Telsey Advisory Group Has Positive View of URBN Q4 Earnings

Urban Outfitters, Inc. (NASDAQ:URBN) – Stock analysts at Telsey Advisory Group boosted their Q4 2025 earnings estimates for shares of Urban Outfitters in a research note issued on Wednesday, November 27th. Telsey Advisory Group analyst D. Telsey now anticipates that the apparel retailer will earn $0.89 per share for the quarter, up from their prior forecast of $0.88. Telsey Advisory Group has a “Market Perform” rating and a $46.00 price target on the stock. The consensus estimate for Urban Outfitters’ current full-year earnings is $3.79 per share. Telsey Advisory Group also issued estimates for Urban Outfitters’ Q2 2026 earnings at $1.31 EPS and Q3 2026 earnings at $1.16 EPS.

Urban Outfitters (NASDAQ:URBN) last posted its quarterly earnings data on Tuesday, November 26th. The apparel retailer reported $1.10 earnings per share for the quarter, beating analysts’ consensus estimates of $0.85 by $0.25. Urban Outfitters had a net margin of 6.11% and a return on equity of 15.86%. The business had revenue of $1.36 billion during the quarter, compared to analyst estimates of $1.34 billion. During the same quarter in the previous year, the business posted $0.88 earnings per share. The company’s revenue was up 6.3% on a year-over-year basis.

URBN has been the subject of several other research reports. Citigroup raised shares of Urban Outfitters from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $42.00 to $59.00 in a research note on Wednesday, November 27th. StockNews.com upgraded shares of Urban Outfitters from a “hold” rating to a “buy” rating in a research report on Thursday, November 28th. Morgan Stanley increased their target price on shares of Urban Outfitters from $38.00 to $41.00 and gave the stock an “equal weight” rating in a report on Wednesday, November 27th. Jefferies Financial Group decreased their target price on shares of Urban Outfitters from $35.00 to $34.00 and set an “underperform” rating for the company in a research report on Thursday, August 22nd. Finally, Bank of America increased their price objective on shares of Urban Outfitters from $46.00 to $53.00 and gave the company a “buy” rating in a research report on Wednesday, November 27th. One analyst has rated the stock with a sell rating, seven have given a hold rating and four have given a buy rating to the stock. Based on data from MarketBeat.com, Urban Outfitters currently has a consensus rating of “Hold” and an average price target of $46.27.

Urban Outfitters Stock Down 0.7 %

URBN opened at $50.70 on Monday. The firm has a market cap of $4.68 billion, a price-to-earnings ratio of 14.62, a price-to-earnings-growth ratio of 1.09 and a beta of 1.60. The company’s 50-day moving average price is $38.15 and its 200 day moving average price is $40.25. Urban Outfitters has a fifty-two week low of $33.86 and a fifty-two week high of $51.49.

Institutional Trading of Urban Outfitters

Several hedge funds and other institutional investors have recently made changes to their positions in URBN. Marshall Wace LLP lifted its position in shares of Urban Outfitters by 116.3% during the 2nd quarter. Marshall Wace LLP now owns 2,288,817 shares of the apparel retailer’s stock valued at $93,956,000 after buying an additional 1,230,771 shares during the last quarter. American Century Companies Inc. increased its stake in Urban Outfitters by 20.5% during the 2nd quarter. American Century Companies Inc. now owns 1,555,067 shares of the apparel retailer’s stock valued at $63,836,000 after purchasing an additional 264,708 shares in the last quarter. Cerity Partners LLC purchased a new stake in shares of Urban Outfitters during the 3rd quarter valued at about $8,340,000. Empowered Funds LLC purchased a new stake in shares of Urban Outfitters during the 3rd quarter valued at about $7,789,000. Finally, Hennessy Advisors Inc. bought a new position in shares of Urban Outfitters during the 2nd quarter valued at approximately $7,685,000. 77.61% of the stock is currently owned by institutional investors.

Insider Transactions at Urban Outfitters

In related news, CEO Tricia D. Smith sold 11,730 shares of the business’s stock in a transaction that occurred on Friday, September 6th. The shares were sold at an average price of $35.29, for a total value of $413,951.70. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 31.80% of the stock is owned by company insiders.

About Urban Outfitters

Urban Outfitters, Inc engages in the retail and wholesale of general consumer products. The company operates through three segments: Retail, Wholesale, and Nuuly. It operates Urban Outfitters stores, which offer women's and men's fashion apparel, activewear, intimates, footwear, accessories, home goods, electronics, and beauty products for young adults aged 18 to 28; and Anthropologie stores that provide women's apparel, accessories, intimates, shoes, and home furnishings, as well as gifts, decorative items, and beauty and wellness products for women aged 28 to 45.