AEO

AMERICAN EAGLE OUTFITTERS INC

NYSE · Retail-Family Clothing Stores · Inc. DE · CIK 0000919012
$18.79 +2.73% $3.1B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)28 New Institutional Positions22 Institutional Exits
Vol
Market Cap$3.1B
Cap SizeMid Cap
Analyst ConsensusSell (5%)
Inst. Holders50 funds
Inst. Value$1.9B
Inst. Activity28 buys / 22 sells
Insider Activity0B / 2S
Insider Net $-$99.7K
Reddit Sentiment67° Warm
SEC Reports7
Exchange NYSE·Sector Retail-Family Clothing Stores·Inc. DE·CIK 0000919012·Prev Close $18.29

Recent Activity

Jun 11, 2026 SEC
A 5-buyer / 3-seller institutional cluster in AEO (Q4 2025) shows strong quantitative inflows from D.E. Shaw, Two Sigma,
INST-CLUSTER — Impact 6/10
Jun 11, 2026 SEC
Four mega-passive institutional investors (Fidelity, Morgan Stanley, T. Rowe Price, Wells Fargo) collectively added $218
INST-CLUSTER — Impact 3/10
Jun 10, 2026 SEC
American Eagle Outfitters amended its $700 million ABL revolving credit facility, extending the maturity from June 24, 2
8-K — Impact 2/10
Apr 24, 2026 Insider
HENRETTA DEBORAH A was granted 612 shares
Director
Apr 24, 2026 Insider
Chandrasekaran Sujatha was granted 208 shares
Director
Apr 24, 2026 Insider
Henke Beth M was granted 177 shares
EVP & Chief Legal Officer
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — DOUBLED
6,336,392 shares ($105.8M)
Inst.
Allianz Asset Management GmbH — DOUBLED
2,589,476 shares ($43.2M)

Price Targets

$19.67 +4.7% upside Hold
Current $18.79 Low $16.00 Median $18.00 High $31.00 9 analysts
$16.00 $31.00

Analyst Ratings

Strong Sell5% buy · 21 analysts
0Strong Buy
1Buy
14Hold
5Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
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

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BlackRock, Inc.$417.7M
VANGUARD PORTFOLIO MANAGEMENT LLC$172.7M
DIMENSIONAL FUND ADVISORS LP$154.7M
VANGUARD CAPITAL MANAGEMENT LLC$114.5M

Recent Insider Trades

DateInsiderTypeValue
Apr 24, 2026HENRETTA DEBORAHA$0.00
Apr 24, 2026Chandrasekaran SujathaA$0.00
Apr 24, 2026Henke BethA$0.00
Apr 24, 2026Foyle JenniferA$0.00
Apr 24, 2026Baldwin MarisaA$0.00

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
50 institutional holders with $1.9B total value (112,507,162 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 28 institutions added/increased vs 22 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.25,014,566$417.7M22.2%
3VANGUARD PORTFOLIO MANAGEMENT LLC10,341,596$172.7M9.2%
4DIMENSIONAL FUND ADVISORS LP9,261,614$154.7M8.2%
5VANGUARD CAPITAL MANAGEMENT LLC6,856,869$114.5M6.1%
6STATE STREET CORP6,643,938$111.0M5.9%
7ARROWSTREET CAPITAL, LIMITED PARTNERSHIP6,336,392$105.8M5.6%DOUBLED +162.9%
8GOLDMAN SACHS GROUP INC5,210,754$87.0M4.6%
9D. E. Shaw & Co., Inc.4,514,641$75.4M4.0%
10FULLER & THALER ASSET MANAGEMENT, INC.3,123,331$52.2M2.8%
11Allianz Asset Management GmbH2,589,476$43.2M2.3%DOUBLED +32669.9%
12MORGAN STANLEY2,426,361$40.5M2.2%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,933,712$32.3M1.7%
14Nuveen, LLC1,910,605$31.9M1.7%
15FMR LLC1,697,793$28.4M1.5%TRIM -61.2%
16Point72 Asset Management, L.P.1,436,936$24.0M1.3%
17LAZARD ASSET MANAGEMENT LLC1,296,011$21.6M1.2%DOUBLED +794.3%
18TUDOR INVESTMENT CORP ET AL1,293,682$21.6M1.1%ADD +35.1%
19Woodline Partners LP1,217,470$20.3M1.1%TRIM -56.8%
20VOLORIDGE INVESTMENT MANAGEMENT, LLC1,123,027$18.8M1.0%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED2,410,1626,336,392+162.9%$105.8M2026-Q1
Allianz Asset Management GmbHDOUBLED7,9022,589,476+32669.9%$43.2M2026-Q1
FMR LLCTRIM4,374,0521,697,793-61.2%$28.4M2026-Q1
LAZARD ASSET MANAGEMENT LLCDOUBLED144,9201,296,011+794.3%$21.6M2026-Q1
TUDOR INVESTMENT CORP ET ALADD957,7821,293,682+35.1%$21.6M2026-Q1
Woodline Partners LPTRIM2,817,4341,217,470-56.8%$20.3M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCNEW1,123,027$18.8M2026-Q1
Trexquant Investment LPDOUBLED403,9481,014,258+151.1%$16.9M2026-Q1
RENAISSANCE TECHNOLOGIES LLCNEW971,463$16.2M2026-Q1
PRUDENTIAL FINANCIAL INCADD734,483927,351+26.3%$15.5M2026-Q1
BANK OF AMERICA CORP /DE/TRIM1,205,643758,777-37.1%$12.7M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM908,516589,700-35.1%$9.8M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM1,553,070504,519-67.5%$8.4M2026-Q1
FRANKLIN RESOURCES INCDOUBLED191,689487,869+154.5%$8.1M2026-Q1
Russell Investments Group, Ltd.TRIM847,863454,746-46.4%$7.6M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED34,156433,602+1169.5%$7.2M2026-Q1
SEI INVESTMENTS COADD226,286364,092+60.9%$6.1M2026-Q1
MACKENZIE FINANCIAL CORPDOUBLED96,674229,492+137.4%$3.8M2026-Q1
Brevan Howard Capital Management LPDOUBLED23,912147,208+515.6%$2.5M2026-Q1
GROUP ONE TRADING LLCDOUBLED27,799127,491+358.6%$2.1M2026-Q1
FIRST TRUST ADVISORS LPTRIM190,784121,415-36.4%$2.0M2026-Q1
FIFTH THIRD BANCORPDOUBLED597107,304+17873.9%$1.8M2026-Q1
Mariner, LLCADD68,34797,206+42.2%$1.6M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD65,28196,227+47.4%$1.6M2026-Q1
NOMURA HOLDINGS INCADD69,72390,210+29.4%$1.5M2026-Q1
12 unique insiders with 50 transactions. Net insider value: -$99.7K ($0.00 bought, $99.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 24, 2026HENRETTA DEBORAH ADirectorAWARD612
Apr 24, 2026Chandrasekaran SujathaDirectorAWARD208
Apr 24, 2026Henke Beth MEVP & Chief Legal OfficerAWARD177
Apr 24, 2026Foyle Jennifer M.Global Brand President-aerieAWARD915
Apr 24, 2026Baldwin MarisaEVP - CHROAWARD192
Apr 24, 2026Spiegel Noel JosephDirectorAWARD1,216
Apr 24, 2026Sable David M.DirectorAWARD329
Apr 24, 2026PAGE JANICE EDirectorAWARD26
Apr 24, 2026MCMILLAN CARY DDirectorAWARD1,267
Apr 24, 2026SCHOTTENSTEIN JAY LExec Chairman & CEOAWARD1,781
Apr 24, 2026Mathias Michael A.EVP and CFOAWARD350
Apr 24, 2026Keefer James H JRSVP, Controller & CAOAWARD136
Apr 6, 2026MCMILLAN CARY DDirectorSELL2,887$17.23$49.7K
Apr 6, 2026Spiegel Noel JosephDirectorSELL2,887$17.32$50.0K
Apr 2, 2026Foyle Jennifer M.Global Brand President-aerieEXERCISE40,849
Apr 2, 2026Foyle Jennifer M.Global Brand President-aerieEXERCISE25,771
Apr 2, 2026Foyle Jennifer M.Global Brand President-aerieEXERCISE1,701
Apr 2, 2026Keefer James H JRSVP, Controller & CAOEXERCISE3,953
Apr 2, 2026Keefer James H JRSVP, Controller & CAOEXERCISE260
Apr 2, 2026Henke Beth MEVP & Chief Legal OfficerEXERCISE142
Apr 2, 2026Henke Beth MEVP & Chief Legal OfficerTAX W/H1,911$16.84$32.2K
Apr 2, 2026Henke Beth MEVP & Chief Legal OfficerEXERCISE6,265
Apr 2, 2026Keefer James H JRSVP, Controller & CAOEXERCISE6,265
Apr 2, 2026Mathias Michael A.EVP and CFOEXERCISE9,855
Apr 2, 2026Mathias Michael A.EVP and CFOEXERCISE651
Apr 2, 2026Mathias Michael A.EVP and CFOTAX W/H6,913$16.84$116.4K
Apr 2, 2026Mathias Michael A.EVP and CFOEXERCISE15,622
Apr 2, 2026SCHOTTENSTEIN JAY LExec Chairman & CEOEXERCISE50,066
Apr 2, 2026Foyle Jennifer M.Global Brand President-aerieTAX W/H22,591$16.84$380.4K
Apr 2, 2026Henke Beth MEVP & Chief Legal OfficerEXERCISE3,997
Apr 2, 2026Keefer James H JRSVP, Controller & CAOTAX W/H1,785$16.84$30.1K
Apr 2, 2026SCHOTTENSTEIN JAY LExec Chairman & CEOEXERCISE3,307
Apr 2, 2026SCHOTTENSTEIN JAY LExec Chairman & CEOTAX W/H31,610$16.84$532.3K
Apr 2, 2026SCHOTTENSTEIN JAY LExec Chairman & CEOEXERCISE79,361
Apr 2, 2026Baldwin MarisaEVP - CHROEXERCISE5,191
Apr 2, 2026Baldwin MarisaEVP - CHROEXERCISE342
Apr 2, 2026Baldwin MarisaEVP - CHROTAX W/H4,201$16.84$70.7K
Apr 2, 2026Baldwin MarisaEVP - CHROEXERCISE8,228
Apr 1, 2026MCMILLAN CARY DDirectorAWARD2,887
Apr 1, 2026Chandrasekaran SujathaDirectorAWARD2,887
Apr 1, 2026HENRETTA DEBORAH ADirectorAWARD2,887
Apr 1, 2026PAGE JANICE EDirectorAWARD2,887
Apr 1, 2026Sable David M.DirectorAWARD2,887
Apr 1, 2026Spiegel Noel JosephDirectorAWARD2,887
Mar 30, 2026Mathias Michael A.EVP and CFOEXERCISE8,099
Mar 30, 2026Henke Beth MEVP & Chief Legal OfficerTAX W/H1,262$16.09$20.3K
Mar 30, 2026SCHOTTENSTEIN JAY LExec Chairman & CEOEXERCISE3,751
Mar 30, 2026Keefer James H JRSVP, Controller & CAOEXERCISE3,797
Mar 30, 2026Henke Beth MEVP & Chief Legal OfficerEXERCISE4,138
Mar 30, 2026Henke Beth MEVP & Chief Legal OfficerEXERCISE96

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 +4.7% upside Hold (3.00)
$16.00 Low $31.00 High
MetricValue
Current Price$18.79
Target Low$16.00
Target Mean$19.67
Target Median$18.00
Target High$31.00
# Analysts9
RecommendationHold (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
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

TimepointEPS EstimateChange
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
8 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew 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

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20260114515%
May 1, 20260113615%
Apr 1, 20260113615%
Mar 1, 20260111715%
Feb 1, 20260111715%
Jan 1, 20260110715%
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

DateMentionsSentimentBullishBearishThreads
Mar 25, 2026160° Warm101
Mar 25, 2026160° Warm101

Recent Reddit Threads

r/stocks Bullish 2mo ago
Is AEO going to rise and did I get lucky?
▲ 1 💬 0 ⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: AEO — 67.4% short (1.8M / 2.6M)
Short: 1,784,756 | Exempt: 2,650 | TRF Vol: 2,649,220 | Short Ratio: 67.4% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: AEO — 67.7% short (1.3M / 1.9M)
Short: 1,285,841 | Exempt: 620 | TRF Vol: 1,899,995 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: AEO — 60.2% short (0.9M / 1.4M)
Short: 860,447 | Exempt: 5 | TRF Vol: 1,428,510 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: AEO — 57.0% short (0.9M / 1.6M)
Short: 909,340 | Exempt: 3,321 | TRF Vol: 1,594,935 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
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)