Telsey Advisory Group Comments on AEO FY2026 Earnings

American Eagle Outfitters, Inc. (NYSE:AEO) – Telsey Advisory Group reduced their FY2026 earnings per share (EPS) estimates for American Eagle Outfitters in a research note issued on Wednesday, May 14th. Telsey Advisory Group analyst D. Telsey now forecasts that the apparel retailer will post earnings of $1.02 per share for the year, down from their prior estimate of $1.49. 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’ Q1 2027 earnings at ($0.12) EPS and FY2027 earnings at $1.26 EPS.

A number of other brokerages also recently issued reports on AEO. Morgan Stanley lowered their price target on American Eagle Outfitters from $12.00 to $11.00 and set an “equal weight” rating for the company in a report on Tuesday, May 6th. Bank of America lowered their price target on American Eagle Outfitters from $18.00 to $13.00 and set a “neutral” rating for the company in a report on Friday, March 14th. Barclays lowered their price target on American Eagle Outfitters from $10.00 to $9.00 and set an “underweight” rating for the company in a report on Monday, May 12th. UBS Group lowered their price target on American Eagle Outfitters from $32.00 to $28.00 and set a “buy” rating for the company in a report on Thursday, March 13th. Finally, Citigroup set a $13.00 price target on American Eagle Outfitters and gave the company a “neutral” rating in a report on Tuesday, March 11th. One equities research analyst has rated the stock with a sell rating, ten have given a hold rating and one has given a buy rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $14.80.

American Eagle Outfitters Stock Up 3.1%

Shares of AEO opened at $12.36 on Friday. The stock has a 50 day moving average price of $11.29 and a 200 day moving average price of $14.65. The company has a market capitalization of $2.13 billion, a price-to-earnings ratio of 10.56, a price-to-earnings-growth ratio of 0.82 and a beta of 1.56. American Eagle Outfitters has a 52-week low of $9.45 and a 52-week high of $24.26.

American Eagle Outfitters Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 25th. Shareholders of record on Friday, April 11th were paid a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a yield of 4.05%. The ex-dividend date of this dividend was Friday, April 11th. American Eagle Outfitters’s dividend payout ratio is currently 29.76%.

Institutional Investors Weigh In On American Eagle Outfitters

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Barclays PLC raised its stake in shares of American Eagle Outfitters by 51.8% during the third quarter. Barclays PLC now owns 298,263 shares of the apparel retailer’s stock worth $6,679,000 after purchasing an additional 101,795 shares during the last quarter. Park Avenue Securities LLC purchased a new stake in shares of American Eagle Outfitters during the fourth quarter worth approximately $195,000. Hennion & Walsh Asset Management Inc. raised its stake in shares of American Eagle Outfitters by 9.0% during the fourth quarter. Hennion & Walsh Asset Management Inc. now owns 39,534 shares of the apparel retailer’s stock worth $659,000 after purchasing an additional 3,267 shares during the last quarter. Legacy Wealth Asset Management LLC purchased a new stake in shares of American Eagle Outfitters during the fourth quarter worth approximately $185,000. Finally, Hennessy Advisors Inc. raised its stake in shares of American Eagle Outfitters by 6.8% during the fourth quarter. Hennessy Advisors Inc. now owns 385,800 shares of the apparel retailer’s stock worth $6,431,000 after purchasing an additional 24,600 shares during the last quarter. Hedge funds and other institutional investors own 97.33% of the company’s stock.

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.