NYSE:AEO) – Equities researchers at Zacks Research decreased their Q1 2026 earnings per share (EPS) estimates for American Eagle Outfitters in a research note issued to investors on Thursday, January 23rd. Zacks Research analyst R. Lohia now anticipates that the apparel retailer will post earnings of $0.31 per share for the quarter, down from their previous forecast of $0.33. 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’ Q3 2026 earnings at $0.50 EPS, FY2026 earnings at $1.79 EPS, Q2 2027 earnings at $0.45 EPS and FY2027 earnings at $1.98 EPS.

American Eagle Outfitters (NYSE:AEO) last announced its earnings results on Wednesday, December 4th. The apparel retailer reported $0.48 EPS for the quarter, topping analysts’ consensus estimates of $0.46 by $0.02. American Eagle Outfitters had a return on equity of 20.75% and a net margin of 4.28%. The firm had revenue of $1.29 billion during the quarter, compared to analysts’ expectations of $1.30 billion. During the same quarter in the previous year, the business earned $0.49 EPS. The company’s quarterly revenue was down .9% on a year-over-year basis.

A number of other equities analysts have also recently commented on AEO. Bank of America dropped their price target on shares of American Eagle Outfitters from $21.00 to $18.00 and set a “neutral” rating for the company in a research note on Wednesday, January 15th. StockNews.com raised American Eagle Outfitters from a “hold” rating to a “buy” rating in a research note on Wednesday, January 22nd. UBS Group reduced their price target on American Eagle Outfitters from $34.00 to $32.00 and set a “buy” rating on the stock in a report on Thursday, December 5th. Telsey Advisory Group dropped their price objective on American Eagle Outfitters from $20.00 to $18.00 and set a “market perform” rating for the company in a report on Tuesday, January 14th. Finally, Jefferies Financial Group reduced their target price on American Eagle Outfitters from $22.00 to $19.00 and set a “hold” rating on the stock in a research note on Tuesday, November 12th. Nine research analysts have rated the stock with a hold rating and three have given a buy rating to the stock. According to MarketBeat.com, American Eagle Outfitters currently has a consensus rating of “Hold” and an average price target of $21.40.

American Eagle Outfitters Stock Down 2.8 %

AEO stock opened at $16.81 on Monday. American Eagle Outfitters has a twelve month low of $15.36 and a twelve month high of $26.44. The stock has a market capitalization of $3.23 billion, a price-to-earnings ratio of 14.36, a price-to-earnings-growth ratio of 1.08 and a beta of 1.53. The firm’s fifty day simple moving average is $17.22 and its two-hundred day simple moving average is $19.32.

American Eagle Outfitters Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 24th. Stockholders of record on Friday, January 10th were issued a $0.125 dividend. The ex-dividend date was Friday, January 10th. This represents a $0.50 annualized dividend and a dividend yield of 2.98%. American Eagle Outfitters’s dividend payout ratio is currently 42.74%.

Insider Transactions at American Eagle Outfitters

In related news, Director Cary D. Mcmillan sold 2,999 shares of the firm’s stock in a transaction dated 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 filing with the SEC, which is available at this hyperlink. Corporate insiders own 7.30% of the company’s stock.

Institutional Trading of American Eagle Outfitters

Several hedge funds have recently modified their holdings of AEO. Kathleen S. Wright Associates Inc. purchased a new position in American Eagle Outfitters during the 3rd quarter worth $32,000. Blue Trust Inc. boosted its holdings 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 worth $32,000 after acquiring an additional 937 shares in the last quarter. Park Place Capital Corp purchased a new stake in shares of American Eagle Outfitters during the fourth quarter worth about $45,000. Advisors Asset Management Inc. increased its holdings in shares of American Eagle Outfitters by 171.1% during the third quarter. Advisors Asset Management Inc. now owns 2,548 shares of the apparel retailer’s stock valued at $57,000 after acquiring an additional 1,608 shares in the last quarter. Finally, Meeder Asset Management Inc. acquired a new position in shares of American Eagle Outfitters during the third quarter valued at about $141,000. 97.33% of the stock is owned by hedge funds and other 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.