AEO
AMERICAN EAGLE OUTFITTERS INC
$16.44
-1.32%
$2.8B
No data for this timeframe.
Vol
Market Cap$2.8B
Cap SizeMid Cap
Analyst ConsensusSell (5%)
Inst. Holders7 funds
Inst. Value$782.9M
Inst. Activity3 buys / 2 sells
Insider Activity0B / 2S
Insider Net $-$99.7K
Reddit Sentiment67° Warm
SEC Reports4
Recent Activity
Jun 4, 2026
short_volume
Short Volume: AEO — 64.7% short (1.4M / 2.1M)
Short: 1,372,525 | Exempt: 1,515 | TRF Vol: 2,121,449 | Short Ratio: 64.7% | Off-exchange volume (da
May 28, 2026
SEC
AEO reported Q1 FY2026 GAAP diluted EPS of $0.14 on record revenue of $1.195B (+10% YoY), exceeding its own operating in
8-K — Impact 5/10
May 15, 2026
SEC
American Eagle Outfitters filed additional definitive proxy soliciting materials for its 2026 Annual Meeting to be held
DEFA14A — Impact 3/10
Apr 24, 2026
Insider
HENRETTA DEBORAH A sold 612 shares
Director @ $0.00 ($0.00)
Apr 24, 2026
Insider
Chandrasekaran Sujatha sold 208 shares
Director @ $0.00 ($0.00)
Apr 24, 2026
Insider
Henke Beth M sold 177 shares
EVP & Chief Legal Officer @ $0.00 ($0.00)
Apr 9, 2026
SEC
Two non-executive directors at American Eagle Outfitters each sold approximately $50,000 worth of shares in open-market
CLUSTER — Impact 3/10
Inst.
FMR LLC — TRIM
4,374,052 shares ($115.3M)
Price Targets
$19.67
+19.6% upside
Buy
Current $16.44
Low $16.00
Median $18.00
High $31.00
9 analysts
$16.00
$31.00
Analyst Ratings
0Strong Buy
1Buy
14Hold
5Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 1, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 29, 2026 | UBS | MAINTAIN | Buy → Buy |
| May 29, 2026 | B of A Securities | MAINTAIN | Underperform → Underperform |
| May 29, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| May 29, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.21 ▼ -29.5% | $0.19 — $0.22 | -54% YoY | 3 |
| Next Q | $0.54 ▲ +4.0% | $0.52 — $0.58 | 3% YoY | 3 |
| Current FY | $1.71 ▼ -1.2% | $1.60 — $1.78 | 57% YoY | 3 |
| Next FY | $1.82 ▼ -4.4% | $1.58 — $1.99 | 6% YoY | 3 |
Latest Reports
MIXED
8-K
5/10
AEO reported Q1 FY2026 GAAP diluted EPS of $0.14 on record revenue of $1.195B (+10% YoY), exceeding its own operating in
May 28, 2026
NEUTRAL
DEFA14A
3/10
American Eagle Outfitters filed additional definitive proxy soliciting materials for its 2026 Annual Meeting to be held
May 15, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $485.2M | — |
| FMR LLC | $115.3M | TRIM |
| MORGAN STANLEY | $57.3M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $52.1M | NEW |
| BANK OF AMERICA CORP | $31.8M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 24, 2026 | HENRETTA DEBORAH | A | $0.00 |
| Apr 24, 2026 | Chandrasekaran Sujatha | A | $0.00 |
| Apr 24, 2026 | Henke Beth | A | $0.00 |
| Apr 24, 2026 | Foyle Jennifer | A | $0.00 |
| Apr 24, 2026 | Baldwin Marisa | A | $0.00 |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
7 institutional holders with $782.9M total value (29,690,011 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 3 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 18,398,401 | $485.2M | 62.0% | — |
| 2 | FMR LLC | 4,374,052 | $115.3M | 14.7% | TRIM -70.0% |
| 3 | MORGAN STANLEY | 2,174,643 | $57.3M | 7.3% | TRIM -54.1% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,975,645 | $52.1M | 6.7% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 1,205,643 | $31.8M | 4.1% | ADD +34.5% |
| 6 | WELLS FARGO & COMPANY/MN | 1,088,989 | $28.7M | 3.7% | ADD +38.8% |
| 7 | TWO SIGMA INVESTMENTS, LP | 472,638 | $12.5M | 1.6% | DOUBLED +1405.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 14,558,109 | 4,374,052 | -70.0% | $115.3M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 4,734,841 | 2,174,643 | -54.1% | $57.3M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 896,572 | 1,205,643 | +34.5% | $31.8M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 784,798 | 1,088,989 | +38.8% | $28.7M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 31,387 | 472,638 | +1405.8% | $12.5M | 2025-Q4 |
| FMR LLC | ADD | 10,021,506 | 14,558,109 | +45.3% | $249.1M | 2025-Q3 |
| MORGAN STANLEY | ADD | 2,610,624 | 4,734,841 | +81.4% | $81.0M | 2025-Q3 |
| UBS Group AG | DOUBLED | 1,438,269 | 3,026,009 | +110.4% | $51.8M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,534,127 | 896,572 | -41.6% | $15.3M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 416,843 | 784,798 | +88.3% | $13.4M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 803,428 | 31,387 | -96.1% | $537.0K | 2025-Q3 |
| FMR LLC | DOUBLED | 1,513,546 | 10,021,506 | +562.1% | $96.4M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 2,569,183 | 1,534,127 | -40.3% | $14.8M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 169,036 | 803,428 | +375.3% | $7.7M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 213,895 | 416,843 | +94.9% | $4.0M | 2025-Q2 |
| Fund 1 Investments, LLC | EXIT | 500,000 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 4,951,062 | 2,793,111 | -43.6% | $32.5M | 2025-Q1 |
| UBS Group AG | DOUBLED | 799,545 | 1,718,424 | +114.9% | $20.0M | 2025-Q1 |
| FMR LLC | TRIM | 2,875,736 | 1,513,546 | -47.4% | $17.6M | 2025-Q1 |
| Fund 1 Investments, LLC | NEW | — | 500,000 | — | $5.8M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 169,036 | — | $2.0M | 2025-Q1 |
| NORGES BANK | EXIT | 2,115,571 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 2,640,809 | 4,951,062 | +87.5% | $82.5M | 2024-Q4 |
| NORGES BANK | ADD | 1,327,327 | 2,115,571 | +59.4% | $35.3M | 2024-Q4 |
| UBS Group AG | DOUBLED | 130,535 | 799,545 | +512.5% | $13.3M | 2024-Q4 |
12 unique insiders with 2 transactions. Net insider value: -$99.7K ($0.00 bought, $99.7K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 24, 2026 | HENRETTA DEBORAH A | Director | A | 612 | $0.00 | $0.00 |
| Apr 24, 2026 | Chandrasekaran Sujatha | Director | A | 208 | $0.00 | $0.00 |
| Apr 24, 2026 | Henke Beth M | EVP & Chief Legal Officer | A | 177 | $0.00 | $0.00 |
| Apr 24, 2026 | Foyle Jennifer M. | Global Brand President-aerie | A | 915 | $0.00 | $0.00 |
| Apr 24, 2026 | Baldwin Marisa | EVP - CHRO | A | 192 | $0.00 | $0.00 |
| Apr 24, 2026 | Spiegel Noel Joseph | Director | A | 1,216 | $0.00 | $0.00 |
| Apr 24, 2026 | Sable David M. | Director | A | 329 | $0.00 | $0.00 |
| Apr 24, 2026 | PAGE JANICE E | Director | A | 26 | $0.00 | $0.00 |
| Apr 24, 2026 | MCMILLAN CARY D | Director | A | 1,267 | $0.00 | $0.00 |
| Apr 24, 2026 | SCHOTTENSTEIN JAY L | Exec Chairman & CEO | A | 1,781 | $0.00 | $0.00 |
| Apr 24, 2026 | Mathias Michael A. | EVP and CFO | A | 350 | $0.00 | $0.00 |
| Apr 24, 2026 | Keefer James H JR | SVP, Controller & CAO | A | 136 | $0.00 | $0.00 |
| Apr 6, 2026 | MCMILLAN CARY D | Director | SELL | 2,887 | $17.23 | $49.7K |
| Apr 6, 2026 | Spiegel Noel Joseph | Director | SELL | 2,887 | $17.32 | $50.0K |
| Apr 2, 2026 | Foyle Jennifer M. | Global Brand President-aerie | M | 40,849 | $0.00 | $0.00 |
| Apr 2, 2026 | Foyle Jennifer M. | Global Brand President-aerie | M | 25,771 | $0.00 | $0.00 |
| Apr 2, 2026 | Foyle Jennifer M. | Global Brand President-aerie | M | 1,701 | $0.00 | $0.00 |
| Apr 2, 2026 | Keefer James H JR | SVP, Controller & CAO | M | 3,953 | $0.00 | $0.00 |
| Apr 2, 2026 | Keefer James H JR | SVP, Controller & CAO | M | 260 | $0.00 | $0.00 |
| Apr 2, 2026 | Henke Beth M | EVP & Chief Legal Officer | M | 142 | $0.00 | $0.00 |
| Apr 2, 2026 | Henke Beth M | EVP & Chief Legal Officer | F | 1,911 | $16.84 | $32.2K |
| Apr 2, 2026 | Henke Beth M | EVP & Chief Legal Officer | M | 6,265 | $0.00 | $0.00 |
| Apr 2, 2026 | Keefer James H JR | SVP, Controller & CAO | M | 6,265 | $0.00 | $0.00 |
| Apr 2, 2026 | Mathias Michael A. | EVP and CFO | M | 9,855 | $0.00 | $0.00 |
| Apr 2, 2026 | Mathias Michael A. | EVP and CFO | M | 651 | $0.00 | $0.00 |
| Apr 2, 2026 | Mathias Michael A. | EVP and CFO | F | 6,913 | $16.84 | $116.4K |
| Apr 2, 2026 | Mathias Michael A. | EVP and CFO | M | 15,622 | $0.00 | $0.00 |
| Apr 2, 2026 | SCHOTTENSTEIN JAY L | Exec Chairman & CEO | M | 50,066 | $0.00 | $0.00 |
| Apr 2, 2026 | Foyle Jennifer M. | Global Brand President-aerie | F | 22,591 | $16.84 | $380.4K |
| Apr 2, 2026 | Henke Beth M | EVP & Chief Legal Officer | M | 3,997 | $0.00 | $0.00 |
| Apr 2, 2026 | Keefer James H JR | SVP, Controller & CAO | F | 1,785 | $16.84 | $30.1K |
| Apr 2, 2026 | SCHOTTENSTEIN JAY L | Exec Chairman & CEO | M | 3,307 | $0.00 | $0.00 |
| Apr 2, 2026 | SCHOTTENSTEIN JAY L | Exec Chairman & CEO | F | 31,610 | $16.84 | $532.3K |
| Apr 2, 2026 | SCHOTTENSTEIN JAY L | Exec Chairman & CEO | M | 79,361 | $0.00 | $0.00 |
| Apr 2, 2026 | Baldwin Marisa | EVP - CHRO | M | 5,191 | $0.00 | $0.00 |
| Apr 2, 2026 | Baldwin Marisa | EVP - CHRO | M | 342 | $0.00 | $0.00 |
| Apr 2, 2026 | Baldwin Marisa | EVP - CHRO | F | 4,201 | $16.84 | $70.7K |
| Apr 2, 2026 | Baldwin Marisa | EVP - CHRO | M | 8,228 | $0.00 | $0.00 |
| Apr 1, 2026 | MCMILLAN CARY D | Director | A | 2,887 | $0.00 | $0.00 |
| Apr 1, 2026 | Chandrasekaran Sujatha | Director | A | 2,887 | $0.00 | $0.00 |
| Apr 1, 2026 | HENRETTA DEBORAH A | Director | A | 2,887 | $0.00 | $0.00 |
| Apr 1, 2026 | PAGE JANICE E | Director | A | 2,887 | $0.00 | $0.00 |
| Apr 1, 2026 | Sable David M. | Director | A | 2,887 | $0.00 | $0.00 |
| Apr 1, 2026 | Spiegel Noel Joseph | Director | A | 2,887 | $0.00 | $0.00 |
| Mar 30, 2026 | Mathias Michael A. | EVP and CFO | M | 8,099 | $0.00 | $0.00 |
| Mar 30, 2026 | Henke Beth M | EVP & Chief Legal Officer | F | 1,262 | $16.09 | $20.3K |
| Mar 30, 2026 | SCHOTTENSTEIN JAY L | Exec Chairman & CEO | M | 3,751 | $0.00 | $0.00 |
| Mar 30, 2026 | Keefer James H JR | SVP, Controller & CAO | M | 3,797 | $0.00 | $0.00 |
| Mar 30, 2026 | Henke Beth M | EVP & Chief Legal Officer | M | 4,138 | $0.00 | $0.00 |
| Mar 30, 2026 | Henke Beth M | EVP & Chief Legal Officer | M | 96 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 4.8/10.
MIXED
8-K
5/10
AEO reported Q1 FY2026 GAAP diluted EPS of $0.14 on record revenue of $1.195B (+10% YoY), exceeding
May 28, 2026
NEUTRAL
DEFA14A
3/10
American Eagle Outfitters filed additional definitive proxy soliciting materials for its 2026 Annual
May 15, 2026
NEUTRAL
CLUSTER
3/10
Two non-executive directors at American Eagle Outfitters each sold approximately $50,000 worth of sh
Apr 9, 2026
BULLISH
8-K
8/10
American Eagle Outfitters reported strong Q4 FY2025 results with 10% revenue growth to $1.76 billion
Mar 4, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (5% buy). Based on 21 analysts: 0 strong buy, 1 buy, 14 hold, 5 sell, 1 strong sell.
Analyst Price Targets
$19.67 mean target
+19.6% upside
Buy (2.92)
$16.00 Low
$31.00 High
| Metric | Value |
|---|---|
| Current Price | $16.44 |
| Target Low | $16.00 |
| Target Mean | $19.67 |
| Target Median | $18.00 |
| Target High | $31.00 |
| # Analysts | 9 |
| Recommendation | Buy (2.92) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$0.21 | $0.19 | $0.22 | -54.1% | -29.5% | 0↑ 3↓ | $1.4B | 6.4% | 3 |
| Next Q 2026-10-31 |
$0.54 | $0.52 | $0.58 | 2.5% | +4.0% | 3↑ 0↓ | $1.4B | 4.3% | 3 |
| Current FY 2027-01-31 |
$1.71 | $1.60 | $1.78 | 56.9% | -1.2% | 2↑ 1↓ | $5.8B | 5.5% | 3 |
| Next FY 2028-01-31 |
$1.82 | $1.58 | $1.99 | 6.4% | -4.4% | 1↑ 2↓ | $6.0B | 3.4% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.207 | |
| 7d ago | $0.277 | -0.070 |
| 30d ago | $0.293 | -0.087 |
| 60d ago | $0.293 | -0.087 |
| 90d ago | $0.398 | -0.191 |
9 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 1, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 29, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 29, 2026 | B of A Securities | MAINTAIN | Underperform | Underperform |
| May 29, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| May 29, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 18, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| May 6, 2026 | Barclays | UPGRADE | Underweight | Equal-Weight |
| Mar 26, 2026 | Needham | INITIATE | — | Hold |
| Mar 6, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Mar 6, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Mar 6, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Mar 5, 2026 | Telsey Advisory Group | MAINTAIN | Market Perform | Market Perform |
| Feb 26, 2026 | Telsey Advisory Group | MAINTAIN | Market Perform | Market Perform |
| Jan 13, 2026 | Telsey Advisory Group | MAINTAIN | Market Perform | Market Perform |
| Jan 8, 2026 | UBS | MAINTAIN | Buy | Buy |
| Jan 6, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Dec 11, 2025 | Goldman Sachs | INITIATE | — | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 1 | 14 | 5 | 1 | 5% | |
| May 1, 2026 | 0 | 1 | 13 | 6 | 1 | 5% | |
| Apr 1, 2026 | 0 | 1 | 13 | 6 | 1 | 5% | |
| Mar 1, 2026 | 0 | 1 | 11 | 7 | 1 | 5% | |
| Feb 1, 2026 | 0 | 1 | 11 | 7 | 1 | 5% | |
| Jan 1, 2026 | 0 | 1 | 10 | 7 | 1 | 5% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 25, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 25, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Is AEO going to rise and did I get lucky?
▲ 1
💬 0
⚡ 0.5
Jun 4, 2026
short_volume
Short Volume: AEO — 64.7% short (1.4M / 2.1M)
Short: 1,372,525 | Exempt: 1,515 | TRF Vol: 2,121,449 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: AEO — 56.2% short (0.9M / 1.5M)
Short: 861,257 | Exempt: 505 | TRF Vol: 1,533,622 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: AEO — 60.7% short (2.5M / 4.1M)
Short: 2,486,374 | Exempt: 79,523 | TRF Vol: 4,097,850 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 28, 2026
earnings_calendar
AEO Q1 2027 Earnings Scheduled — 2026-05-28
May 6, 2026
short_volume
Short Volume: AEO — 59.1% short (0.9M / 1.4M)
Short: 853,646 | Exempt: 0 | TRF Vol: 1,444,766 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: AEO — 55.8% short (1.1M / 2.0M)
Short: 1,124,378 | Exempt: 377 | TRF Vol: 2,013,241 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_interest
FTD: AEO — 42,348 shares ($0.8M) failed to deliver
Settlement: 20260428, Price: $17.89, FTD Value: $757,605.72, AMERICAN EAGLE OUTFITTER INC C
Apr 23, 2026
short_volume
Short Volume: AEO — 55.5% short (0.9M / 1.6M)
Short: 871,803 | Exempt: 0 | TRF Vol: 1,569,643 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: AEO — 55.1% short (0.8M / 1.4M)
Short: 784,969 | Exempt: 301 | TRF Vol: 1,424,127 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: AEO — 63.1% short (0.9M / 1.5M)
Short: 938,523 | Exempt: 12,277 | TRF Vol: 1,488,230 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: AEO — 56.4% short (0.8M / 1.4M)
Short: 807,819 | Exempt: 0 | TRF Vol: 1,432,465 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
short_volume
Short Volume: AEO — 67.5% short (2.0M / 2.9M)
Short: 1,970,061 | Exempt: 100 | TRF Vol: 2,920,295 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)