Abercrombie & Fitch (NYSE:ANF) Releases FY 2026 Earnings Guidance

Abercrombie & Fitch (NYSE:ANF) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 13.100-13.600 for the period, compared to the consensus earnings per share estimate of 10.400. The company issued revenue guidance of $5.5 billion-$5.5 billion, compared to the consensus revenue estimate of $5.5 billion. Abercrombie & Fitch also updated its Q3 2026 guidance to 2.900-3.200 EPS.

Abercrombie & Fitch Trading Up 36.3%

ANF opened at $148.44 on Thursday. The company has a market cap of $6.60 billion, a price-to-earnings ratio of 14.25 and a beta of 0.90. Abercrombie & Fitch has a 12-month low of $65.45 and a 12-month high of $154.58. The company’s 50 day moving average is $99.62 and its 200 day moving average is $91.60.

Abercrombie & Fitch (NYSE:ANF) last announced its quarterly earnings data on Wednesday, August 26th. The apparel retailer reported $4.17 EPS for the quarter, beating the consensus estimate of $1.99 by $2.18. Abercrombie & Fitch had a return on equity of 34.36% and a net margin of 9.34%.The business had revenue of $1.27 billion for the quarter, compared to the consensus estimate of $1.25 billion. During the same period in the previous year, the business earned $2.91 earnings per share. The business’s revenue was up 4.8% on a year-over-year basis. Abercrombie & Fitch has set its Q3 2026 guidance at 2.900-3.200 EPS and its FY 2026 guidance at 13.100-13.600 EPS. As a group, analysts predict that Abercrombie & Fitch will post 10.65 EPS for the current fiscal year.

Analyst Ratings Changes

ANF has been the topic of several research reports. Telsey Advisory Group raised their price target on Abercrombie & Fitch from $115.00 to $118.00 and gave the company an “outperform” rating in a research note on Wednesday, August 19th. Barclays set a $155.00 target price on shares of Abercrombie & Fitch in a research report on Thursday. Weiss Ratings upgraded Abercrombie & Fitch from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, August 14th. Citigroup lowered Abercrombie & Fitch from a “buy” rating to a “neutral” rating in a report on Thursday. Finally, UBS Group reissued a “buy” rating and set a $153.00 target price (up from $136.00) on shares of Abercrombie & Fitch in a report on Wednesday, August 12th. Six equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $136.82.

Insider Buying and Selling

In other news, COO Scott D. Lipesky sold 10,000 shares of the firm’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $115.00, for a total value of $1,150,000.00. Following the sale, the chief operating officer directly owned 152,534 shares in the company, valued at approximately $17,541,410. This trade represents a 6.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. In the last ninety days, insiders have sold 30,000 shares of company stock worth $3,300,000. Insiders own 2.33% of the company’s stock.

Key Headlines Impacting Abercrombie & Fitch

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

• Positive Sentiment: Second-quarter adjusted EPS was $4.17, well above the $1.99 analyst consensus, while revenue increased 4.8% year over year to $1.27 billion, topping expectations of $1.25 billion. Abercrombie & Fitch’s Stock Rises 10% On Strong Financial Results
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $13.10-$13.60, versus prior sell-side expectations near $10.40-$10.65, and projected third-quarter EPS of $2.90-$3.20, above the $2.80 consensus. Full-year sales guidance was also raised, reflecting resilient apparel demand. Abercrombie raises full-year sales forecast on resilient apparel demand
• Positive Sentiment: Abercrombie expects roughly $100 million in tariff refunds, including approximately $20 million in the third quarter. The refund materially boosted quarterly earnings and increased near-term cash-flow expectations. Abercrombie Stock Spikes After Reporting Tariff Refund
• Positive Sentiment: The company increased its share-repurchase target, adding to the shareholder-return case. BTIG also raised its price target from $120 to $175 and maintained a Buy rating. Abercrombie beats expectations, lifts guidance and raises buyback target
• Neutral Sentiment: Although management said the core business outperformed expectations beyond the tariff refund, investors may distinguish between recurring operating gains and the one-time benefit. International markets also remained comparatively weak. Abercrombie’s Tariff Refund and Business Performance

Hedge Funds Weigh In On Abercrombie & Fitch

A number of institutional investors 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 during the period. Transamerica Financial Advisors LLC grew its stake in shares of Abercrombie & Fitch by 322.0% during the 4th quarter. Transamerica Financial Advisors LLC now owns 249 shares of the apparel retailer’s stock worth $31,000 after purchasing an additional 190 shares during the period. Caitong International Asset Management Co. Ltd purchased a new position in shares of Abercrombie & Fitch in the 4th quarter valued at about $44,000. EverSource Wealth Advisors LLC lifted its stake in shares of Abercrombie & Fitch by 392.4% in the second quarter. EverSource Wealth Advisors LLC now owns 714 shares of the apparel retailer’s stock valued at $59,000 after purchasing an additional 569 shares during the period. Finally, Jones Financial Companies Lllp boosted its stake in shares of Abercrombie & Fitch by 521.1% during the 1st quarter. Jones Financial Companies Lllp now owns 1,000 shares of the apparel retailer’s stock worth $76,000 after acquiring an additional 839 shares in the last quarter.

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.