Abercrombie & Fitch’s (ANF) “Outperform” Rating Reaffirmed at Telsey Advisory Group

Telsey Advisory Group reaffirmed their outperform rating on shares of Abercrombie & Fitch (NYSE:ANF) in a research report released on Wednesday morning,Benzinga reports. Telsey Advisory Group currently has a $125.00 price objective on the apparel retailer’s stock.

A number of other research firms have also issued reports on ANF. JPMorgan Chase & Co. cut their price target on shares of Abercrombie & Fitch from $128.00 to $102.00 and set a “neutral” rating on the stock in a report on Monday, February 23rd. Zacks Research raised shares of Abercrombie & Fitch from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 25th. UBS Group decreased their target price on Abercrombie & Fitch from $160.00 to $149.00 and set a “buy” rating for the company in a research report on Monday, February 23rd. Barclays lifted their price target on Abercrombie & Fitch from $94.00 to $115.00 and gave the company an “equal weight” rating in a report on Tuesday, January 6th. Finally, Citigroup raised Abercrombie & Fitch from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $90.00 to $135.00 in a research note on Wednesday, January 21st. Seven research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $119.40.

Abercrombie & Fitch Stock Down 3.5%

Shares of NYSE ANF opened at $95.75 on Wednesday. Abercrombie & Fitch has a 12 month low of $65.40 and a 12 month high of $133.11. The company has a market cap of $4.39 billion, a price-to-earnings ratio of 9.18 and a beta of 1.17. The business has a fifty day simple moving average of $104.70 and a 200-day simple moving average of $93.39.

Abercrombie & Fitch (NYSE:ANF) last issued its quarterly earnings results on Wednesday, March 4th. The apparel retailer reported $3.68 earnings per share for the quarter, topping analysts’ consensus estimates 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 last year, the business posted $3.57 EPS. Abercrombie & Fitch’s revenue was up 5.4% on a year-over-year basis. 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. As a group, sell-side analysts expect that Abercrombie & Fitch will post 10.62 EPS for the current fiscal year.

Insider Buying and Selling at Abercrombie & Fitch

In related news, CEO Fran Horowitz sold 29,769 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $100.00, for a total value of $2,976,900.00. Following the completion of the sale, the chief executive officer owned 308,503 shares of the company’s stock, valued at approximately $30,850,300. The trade was a 8.80% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Over the last three months, insiders sold 350,000 shares of company stock worth $34,661,358. 2.29% of the stock is owned by company insiders.

Institutional Trading of Abercrombie & Fitch

Institutional investors have recently added to or reduced their stakes in the business. Bbfit Investments PTE Ltd. acquired a new position in shares of Abercrombie & Fitch during the 4th quarter worth $205,539,000. Wellington Management Group LLP boosted its holdings in Abercrombie & Fitch by 5,749.6% in the third quarter. Wellington Management Group LLP now owns 1,194,013 shares of the apparel retailer’s stock worth $102,148,000 after purchasing an additional 1,173,601 shares in the last quarter. Valeo Financial Advisors LLC increased its position in Abercrombie & Fitch by 10,469.4% during the second quarter. Valeo Financial Advisors LLC now owns 993,101 shares of the apparel retailer’s stock worth $82,278,000 after buying an additional 983,705 shares during the last quarter. AQR Capital Management LLC raised its holdings in Abercrombie & Fitch by 56.0% during the fourth quarter. AQR Capital Management LLC now owns 2,504,240 shares of the apparel retailer’s stock valued at $315,209,000 after buying an additional 898,884 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of Abercrombie & Fitch in the fourth quarter worth about $98,961,000.

Key Stories Impacting Abercrombie & Fitch

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

• Positive Sentiment: Q4 results beat expectations — ANF reported $3.68 EPS vs. $3.56 consensus and record Q4 net sales of $1.67B, driven by Hollister strength (Hollister comp and full‑year growth highlighted). Read More.
• Positive Sentiment: Full‑year EPS outlook topped consensus — management set FY2026 EPS guidance of $10.20–$11.00 (above the ~$10.07 consensus), signaling confidence in annual profitability despite headwinds. Read More.
• Positive Sentiment: Sizeable capital return continues — the company repurchased $450M of stock in FY2025 (5.4M shares, ~11% reduction) and plans ~ $450M in buybacks for FY2026, supporting EPS and shareholder value. Read More.
• Neutral Sentiment: Analyst actions mixed but constructive — Telsey reaffirmed an “outperform”/$125 PT and Jefferies trimmed its PT to $130 while keeping a buy rating, leaving tangible upside but some analyst calibration. Read More.
• Negative Sentiment: Soft near‑term guidance and tariff assumptions spooked investors — Q1 EPS guide of $1.20–$1.30 is well below Street estimates (~$1.41), and management modeled a 15% U.S. import tariff (estimated ~290bps sales impact in Q1 and ~70bps for FY), pressuring margins. Read More.
• Negative Sentiment: Margin pressure and operating income decline — operating margin and operating income were down year‑over‑year; investors cite margin contraction, higher inventory and tariff exposure as reasons for the stock pullback despite the beat. Read More.

About Abercrombie & Fitch

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.