Q2 EPS Estimates for AEO Decreased by Telsey Advisory Group

American Eagle Outfitters, Inc. (NYSE:AEO) – Equities research analysts at Telsey Advisory Group reduced their Q2 2026 earnings per share estimates for American Eagle Outfitters in a report issued on Tuesday, January 14th. Telsey Advisory Group analyst D. Telsey now expects that the apparel retailer will post earnings per share of $0.39 for the quarter, down from their previous estimate of $0.40. Telsey Advisory Group currently has a “Market Perform” rating and a $18.00 target price on the stock. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.69 per share. Telsey Advisory Group also issued estimates for American Eagle Outfitters’ Q3 2026 earnings at $0.53 EPS.

American Eagle Outfitters (NYSE:AEO) last issued its earnings results on Wednesday, December 4th. The apparel retailer reported $0.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.46 by $0.02. American Eagle Outfitters had a net margin of 4.28% and a return on equity of 20.75%. The company had revenue of $1.29 billion for the quarter, compared to analysts’ expectations of $1.30 billion. During the same period in the prior year, the business earned $0.49 EPS. The firm’s quarterly revenue was down .9% on a year-over-year basis.

Other research analysts also recently issued reports about the company. JPMorgan Chase & Co. cut their price target on American Eagle Outfitters from $23.00 to $20.00 and set a “neutral” rating on the stock in a report on Wednesday, January 8th. BMO Capital Markets reduced their price objective on shares of American Eagle Outfitters from $22.00 to $20.00 and set a “market perform” rating for the company in a research note on Thursday, December 5th. Raymond James initiated coverage on American Eagle Outfitters in a report on Friday, December 13th. They set a “market perform” rating for the company. StockNews.com lowered shares of American Eagle Outfitters from a “buy” rating to a “hold” rating in a research note on Tuesday. Finally, Bank of America dropped their price objective on shares of American Eagle Outfitters from $25.00 to $21.00 and set a “neutral” rating on the stock in a report on Thursday, December 5th. One analyst has rated the stock with a sell rating, nine have given a hold rating and two have issued a buy rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $21.90.

American Eagle Outfitters Stock Performance

NYSE AEO opened at $15.96 on Wednesday. The company has a market cap of $3.07 billion, a PE ratio of 13.64, a P/E/G ratio of 1.12 and a beta of 1.53. American Eagle Outfitters has a 52-week low of $15.36 and a 52-week high of $26.44. The firm’s 50 day moving average price is $17.61 and its 200-day moving average price is $19.54.

American Eagle Outfitters Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 24th. Shareholders of record on Friday, January 10th will be issued a $0.125 dividend. The ex-dividend date is Friday, January 10th. This represents a $0.50 dividend on an annualized basis and a yield of 3.13%. American Eagle Outfitters’s payout ratio is currently 42.74%.

Institutional Investors Weigh In On American Eagle Outfitters

A number of large investors have recently modified their holdings of AEO. DekaBank Deutsche Girozentrale boosted its position in American Eagle Outfitters by 408.6% during the second quarter. DekaBank Deutsche Girozentrale now owns 9,272 shares of the apparel retailer’s stock worth $183,000 after acquiring an additional 7,449 shares during the last quarter. Renaissance Technologies LLC purchased a new position in American Eagle Outfitters in the 2nd quarter worth approximately $16,861,000. Hsbc Holdings PLC boosted its holdings in shares of American Eagle Outfitters by 131.4% during the 2nd quarter. Hsbc Holdings PLC now owns 31,371 shares of the apparel retailer’s stock worth $621,000 after purchasing an additional 17,815 shares during the last quarter. Leuthold Group LLC acquired a new position in shares of American Eagle Outfitters during the 2nd quarter worth approximately $3,000,000. Finally, Sei Investments Co. grew its position in shares of American Eagle Outfitters by 264.7% in the second quarter. Sei Investments Co. now owns 257,914 shares of the apparel retailer’s stock valued at $5,148,000 after purchasing an additional 187,196 shares in the last quarter. Hedge funds and other 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.