Q1 EPS Estimates for AEO Reduced by Telsey Advisory Group

American Eagle Outfitters, Inc. (NYSE:AEO) – Equities researchers at Telsey Advisory Group dropped their Q1 2026 earnings per share (EPS) estimates for American Eagle Outfitters in a research report issued to clients and investors on Thursday, March 13th. Telsey Advisory Group analyst D. Telsey now anticipates that the apparel retailer will post earnings of $0.10 per share for the quarter, down from their prior forecast of $0.33. Telsey Advisory Group currently has a “Market Perform” rating and a $12.00 target price on the stock. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.70 per share. Telsey Advisory Group also issued estimates for American Eagle Outfitters’ FY2026 earnings at $1.49 EPS and FY2027 earnings at $1.63 EPS.

A number of other research analysts have also recently weighed in on AEO. Barclays cut American Eagle Outfitters from an “overweight” rating to an “equal weight” rating and reduced their target price for the company from $17.00 to $10.00 in a report on Tuesday, March 11th. StockNews.com cut American Eagle Outfitters from a “buy” rating to a “hold” rating in a report on Monday, March 10th. JPMorgan Chase & Co. reduced their price objective on American Eagle Outfitters from $19.00 to $15.00 and set a “neutral” rating on the stock in a research note on Thursday, March 13th. BMO Capital Markets restated a “market perform” rating and set a $15.00 price objective (down previously from $19.00) on shares of American Eagle Outfitters in a research note on Tuesday, March 11th. Finally, Morgan Stanley reduced their price objective on American Eagle Outfitters from $16.00 to $12.00 and set an “equal weight” rating on the stock in a research note on Thursday, March 13th. Eleven investment analysts have rated the stock with a hold rating and one has assigned a buy rating to the stock. According to data from MarketBeat.com, American Eagle Outfitters currently has a consensus rating of “Hold” and a consensus price target of $16.00.

American Eagle Outfitters Trading Up 9.0 %

Shares of American Eagle Outfitters stock opened at $12.06 on Monday. American Eagle Outfitters has a twelve month low of $10.74 and a twelve month high of $26.25. The stock has a market capitalization of $2.32 billion, a P/E ratio of 10.31, a PEG ratio of 0.82 and a beta of 1.57. The business’s fifty day moving average price is $14.66 and its 200 day moving average price is $17.52.

American Eagle Outfitters Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 25th. Stockholders of record on Friday, April 11th will be given a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a dividend yield of 4.15%. The ex-dividend date is Friday, April 11th. American Eagle Outfitters’s payout ratio is 29.76%.

Insider Transactions at American Eagle Outfitters

In other news, Director Cary D. Mcmillan sold 2,999 shares of American Eagle Outfitters 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 document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 7.30% of the company’s stock.

Institutional Trading of American Eagle Outfitters

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Dimensional Fund Advisors LP increased its position in shares of American Eagle Outfitters by 4.2% during the fourth quarter. Dimensional Fund Advisors LP now owns 10,223,953 shares of the apparel retailer’s stock worth $170,431,000 after acquiring an additional 413,193 shares during the last quarter. Wellington Management Group LLP increased its holdings in American Eagle Outfitters by 1.9% in the fourth quarter. Wellington Management Group LLP now owns 9,933,628 shares of the apparel retailer’s stock valued at $165,594,000 after buying an additional 184,067 shares during the last quarter. American Century Companies Inc. increased its holdings in American Eagle Outfitters by 9.4% in the fourth quarter. American Century Companies Inc. now owns 5,505,340 shares of the apparel retailer’s stock valued at $91,774,000 after buying an additional 472,683 shares during the last quarter. Principal Financial Group Inc. increased its holdings in American Eagle Outfitters by 8.4% in the third quarter. Principal Financial Group Inc. now owns 2,918,295 shares of the apparel retailer’s stock valued at $65,341,000 after buying an additional 226,821 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its holdings in American Eagle Outfitters by 15.3% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 2,877,963 shares of the apparel retailer’s stock valued at $47,976,000 after buying an additional 381,047 shares during the last quarter. 97.33% of the stock is owned by hedge funds and other institutional investors.

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.