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

Abercrombie & Fitch (NYSE:ANF) updated its first quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.200-1.300 for the period, compared to the consensus 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.

Abercrombie & Fitch Stock Performance

Shares of NYSE:ANF traded down $5.81 during trading on Wednesday, hitting $93.41. The company’s stock had a trading volume of 1,083,319 shares, compared to its average volume of 1,634,575. Abercrombie & Fitch has a fifty-two week low of $65.40 and a fifty-two week high of $133.11. The stock’s 50-day moving average price is $105.32 and its two-hundred day moving average price is $93.38. The company has a market capitalization of $4.28 billion, a PE ratio of 8.96 and a beta of 1.17.

Abercrombie & Fitch (NYSE:ANF) last announced its quarterly earnings data on Wednesday, March 4th. The apparel retailer reported $3.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.56 by $0.12. Abercrombie & Fitch had a return on equity of 38.01% and a net margin of 10.07%.The firm had revenue of $1.67 billion for the quarter, compared to analysts’ expectations of $1.67 billion. During the same quarter in the prior year, the firm posted $3.57 earnings per share. Abercrombie & Fitch’s revenue for the quarter was up 5.4% compared to the same quarter last year. 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. On average, equities analysts predict that Abercrombie & Fitch will post 10.62 earnings per share for the current fiscal year.

Analysts Set New Price Targets

ANF has been the topic of a number of research reports. BTIG Research reissued a “buy” rating on shares of Abercrombie & Fitch in a research note on Tuesday, January 13th. Citigroup upgraded Abercrombie & Fitch from a “neutral” rating to a “buy” rating and increased their price target for the company from $90.00 to $135.00 in a research report on Wednesday, January 21st. Telsey Advisory Group restated an “outperform” rating and set a $125.00 price objective on shares of Abercrombie & Fitch in a report on Thursday, February 26th. Zacks Research raised shares of Abercrombie & Fitch from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 25th. Finally, The Goldman Sachs Group started coverage on shares of Abercrombie & Fitch in a research report on Thursday, December 11th. They issued a “buy” rating and a $120.00 target price on the stock. Seven analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, Abercrombie & Fitch presently has an average rating of “Moderate Buy” and an average target price of $120.90.

Insider Buying and Selling

In other Abercrombie & Fitch news, CEO Fran Horowitz sold 103,200 shares of the company’s stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $98.53, for a total transaction of $10,168,296.00. Following the completion of the sale, the chief executive officer directly owned 605,303 shares in the company, valued at $59,640,504.59. This represents a 14.57% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders sold a total of 350,000 shares of company stock worth $34,661,358 in the last 90 days. Company insiders own 2.29% of the company’s stock.

Key Abercrombie & Fitch News

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

• Positive Sentiment: Q4 beat and record sales — ANF reported Q4 EPS of $3.68 (vs. $3.56 consensus) and record Q4 net sales of ~$1.67B; full-year net sales were a record ~$5.27B. Strong topline and an EPS beat are driving the immediate positive reaction. Abercrombie & Fitch Co. Reports Fourth Quarter and Full Year Results
• Positive Sentiment: Share repurchases and capital allocation — Management repurchased $450M (5.4M shares, ~11% of shares outstanding) in FY2025 and plans at least $100M in Q1 and ~ $450M for the year, supporting EPS even with modest sales growth. Abercrombie & Fitch Co. Reports Record Q4 and Full Year Net Sales for 2025
• Positive Sentiment: FY 2026 EPS guidance slightly above consensus — Management guided FY EPS to $10.20–$11.00 versus a consensus ~ $10.07, which supports a positive longer‑term earnings view. Abercrombie & Fitch forecasts annual profit above expectations
• Neutral Sentiment: Sales mix and brand divergence — Hollister delivered strong growth (record +15% full year) while Abercrombie brand was slightly down; this suggests company-level growth but heterogeneous brand performance that investors should monitor. Abercrombie & Fitch Co. Reports Fourth Quarter and Full Year Results
• Negative Sentiment: Q1 guidance misses Street — Management guided Q1 EPS to $1.20–$1.30 vs. consensus ~ $1.41, and Q1 revenue guidance was below expectations; that weakness is a near-term headwind for the stock. Abercrombie & Fitch Co. Reports Fourth Quarter and Full Year Results
• Negative Sentiment: Margin and profitability pressure — Operating income and operating margin both declined year‑over‑year (full‑year operating margin ~13.3% vs. 15.0% prior year); adjusted EPS also slipped on a non‑GAAP basis, which could cap multiple expansion. Abercrombie & Fitch Co. Reports Record Q4 and Full Year Net Sales for 2025
• Negative Sentiment: Tariff and cost risk — Outlook includes an assumed 15% U.S. import tariff that the company models as a ~290bps drag on Q1 and ~70bps on full‑year sales, creating execution and margin risk if mitigation fails. Abercrombie & Fitch Co. Reports Fourth Quarter and Full Year Results
• Negative Sentiment: Insider selling and mixed institutional flows — Recent disclosures show significant insider sales and a mix of institutional buying/selling; heavy insider exits can weigh on sentiment. Abercrombie & Fitch Co. Reports Record Q4 and Full Year Net Sales for 2025

Hedge Funds Weigh In On Abercrombie & Fitch

A number of hedge funds have recently modified their holdings of ANF. NewEdge Advisors LLC increased its position in Abercrombie & Fitch by 181.6% in the 2nd quarter. NewEdge Advisors LLC now owns 352 shares of the apparel retailer’s stock valued at $29,000 after acquiring an additional 227 shares in the last quarter. Transamerica Financial Advisors LLC grew its stake in shares of Abercrombie & Fitch by 322.0% during the fourth quarter. Transamerica Financial Advisors LLC now owns 249 shares of the apparel retailer’s stock valued at $31,000 after purchasing an additional 190 shares during the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Abercrombie & Fitch in the fourth quarter valued at approximately $44,000. EverSource Wealth Advisors LLC raised its position in Abercrombie & Fitch by 392.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 714 shares of the apparel retailer’s stock worth $59,000 after purchasing an additional 569 shares during the last quarter. Finally, Jones Financial Companies Lllp raised its position in Abercrombie & Fitch by 521.1% in the 1st 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.

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.