Telsey Advisory Group Analysts Cut Earnings Estimates for American Eagle Outfitters, Inc. (NYSE:AEO)

American Eagle Outfitters, Inc. (NYSE:AEO) – Telsey Advisory Group dropped their Q3 2025 earnings per share estimates for American Eagle Outfitters in a note issued to investors on Friday, August 30th. Telsey Advisory Group analyst D. Telsey now anticipates that the apparel retailer will post earnings per share of $0.46 for the quarter, down from their prior estimate of $0.54. Telsey Advisory Group has a “Market Perform” rating and a $25.00 price objective on the stock. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.79 per share. Telsey Advisory Group also issued estimates for American Eagle Outfitters’ Q4 2025 earnings at $0.61 EPS, Q1 2026 earnings at $0.34 EPS, Q3 2026 earnings at $0.54 EPS, Q4 2026 earnings at $0.66 EPS and FY2026 earnings at $1.95 EPS.

Several other research firms have also recently weighed in on AEO. Barclays cut their price objective on American Eagle Outfitters from $32.00 to $26.00 and set an “overweight” rating on the stock in a report on Friday. StockNews.com cut shares of American Eagle Outfitters from a “buy” rating to a “hold” rating in a report on Monday. TD Cowen dropped their price objective on shares of American Eagle Outfitters from $25.00 to $23.00 and set a “hold” rating on the stock in a report on Friday. UBS Group reduced their target price on shares of American Eagle Outfitters from $35.00 to $34.00 and set a “buy” rating for the company in a research note on Friday. Finally, Morgan Stanley dropped their price target on American Eagle Outfitters from $19.00 to $18.00 and set an “underweight” rating on the stock in a research note on Thursday, May 30th. One research analyst has rated the stock with a sell rating, five have issued a hold rating and four have assigned a buy rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $25.33.

American Eagle Outfitters Trading Down 1.0 %

Shares of American Eagle Outfitters stock opened at $20.58 on Monday. The stock’s fifty day simple moving average is $20.82 and its 200 day simple moving average is $22.39. The company has a market capitalization of $4.04 billion, a PE ratio of 18.54, a PEG ratio of 0.96 and a beta of 1.51. American Eagle Outfitters has a 12 month low of $14.39 and a 12 month high of $26.44.

American Eagle Outfitters (NYSE:AEO) last issued its earnings results on Thursday, August 29th. The apparel retailer reported $0.39 EPS for the quarter, beating the consensus estimate of $0.38 by $0.01. The firm had revenue of $1.29 billion during the quarter, compared to the consensus estimate of $1.31 billion. American Eagle Outfitters had a net margin of 4.58% and a return on equity of 20.98%. The business’s quarterly revenue was up 7.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.25 earnings per share.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Nomura Asset Management Co. Ltd. increased its holdings in shares of American Eagle Outfitters by 40.5% during the 4th quarter. Nomura Asset Management Co. Ltd. now owns 2,080 shares of the apparel retailer’s stock worth $44,000 after acquiring an additional 600 shares during the last quarter. Parallel Advisors LLC increased its holdings in shares of American Eagle Outfitters by 299.7% in the fourth quarter. Parallel Advisors LLC now owns 1,207 shares of the apparel retailer’s stock valued at $26,000 after purchasing an additional 905 shares during the last quarter. Arizona State Retirement System raised its position in shares of American Eagle Outfitters by 1.9% in the second quarter. Arizona State Retirement System now owns 52,537 shares of the apparel retailer’s stock valued at $1,049,000 after purchasing an additional 963 shares during the period. Louisiana State Employees Retirement System lifted its stake in shares of American Eagle Outfitters by 1.1% during the 2nd quarter. Louisiana State Employees Retirement System now owns 93,000 shares of the apparel retailer’s stock worth $1,856,000 after buying an additional 1,000 shares during the last quarter. Finally, CWM LLC boosted its holdings in shares of American Eagle Outfitters by 72.3% during the 1st quarter. CWM LLC now owns 2,431 shares of the apparel retailer’s stock worth $63,000 after buying an additional 1,020 shares during the period. Institutional investors own 97.33% of the company’s stock.

Insider Activity

In other American Eagle Outfitters news, Director Cary D. Mcmillan sold 2,577 shares of the business’s stock in a transaction that occurred on Thursday, July 11th. The stock was sold at an average price of $20.93, for a total transaction of $53,936.61. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 7.30% of the stock is owned by corporate insiders.

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.