Research Analysts Set Expectations for AEO Q2 Earnings

Posted by Francis Steltz on Jun 11th, 2026

American Eagle Outfitters, Inc. (NYSE:AEO – Free Report) – Equities research analysts at Zacks Research cut their Q2 2027 earnings per share estimates for American Eagle Outfitters in a research note issued on Wednesday, June 10th. Zacks Research analyst Team now anticipates that the apparel retailer will post earnings per share of $0.21 for the quarter, down from their previous forecast of $0.28. Zacks Research has a “Hold” rating on the stock. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.76 per share. Zacks Research also issued estimates for American Eagle Outfitters’ Q3 2027 earnings at $0.55 EPS, Q4 2027 earnings at $0.86 EPS, FY2027 earnings at $1.76 EPS, Q1 2028 earnings at $0.12 EPS, Q2 2028 earnings at $0.28 EPS, Q3 2028 earnings at $0.58 EPS, Q4 2028 earnings at $0.92 EPS and Q1 2029 earnings at $0.14 EPS.

American Eagle Outfitters (NYSE:AEO – Get Free Report) last posted its earnings results on Thursday, May 28th. The apparel retailer reported $0.14 earnings per share for the quarter, beating the consensus estimate of $0.11 by $0.03. American Eagle Outfitters had a return on equity of 20.95% and a net margin of 5.01%.The company had revenue of $1.20 billion for the quarter, compared to analyst estimates of $1.18 billion. During the same period last year, the company earned ($0.29) earnings per share. The business’s revenue was up 9.7% compared to the same quarter last year.

Several other research firms have also weighed in on AEO. Needham & Company LLC started coverage on American Eagle Outfitters in a report on Thursday, March 26th. They set a “hold” rating on the stock. The Goldman Sachs Group set a $22.00 target price on American Eagle Outfitters in a report on Monday, June 1st. Wall Street Zen lowered American Eagle Outfitters from a “buy” rating to a “hold” rating in a research note on Sunday. Barclays dropped their price objective on American Eagle Outfitters from $19.00 to $17.00 and set an “equal weight” rating on the stock in a research note on Friday, May 29th. Finally, Weiss Ratings lowered American Eagle Outfitters from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, June 1st. One analyst has rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, American Eagle Outfitters has a consensus rating of “Hold” and an average price target of $20.36.

Check Out Our Latest Stock Report on AEO

American Eagle Outfitters Price Performance

NYSE AEO opened at $17.57 on Thursday. American Eagle Outfitters has a fifty-two week low of $9.27 and a fifty-two week high of $28.46. The stock’s 50-day moving average is $17.17 and its two-hundred day moving average is $21.06. The company has a debt-to-equity ratio of 0.05, a current ratio of 1.55 and a quick ratio of 0.53. The firm has a market cap of $2.94 billion, a P/E ratio of 10.84, a price-to-earnings-growth ratio of 3.84 and a beta of 1.33.

Hedge Funds Weigh In On American Eagle Outfitters

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Goldman Sachs Group Inc. increased its stake in American Eagle Outfitters by 12.8% during the fourth quarter. Goldman Sachs Group Inc. now owns 6,000,419 shares of the apparel retailer’s stock valued at $158,231,000 after acquiring an additional 680,332 shares during the period. Northwestern Mutual Wealth Management Co. increased its stake in American Eagle Outfitters by 151,993.0% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 65,400 shares of the apparel retailer’s stock valued at $1,725,000 after acquiring an additional 65,357 shares during the period. Public Sector Pension Investment Board increased its stake in American Eagle Outfitters by 16.9% during the third quarter. Public Sector Pension Investment Board now owns 628,541 shares of the apparel retailer’s stock valued at $10,754,000 after acquiring an additional 90,987 shares during the period. Lakewood Capital Management LP bought a new position in American Eagle Outfitters during the third quarter valued at about $11,051,000. Finally, Russell Investments Group Ltd. increased its stake in American Eagle Outfitters by 4.2% during the third quarter. Russell Investments Group Ltd. now owns 1,493,902 shares of the apparel retailer’s stock valued at $25,561,000 after acquiring an additional 60,442 shares during the period. 97.33% of the stock is currently owned by institutional investors.

Insider Transactions at American Eagle Outfitters

In related news, Director Cary D. Mcmillan sold 2,887 shares of the business’s stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $17.23, for a total transaction of $49,743.01. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director Noel Joseph Spiegel sold 2,887 shares of the business’s stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $17.32, for a total value of $50,002.84. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 8.95% of the company’s stock.

American Eagle Outfitters Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be paid a $0.125 dividend. The ex-dividend date is Friday, July 10th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 2.8%. American Eagle Outfitters’s payout ratio is presently 30.86%.

Trending Headlines about American Eagle Outfitters

Here are the key news stories impacting American Eagle Outfitters this week:

Positive Sentiment: Zacks Research raised its earnings outlook for several periods, including FY2027 to $1.76 EPS from $1.70, and also increased estimates for Q1 2028, Q3 2028, Q4 2028, Q3 2027 and Q4 2027. Higher forward earnings expectations can support the stock by signaling improved profitability. American Eagle Outfitters Free Report
Positive Sentiment: American Eagle Outfitters declared a quarterly dividend of $0.125 per share, underscoring ongoing shareholder returns and financial stability. American Eagle Outfitters Free Report
Neutral Sentiment: Zacks Research kept a Hold rating on American Eagle Outfitters despite the higher estimates, suggesting analysts are not yet turning fully bullish on the name. American Eagle Outfitters Free Report
Neutral Sentiment: The company also extended and amended its $700 million revolving credit facility, which improves liquidity flexibility but is not necessarily a direct catalyst for earnings or valuation. American Eagle Extends and Amends Revolving Credit Facility
Negative Sentiment: Zacks trimmed its Q2 2027 EPS estimate to $0.21 from $0.28, which signals some near-term margin or demand caution and could temper upside. American Eagle Outfitters Free Report

About American Eagle Outfitters

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American Eagle Outfitters, Inc (NYSE: AEO) is a leading American specialty retailer offering apparel, accessories and personal care products for men and women. The company’s flagship brand, American Eagle, focuses on casualwear including denim, tops, outerwear and accessories targeted primarily at teens and young adults. In addition to its core apparel lines, the company operates the Aerie brand of intimates, loungewear and swimwear, which has gained recognition for its body-positive marketing and inclusive sizing.

American Eagle Outfitters conducts business through a combination of over 900 brick-and-mortar stores in North America and Greater China, complemented by a growing e-commerce platform that serves customers around the globe.