Bridge City Capital LLC Cuts Holdings in American Eagle Outfitters, Inc. $AEO

Bridge City Capital LLC trimmed its holdings in shares of American Eagle Outfitters, Inc. (NYSE:AEO) by 55.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 80,080 shares of the apparel retailer’s stock after selling 100,834 shares during the period. Bridge City Capital LLC’s holdings in American Eagle Outfitters were worth $2,112,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Strategic Investment Solutions Inc. IL boosted its stake in American Eagle Outfitters by 50.0% during the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 1,500 shares of the apparel retailer’s stock valued at $26,000 after purchasing an additional 500 shares during the last quarter. Raymond James Financial Inc. purchased a new stake in American Eagle Outfitters during the 2nd quarter valued at $35,000. Federated Hermes Inc. boosted its stake in American Eagle Outfitters by 151.0% during the 2nd quarter. Federated Hermes Inc. now owns 3,848 shares of the apparel retailer’s stock valued at $37,000 after purchasing an additional 2,315 shares during the last quarter. Larson Financial Group LLC boosted its stake in American Eagle Outfitters by 8,432.1% during the 3rd quarter. Larson Financial Group LLC now owns 2,389 shares of the apparel retailer’s stock valued at $41,000 after purchasing an additional 2,361 shares during the last quarter. Finally, Brown Brothers Harriman & Co. boosted its stake in American Eagle Outfitters by 1,655.3% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 2,475 shares of the apparel retailer’s stock valued at $42,000 after purchasing an additional 2,334 shares during the last quarter. 97.33% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages have commented on AEO. TD Cowen cut their target price on American Eagle Outfitters from $19.00 to $18.00 and set a “hold” rating on the stock in a research note on Monday, May 18th. Wall Street Zen downgraded American Eagle Outfitters from a “buy” rating to a “hold” rating in a research note on Sunday, June 7th. Barclays dropped their price target on American Eagle Outfitters from $19.00 to $17.00 and set an “equal weight” rating on the stock in a research note on Friday, May 29th. JPMorgan Chase & Co. dropped their price target on American Eagle Outfitters from $25.00 to $19.00 and set a “neutral” rating on the stock in a research note on Friday, May 29th. Finally, UBS Group dropped their price target on American Eagle Outfitters from $35.00 to $31.00 and set a “buy” rating on the stock in a research note on Friday, May 29th. One equities research analyst has rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $20.36.

American Eagle Outfitters Stock Performance

AEO stock opened at $18.81 on Friday. The company has a market cap of $3.15 billion, a P/E ratio of 11.61, a price-to-earnings-growth ratio of 4.09 and a beta of 1.33. American Eagle Outfitters, Inc. has a 1 year low of $9.27 and a 1 year high of $28.46. 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 stock’s fifty day moving average price is $17.23 and its 200-day moving average price is $21.05.

American Eagle Outfitters (NYSE:AEO) last released its earnings results on Thursday, May 28th. The apparel retailer reported $0.14 earnings per share for the quarter, beating the consensus estimate of $0.11 by $0.03. The company had revenue of $1.20 billion for the quarter, compared to the consensus estimate of $1.18 billion. American Eagle Outfitters had a return on equity of 20.95% and a net margin of 5.01%.American Eagle Outfitters’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period in the previous year, the business earned ($0.29) earnings per share. On average, equities analysts forecast that American Eagle Outfitters, Inc. will post 1.77 earnings per share for the current year.

American Eagle Outfitters Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be given a dividend of $0.125 per share. The ex-dividend date is Friday, July 10th. This represents a $0.50 annualized dividend and a yield of 2.7%. American Eagle Outfitters’s payout ratio is 30.86%.

Trending Headlines about American Eagle Outfitters

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

• Positive Sentiment: Zacks Research raised multiple forward EPS estimates for American Eagle Outfitters, including Q1 2028, Q3 2027, Q4 2027, Q3 2028, Q4 2028, and FY2027, which suggests analysts see stronger profitability ahead. Article Title
• Positive Sentiment: American Eagle extended and amended its $700 million revolving credit facility, which can improve liquidity and financial flexibility for the retailer. Article Title
• Neutral Sentiment: Recent coverage highlighting “Trending Stock” status on Zacks may be adding attention, but it does not by itself change fundamentals. Article Title
• Neutral Sentiment: A market recap comparing American Eagle’s first-quarter results with other apparel retailers suggests investors are still benchmarking its performance against peers rather than reacting to a new company-specific catalyst. Article Title
• Negative Sentiment: Zacks Research trimmed its Q2 2028 EPS estimate, signaling some caution about earnings momentum further out. Article Title

Insider Buying and Selling at American Eagle Outfitters

In related news, Director Noel Joseph Spiegel sold 2,887 shares of American Eagle Outfitters stock in a transaction on Monday, April 6th. The stock was sold at an average price of $17.32, for a total transaction of $50,002.84. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Cary D. Mcmillan sold 2,887 shares of American Eagle Outfitters stock in a transaction on Monday, April 6th. The shares were sold at an average price of $17.23, for a total value of $49,743.01. The SEC filing for this sale provides additional information. 8.95% of the stock is currently owned by insiders.

American Eagle Outfitters Profile

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.