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

Impala Asset Management LLC lessened its position in shares of Abercrombie & Fitch Company (NYSE:ANF) by 17.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 81,500 shares of the apparel retailer’s stock after selling 17,500 shares during the period. Abercrombie & Fitch makes up approximately 4.7% of Impala Asset Management LLC’s investment portfolio, making the stock its 7th largest position. Impala Asset Management LLC owned about 0.17% of Abercrombie & Fitch worth $6,972,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. NewEdge Advisors LLC boosted its stake in shares of Abercrombie & Fitch by 181.6% in the second quarter. NewEdge Advisors LLC now owns 352 shares of the apparel retailer’s stock valued at $29,000 after buying an additional 227 shares during the period. Blue Trust Inc. bought a new stake in shares of Abercrombie & Fitch during the 3rd quarter worth approximately $38,000. Hantz Financial Services Inc. boosted 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 worth $41,000 after acquiring an additional 250 shares in the last quarter. Bessemer Group Inc. boosted its holdings in shares of Abercrombie & Fitch by 268.0% in the 3rd 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 boosted its stake in 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 buying an additional 569 shares in the last quarter.

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?

Abercrombie & Fitch Stock Performance

Shares of NYSE ANF opened at $88.28 on Friday. The stock has a market cap of $4.05 billion, a price-to-earnings ratio of 8.38 and a beta of 1.17. Abercrombie & Fitch Company has a fifty-two week low of $65.40 and a fifty-two week high of $133.11. The firm’s 50-day simple moving average is $103.93 and its 200 day simple moving average is $93.36.

Abercrombie & Fitch (NYSE:ANF) last announced its quarterly earnings results on Wednesday, March 4th. The apparel retailer reported $3.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.56 by $0.12. The business had revenue of $1.67 billion during the quarter, compared to the consensus estimate of $1.67 billion. Abercrombie & Fitch had a return on equity of 36.36% and a net margin of 9.63%.Abercrombie & Fitch’s revenue was up 5.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $3.57 earnings per share. 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, sell-side analysts predict that Abercrombie & Fitch Company will post 10.62 EPS for the current year.

Insider Buying and Selling at Abercrombie & Fitch

In other news, CEO Fran Horowitz sold 103,200 shares of the company’s stock in a transaction that occurred on Thursday, January 22nd. The stock was 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 legal filing with the SEC, which is available at this hyperlink. In the last quarter, insiders sold 350,000 shares of company stock valued at $34,661,358. 2.29% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of analysts have weighed in on ANF shares. Morgan Stanley boosted their target price on shares of Abercrombie & Fitch from $78.00 to $95.00 and gave the stock an “equal weight” rating in a research note on Wednesday, November 26th. JPMorgan Chase & Co. boosted their price objective on shares of Abercrombie & Fitch from $102.00 to $114.00 and gave the stock a “neutral” rating in a research note on Thursday. Citigroup raised Abercrombie & Fitch from a “neutral” rating to a “buy” rating and raised their target price for the stock from $90.00 to $135.00 in a research report on Wednesday, January 21st. BTIG Research reaffirmed a “buy” rating and issued a $120.00 price objective on shares of Abercrombie & Fitch in a research note on Thursday. Finally, Barclays restated a “negative” rating and issued a $95.00 target price on shares of Abercrombie & Fitch in a report on Thursday. Seven equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $118.80.

Abercrombie & Fitch 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.