Telsey Advisory Group Forecasts AEO FY2025 Earnings

American Eagle Outfitters, Inc. (NYSE:AEO - Free Report) - Analysts at Telsey Advisory Group lowered their FY2025 EPS estimates for shares of American Eagle Outfitters in a research note issued on Thursday, December 5th. Telsey Advisory Group analyst D. Telsey now expects that the apparel retailer will earn $1.68 per share for the year, down from their prior estimate of $1.79. Telsey Advisory Group currently has a "Market Perform" rating and a $20.00 target price on the stock. The consensus estimate for American Eagle Outfitters' current full-year earnings is $1.77 per share. Telsey Advisory Group also issued estimates for American Eagle Outfitters' Q4 2025 earnings at $0.48 EPS, Q1 2026 earnings at $0.33 EPS, Q2 2026 earnings at $0.40 EPS, Q4 2026 earnings at $0.55 EPS and FY2026 earnings at $1.83 EPS.

Other equities research analysts have also recently issued research reports about the stock. UBS Group lowered their price objective on shares of American Eagle Outfitters from $34.00 to $32.00 and set a "buy" rating for the company in a research report on Thursday. TD Cowen lowered their price objective on shares of American Eagle Outfitters from $25.00 to $23.00 and set a "hold" rating for the company in a research report on Friday, August 30th. Bank of America reduced their target price on shares of American Eagle Outfitters from $25.00 to $21.00 and set a "neutral" rating on the stock in a research note on Thursday. StockNews.com lowered shares of American Eagle Outfitters from a "buy" rating to a "hold" rating in a research note on Monday, September 2nd. Finally, BMO Capital Markets reduced their target price on shares of American Eagle Outfitters from $22.00 to $20.00 and set a "market perform" rating on the stock in a research note on Thursday. One equities research analyst has rated the stock with a sell rating, eight have assigned a hold rating and two have issued a buy rating to the company. According to data from MarketBeat.com, American Eagle Outfitters presently has a consensus rating of "Hold" and a consensus target price of $22.40.

American Eagle Outfitters Stock Performance

AEO traded up $0.37 during midday trading on Friday, hitting $17.98. The company had a trading volume of 8,898,038 shares, compared to its average volume of 4,651,198. The company has a market capitalization of $3.45 billion, a PE ratio of 15.34, a P/E/G ratio of 0.99 and a beta of 1.51. American Eagle Outfitters has a twelve month low of $16.88 and a twelve month high of $26.44. The firm's 50-day simple moving average is $19.70 and its 200-day simple moving average is $20.48.

American Eagle Outfitters (NYSE:AEO - Get Free Report) last posted its quarterly earnings data on Wednesday, December 4th. The apparel retailer reported $0.48 earnings per share for the quarter, beating the consensus estimate of $0.46 by $0.02. The firm had revenue of $1.29 billion during the quarter, compared to analysts' expectations of $1.30 billion. American Eagle Outfitters had a net margin of 4.58% and a return on equity of 20.98%. The company's quarterly revenue was down .9% compared to the same quarter last year. During the same quarter last year, the company posted $0.49 EPS.

American Eagle Outfitters Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 30th. Investors of record on Friday, October 11th were paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 2.78%. The ex-dividend date was Friday, October 11th. American Eagle Outfitters's payout ratio is 42.74%.

Insider Buying and Selling

In other American Eagle Outfitters news, insider Jennifer M. Foyle sold 30,000 shares of American Eagle Outfitters stock in a transaction that occurred on Tuesday, October 1st. The shares were sold at an average price of $21.79, for a total value of $653,700.00. Following the transaction, the insider now owns 200,427 shares of the company's stock, valued at approximately $4,367,304.33. The trade was a 13.02 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Jay L. Schottenstein sold 999,999 shares of American Eagle Outfitters stock in a transaction that occurred on Thursday, September 19th. The shares were sold at an average price of $20.04, for a total transaction of $20,039,979.96. Following the completion of the transaction, the chief executive officer now directly owns 1,771,851 shares in the company, valued at approximately $35,507,894.04. The trade was a 36.08 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 1,050,702 shares of company stock valued at $21,148,718 in the last 90 days. 7.30% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of AEO. Kathleen S. Wright Associates Inc. acquired a new stake in shares of American Eagle Outfitters in the third quarter valued at approximately $32,000. Advisors Asset Management Inc. raised its holdings in shares of American Eagle Outfitters by 171.1% in the third quarter. Advisors Asset Management Inc. now owns 2,548 shares of the apparel retailer's stock valued at $57,000 after purchasing an additional 1,608 shares during the last quarter. Innealta Capital LLC acquired a new stake in shares of American Eagle Outfitters in the second quarter valued at approximately $78,000. nVerses Capital LLC acquired a new stake in shares of American Eagle Outfitters in the second quarter valued at approximately $108,000. Finally, Wilmington Savings Fund Society FSB acquired a new stake in shares of American Eagle Outfitters in the third quarter valued at approximately $141,000. Institutional investors own 97.33% of the company's stock.

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.