Equities Analysts Offer Predictions for AEO FY2026 Earnings

Key Points

• Zacks Research has revised its FY2026 earnings estimate for American Eagle Outfitters to $1.11 per share, up from $0.83, while maintaining a "Hold" rating on the stock.
• American Eagle Outfitters reported earnings of $0.45 per share for the last quarter, exceeding analyst estimates of $0.20, with revenue of $1.28 billion.
• The company is set to pay a quarterly dividend of $0.125 per share on October 29th, which reflects a dividend yield of 2.5%.

American Eagle Outfitters, Inc. (NYSE:AEO - Free Report) - Zacks Research lifted their FY2026 earnings per share estimates for shares of American Eagle Outfitters in a report issued on Tuesday, September 16th. Zacks Research analyst Team now anticipates that the apparel retailer will post earnings per share of $1.11 for the year, up from their previous forecast of $0.83. Zacks Research has a "Hold" rating on the stock. 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' Q1 2027 earnings at ($0.08) EPS and Q1 2028 earnings at ($0.07) EPS.

Several other research analysts also recently weighed in on the company. Cfra Research downgraded American Eagle Outfitters from a "moderate buy" rating to a "hold" rating in a research note on Friday, June 6th. Bank of America restated an "underperform" rating and set a $10.00 target price (down from $11.00) on shares of American Eagle Outfitters in a research note on Monday, August 25th. Barclays boosted their target price on American Eagle Outfitters from $9.00 to $14.00 and gave the stock an "underweight" rating in a research note on Thursday, September 4th. Wall Street Zen upgraded American Eagle Outfitters from a "hold" rating to a "buy" rating in a research note on Saturday, September 13th. Finally, Citigroup boosted their price target on American Eagle Outfitters from $11.00 to $15.00 and gave the company a "neutral" rating in a research note on Thursday, September 4th. One analyst has rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Reduce" and an average target price of $14.72.

American Eagle Outfitters Stock Down 4.7%

Shares of NYSE:AEO traded down $0.88 on Friday, reaching $17.99. The company had a trading volume of 12,032,765 shares, compared to its average volume of 9,612,489. American Eagle Outfitters has a 52-week low of $9.27 and a 52-week high of $22.63. The firm's 50 day simple moving average is $13.68 and its 200-day simple moving average is $11.85. The firm has a market capitalization of $3.05 billion, a PE ratio of 17.30 and a beta of 1.45. The company has a current ratio of 1.62, a quick ratio of 0.71 and a debt-to-equity ratio of 0.13.

American Eagle Outfitters (NYSE:AEO - Get Free Report) last released its quarterly earnings data on Wednesday, September 3rd. The apparel retailer reported $0.45 EPS for the quarter, topping the consensus estimate of $0.20 by $0.25. American Eagle Outfitters had a return on equity of 13.67% and a net margin of 3.74%.The company had revenue of $1.28 billion for the quarter, compared to the consensus estimate of $1.23 billion. During the same period last year, the business posted $0.39 EPS. American Eagle Outfitters's quarterly revenue was down .6% on a year-over-year basis.

American Eagle Outfitters Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 29th. Shareholders of record on Friday, October 10th will be paid a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Friday, October 10th. American Eagle Outfitters's dividend payout ratio is 48.08%.

Insider Activity at American Eagle Outfitters

In other American Eagle Outfitters news, Director Noel Joseph Spiegel sold 40,000 shares of the company's stock in a transaction on Monday, September 8th. The stock was sold at an average price of $18.12, for a total transaction of $724,800.00. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Janice E. Page sold 26,869 shares of the company's stock in a transaction on Monday, September 8th. The stock was sold at an average price of $18.04, for a total value of $484,716.76. Following the transaction, the director owned 90,383 shares in the company, valued at $1,630,509.32. This trade represents a 22.92% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 135,821 shares of company stock valued at $2,465,436 over the last ninety days. 8.70% of the stock is owned by insiders.

Institutional Trading of American Eagle Outfitters

Several hedge funds have recently modified their holdings of AEO. Bank of America Corp DE raised its stake in shares of American Eagle Outfitters by 24.1% in the fourth quarter. Bank of America Corp DE now owns 441,323 shares of the apparel retailer's stock valued at $7,357,000 after acquiring an additional 85,775 shares in the last quarter. Deutsche Bank AG raised its stake in shares of American Eagle Outfitters by 58.4% in the fourth quarter. Deutsche Bank AG now owns 172,981 shares of the apparel retailer's stock valued at $2,884,000 after acquiring an additional 63,794 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of American Eagle Outfitters by 1.3% in the fourth quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 101,127 shares of the apparel retailer's stock valued at $1,686,000 after acquiring an additional 1,282 shares in the last quarter. Nuveen Asset Management LLC raised its stake in shares of American Eagle Outfitters by 16.7% in the fourth quarter. Nuveen Asset Management LLC now owns 1,337,245 shares of the apparel retailer's stock valued at $22,292,000 after acquiring an additional 191,094 shares in the last quarter. Finally, ProShare Advisors LLC increased its holdings in American Eagle Outfitters by 40.8% in the fourth quarter. ProShare Advisors LLC now owns 53,484 shares of the apparel retailer's stock valued at $892,000 after buying an additional 15,507 shares during the last quarter. 97.33% of the stock is currently owned by institutional investors and hedge funds.

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.