Impala Asset Management LLC Has $6.97 Million Position in Abercrombie & Fitch Company $ANF

Impala Asset Management LLC lowered its position in Abercrombie & Fitch Company (NYSE:ANF) by 17.7% in the 3rd quarter, HoldingsChannel reports. The fund owned 81,500 shares of the apparel retailer’s stock after selling 17,500 shares during the period. Abercrombie & Fitch accounts for about 4.7% of Impala Asset Management LLC’s holdings, making the stock its 7th biggest position. Impala Asset Management LLC’s holdings in Abercrombie & Fitch were worth $6,972,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. NewEdge Advisors LLC raised its stake in shares of Abercrombie & Fitch by 181.6% during the 2nd quarter. NewEdge Advisors LLC now owns 352 shares of the apparel retailer’s stock valued at $29,000 after purchasing an additional 227 shares during the period. Blue Trust Inc. bought a new position in shares of Abercrombie & Fitch in the third quarter worth approximately $38,000. Hantz Financial Services Inc. raised its position in shares of Abercrombie & Fitch by 108.2% during the 3rd quarter. Hantz Financial Services Inc. now owns 481 shares of the apparel retailer’s stock valued at $41,000 after buying an additional 250 shares in the last quarter. Bessemer Group Inc. raised its position in Abercrombie & Fitch by 268.0% during the third quarter. Bessemer Group Inc. now owns 666 shares of the apparel retailer’s stock valued at $56,000 after purchasing an additional 485 shares in the last quarter. Finally, EverSource Wealth Advisors LLC raised its holdings in shares of Abercrombie & Fitch by 392.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 714 shares of the apparel retailer’s stock valued at $59,000 after buying an additional 569 shares in the last quarter.

Wall Street Analyst Weigh In

ANF has been the subject of several recent research reports. Wall Street Zen raised shares of Abercrombie & Fitch from a “hold” rating to a “buy” rating in a research note on Saturday, February 28th. Barclays reaffirmed a “negative” rating and issued a $95.00 target price on shares of Abercrombie & Fitch in a research note on Thursday. Telsey Advisory Group reiterated an “outperform” rating and set a $125.00 price target on shares of Abercrombie & Fitch in a report on Wednesday. UBS Group cut their price target on shares of Abercrombie & Fitch from $160.00 to $149.00 and set a “buy” rating on the stock in a report on Monday, February 23rd. Finally, Jefferies Financial Group decreased their price objective on shares of Abercrombie & Fitch from $135.00 to $130.00 and set a “buy” rating on the stock in a research report on Wednesday. Seven research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $118.80.

Abercrombie & Fitch Stock Down 7.7%

Shares of ANF stock opened at $88.28 on Friday. The firm has a market capitalization of $4.05 billion, a price-to-earnings ratio of 8.38 and a beta of 1.17. The stock has a fifty day moving average of $103.93 and a 200 day moving average of $93.36. Abercrombie & Fitch Company has a 52 week low of $65.40 and a 52 week high of $133.11.

Abercrombie & Fitch (NYSE:ANF) last issued its quarterly earnings data on Wednesday, March 4th. The apparel retailer reported $3.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.56 by $0.12. Abercrombie & Fitch had a net margin of 9.63% and a return on equity of 36.36%. The business had revenue of $1.67 billion for the quarter, compared to the consensus estimate of $1.67 billion. During the same period in the previous year, the firm earned $3.57 EPS. The company’s quarterly revenue 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. Equities research analysts anticipate that Abercrombie & Fitch Company will post 10.62 earnings per share for the current year.

Key Stories Impacting Abercrombie & Fitch

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

• Positive Sentiment: Q4 beat and record revenue — ANF reported $3.68 EPS (above consensus) and record fourth-quarter and full‑year net sales, driven by continued strength at Hollister. Company Press Release
• Positive Sentiment: Brand momentum and capital return — Hollister posted strong gains (record full‑year growth), the company finished the year with a solid cash position and an active buyback program (repurchased $450M / ~11% of shares). Durable Growth Thesis
• Neutral Sentiment: Full‑year outlook mixed — FY 2026 EPS guidance ($10.20–$11.00) sits near or slightly above consensus, but the company flagged lower first‑quarter expectations. Analysts remain mixed-to-bullish on medium term upside.
• Neutral Sentiment: Analyst activity is active — Several firms reiterated or adjusted targets (BTIG reaffirmed buy, Jefferies trimmed a target slightly, JPMorgan raised its target but kept a neutral stance), creating diverging signals for investors.
• Negative Sentiment: Soft near‑term guidance — Q1 2026 EPS guidance of $1.20–$1.30 came below Street expectations and was the headline driver of investor concern; management expects slower sales growth early in FY26. Why ANF Stock Is Trading Lower
• Negative Sentiment: Tariff headwinds and margin pressure — Management modeled material tariff impacts (noting a pronounced first‑quarter hit and full‑year pressure), which contributed to a forecast of lower operating margins versus prior year and prompted caution. Tariff Headwinds
• Negative Sentiment: Signs of a plateau — Coverage and market commentary question whether the recent multi‑year comeback is losing momentum as growth moderates, which can amplify near‑term selling pressure. Is the Comeback Hitting a Plateau?

Insider Transactions at Abercrombie & Fitch

In related news, CEO Fran Horowitz sold 103,200 shares of the stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $98.53, for a total value of $10,168,296.00. Following the completion of the transaction, the chief executive officer directly owned 605,303 shares of the company’s stock, valued at $59,640,504.59. This represents a 14.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Insiders have sold 350,000 shares of company stock valued at $34,661,358 over the last ninety days. 2.29% of the stock is owned by corporate insiders.

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.