UBS Group Cuts American Eagle Outfitters (NYSE:AEO) Price Target to $27.00

American Eagle Outfitters (NYSE:AEO) had its price objective cut by UBS Group from $31.00 to $27.00 in a research report report published on Thursday morning, Marketbeat.com reports. They currently have a buy rating on the apparel retailer’s stock.

Several other analysts have also commented on the company. Citigroup cut their price objective on American Eagle Outfitters from $24.00 to $18.00 and set a “neutral” rating for the company in a report on Monday, June 1st. Wall Street Zen raised American Eagle Outfitters from a “hold” rating to a “buy” rating in a report on Saturday, September 5th. JPMorgan Chase & Co. raised their target price on American Eagle Outfitters from $19.00 to $21.00 and gave the stock a “neutral” rating in a research report on Tuesday, August 18th. Bank of America restated an “underperform” rating and set a $16.00 price target on shares of American Eagle Outfitters in a research note on Friday, August 14th. Finally, Morgan Stanley reaffirmed an “equal weight” rating and set a $18.00 price target on shares of American Eagle Outfitters in a research report on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, American Eagle Outfitters has an average rating of “Hold” and a consensus price target of $19.36.

American Eagle Outfitters Stock Performance

Shares of American Eagle Outfitters stock opened at $15.04 on Thursday. The stock has a market cap of $2.52 billion, a price-to-earnings ratio of 7.68, a PEG ratio of 3.22 and a beta of 1.33. The firm’s 50-day moving average is $16.94 and its 200 day moving average is $17.53. American Eagle Outfitters has a 1 year low of $14.06 and a 1 year high of $28.46. The company has a debt-to-equity ratio of 0.03, a current ratio of 1.59 and a quick ratio of 0.53.

American Eagle Outfitters (NYSE:AEO) last issued its earnings results on Wednesday, September 9th. The apparel retailer reported $0.79 EPS for the quarter, beating the consensus estimate 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 business had revenue of $1.38 billion for the quarter, compared to the consensus estimate of $1.37 billion. During the same period last year, the business posted $0.45 EPS. The company’s revenue was up 7.5% compared to the same quarter last year. Sell-side analysts anticipate that American Eagle Outfitters will post 2.03 EPS for the current fiscal year.

Insider Activity at American Eagle Outfitters

In other news, Director David M. Sable sold 5,779 shares of American Eagle Outfitters stock in a transaction dated Friday, July 17th. The stock was sold at an average price of $17.23, for a total value of $99,572.17. Following the sale, the director directly owned 53,481 shares of the company’s stock, valued at approximately $921,477.63. The trade was a 9.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Noel Spiegel sold 2,892 shares of American Eagle Outfitters stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $16.78, for a total value of $48,527.76. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 11,563 shares of company stock valued at $196,599. 8.95% of the stock is owned by company insiders.

Institutional Investors Weigh In On American Eagle Outfitters

Institutional investors have recently modified their holdings of the stock. BlackRock Inc. purchased a new stake in shares of American Eagle Outfitters during the second quarter worth about $458,632,000. Marshall Wace LLP increased its holdings in shares of American Eagle Outfitters by 920.6% during the third quarter. Marshall Wace LLP now owns 5,497,720 shares of the apparel retailer’s stock valued at $94,066,000 after acquiring an additional 4,959,039 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in shares of American Eagle Outfitters by 162.9% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 6,336,392 shares of the apparel retailer’s stock valued at $105,818,000 after purchasing an additional 3,926,230 shares during the last quarter. California State Teachers Retirement System boosted its stake in American Eagle Outfitters by 1,570.4% in the 2nd quarter. California State Teachers Retirement System now owns 3,119,444 shares of the apparel retailer’s stock worth $53,654,000 after purchasing an additional 2,932,699 shares in the last quarter. Finally, Nykredit A S acquired a new stake in American Eagle Outfitters in the 2nd quarter worth approximately $46,023,000. 97.33% of the stock is owned by institutional investors.

Key American Eagle Outfitters News

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.

About American Eagle Outfitters

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.