What is Zacks Research’s Estimate for AEO FY2026 Earnings?

American Eagle Outfitters, Inc. (NYSE:AEO) – Zacks Research raised their FY2026 earnings per share (EPS) estimates for American Eagle Outfitters in a note issued to investors on Tuesday, September 16th. Zacks Research analyst Team now forecasts that the apparel retailer will post earnings per share of $1.11 for the year, up from their prior 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 firms also recently commented on AEO. BTIG Research initiated coverage on shares of American Eagle Outfitters in a report on Thursday. They issued a “neutral” rating on the stock. Barclays boosted their price target on shares of 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 report on Saturday, September 13th. Telsey Advisory Group lifted their target price on American Eagle Outfitters from $12.00 to $18.00 and gave the stock a “market perform” rating in a report on Thursday, September 4th. Finally, Morgan Stanley increased their price target on American Eagle Outfitters from $10.00 to $17.00 and gave the company an “equal weight” rating in a research note on Thursday. One analyst has rated the stock with a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, American Eagle Outfitters presently has an average rating of “Reduce” and a consensus price target of $14.72.

American Eagle Outfitters Trading Down 4.3%

AEO stock opened at $18.87 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.62 and a quick ratio of 0.71. American Eagle Outfitters has a 1-year low of $9.27 and a 1-year high of $22.63. The business has a 50 day simple moving average of $13.68 and a two-hundred day simple moving average of $11.86. The company has a market capitalization of $3.20 billion, a price-to-earnings ratio of 18.14 and a beta of 1.45.

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

American Eagle Outfitters Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 29th. Stockholders of record on Friday, October 10th will be issued a $0.125 dividend. The ex-dividend date is Friday, October 10th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 2.6%. American Eagle Outfitters’s dividend payout ratio is presently 48.08%.

Insider Buying and Selling

In other American Eagle Outfitters news, insider Jennifer M. Foyle sold 54,950 shares of the business’s stock in a transaction dated Monday, September 8th. The shares were sold at an average price of $18.14, for a total value of $996,793.00. Following the completion of the sale, the insider directly owned 221,107 shares of the company’s stock, valued at $4,010,880.98. The trade was a 19.91% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Janice E. Page sold 26,869 shares of the company’s stock in a transaction dated Monday, September 8th. The stock was sold at an average price of $18.04, for a total transaction of $484,716.76. Following the completion of the transaction, the director owned 90,383 shares in the company, valued at $1,630,509.32. This represents a 22.92% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 135,821 shares of company stock worth $2,465,436 over the last ninety days. 8.70% of the stock is owned by insiders.

Institutional Investors Weigh In On American Eagle Outfitters

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Osaic Holdings Inc. grew its position in shares of American Eagle Outfitters by 220.5% during the 2nd quarter. Osaic Holdings Inc. now owns 13,931 shares of the apparel retailer’s stock worth $134,000 after buying an additional 9,584 shares in the last quarter. PVG Asset Management Corp purchased a new stake in American Eagle Outfitters in the second quarter worth about $121,000. Orion Porfolio Solutions LLC grew its holdings in American Eagle Outfitters by 21.7% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 77,340 shares of the apparel retailer’s stock worth $744,000 after acquiring an additional 13,771 shares in the last quarter. Caxton Associates LLP increased its position in American Eagle Outfitters by 212.2% during the 2nd quarter. Caxton Associates LLP now owns 230,312 shares of the apparel retailer’s stock valued at $2,216,000 after purchasing an additional 156,544 shares during the period. Finally, FORA Capital LLC raised its holdings in shares of American Eagle Outfitters by 377.4% in the 2nd quarter. FORA Capital LLC now owns 151,213 shares of the apparel retailer’s stock valued at $1,455,000 after purchasing an additional 119,540 shares in the last quarter. 97.33% of the stock is owned by 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.