Urban OutfittersURBN
About: Founded in 1970, Philadelphia-based Urban Outfitters is an apparel and home goods retailer that operates more than 700 stores and e-commerce in the United States, which accounts for about 87% of sales, and other regions. Its retail nameplates are Urban Outfitters (23% of fiscal 2025 sales), Free People/Movement (26%), and Anthropologie (44%). Retail accounted for 88% of fiscal 2025 revenue, but Urban Outfitters also sells products through a wholesale operation, owns some restaurants, and operates a fast-growing clothing rental and resale business called Nuuly (7% of sales). Urban Outfitters primarily markets to young adults and offers products in categories such as apparel (66% of sales), home goods (16% of sales), accessories (13% of sales), and more.
Employees: 29,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
40% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 45
36% more capital invested
Capital invested by funds: $2.56B [Q3] → $3.5B (+$934M) [Q4]
13% more call options, than puts
Call options by funds: $143M | Put options by funds: $127M
5% more funds holding
Funds holding: 297 [Q3] → 311 (+14) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
4% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 105
3.48% less ownership
Funds ownership: 72.56% [Q3] → 69.08% (-3.48%) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
JP Morgan Matthew Boss 38% 1-year accuracy 31 / 81 met price target | 4%upside $50 | Neutral Maintained | 14 Apr 2025 |
Citigroup Paul Lejuez 39% 1-year accuracy 18 / 46 met price target | 13%upside $54 | Buy Maintained | 8 Apr 2025 |
Barclays Adrienne Yih 25% 1-year accuracy 24 / 97 met price target | 42%upside $68 | Overweight Maintained | 28 Feb 2025 |
Baird Mark Altschwager 29% 1-year accuracy 9 / 31 met price target | 29%upside $62 | Neutral Maintained | 27 Feb 2025 |
Wells Fargo Ike Boruchow 29% 1-year accuracy 15 / 51 met price target | 36%upside $65 | Equal-Weight Maintained | 27 Feb 2025 |
Financial journalist opinion
Based on 13 articles about URBN published over the past 30 days
