American Eagle Outfitters (NYSE:AEO – Free Report) had its target price reduced by Morgan Stanley from $18.00 to $17.00 in a report released on Thursday,Benzinga reports. They currently have an equal weight rating on the apparel retailer’s stock.
Several other equities research analysts have also recently issued reports on the company. Wall Street Zen upgraded American Eagle Outfitters from a “hold” rating to a “buy” rating in a report on Saturday, September 5th. Bank of America reiterated an “underperform” rating and issued a $16.00 target price on shares of American Eagle Outfitters in a research note on Friday, August 14th. Barclays reduced their target price on American Eagle Outfitters from $19.00 to $17.00 and set an “equal weight” rating on the stock in a research report on Friday, May 29th. Weiss Ratings reissued a “hold (c)” rating on shares of American Eagle Outfitters in a research note on Thursday, August 27th. Finally, Telsey Advisory Group lowered their price target on American Eagle Outfitters from $20.00 to $18.00 and set a “market perform” rating for the company in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $19.36.
Read Our Latest Stock Report on American Eagle Outfitters
American Eagle Outfitters Trading Up 3.5%
American Eagle Outfitters (NYSE:AEO – Get Free Report) last posted its earnings results on Wednesday, September 9th. The apparel retailer reported $0.79 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.22 by $0.57. American Eagle Outfitters had a return on equity of 23.63% and a net margin of 5.91%.The firm had revenue of $1.38 billion for the quarter, compared to analyst estimates of $1.37 billion. During the same quarter in the prior year, the company earned $0.45 EPS. American Eagle Outfitters’s revenue was up 7.5% on a year-over-year basis. On average, analysts forecast that American Eagle Outfitters will post 2.03 earnings per share for the current fiscal year.
Insider Buying and Selling
In other news, Director Noel Spiegel sold 2,892 shares of the business’s stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $16.78, for a total transaction of $48,527.76. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Cary D. Mcmillan sold 2,892 shares of the business’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $16.77, for a total transaction of $48,498.84. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 11,563 shares of company stock valued at $196,599. Corporate insiders own 8.95% of the company’s stock.
Institutional Investors Weigh In On American Eagle Outfitters
Several institutional investors and hedge funds have recently made changes to their positions in the company. Royal Bank of Canada increased its position in American Eagle Outfitters by 24.8% in the 1st quarter. Royal Bank of Canada now owns 162,243 shares of the apparel retailer’s stock valued at $1,885,000 after acquiring an additional 32,191 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of American Eagle Outfitters by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 105,726 shares of the apparel retailer’s stock valued at $1,229,000 after buying an additional 4,599 shares in the last quarter. Jones Financial Companies Lllp lifted its position in shares of American Eagle Outfitters by 1,238.2% during the 1st quarter. Jones Financial Companies Lllp now owns 52,551 shares of the apparel retailer’s stock valued at $611,000 after acquiring an additional 48,624 shares during the last quarter. Empowered Funds LLC lifted its position in shares of American Eagle Outfitters by 9.6% during the 1st quarter. Empowered Funds LLC now owns 15,937 shares of the apparel retailer’s stock valued at $185,000 after acquiring an additional 1,398 shares during the last quarter. Finally, Marshall Wace LLP boosted its stake in shares of American Eagle Outfitters by 349.9% during the 2nd quarter. Marshall Wace LLP now owns 538,681 shares of the apparel retailer’s stock worth $5,182,000 after acquiring an additional 418,943 shares in the last quarter. 97.33% of the stock is owned by institutional investors and hedge funds.
Key Stories Impacting American Eagle Outfitters
Here are the key news stories impacting American Eagle Outfitters this week:
- Positive Sentiment: AEO reported second-quarter earnings of $0.79 per share, well above the roughly $0.21-$0.22 consensus estimate. Revenue rose 8% to approximately $1.38 billion, slightly exceeding expectations. American Eagle Outfitters Beats Q2 Earnings and Revenue Estimates
- Positive Sentiment: Growth at Aerie and OFFLINE, along with improving trends at the American Eagle brand, helped drive comparable-sales growth and supported a stronger fiscal 2026 outlook. American Eagle Q2 Earnings Beat on Tariff Refunds and Aerie Strength
- Positive Sentiment: The stock’s low valuation, approximately 3% dividend yield and analyst price targets above the current market level are attracting investors looking for recovery potential. Zacks Research also upgraded AEO to “strong buy.” American Eagle Goes on Sale: Is It Time to Buy?
- Neutral Sentiment: Analyst opinion is mixed: BMO upgraded the stock to “hold,” while Morgan Stanley and Telsey lowered their price targets but retained neutral ratings. UBS maintained a “buy” rating despite reducing its target.
- Negative Sentiment: The earnings beat was materially helped by a roughly $161 million tariff refund, making results less representative of recurring profitability. Investors are also concerned about higher SG&A, additional markdowns and tougher comparisons ahead. American Eagle Shares Slide as Flat Margin Outlook and Weak Core Brand Weigh
- Negative Sentiment: Weakness persists at the namesake American Eagle business, while Aerie’s sales growth has slowed. Management maintained its annual same-store-sales forecast and expects flat third-quarter gross margins, limiting enthusiasm over the headline earnings beat.
American Eagle Outfitters Company Profile
American Eagle Outfitters, Inc (NYSE:AEO) is a specialty retailer offering casual apparel, accessories and footwear for young women and men. Its product assortment includes jeans, tops, dresses, intimates, loungewear and activewear, with merchandise sold through company-operated stores and digital channels.
The company’s principal brands include American Eagle, which focuses on casual lifestyle clothing and denim, and Aerie, which offers intimates, activewear and loungewear. Its brand portfolio has also included OFFLINE by Aerie, a performance and wellness-oriented line, and Todd Snyder, a menswear brand known for elevated casual clothing and tailoring.
Founded in 1977, American Eagle Outfitters is headquartered in Pittsburgh, Pennsylvania.
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