URBN Q3 EPS Forecast Boosted by Telsey Advisory Group

Key Points

• Telsey Advisory Group has raised its Q3 2026 EPS estimate for Urban Outfitters from $1.15 to $1.16, maintaining a "Market Perform" rating and a price target of $80.00.
• Urban Outfitters reported an EPS of $1.58 for the last quarter, exceeding expectations of $1.44, along with an 11.3% year-over-year revenue increase to $1.50 billion.
• Analysts have varying ratings on Urban Outfitters, with one "Strong Buy," five "Buy," six "Hold," and one "Sell," leading to an average rating of "Hold" and a consensus price target of $80.36.

Urban Outfitters, Inc. (NASDAQ:URBN - Free Report) - Investment analysts at Telsey Advisory Group lifted their Q3 2026 earnings per share estimates for shares of Urban Outfitters in a research report issued on Thursday, August 28th. Telsey Advisory Group analyst D. Telsey now expects that the apparel retailer will earn $1.16 per share for the quarter, up from their previous estimate of $1.15. Telsey Advisory Group has a "Market Perform" rating and a $80.00 price target on the stock. The consensus estimate for Urban Outfitters' current full-year earnings is $3.91 per share. Telsey Advisory Group also issued estimates for Urban Outfitters' Q4 2026 earnings at $1.31 EPS, FY2026 earnings at $5.20 EPS, Q1 2027 earnings at $1.23 EPS, Q2 2027 earnings at $1.63 EPS, Q3 2027 earnings at $1.27 EPS, Q4 2027 earnings at $1.46 EPS and FY2027 earnings at $5.59 EPS.

Urban Outfitters (NASDAQ:URBN - Get Free Report) last posted its earnings results on Wednesday, August 27th. The apparel retailer reported $1.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.44 by $0.14. Urban Outfitters had a return on equity of 18.43% and a net margin of 8.15%.The firm had revenue of $1.50 billion for the quarter, compared to analyst estimates of $1.48 billion. During the same quarter in the prior year, the company earned $1.24 EPS. Urban Outfitters's revenue was up 11.3% on a year-over-year basis.

URBN has been the topic of a number of other research reports. Bank of America increased their price target on Urban Outfitters from $90.00 to $93.00 and gave the company a "buy" rating in a research report on Thursday, August 28th. Jefferies Financial Group raised Urban Outfitters from an "underperform" rating to a "hold" rating and increased their price target for the company from $50.00 to $70.00 in a research report on Friday, June 6th. BMO Capital Markets set a $76.00 price target on Urban Outfitters and gave the company a "market perform" rating in a research report on Thursday, May 22nd. Baird R W raised Urban Outfitters from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, June 11th. Finally, UBS Group increased their price target on Urban Outfitters from $78.00 to $79.00 and gave the company a "neutral" rating in a research report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Hold" and an average target price of $81.91.

Urban Outfitters Trading Up 0.7%

URBN traded up $0.49 during mid-day trading on Friday, hitting $67.57. 2,039,660 shares of the stock were exchanged, compared to its average volume of 2,152,453. The firm's fifty day moving average is $74.15 and its two-hundred day moving average is $63.06. Urban Outfitters has a 1-year low of $33.86 and a 1-year high of $80.71. The company has a market cap of $6.06 billion, a PE ratio of 13.20, a PEG ratio of 1.08 and a beta of 1.29.

Institutional Trading of Urban Outfitters

Large investors have recently bought and sold shares of the business. Hollencrest Capital Management acquired a new stake in Urban Outfitters during the 2nd quarter worth $26,000. Cullen Frost Bankers Inc. boosted its stake in Urban Outfitters by 180.2% during the 2nd quarter. Cullen Frost Bankers Inc. now owns 468 shares of the apparel retailer's stock worth $34,000 after purchasing an additional 301 shares during the period. Whipplewood Advisors LLC boosted its stake in Urban Outfitters by 2,893.8% during the 1st quarter. Whipplewood Advisors LLC now owns 479 shares of the apparel retailer's stock worth $25,000 after purchasing an additional 463 shares during the period. EverSource Wealth Advisors LLC lifted its stake in shares of Urban Outfitters by 125.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 493 shares of the apparel retailer's stock worth $36,000 after acquiring an additional 274 shares during the period. Finally, Kilter Group LLC acquired a new stake in shares of Urban Outfitters in the 2nd quarter worth $36,000. Institutional investors and hedge funds own 77.61% of the company's stock.

Insiders Place Their Bets

In related news, CEO Tricia D. Smith sold 4,500 shares of the stock in a transaction on Wednesday, June 11th. The shares were sold at an average price of $70.52, for a total transaction of $317,340.00. Following the completion of the sale, the chief executive officer owned 13,477 shares in the company, valued at $950,398.04. This represents a 25.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 31.80% of the stock is currently owned by corporate insiders.

About Urban Outfitters

Urban Outfitters, Inc engages in the retail and wholesale of general consumer products. The company operates through three segments: Retail, Wholesale, and Nuuly. It operates Urban Outfitters stores, which offer women's and men's fashion apparel, activewear, intimates, footwear, accessories, home goods, electronics, and beauty products for young adults aged 18 to 28; and Anthropologie stores that provide women's apparel, accessories, intimates, shoes, and home furnishings, as well as gifts, decorative items, and beauty and wellness products for women aged 28 to 45.