Abercrombie & Fitch (NYSE:ANF) Updates Q1 2026 Earnings Guidance

Abercrombie & Fitch (NYSE:ANF) issued an update on its first quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 1.200-1.300 for the period, compared to the consensus EPS estimate of 1.410. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.2 billion. Abercrombie & Fitch also updated its FY 2026 guidance to 10.200-11.000 EPS.

Analyst Ratings Changes

A number of brokerages have weighed in on ANF. The Goldman Sachs Group initiated coverage on Abercrombie & Fitch in a research note on Thursday, December 11th. They issued a “buy” rating and a $120.00 target price on the stock. Citigroup raised Abercrombie & Fitch from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $90.00 to $135.00 in a report on Wednesday, January 21st. Morgan Stanley upped their price objective on shares of Abercrombie & Fitch from $78.00 to $95.00 and gave the stock an “equal weight” rating in a research report on Wednesday, November 26th. UBS Group dropped their target price on shares of Abercrombie & Fitch from $160.00 to $149.00 and set a “buy” rating for the company in a research report on Monday, February 23rd. Finally, JPMorgan Chase & Co. boosted their price target on shares of Abercrombie & Fitch from $102.00 to $114.00 and gave the stock a “neutral” rating in a research note on Thursday. Seven research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Abercrombie & Fitch presently has an average rating of “Moderate Buy” and a consensus price target of $118.80.

Abercrombie & Fitch Price Performance

NYSE:ANF opened at $88.28 on Friday. The company has a market capitalization of $4.05 billion, a price-to-earnings ratio of 8.38 and a beta of 1.17. The business has a 50 day moving average of $103.93 and a 200 day moving average of $93.36. Abercrombie & Fitch has a 1-year low of $65.40 and a 1-year high of $133.11.

Abercrombie & Fitch (NYSE:ANF) last posted its quarterly earnings results on Wednesday, March 4th. The apparel retailer reported $3.68 EPS for the quarter, topping the consensus estimate of $3.56 by $0.12. The firm had revenue of $1.67 billion for the quarter, compared to the consensus estimate of $1.67 billion. Abercrombie & Fitch had a net margin of 9.63% and a return on equity of 36.36%. The business’s revenue was up 5.4% compared to the same quarter last year. During the same period last 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. As a group, sell-side analysts anticipate that Abercrombie & Fitch will post 10.62 EPS for the current year.

Insider Buying and Selling

In other Abercrombie & Fitch 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 value of $10,168,296.00. Following the completion of the sale, the chief executive officer directly owned 605,303 shares of the company’s stock, 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 the SEC website. In the last 90 days, insiders have sold 350,000 shares of company stock valued at $34,661,358. 2.29% of the stock is owned by company insiders.

Abercrombie & Fitch News Summary

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

• Positive Sentiment: Q4 beat and record revenue — ANF reported $3.68 EPS (above consensus) and record fourth-quarter and full‑year net sales, driven by continued strength at Hollister. Company Press Release
• Positive Sentiment: Brand momentum and capital return — Hollister posted strong gains (record full‑year growth), the company finished the year with a solid cash position and an active buyback program (repurchased $450M / ~11% of shares). Durable Growth Thesis
• Neutral Sentiment: Full‑year outlook mixed — FY 2026 EPS guidance ($10.20–$11.00) sits near or slightly above consensus, but the company flagged lower first‑quarter expectations. Analysts remain mixed-to-bullish on medium term upside.
• Neutral Sentiment: Analyst activity is active — Several firms reiterated or adjusted targets (BTIG reaffirmed buy, Jefferies trimmed a target slightly, JPMorgan raised its target but kept a neutral stance), creating diverging signals for investors.
• Negative Sentiment: Soft near‑term guidance — Q1 2026 EPS guidance of $1.20–$1.30 came below Street expectations and was the headline driver of investor concern; management expects slower sales growth early in FY26. Why ANF Stock Is Trading Lower
• Negative Sentiment: Tariff headwinds and margin pressure — Management modeled material tariff impacts (noting a pronounced first‑quarter hit and full‑year pressure), which contributed to a forecast of lower operating margins versus prior year and prompted caution. Tariff Headwinds
• Negative Sentiment: Signs of a plateau — Coverage and market commentary question whether the recent multi‑year comeback is losing momentum as growth moderates, which can amplify near‑term selling pressure. Is the Comeback Hitting a Plateau?

Institutional Investors Weigh In On Abercrombie & Fitch

Institutional investors have recently bought and sold shares of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in Abercrombie & Fitch by 3.1% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 29,517 shares of the apparel retailer’s stock worth $2,254,000 after acquiring an additional 892 shares during the last quarter. Jones Financial Companies Lllp grew its holdings in shares of Abercrombie & Fitch by 521.1% in the first quarter. Jones Financial Companies Lllp now owns 1,000 shares of the apparel retailer’s stock worth $76,000 after purchasing an additional 839 shares during the last quarter. United Services Automobile Association bought a new position in shares of Abercrombie & Fitch in the first quarter worth approximately $261,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Abercrombie & Fitch by 8.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 127,389 shares of the apparel retailer’s stock worth $9,729,000 after buying an additional 10,459 shares during the period. Finally, Sivia Capital Partners LLC bought a new stake in Abercrombie & Fitch during the 2nd quarter valued at $348,000.

Abercrombie & Fitch Company Profile

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.