Equities Analysts Issue Forecasts for American Eagle Outfitters, Inc.’s Q3 2025 Earnings (NYSE:AEO)

American Eagle Outfitters, Inc. (NYSE:AEO) – Stock analysts at Telsey Advisory Group decreased their Q3 2025 earnings estimates for American Eagle Outfitters in a report released on Friday, August 30th. Telsey Advisory Group analyst D. Telsey now forecasts that the apparel retailer will earn $0.46 per share for the quarter, down from their prior estimate of $0.54. Telsey Advisory Group has a “Market Perform” rating and a $25.00 price objective on the stock. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.79 per share. Telsey Advisory Group also issued estimates for American Eagle Outfitters’ Q4 2025 earnings at $0.61 EPS, Q1 2026 earnings at $0.34 EPS, Q3 2026 earnings at $0.54 EPS, Q4 2026 earnings at $0.66 EPS and FY2026 earnings at $1.95 EPS.

American Eagle Outfitters (NYSE:AEO) last posted its quarterly earnings data on Thursday, August 29th. The apparel retailer reported $0.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.38 by $0.01. The business had revenue of $1.29 billion for the quarter, compared to the consensus estimate of $1.31 billion. American Eagle Outfitters had a net margin of 4.58% and a return on equity of 20.98%. The company’s revenue was up 7.5% compared to the same quarter last year. During the same period last year, the firm posted $0.25 earnings per share.

Other equities research analysts have also recently issued reports about the stock. Barclays reduced their target price on shares of American Eagle Outfitters from $32.00 to $26.00 and set an “overweight” rating for the company in a research report on Friday, August 30th. StockNews.com cut shares of American Eagle Outfitters from a “buy” rating to a “hold” rating in a research report on Monday. Morgan Stanley cut their price objective on shares of American Eagle Outfitters from $19.00 to $18.00 and set an “underweight” rating for the company in a research report on Thursday, May 30th. TD Cowen cut their price objective on shares of American Eagle Outfitters from $25.00 to $23.00 and set a “hold” rating for the company in a research report on Friday, August 30th. Finally, UBS Group cut their price objective on shares of American Eagle Outfitters from $35.00 to $34.00 and set a “buy” rating for the company in a research report on Friday, August 30th. One research analyst has rated the stock with a sell rating, five have assigned a hold rating and four have issued a buy rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $25.33.

American Eagle Outfitters Stock Down 4.8 %

Shares of NYSE AEO opened at $19.59 on Monday. The firm has a 50-day simple moving average of $20.80 and a 200-day simple moving average of $22.37. The stock has a market capitalization of $3.85 billion, a price-to-earnings ratio of 17.65, a price-to-earnings-growth ratio of 0.96 and a beta of 1.51. American Eagle Outfitters has a 52 week low of $14.39 and a 52 week high of $26.44.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Nomura Asset Management Co. Ltd. lifted its stake in American Eagle Outfitters by 40.5% in the fourth quarter. Nomura Asset Management Co. Ltd. now owns 2,080 shares of the apparel retailer’s stock worth $44,000 after acquiring an additional 600 shares during the last quarter. Parallel Advisors LLC lifted its stake in American Eagle Outfitters by 299.7% in the fourth quarter. Parallel Advisors LLC now owns 1,207 shares of the apparel retailer’s stock worth $26,000 after acquiring an additional 905 shares during the last quarter. Arizona State Retirement System lifted its stake in American Eagle Outfitters by 1.9% in the second quarter. Arizona State Retirement System now owns 52,537 shares of the apparel retailer’s stock worth $1,049,000 after acquiring an additional 963 shares during the last quarter. Louisiana State Employees Retirement System lifted its stake in American Eagle Outfitters by 1.1% in the second quarter. Louisiana State Employees Retirement System now owns 93,000 shares of the apparel retailer’s stock worth $1,856,000 after acquiring an additional 1,000 shares during the last quarter. Finally, CWM LLC lifted its stake in American Eagle Outfitters by 72.3% in the first quarter. CWM LLC now owns 2,431 shares of the apparel retailer’s stock worth $63,000 after acquiring an additional 1,020 shares during the last quarter. Hedge funds and other institutional investors own 97.33% of the company’s stock.

Insider Activity

In other news, Director Cary D. Mcmillan sold 2,577 shares of the firm’s stock in a transaction that occurred on Thursday, July 11th. The shares were sold at an average price of $20.93, for a total value of $53,936.61. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 7.30% of the company’s stock.

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.