Telsey Advisory Group Lowers Earnings Estimates for Guess?

Key Points

• Telsey Advisory Group has lowered its Q3 2026 earnings estimate for Guess? from $0.33 to $0.29 per share, maintaining a "Market Perform" rating and a target price of $16.75.
• Guess? reported a better-than-expected earnings per share of $0.26 for the last quarter, exceeding the consensus estimate of $0.16, with a revenue of $772.94 million.
• The company announced a quarterly dividend of $0.225, resulting in an annualized dividend yield of 5.3%, even as its payout ratio stands at a high 750.00%.

Guess?, Inc. (NYSE:GES - Free Report) - Research analysts at Telsey Advisory Group dropped their Q3 2026 earnings estimates for shares of Guess? in a research report issued on Thursday, August 28th. Telsey Advisory Group analyst D. Telsey now anticipates that the company will post earnings of $0.29 per share for the quarter, down from their prior estimate of $0.33. Telsey Advisory Group currently has a "Market Perform" rating and a $16.75 target price on the stock. The consensus estimate for Guess?'s current full-year earnings is $1.92 per share. Telsey Advisory Group also issued estimates for Guess?'s Q4 2026 earnings at $1.44 EPS, FY2026 earnings at $1.58 EPS, Q1 2027 earnings at ($0.59) EPS, Q2 2027 earnings at $0.27 EPS, Q3 2027 earnings at $0.40 EPS, Q4 2027 earnings at $1.63 EPS and FY2027 earnings at $1.71 EPS.

Guess? (NYSE:GES - Get Free Report) last released its earnings results on Wednesday, August 27th. The company reported $0.26 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.16 by $0.10. Guess? had a net margin of 1.01% and a return on equity of 16.86%. The company had revenue of $772.94 million for the quarter, compared to the consensus estimate of $758.72 million. During the same quarter in the previous year, the company earned $0.42 EPS. Guess?'s quarterly revenue was up 5.5% compared to the same quarter last year.

A number of other research analysts also recently issued reports on GES. Small Cap Consu downgraded shares of Guess? from a "strong-buy" rating to a "hold" rating in a research report on Thursday. UBS Group boosted their target price on shares of Guess? from $13.00 to $16.75 and gave the company a "neutral" rating in a research report on Thursday. Three research analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, the company has an average rating of "Hold" and a consensus price target of $16.75.

Guess? Stock Down 0.4%

Shares of Guess? stock traded down $0.07 during trading on Friday, reaching $16.83. 980,060 shares of the company traded hands, compared to its average volume of 1,515,389. The company has a debt-to-equity ratio of 1.22, a current ratio of 1.52 and a quick ratio of 0.76. Guess? has a 1-year low of $8.48 and a 1-year high of $21.26. The company has a 50 day moving average price of $13.73 and a 200-day moving average price of $12.02. The firm has a market capitalization of $875.19 million, a PE ratio of 105.16 and a beta of 1.24.

Guess? Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 26th. Investors of record on Wednesday, September 10th will be given a $0.225 dividend. This represents a $0.90 dividend on an annualized basis and a yield of 5.3%. The ex-dividend date of this dividend is Wednesday, September 10th. Guess?'s dividend payout ratio is presently 562.50%.

Institutional Trading of Guess?

Institutional investors have recently made changes to their positions in the company. GAMMA Investing LLC boosted its holdings in Guess? by 713.0% during the first quarter. GAMMA Investing LLC now owns 2,317 shares of the company's stock worth $26,000 after purchasing an additional 2,032 shares during the last quarter. Parallel Advisors LLC lifted its holdings in Guess? by 9,137.0% during the first quarter. Parallel Advisors LLC now owns 2,494 shares of the company's stock worth $28,000 after acquiring an additional 2,467 shares during the period. Whittier Trust Co. of Nevada Inc. boosted its position in Guess? by 507.5% in the first quarter. Whittier Trust Co. of Nevada Inc. now owns 3,900 shares of the company's stock worth $43,000 after purchasing an additional 3,258 shares during the last quarter. CWM LLC grew its stake in Guess? by 3,085.0% in the 1st quarter. CWM LLC now owns 4,236 shares of the company's stock valued at $47,000 after purchasing an additional 4,103 shares during the period. Finally, US Bancorp DE raised its stake in shares of Guess? by 4,168.7% during the 1st quarter. US Bancorp DE now owns 4,226 shares of the company's stock worth $47,000 after purchasing an additional 4,127 shares during the period. Institutional investors own 61.74% of the company's stock.

About Guess?

Guess?, Inc designs, markets, distributes, and licenses lifestyle collections of apparel and accessories for men, women, and children. It operates through five segments: Americas Retail, Americas Wholesale, Europe, Asia, and Licensing. The company's clothing collection includes jeans, pants, skirts, dresses, shorts, blouses, shirts, jackets, activewear, knitwear, and intimate apparel.