Telsey Advisory Group Weighs in on American Eagle Outfitters, Inc.’s Q1 2025 Earnings (NYSE:AEO)

American Eagle Outfitters, Inc. (NYSE:AEO) – Equities researchers at Telsey Advisory Group lifted their Q1 2025 earnings estimates for American Eagle Outfitters in a research note issued to investors on Thursday, May 23rd. Telsey Advisory Group analyst D. Telsey now expects that the apparel retailer will post earnings of $0.28 per share for the quarter, up from their prior estimate of $0.25. Telsey Advisory Group has a “Market Perform” rating and a $25.00 price target on the stock. The consensus estimate for American Eagle Outfitters’ current full-year earnings is $1.71 per share. Telsey Advisory Group also issued estimates for American Eagle Outfitters’ FY2025 earnings at $1.73 EPS, Q1 2026 earnings at $0.30 EPS, Q2 2026 earnings at $0.38 EPS, Q3 2026 earnings at $0.61 EPS and Q4 2026 earnings at $0.67 EPS.

AEO has been the subject of several other research reports. StockNews.com cut American Eagle Outfitters from a “buy” rating to a “hold” rating in a research note on Tuesday, April 2nd. JPMorgan Chase & Co. raised American Eagle Outfitters from a “neutral” rating to an “overweight” rating and set a $31.00 target price on the stock in a research report on Tuesday, April 9th. Citigroup raised their price objective on shares of American Eagle Outfitters from $23.00 to $26.00 and gave the company a “neutral” rating in a research note on Tuesday, February 27th. UBS Group boosted their target price on shares of American Eagle Outfitters from $27.00 to $29.00 and gave the stock a “buy” rating in a research report on Monday, February 26th. Finally, Barclays raised their price target on shares of American Eagle Outfitters from $30.00 to $32.00 and gave the company an “overweight” rating in a research report on Monday, April 29th. One research analyst has rated the stock with a sell rating, five have issued a hold rating and four have given a buy rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $23.00.

American Eagle Outfitters Price Performance

Shares of NYSE AEO opened at $23.19 on Friday. American Eagle Outfitters has a 1 year low of $9.95 and a 1 year high of $26.44. The firm has a market cap of $4.56 billion, a PE ratio of 26.97, a price-to-earnings-growth ratio of 1.05 and a beta of 1.60. The company has a 50 day simple moving average of $24.02 and a 200 day simple moving average of $21.93.

American Eagle Outfitters (NYSE:AEO) last announced its quarterly earnings data on Thursday, March 7th. The apparel retailer reported $0.61 EPS for the quarter, beating the consensus estimate of $0.50 by $0.11. The business had revenue of $1.68 billion during the quarter, compared to the consensus estimate of $1.67 billion. American Eagle Outfitters had a net margin of 3.23% and a return on equity of 17.76%. The company’s revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the business earned $0.37 earnings per share.

Institutional Investors Weigh In On American Eagle Outfitters

Hedge funds have recently added to or reduced their stakes in the stock. Wellington Management Group LLP lifted its position in American Eagle Outfitters by 1,050.5% during the 4th quarter. Wellington Management Group LLP now owns 2,681,465 shares of the apparel retailer’s stock worth $56,740,000 after buying an additional 2,448,400 shares in the last quarter. Jupiter Asset Management Ltd. bought a new position in American Eagle Outfitters in the first quarter valued at approximately $61,315,000. Pacer Advisors Inc. increased its position in shares of American Eagle Outfitters by 37.6% during the 4th quarter. Pacer Advisors Inc. now owns 6,092,955 shares of the apparel retailer’s stock worth $128,927,000 after purchasing an additional 1,663,569 shares during the last quarter. Norges Bank bought a new stake in shares of American Eagle Outfitters during the 4th quarter worth approximately $20,917,000. Finally, Goldman Sachs Group Inc. boosted its holdings in shares of American Eagle Outfitters by 62.7% in the 4th quarter. Goldman Sachs Group Inc. now owns 2,233,659 shares of the apparel retailer’s stock valued at $47,264,000 after buying an additional 860,578 shares during the last quarter. Institutional investors own 97.33% of the company’s stock.

Insider Buying and Selling

In other American Eagle Outfitters news, CAO James H. Keefer, Jr. sold 7,000 shares of the firm’s stock in a transaction dated Thursday, March 28th. The stock was sold at an average price of $25.82, for a total value of $180,740.00. Following the transaction, the chief accounting officer now directly owns 17,266 shares of the company’s stock, valued at $445,808.12. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. In other American Eagle Outfitters news, CAO James H. Keefer, Jr. sold 7,000 shares of the business’s stock in a transaction dated Thursday, March 28th. The shares were sold at an average price of $25.82, for a total transaction of $180,740.00. Following the sale, the chief accounting officer now directly owns 17,266 shares in the company, valued at approximately $445,808.12. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Cary D. Mcmillan sold 1,908 shares of American Eagle Outfitters stock in a transaction that occurred on Friday, April 5th. The stock was sold at an average price of $24.59, for a total transaction of $46,917.72. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 52,319 shares of company stock worth $1,312,938. 7.50% of the stock is owned by company insiders.

American Eagle Outfitters declared that its Board of Directors has authorized a stock buyback plan on Thursday, February 1st that authorizes the company to repurchase 30,000,000 outstanding shares. This repurchase authorization authorizes the apparel retailer to purchase shares of its stock through open market purchases. Shares repurchase plans are usually a sign that the company’s board of directors believes its shares are undervalued.

American Eagle Outfitters Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, April 26th. Shareholders of record on Friday, April 12th were paid a $0.125 dividend. The ex-dividend date of this dividend was Thursday, April 11th. This represents a $0.50 annualized dividend and a yield of 2.16%. American Eagle Outfitters’s payout ratio is currently 58.14%.

About American Eagle Outfitters

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.