Urban Outfitters (NASDAQ:URBN) Given Outperform Rating at Telsey Advisory Group

Telsey Advisory Group reissued their outperform rating on shares of Urban Outfitters (NASDAQ:URBN) in a research note published on Thursday,Benzinga reports. The brokerage currently has a $98.00 target price on the apparel retailer’s stock.

URBN has been the topic of a number of other research reports. Citigroup lifted their target price on Urban Outfitters from $76.00 to $80.00 and gave the company a “neutral” rating in a research report on Wednesday, November 26th. Barclays upped their target price on shares of Urban Outfitters from $98.00 to $102.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Urban Outfitters in a research report on Wednesday, November 26th. Wells Fargo & Company boosted their price target on shares of Urban Outfitters from $75.00 to $80.00 and gave the company an “equal weight” rating in a research note on Wednesday, November 26th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Urban Outfitters in a research report on Monday, December 29th. Eight investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $86.25.

Urban Outfitters Price Performance

NASDAQ:URBN opened at $68.76 on Thursday. The company’s 50-day moving average is $72.61 and its two-hundred day moving average is $71.57. Urban Outfitters has a 1-year low of $41.89 and a 1-year high of $84.35. The firm has a market capitalization of $6.17 billion, a price-to-earnings ratio of 13.56, a PEG ratio of 0.91 and a beta of 1.24.

Urban Outfitters (NASDAQ:URBN) last announced its quarterly earnings results on Wednesday, February 25th. The apparel retailer reported $1.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.24 by $0.19. The business had revenue of $1.80 billion during the quarter, compared to the consensus estimate of $1.79 billion. Urban Outfitters had a net margin of 7.54% and a return on equity of 19.41%. The business’s revenue was up 10.1% compared to the same quarter last year. During the same quarter last year, the firm earned $1.04 EPS. As a group, equities analysts anticipate that Urban Outfitters will post 3.91 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Urban Outfitters news, CEO Richard A. Hayne sold 10,667 shares of the stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $73.97, for a total value of $789,037.99. Following the sale, the chief executive officer directly owned 17,985,271 shares of the company’s stock, valued at approximately $1,330,370,495.87. This represents a 0.06% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. In the last ninety days, insiders have sold 582,850 shares of company stock worth $44,058,464. Insiders own 31.60% of the company’s stock.

Hedge Funds Weigh In On Urban Outfitters

Several large investors have recently bought and sold shares of the business. Dimensional Fund Advisors LP lifted its holdings in Urban Outfitters by 8.1% during the 4th quarter. Dimensional Fund Advisors LP now owns 3,975,316 shares of the apparel retailer’s stock worth $299,183,000 after buying an additional 299,380 shares during the last quarter. American Century Companies Inc. raised its position in shares of Urban Outfitters by 23.1% during the 3rd quarter. American Century Companies Inc. now owns 2,879,092 shares of the apparel retailer’s stock worth $205,654,000 after acquiring an additional 540,877 shares in the last quarter. Fisher Asset Management LLC lifted its stake in Urban Outfitters by 2.8% during the third quarter. Fisher Asset Management LLC now owns 1,847,922 shares of the apparel retailer’s stock worth $131,997,000 after purchasing an additional 50,837 shares during the last quarter. Abrams Bison Investments LLC acquired a new position in Urban Outfitters in the fourth quarter valued at approximately $127,114,000. Finally, Geode Capital Management LLC increased its stake in Urban Outfitters by 0.9% in the second quarter. Geode Capital Management LLC now owns 1,525,150 shares of the apparel retailer’s stock valued at $110,646,000 after purchasing an additional 12,965 shares during the last quarter. Hedge funds and other institutional investors own 77.61% of the company’s stock.

Urban Outfitters News Summary

Here are the key news stories impacting Urban Outfitters this week:

• Positive Sentiment: Q4 beat on both EPS and revenue: diluted EPS $1.43 vs. $1.24 consensus; revenue $1.80B vs. $1.79B consensus — revenue +10.1% year/year and EPS up ~37% y/y. Strong results and margin expansion cited on the earnings release and slide deck. MarketBeat: Q4 results and slide deck
• Positive Sentiment: Nuuly rental business accelerating — reported ~42% growth, beating sales/subscriber targets and helping diversify revenue and improve margins. This is highlighted as a strategic growth driver. WSJ: Nuuly rental business beats targets
• Positive Sentiment: Namesake Urban Outfitters stores have turned around and are now a material contributor to top-line gains, supporting sustained brand momentum. Coverage and post‑earnings writeups highlight this retail improvement. MarketWatch: namesake stores driving sales
• Neutral Sentiment: Analysts and commentary dig into line‑item metrics and outlook ahead of FY27 — Zacks and others point to brand divergence and note margin expansion that may continue into FY27, but incremental guidance detail is limited in public pieces. Zacks: Q4 metrics vs. estimates
• Negative Sentiment: Wells Fargo trimmed its price target from $80 to $75 and set an “equal weight” rating — a modestly negative signal on near‑term upside even after the beat. Benzinga: Wells Fargo lowers price target
• Negative Sentiment: Some pre‑earnings analyst caution (coverage noted possible lower Q4 earnings) shows there was skepticism heading into results; while the company beat, lingering caution could temper further multiple expansion until guidance clarity is provided. Benzinga: pre-earnings analyst revisions

About Urban Outfitters

Urban Outfitters, Inc is a global lifestyle retailer headquartered in Philadelphia, Pennsylvania. Established in 1970 by Richard Hayne, Scott Belair and Judy Wicks, the company began as a single store catering to college students in the city’s historic Old City neighborhood. Over the decades, Urban Outfitters has expanded its reach and diversified its portfolio to include multiple retail concepts addressing distinct customer segments.

The company operates through several well-known brands, each offering a curated selection of apparel, footwear, accessories and home goods.