American Century Companies Inc. grew its position in Urban Outfitters, Inc. (NASDAQ:URBN – Free Report) by 23.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,879,092 shares of the apparel retailer’s stock after acquiring an additional 540,877 shares during the quarter. American Century Companies Inc. owned about 3.21% of Urban Outfitters worth $205,654,000 at the end of the most recent reporting period.
Several other institutional investors have also recently made changes to their positions in the company. Allianz Asset Management GmbH raised its stake in Urban Outfitters by 316.5% in the third quarter. Allianz Asset Management GmbH now owns 187,660 shares of the apparel retailer’s stock valued at $13,405,000 after buying an additional 142,600 shares during the last quarter. Broad Peak Investment Advisers Pte Ltd acquired a new position in shares of Urban Outfitters during the third quarter valued at about $5,917,000. Oak Harvest Investment Services raised its position in shares of Urban Outfitters by 203.1% in the 3rd quarter. Oak Harvest Investment Services now owns 30,313 shares of the apparel retailer’s stock valued at $2,165,000 after purchasing an additional 20,313 shares during the last quarter. BI Asset Management Fondsmaeglerselskab A S boosted its stake in Urban Outfitters by 17.4% in the 3rd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 279,763 shares of the apparel retailer’s stock worth $19,983,000 after purchasing an additional 41,559 shares in the last quarter. Finally, Bank of Montreal Can grew its position in Urban Outfitters by 134.9% during the 2nd quarter. Bank of Montreal Can now owns 20,709 shares of the apparel retailer’s stock worth $1,502,000 after purchasing an additional 11,894 shares during the last quarter. Institutional investors own 77.61% of the company’s stock.
Insider Activity
In related news, CEO Richard A. Hayne sold 10,667 shares of the stock in a transaction on Monday, December 1st. The shares were sold at an average price of $73.97, for a total transaction 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. In the last ninety days, insiders have sold 582,850 shares of company stock valued at $44,058,464. Insiders own 31.60% of the company’s stock.
Urban Outfitters Stock Down 3.7%
Urban Outfitters (NASDAQ:URBN – Get Free Report) last announced its quarterly earnings results on Wednesday, February 25th. The apparel retailer reported $1.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.24 by $0.19. The company had revenue of $1.80 billion during the quarter, compared to the consensus estimate of $1.79 billion. Urban Outfitters had a return on equity of 19.41% and a net margin of 7.54%.Urban Outfitters’s revenue for the quarter was up 10.1% on a year-over-year basis. During the same period in the previous year, the company posted $1.04 earnings per share. As a group, equities analysts anticipate that Urban Outfitters, Inc. will post 3.91 EPS for the current fiscal year.
Wall Street Analysts Forecast Growth
A number of research analysts have issued reports on the stock. Guggenheim assumed coverage on shares of Urban Outfitters in a report on Tuesday, December 9th. They issued a “neutral” rating for the company. Citigroup upped 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. UBS Group reaffirmed a “neutral” rating on shares of Urban Outfitters in a research report on Tuesday, January 13th. Wells Fargo & Company cut their price objective on Urban Outfitters from $80.00 to $75.00 and set an “equal weight” rating on the stock in a report on Thursday. Finally, Barclays raised their price objective on Urban Outfitters from $98.00 to $102.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Eight research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Urban Outfitters currently has a consensus rating of “Hold” and an average price target of $86.25.
Read Our Latest Stock Analysis on URBN
Key Stories Impacting Urban Outfitters
Here are the key news stories impacting Urban Outfitters this week:
- Positive Sentiment: Company reported record Q4 and FY26 results: revenue of $1.80B (+10.1% Y/Y) and EPS of $1.43, beating Street estimates; management said margins expanded. These beats explain the initial positive reaction to the print. TipRanks: Urban Outfitters Posts Record Results
- Positive Sentiment: Nuuly rental business and turnaround at namesake Urban Outfitters stores are cited as key growth drivers — stronger subscribers/sales mix helped top-line and margin improvement. WSJ: Rental Business Beats Sales Target
- Positive Sentiment: Analysts and outlets highlighted brand momentum and improved comps; several earnings summaries call out continued category strength and margin leverage. Zacks: Q4 Earnings & Sales Beat
- Neutral Sentiment: Several bullish analyst/idea pieces argue URBN is an attractive consumer discretionary holding on improved fundamentals and upside potential; these are long-term supportive but don’t guarantee near-term moves. Seeking Alpha: Ideal Specialty Retailer
- Neutral Sentiment: Additional Seeking Alpha analysis frames URBN as a buy-and-hold consumer discretionary name given secular initiatives and earnings tailwinds; useful context for investors with multi-quarter horizons. Seeking Alpha: Worth Owning
- Negative Sentiment: Wells Fargo trimmed its price target to $75 and moved to “equal weight,” signaling some analyst caution on near-term upside and tempering investor enthusiasm. Benzinga: Wells Fargo Lowers PT
- Negative Sentiment: Despite the beat, the stock is trading below its 50- and 200-day moving averages and volume is below average — technicals and profit-taking after the strong print may be putting downward pressure. MarketBeat: URBN Quote & Technicals
Urban Outfitters Company Profile
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.
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