Telsey Advisory Group Comments on URBN FY2026 Earnings

Urban Outfitters, Inc. (NASDAQ:URBN) – Investment analysts at Telsey Advisory Group upped their FY2026 earnings estimates for Urban Outfitters in a research report issued on Tuesday, November 25th. Telsey Advisory Group analyst D. Telsey now expects that the apparel retailer will post earnings per share of $5.29 for the year, up from their previous forecast of $5.20. Telsey Advisory Group currently has a “Market Perform” rating and a $85.00 target price on the stock. The consensus estimate for Urban Outfitters’ current full-year earnings is $3.91 per share. Telsey Advisory Group also issued estimates for Urban Outfitters’ Q4 2026 earnings at $1.28 EPS, Q1 2027 earnings at $1.24 EPS, Q2 2027 earnings at $1.64 EPS, Q3 2027 earnings at $1.38 EPS, Q4 2027 earnings at $1.39 EPS and FY2027 earnings at $5.66 EPS.

Urban Outfitters (NASDAQ:URBN) last issued its quarterly earnings results on Tuesday, November 25th. The apparel retailer reported $1.28 earnings per share for the quarter, beating analysts’ consensus estimates of $1.19 by $0.09. Urban Outfitters had a net margin of 8.15% and a return on equity of 18.43%. The firm had revenue of $1.53 billion for the quarter, compared to analyst estimates of $1.48 billion. During the same period last year, the company posted $1.10 EPS. Urban Outfitters’s quarterly revenue was up 12.3% compared to the same quarter last year.

A number of other brokerages have also issued reports on URBN. UBS Group lifted their price target on Urban Outfitters from $70.00 to $80.00 and gave the stock a “neutral” rating in a research note on Wednesday. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Urban Outfitters in a research note on Wednesday. Wells Fargo & Company increased their target price on shares of Urban Outfitters from $75.00 to $80.00 and gave the company an “equal weight” rating in a research report on Wednesday. Weiss Ratings reissued a “buy (b)” rating on shares of Urban Outfitters in a research note on Wednesday, October 8th. Finally, Morgan Stanley upped their price objective on shares of Urban Outfitters from $85.00 to $91.00 and gave the company an “overweight” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $85.36.

Urban Outfitters Price Performance

Shares of Urban Outfitters stock opened at $77.56 on Thursday. The business has a 50 day simple moving average of $67.50 and a two-hundred day simple moving average of $70.18. Urban Outfitters has a 12 month low of $41.89 and a 12 month high of $80.71. The stock has a market capitalization of $6.96 billion, a P/E ratio of 15.15, a PEG ratio of 1.04 and a beta of 1.28.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Root Financial Partners LLC acquired a new stake in Urban Outfitters during the third quarter worth $25,000. Hollencrest Capital Management acquired a new stake in shares of Urban Outfitters during the 2nd quarter worth about $26,000. Global Retirement Partners LLC raised its holdings in Urban Outfitters by 158.4% in the 3rd quarter. Global Retirement Partners LLC now owns 460 shares of the apparel retailer’s stock valued at $33,000 after buying an additional 282 shares during the period. Cullen Frost Bankers Inc. raised its holdings in Urban Outfitters by 180.2% in the 2nd quarter. Cullen Frost Bankers Inc. now owns 468 shares of the apparel retailer’s stock valued at $34,000 after buying an additional 301 shares during the period. Finally, Federated Hermes Inc. lifted its position in Urban Outfitters by 17,175.0% in the first quarter. Federated Hermes Inc. now owns 691 shares of the apparel retailer’s stock valued at $36,000 after buying an additional 687 shares during the last quarter. 77.61% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Richard A. Hayne sold 9,333 shares of the firm’s stock in a transaction dated Monday, October 13th. The shares were sold at an average price of $70.11, for a total transaction of $654,336.63. Following the completion of the sale, the chief executive officer directly owned 2,430,722 shares in the company, valued at approximately $170,417,919.42. This trade represents a 0.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Mary Egan sold 1,000 shares of the business’s stock in a transaction dated Wednesday, September 10th. The shares were sold at an average price of $70.12, for a total transaction of $70,120.00. Following the completion of the transaction, the director owned 14,250 shares in the company, valued at $999,210. The trade was a 6.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 44,400 shares of company stock worth $3,118,738. Insiders own 31.60% of the company’s stock.

Urban Outfitters Company Profile

Urban Outfitters, Inc engages in the retail and wholesale of general consumer products. The company operates through three segments: Retail, Wholesale, and Nuuly. It operates Urban Outfitters stores, which offer women's and men's fashion apparel, activewear, intimates, footwear, accessories, home goods, electronics, and beauty products for young adults aged 18 to 28; and Anthropologie stores that provide women's apparel, accessories, intimates, shoes, and home furnishings, as well as gifts, decorative items, and beauty and wellness products for women aged 28 to 45.