Fox Run Management L.L.C. Invests $688,000 in Urban Outfitters, Inc. $URBN

Fox Run Management L.L.C. purchased a new stake in Urban Outfitters, Inc. (NASDAQ:URBN) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 9,629 shares of the apparel retailer’s stock, valued at approximately $688,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of URBN. Allianz Asset Management GmbH increased its holdings in Urban Outfitters by 316.5% during the 3rd quarter. Allianz Asset Management GmbH now owns 187,660 shares of the apparel retailer’s stock worth $13,405,000 after purchasing an additional 142,600 shares in the last quarter. Broad Peak Investment Advisers Pte Ltd purchased a new position in shares of Urban Outfitters during the third quarter valued at approximately $5,917,000. Oak Harvest Investment Services grew its holdings in Urban Outfitters by 203.1% during the third quarter. Oak Harvest Investment Services now owns 30,313 shares of the apparel retailer’s stock worth $2,165,000 after buying an additional 20,313 shares in the last quarter. BI Asset Management Fondsmaeglerselskab A S raised its position in Urban Outfitters by 17.4% in the 3rd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 279,763 shares of the apparel retailer’s stock valued at $19,983,000 after buying an additional 41,559 shares during the last quarter. Finally, Bank of Montreal Can lifted its stake in Urban Outfitters by 134.9% during the 2nd quarter. Bank of Montreal Can now owns 20,709 shares of the apparel retailer’s stock valued at $1,502,000 after acquiring an additional 11,894 shares in the last quarter. Institutional investors own 77.61% of the company’s stock.

Analyst Ratings Changes

URBN has been the subject of several recent analyst reports. UBS Group reiterated a “neutral” rating on shares of Urban Outfitters in a research note on Tuesday, January 13th. Citigroup boosted their price target on shares of Urban Outfitters from $76.00 to $80.00 and gave the stock a “neutral” rating in a report on Wednesday, November 26th. Barclays increased their price objective on shares of Urban Outfitters from $98.00 to $102.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Wall Street Zen raised shares of Urban Outfitters from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, The Goldman Sachs Group began coverage on Urban Outfitters in a report on Tuesday, December 9th. They issued a “neutral” rating and a $83.00 target price for the company. Eight analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $86.25.

Urban Outfitters Stock Down 3.7%

URBN opened at $66.20 on Friday. Urban Outfitters, Inc. has a twelve month low of $41.89 and a twelve month high of $84.35. The company’s 50-day moving average price is $72.31 and its two-hundred day moving average price is $71.49. The stock has a market cap of $5.94 billion, a price-to-earnings ratio of 13.06, a PEG ratio of 0.95 and a beta of 1.24.

Urban Outfitters (NASDAQ:URBN) last posted its quarterly earnings results on Wednesday, February 25th. The apparel retailer reported $1.43 EPS for the quarter, topping analysts’ consensus estimates of $1.24 by $0.19. Urban Outfitters had a net margin of 7.54% and a return on equity of 19.41%. The company had revenue of $1.80 billion for the quarter, compared to analysts’ expectations of $1.79 billion. During the same quarter in the previous year, the firm posted $1.04 EPS. Urban Outfitters’s revenue was up 10.1% on a year-over-year basis. As a group, sell-side analysts anticipate that Urban Outfitters, Inc. will post 3.91 earnings per share for the current year.

Key Urban Outfitters News

Here are the key news stories impacting Urban Outfitters this week:

• Positive Sentiment: Company reported record Q4 and FY26 results: revenue of $1.80B (+10.1% Y/Y) and EPS of $1.43, beating Street estimates; management said margins expanded. These beats explain the initial positive reaction to the print. TipRanks: Urban Outfitters Posts Record Results
• Positive Sentiment: Nuuly rental business and turnaround at namesake Urban Outfitters stores are cited as key growth drivers — stronger subscribers/sales mix helped top-line and margin improvement. WSJ: Rental Business Beats Sales Target
• Positive Sentiment: Analysts and outlets highlighted brand momentum and improved comps; several earnings summaries call out continued category strength and margin leverage. Zacks: Q4 Earnings & Sales Beat
• Neutral Sentiment: Several bullish analyst/idea pieces argue URBN is an attractive consumer discretionary holding on improved fundamentals and upside potential; these are long-term supportive but don’t guarantee near-term moves. Seeking Alpha: Ideal Specialty Retailer
• Neutral Sentiment: Additional Seeking Alpha analysis frames URBN as a buy-and-hold consumer discretionary name given secular initiatives and earnings tailwinds; useful context for investors with multi-quarter horizons. Seeking Alpha: Worth Owning
• Negative Sentiment: Wells Fargo trimmed its price target to $75 and moved to “equal weight,” signaling some analyst caution on near-term upside and tempering investor enthusiasm. Benzinga: Wells Fargo Lowers PT
• Negative Sentiment: Despite the beat, the stock is trading below its 50- and 200-day moving averages and volume is below average — technicals and profit-taking after the strong print may be putting downward pressure. MarketBeat: URBN Quote & Technicals

Insiders Place Their Bets

In other news, CEO Richard A. Hayne sold 10,667 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $70.50, for a total transaction of $752,023.50. Following the transaction, the chief executive officer owned 17,449,385 shares of the company’s stock, valued at $1,230,181,642.50. This represents a 0.06% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Margaret Hayne sold 9,333 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $70.50, for a total value of $657,976.50. Following the transaction, the insider owned 1,933,859 shares of the company’s stock, valued at $136,337,059.50. The trade was a 0.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 582,850 shares of company stock valued at $44,058,464 over the last three months. Company insiders own 31.60% of the company’s stock.

Urban Outfitters Profile

Urban Outfitters, Inc is a global lifestyle retailer headquartered in Philadelphia, Pennsylvania. Established in 1970 by Richard Hayne, Scott Belair and Judy Wicks, the company began as a single store catering to college students in the city’s historic Old City neighborhood. Over the decades, Urban Outfitters has expanded its reach and diversified its portfolio to include multiple retail concepts addressing distinct customer segments.

The company operates through several well-known brands, each offering a curated selection of apparel, footwear, accessories and home goods.