Equities Analysts Set Expectations for AEO FY2025 Earnings

American Eagle Outfitters, Inc. (NYSE:AEO) – Stock analysts at Zacks Research cut their FY2025 EPS estimates for shares of American Eagle Outfitters in a research note issued to investors on Wednesday, December 18th. Zacks Research analyst R. Lohia now forecasts that the apparel retailer will post earnings per share of $1.69 for the year, down from their prior forecast of $1.76. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.69 per share. Zacks Research also issued estimates for American Eagle Outfitters’ Q4 2025 earnings at $0.48 EPS, Q2 2026 earnings at $0.40 EPS, Q3 2026 earnings at $0.52 EPS, Q4 2026 earnings at $0.57 EPS, FY2026 earnings at $1.82 EPS, Q1 2027 earnings at $0.38 EPS, Q2 2027 earnings at $0.46 EPS, Q3 2027 earnings at $0.58 EPS and FY2027 earnings at $2.03 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. The company had revenue of $1.29 billion for the quarter, compared to analysts’ expectations of $1.30 billion. American Eagle Outfitters had a return on equity of 20.75% and a net margin of 4.28%. American Eagle Outfitters’s revenue for the quarter was down .9% compared to the same quarter last year. During the same period last year, the firm earned $0.49 EPS.

Several other analysts have also recently commented on AEO. BMO Capital Markets decreased their price target on shares of American Eagle Outfitters from $22.00 to $20.00 and set a “market perform” rating on the stock in a research note on Thursday, December 5th. Telsey Advisory Group reduced their target price on American Eagle Outfitters from $23.00 to $20.00 and set a “market perform” rating on the stock in a report on Thursday, December 5th. JPMorgan Chase & Co. reissued a “neutral” rating and set a $23.00 price target (down from $27.00) on shares of American Eagle Outfitters in a research note on Wednesday, December 4th. TD Cowen cut their price target on American Eagle Outfitters from $25.00 to $23.00 and set a “hold” rating for the company in a report on Friday, August 30th. Finally, Bank of America decreased their price objective on American Eagle Outfitters from $25.00 to $21.00 and set a “neutral” rating on the stock in a report on Thursday, December 5th. One analyst has rated the stock with a sell rating, nine have issued a hold rating and two have given a buy rating to the company. According to data from MarketBeat, American Eagle Outfitters currently has an average rating of “Hold” and an average price target of $22.40.

American Eagle Outfitters Trading Up 2.0 %

NYSE:AEO opened at $16.69 on Friday. The stock has a market capitalization of $3.21 billion, a P/E ratio of 14.27, a P/E/G ratio of 1.12 and a beta of 1.51. American Eagle Outfitters has a 12-month low of $16.20 and a 12-month high of $26.44. The stock has a 50-day moving average price of $18.77 and a 200 day moving average price of $20.03.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Zacks Investment Management acquired a new position in shares of American Eagle Outfitters during the third quarter valued at about $931,000. Intech Investment Management LLC purchased a new position in American Eagle Outfitters in the third quarter valued at $3,731,000. NFJ Investment Group LLC acquired a new position in shares of American Eagle Outfitters in the third quarter worth about $2,680,000. Victory Capital Management Inc. grew its position in shares of American Eagle Outfitters by 165.4% during the 2nd quarter. Victory Capital Management Inc. now owns 3,107,933 shares of the apparel retailer’s stock valued at $62,034,000 after acquiring an additional 1,936,938 shares during the period. Finally, Renaissance Technologies LLC purchased a new position in shares of American Eagle Outfitters in the 2nd quarter valued at about $16,861,000. 97.33% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director David M. Sable sold 18,420 shares of the business’s stock in a transaction on Friday, September 27th. The shares were sold at an average price of $22.04, for a total transaction of $405,976.80. Following the completion of the sale, the director now directly owns 39,356 shares of the company’s stock, valued at approximately $867,406.24. The trade was a 31.88 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Cary D. Mcmillan sold 2,283 shares of the business’s stock in a transaction dated Wednesday, October 16th. The shares were sold at an average price of $21.49, for a total transaction of $49,061.67. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 50,703 shares of company stock valued at $1,108,738. 7.30% of the stock is currently owned by insiders.

American Eagle Outfitters Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 24th. Shareholders of record on Friday, January 10th will be given a dividend of $0.125 per share. The ex-dividend date is Friday, January 10th. This represents a $0.50 annualized dividend and a dividend yield of 3.00%. 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.