Q1 2025 EPS Estimates for American Eagle Outfitters, Inc. Increased by Telsey Advisory Group (NYSE:AEO)

American Eagle Outfitters, Inc. (NYSE:AEO) – Equities research analysts at Telsey Advisory Group lifted their Q1 2025 earnings per share (EPS) estimates for shares of American Eagle Outfitters in a research note issued to investors on Thursday, May 23rd. Telsey Advisory Group analyst D. Telsey now expects that the apparel retailer will earn $0.28 per share for the quarter, up from their previous forecast of $0.25. Telsey Advisory Group currently has a “Market Perform” rating and a $25.00 target price on the stock. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.72 per share. Telsey Advisory Group also issued estimates for American Eagle Outfitters’ FY2025 earnings at $1.73 EPS, Q1 2026 earnings at $0.30 EPS, Q2 2026 earnings at $0.38 EPS, Q3 2026 earnings at $0.61 EPS and Q4 2026 earnings at $0.67 EPS.

American Eagle Outfitters (NYSE:AEO) last released its quarterly earnings results on Thursday, March 7th. The apparel retailer reported $0.61 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.50 by $0.11. American Eagle Outfitters had a net margin of 3.23% and a return on equity of 17.76%. The company had revenue of $1.68 billion for the quarter, compared to the consensus estimate of $1.67 billion. During the same quarter in the prior year, the firm earned $0.37 earnings per share. American Eagle Outfitters’s revenue was up 12.2% on a year-over-year basis.

Several other research analysts have also commented on the company. Barclays boosted their price objective on American Eagle Outfitters from $30.00 to $32.00 and gave the stock an “overweight” rating in a research note on Monday, April 29th. Citigroup boosted their target price on American Eagle Outfitters from $23.00 to $26.00 and gave the company a “neutral” rating in a research report on Tuesday, February 27th. Bank of America raised their price target on American Eagle Outfitters from $21.00 to $25.00 and gave the stock a “neutral” rating in a research report on Thursday, February 29th. JPMorgan Chase & Co. upgraded shares of American Eagle Outfitters from a “neutral” rating to an “overweight” rating and set a $31.00 price objective on the stock in a research report on Tuesday, April 9th. Finally, StockNews.com lowered shares of American Eagle Outfitters from a “buy” rating to a “hold” rating in a report on Tuesday, April 2nd. One equities research analyst has rated the stock with a sell rating, five have given a hold rating and four have given a buy rating to the company’s stock. According to MarketBeat, American Eagle Outfitters has a consensus rating of “Hold” and a consensus target price of $24.44.

American Eagle Outfitters Stock Up 1.0 %

American Eagle Outfitters stock opened at $23.16 on Friday. The company’s 50-day moving average price is $24.02 and its 200-day moving average price is $21.95. The company has a market cap of $4.55 billion, a PE ratio of 26.93, a price-to-earnings-growth ratio of 1.07 and a beta of 1.60. American Eagle Outfitters has a twelve month low of $9.95 and a twelve month high of $26.44.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in AEO. Nomura Asset Management Co. Ltd. lifted its position in shares of American Eagle Outfitters by 40.5% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 2,080 shares of the apparel retailer’s stock worth $44,000 after purchasing an additional 600 shares during the period. PNC Financial Services Group Inc. lifted its holdings in shares of American Eagle Outfitters by 3.2% during the 3rd quarter. PNC Financial Services Group Inc. now owns 20,456 shares of the apparel retailer’s stock valued at $340,000 after purchasing an additional 638 shares during the last quarter. Evergreen Capital Management LLC boosted its position in shares of American Eagle Outfitters by 6.1% in the 3rd quarter. Evergreen Capital Management LLC now owns 14,632 shares of the apparel retailer’s stock worth $243,000 after purchasing an additional 837 shares in the last quarter. Parallel Advisors LLC grew its stake in American Eagle Outfitters by 299.7% during the 4th quarter. Parallel Advisors LLC now owns 1,207 shares of the apparel retailer’s stock worth $26,000 after buying an additional 905 shares during the last quarter. Finally, BRYN MAWR TRUST Co increased its position in American Eagle Outfitters by 0.9% during the 3rd quarter. BRYN MAWR TRUST Co now owns 98,619 shares of the apparel retailer’s stock valued at $1,638,000 after buying an additional 920 shares in the last quarter. 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 1,908 shares of American Eagle Outfitters stock in a transaction dated Friday, April 5th. The shares were sold at an average price of $24.59, for a total transaction of $46,917.72. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. In other American Eagle Outfitters news, insider Jennifer M. Foyle sold 16,971 shares of the company’s stock in a transaction on Tuesday, April 2nd. The stock was sold at an average price of $25.53, for a total value of $433,269.63. Following the completion of the sale, the insider now directly owns 226,497 shares in the company, valued at approximately $5,782,468.41. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Cary D. Mcmillan sold 1,908 shares of the firm’s stock in a transaction on Friday, April 5th. The shares were sold at an average price of $24.59, for a total value of $46,917.72. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 52,319 shares of company stock worth $1,312,938. Insiders own 7.50% of the company’s stock.

American Eagle Outfitters announced that its Board of Directors has authorized a stock repurchase program on Thursday, February 1st that allows the company to repurchase 30,000,000 shares. This repurchase authorization allows the apparel retailer to reacquire shares of its stock through open market purchases. Shares repurchase programs are usually an indication that the company’s board believes its shares are undervalued.

American Eagle Outfitters Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, April 26th. Stockholders of record on Friday, April 12th were paid a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a dividend yield of 2.16%. The ex-dividend date of this dividend was Thursday, April 11th. American Eagle Outfitters’s dividend payout ratio is currently 58.14%.

American Eagle Outfitters Company Profile

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.