Abercrombie & Fitch (NYSE:ANF) Issues FY 2026 Earnings Guidance

Abercrombie & Fitch (NYSE:ANF) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 10.200-11.000 for the period, compared to the consensus EPS estimate of 10.070. The company issued revenue guidance of $5.4 billion-$5.5 billion, compared to the consensus revenue estimate of $5.4 billion. Abercrombie & Fitch also updated its Q1 2026 guidance to 1.200-1.300 EPS.

Abercrombie & Fitch Trading Down 5.9%

Abercrombie & Fitch stock traded down $5.81 during midday trading on Wednesday, reaching $93.41. The stock had a trading volume of 1,083,319 shares, compared to its average volume of 1,634,575. The company has a fifty day moving average price of $105.32 and a two-hundred day moving average price of $93.38. Abercrombie & Fitch has a 12 month low of $65.40 and a 12 month high of $133.11. The company has a market capitalization of $4.28 billion, a P/E ratio of 8.96 and a beta of 1.17.

Abercrombie & Fitch (NYSE:ANF) last announced its quarterly earnings results on Wednesday, March 4th. The apparel retailer reported $3.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.56 by $0.12. The business had revenue of $1.67 billion for the quarter, compared to analyst estimates of $1.67 billion. Abercrombie & Fitch had a return on equity of 38.01% and a net margin of 10.07%.The company’s quarterly revenue was up 5.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $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 predict that Abercrombie & Fitch will post 10.62 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have commented on the stock. Morgan Stanley boosted their price target on shares of Abercrombie & Fitch from $78.00 to $95.00 and gave the company an “equal weight” rating in a research note on Wednesday, November 26th. BTIG Research reaffirmed a “buy” rating on shares of Abercrombie & Fitch in a research report on Tuesday, January 13th. Telsey Advisory Group reiterated an “outperform” rating and set a $125.00 price target on shares of Abercrombie & Fitch in a research note on Thursday, February 26th. UBS Group lowered their price objective on Abercrombie & Fitch from $160.00 to $149.00 and set a “buy” rating for the company in a research note on Monday, February 23rd. Finally, Barclays lifted their target price on Abercrombie & Fitch from $94.00 to $115.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 6th. Seven research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $120.90.

Insider Activity at Abercrombie & Fitch

In related news, CEO Fran Horowitz sold 29,769 shares of Abercrombie & Fitch stock in a transaction on Friday, February 6th. The stock was sold at an average price of $100.00, for a total transaction of $2,976,900.00. Following the sale, the chief executive officer directly owned 308,503 shares in the company, valued at approximately $30,850,300. This trade represents a 8.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders sold 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.

Key Headlines Impacting Abercrombie & Fitch

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

• Positive Sentiment: Q4 beat and record sales — ANF reported Q4 EPS of $3.68 (vs. $3.56 consensus) and record Q4 net sales of ~$1.67B; full-year net sales were a record ~$5.27B. Strong topline and an EPS beat are driving the immediate positive reaction. Abercrombie & Fitch Co. Reports Fourth Quarter and Full Year Results
• Positive Sentiment: Share repurchases and capital allocation — Management repurchased $450M (5.4M shares, ~11% of shares outstanding) in FY2025 and plans at least $100M in Q1 and ~ $450M for the year, supporting EPS even with modest sales growth. Abercrombie & Fitch Co. Reports Record Q4 and Full Year Net Sales for 2025
• Positive Sentiment: FY 2026 EPS guidance slightly above consensus — Management guided FY EPS to $10.20–$11.00 versus a consensus ~ $10.07, which supports a positive longer‑term earnings view. Abercrombie & Fitch forecasts annual profit above expectations
• Neutral Sentiment: Sales mix and brand divergence — Hollister delivered strong growth (record +15% full year) while Abercrombie brand was slightly down; this suggests company-level growth but heterogeneous brand performance that investors should monitor. Abercrombie & Fitch Co. Reports Fourth Quarter and Full Year Results
• Negative Sentiment: Q1 guidance misses Street — Management guided Q1 EPS to $1.20–$1.30 vs. consensus ~ $1.41, and Q1 revenue guidance was below expectations; that weakness is a near-term headwind for the stock. Abercrombie & Fitch Co. Reports Fourth Quarter and Full Year Results
• Negative Sentiment: Margin and profitability pressure — Operating income and operating margin both declined year‑over‑year (full‑year operating margin ~13.3% vs. 15.0% prior year); adjusted EPS also slipped on a non‑GAAP basis, which could cap multiple expansion. Abercrombie & Fitch Co. Reports Record Q4 and Full Year Net Sales for 2025
• Negative Sentiment: Tariff and cost risk — Outlook includes an assumed 15% U.S. import tariff that the company models as a ~290bps drag on Q1 and ~70bps on full‑year sales, creating execution and margin risk if mitigation fails. Abercrombie & Fitch Co. Reports Fourth Quarter and Full Year Results
• Negative Sentiment: Insider selling and mixed institutional flows — Recent disclosures show significant insider sales and a mix of institutional buying/selling; heavy insider exits can weigh on sentiment. Abercrombie & Fitch Co. Reports Record Q4 and Full Year Net Sales for 2025

Hedge Funds Weigh In On Abercrombie & Fitch

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Mercer Global Advisors Inc. ADV increased its stake in shares of Abercrombie & Fitch by 21.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 18,109 shares of the apparel retailer’s stock worth $2,279,000 after purchasing an additional 3,158 shares in the last quarter. Caitlin John LLC purchased a new stake in shares of Abercrombie & Fitch during the 4th quarter valued at approximately $542,000. Vident Advisory LLC lifted its stake in shares of Abercrombie & Fitch by 8.9% during the 4th quarter. Vident Advisory LLC now owns 44,234 shares of the apparel retailer’s stock valued at $5,568,000 after buying an additional 3,623 shares in the last quarter. Delta Global Management LP bought a new position in Abercrombie & Fitch in the 4th quarter worth approximately $25,570,000. Finally, State of Tennessee Department of Treasury grew its stake in Abercrombie & Fitch by 7.9% in the 4th quarter. State of Tennessee Department of Treasury now owns 17,994 shares of the apparel retailer’s stock valued at $2,265,000 after buying an additional 1,315 shares in the last quarter.

About Abercrombie & Fitch

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.