Jefferies Financial Group Issues Pessimistic Forecast for Abercrombie & Fitch (NYSE:ANF) Stock Price

Posted by Dante Gardener on Mar 4th, 2026

Abercrombie & Fitch (NYSE:ANF – Get Free Report) had its price target lowered by Jefferies Financial Group from $135.00 to $130.00 in a research note issued on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the apparel retailer’s stock. Jefferies Financial Group’s price target indicates a potential upside of 34.70% from the stock’s current price.

Several other brokerages also recently weighed in on ANF. UBS Group lowered their price target on Abercrombie & Fitch from $160.00 to $149.00 and set a “buy” rating for the company in a report on Monday, February 23rd. Zacks Research raised shares of Abercrombie & Fitch from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 25th. Citigroup raised shares of Abercrombie & Fitch from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $90.00 to $135.00 in a research report on Wednesday, January 21st. Barclays upped their price target on shares of Abercrombie & Fitch from $94.00 to $115.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 6th. Finally, Wall Street Zen upgraded shares of Abercrombie & Fitch from a “hold” rating to a “buy” rating in a research note on Saturday. Seven investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $119.40.

Read Our Latest Analysis on ANF

Abercrombie & Fitch Stock Performance

ANF traded down $2.71 during trading on Wednesday, hitting $96.51. The stock had a trading volume of 3,511,035 shares, compared to its average volume of 1,689,012. The stock has a 50 day simple moving average of $105.32 and a two-hundred day simple moving average of $93.38. Abercrombie & Fitch has a twelve month low of $65.40 and a twelve month high of $133.11. The company has a market capitalization of $4.43 billion, a PE ratio of 9.25 and a beta of 1.17.

Abercrombie & Fitch (NYSE:ANF – Get Free Report) last issued its quarterly earnings results on Wednesday, March 4th. The apparel retailer reported $3.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.56 by $0.12. The business had revenue of $1.67 billion for the quarter, compared to the consensus estimate of $1.67 billion. Abercrombie & Fitch had a return on equity of 38.01% and a net margin of 10.07%.The business’s quarterly revenue was up 5.4% on a year-over-year basis. During the same period in the prior year, the firm posted $3.57 earnings per share. Abercrombie & Fitch has set its Q1 2026 guidance at 1.200-1.300 EPS and its FY 2026 guidance at 10.200-11.000 EPS. On average, equities research analysts anticipate that Abercrombie & Fitch will post 10.62 EPS for the current year.

Insider Activity

In related news, CEO Fran Horowitz sold 103,200 shares of the business’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $98.53, for a total transaction of $10,168,296.00. Following the completion of the transaction, the chief executive officer directly owned 605,303 shares in the company, valued at $59,640,504.59. The trade was a 14.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders have sold a total of 350,000 shares of company stock worth $34,661,358 over the last three months. Company insiders own 2.29% of the company’s stock.

Hedge Funds Weigh In On Abercrombie & Fitch

A number of institutional investors have recently modified their holdings of ANF. Bbfit Investments PTE Ltd. purchased a new stake in shares of Abercrombie & Fitch in the fourth quarter worth about $205,539,000. Wellington Management Group LLP lifted its holdings in Abercrombie & Fitch by 5,749.6% in the third quarter. Wellington Management Group LLP now owns 1,194,013 shares of the apparel retailer’s stock valued at $102,148,000 after acquiring an additional 1,173,601 shares during the period. Valeo Financial Advisors LLC boosted its position in Abercrombie & Fitch by 10,469.4% in the 2nd quarter. Valeo Financial Advisors LLC now owns 993,101 shares of the apparel retailer’s stock worth $82,278,000 after purchasing an additional 983,705 shares in the last quarter. AQR Capital Management LLC grew its stake in shares of Abercrombie & Fitch by 56.0% during the 4th quarter. AQR Capital Management LLC now owns 2,504,240 shares of the apparel retailer’s stock worth $315,209,000 after purchasing an additional 898,884 shares during the period. Finally, Norges Bank purchased a new position in shares of Abercrombie & Fitch during the 4th quarter valued at approximately $98,961,000.

Key Headlines Impacting Abercrombie & Fitch

Here are the key news stories impacting Abercrombie & Fitch this week:

Positive Sentiment: Q4 results beat expectations — GAAP diluted EPS $3.68 vs. consensus ~$3.56 and record Q4 net sales of $1.67B; Hollister led brand growth. Abercrombie Q4 Earnings Top Estimates, Hollister Brand Up 6%
Positive Sentiment: Full‑year EPS guidance of $10.20–$11.00 slightly above consensus and the company repurchased $450M (5.4M shares) in FY2025, supporting per‑share metrics. Abercrombie & Fitch Co. Reports Fourth Quarter and Full Year Results
Positive Sentiment: Analyst support: Telsey Advisory reaffirmed an “Outperform” rating and $125 price target (material upside from current levels), which may provide analyst‑driven buying interest. Benzinga
Neutral Sentiment: Company materials and call — the earnings presentation and full call transcript are available for detail on margins, inventory and strategy; useful for modeling FY26 cadence. ANF Q4 2025 Earnings Call Transcript
Negative Sentiment: Soft Q1 guide — ANF set Q1 EPS $1.20–$1.30 well below the ~1.41 consensus, which drove near‑term downside as investors reprice expected quarterly results. Abercrombie & Fitch’s soft Q1 guidance overshadows record Q4 sales
Negative Sentiment: Tariff and margin risk — management modeled a 15% U.S. import tariff in its outlook, estimating ~290 bps of margin impact in Q1 and ~70 bps for the year, raising uncertainty on profitability and prompting analyst caution. Abercrombie & Fitch forecasts muted annual sales amid tariff uncertainty
Negative Sentiment: Market reaction: multiple outlets report the stock sold off after the cautious FY/Q1 outlook and tariff commentary despite the beat — expect volatility until tariff clarity and early‑quarter sales data arrive. Abercrombie & Fitch shares fall as tariff headwinds cloud 2026 outlook

Abercrombie & Fitch Company Profile

(Get Free Report)

Abercrombie & Fitch Co (NYSE: ANF) is an American specialty retailer that designs, markets and sells casual apparel and accessories for men, women and children. Founded in 1892 by David T. Abercrombie and Ezra Fitch, the company evolved from an outdoor gear outfitter to a global lifestyle brand renowned for its relaxed, preppy aesthetic. Its product assortment includes tops, bottoms, outerwear, intimates, swimwear, fragrances and personal care items.

The company operates under multiple brand names, including Abercrombie & Fitch, Abercrombie Kids, Hollister and Gilly Hicks, each targeting distinct consumer segments from teens to young adults.