American Eagle Outfitters (NYSE:AEO) Upgraded to “Hold” at BMO Capital Markets

BMO Capital Markets upgraded shares of American Eagle Outfitters (NYSE:AEO) to a hold rating in a report released on Tuesday morning,Zacks reports.

Other research analysts have also issued research reports about the company. Wall Street Zen raised American Eagle Outfitters from a “hold” rating to a “buy” rating in a research report on Saturday, September 5th. Barclays set a $15.00 price objective on American Eagle Outfitters in a report on Thursday. Bank of America restated an “underperform” rating and set a $16.00 target price on shares of American Eagle Outfitters in a report on Friday, August 14th. Morgan Stanley dropped their price target on shares of American Eagle Outfitters from $18.00 to $17.00 and set an “equal weight” rating on the stock in a research report on Thursday. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of American Eagle Outfitters in a research note on Thursday, August 27th. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, American Eagle Outfitters presently has a consensus rating of “Hold” and a consensus price target of $19.36.

American Eagle Outfitters Price Performance

Shares of NYSE AEO opened at $14.53 on Tuesday. The company has a debt-to-equity ratio of 0.05, a current ratio of 1.55 and a quick ratio of 0.53. The business has a 50-day moving average of $16.97 and a 200-day moving average of $17.55. The stock has a market capitalization of $2.44 billion, a price-to-earnings ratio of 7.42, a PEG ratio of 3.69 and a beta of 1.33. American Eagle Outfitters has a fifty-two week low of $14.06 and a fifty-two week high of $28.46.

American Eagle Outfitters (NYSE:AEO) last released its earnings results on Wednesday, September 9th. The apparel retailer reported $0.79 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.22 by $0.57. American Eagle Outfitters had a return on equity of 24.02% and a net margin of 5.91%.The business had revenue of $1.38 billion for the quarter, compared to analyst estimates of $1.37 billion. During the same quarter in the prior year, the company posted $0.45 earnings per share. American Eagle Outfitters’s revenue was up 7.5% on a year-over-year basis. As a group, sell-side analysts predict that American Eagle Outfitters will post 1.76 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other American Eagle Outfitters news, Director Noel Spiegel sold 2,892 shares of the company’s 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. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Cary D. Mcmillan sold 2,892 shares of the firm’s stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $16.77, for a total value of $48,498.84. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 11,563 shares of company stock valued at $196,599 over the last 90 days. 8.95% of the stock is currently owned by insiders.

Institutional Investors Weigh In On American Eagle Outfitters

A number of large investors have recently added to or reduced their stakes in AEO. Plato Investment Management Ltd acquired a new stake in American Eagle Outfitters during the 2nd quarter valued at $25,000. Kemnay Advisory Services Inc. acquired a new position in shares of American Eagle Outfitters in the fourth quarter valued at $31,000. Aster Capital Management DIFC Ltd bought a new position in shares of American Eagle Outfitters in the fourth quarter valued at about $32,000. Raymond James Financial Inc. bought a new position in shares of American Eagle Outfitters in the second quarter valued at about $35,000. Finally, Allworth Financial LP acquired a new stake in shares of American Eagle Outfitters during the 2nd quarter worth about $36,000. Institutional investors own 97.33% of the company’s stock.

Trending Headlines about American Eagle Outfitters

Here are the key news stories impacting American Eagle Outfitters this week:

• Positive Sentiment: Second-quarter revenue increased 8% year over year to approximately $1.38 billion, narrowly exceeding estimates. Total comparable sales rose 6%, supported by Aerie and OFFLINE, while earnings of $0.79 per share significantly surpassed the roughly $0.22 consensus estimate. American Eagle Outfitters beats quarterly revenue estimates
• Positive Sentiment: Management cited strength in Aerie intimates, sleepwear and apparel, and issued a stronger fiscal 2026 operating-income outlook that incorporates tariff-related benefits. The company’s low leverage and ongoing brand improvement provide additional financial support. American Eagle Q2 Earnings Beat on Tariff Refunds, Aerie Strength
• Neutral Sentiment: Analysts reduced price targets following the report: Morgan Stanley lowered its target to $17 and Telsey Advisory Group to $18, while UBS cut its target to $27 but retained a Buy rating. These targets remain above the recent trading level, but the revisions signal reduced confidence in near-term execution.
• Negative Sentiment: The headline profit beat was substantially helped by an estimated $161 million in tariff refunds, raising concerns about earnings durability. Without that benefit, underlying profitability and merchandise margins would have appeared less robust. American Eagle shares slide as flat margin outlook, weak core brand weigh
• Negative Sentiment: American Eagle’s core-brand comparable sales fell 1%, and management acknowledged that more work is needed on the banner. Aerie’s sales growth also slowed, while the company maintained its annual same-store-sales forecast and projected flat third-quarter gross margins. Investors interpreted the outlook as evidence that cautious consumers and brand pressure remain unresolved. American Eagle Stock Slumps on Signs of Weakness at Namesake Brand

About American Eagle Outfitters

American Eagle Outfitters, Inc (NYSE: AEO) is a leading American specialty retailer offering apparel, accessories and personal care products for men and women. The company’s flagship brand, American Eagle, focuses on casualwear including denim, tops, outerwear and accessories targeted primarily at teens and young adults. In addition to its core apparel lines, the company operates the Aerie brand of intimates, loungewear and swimwear, which has gained recognition for its body-positive marketing and inclusive sizing.

American Eagle Outfitters conducts business through a combination of over 900 brick-and-mortar stores in North America and Greater China, complemented by a growing e-commerce platform that serves customers around the globe.