American Eagle Outfitters (AEO)
Sells American Eagle denim and Aerie intimates, activewear, and swim across stores and digital channels.
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Sells jeans, casual apparel, intimates, activewear, and swimwear through American Eagle, Aerie, and OFFLINE, with smaller Todd Snyder and Unsubscribed brands. Revenue comes mainly from company-operated stores and e-commerce in North America, supplemented by licensed stores and marketplaces abroad.
Runs a specialty apparel portfolio led by American Eagle and Aerie. American Eagle centers on jeans, casual clothing, and accessories; Aerie and OFFLINE by Aerie cover intimates, apparel, activewear, and swim. Todd Snyder adds premium menswear, while Unsubscribed focuses on consciously made slow fashion. Sales flow directly through stores, brand websites, and concession shops.
Operates company-run stores in the United States, Canada, and Mexico, while license partners extend American Eagle and Aerie through stores and online marketplaces across Asia, Europe, Latin America, and the Middle East. Brand differentiation rests on American Eagle's jeans and casual-outfitting franchise and Aerie's broader intimates-to-activewear assortment. Demand is seasonal and fashion-sensitive, while merchandise supply depends on third-party factories, imports, and tariffs. After closing Quiet Platforms' third-party fulfillment business, operations are centered on branded retail.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Barclays | Target | Target: $19 | Target: $15 |
| Sep 10, 2026 | Telsey Advisory | Reiterate | Rating: —Target: $20 | Target: $18 |
| Sep 10, 2026 | UBS | Reiterate | Rating: —Target: $16 | Target: $27 |
| Sep 8, 2026 | BMO Capital | Initiate | Rating: —Target: $20 | Target: $18 |
| Jul 6, 2026 | Morgan Stanley | Target | Target: $23 | Target: $18 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $148.0M · Total debt $1.92B · Total assets $4.28B · Shareholders' equity $1.76B
- Revenue
- $1.38B
- Operating income
- $211.4M
- Net income
- $134.1M
HistoryDividendAnnual yieldUpcoming
| Institutions | ≈ 103.33% | 173.15M shares | |
|---|---|---|---|
| 370 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 8.40% | 14.08M shares | |
| 8 holders · as of Jul 21, 2026 | |||
| Adds to | 111.73% | ||
167.57M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 111.73%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.91% | 26.66M | as of Jun 30, 2026 |
Jay L. Schottenstein1,2,3Insiderdirector, officer: Exec Chairman & CEO | 7.98% | 13.30M | filed Apr 6, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.01% | 11.75M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.12% | 10.25M | as of Jun 30, 2026 |
Melvin Capital Management LPInstitution | 5.37% | 9.00M | filed Feb 16, 2021 |
- Jay L. Schottenstein's transaction reports restate only vehicles that traded; the 2026 ownership statement (13.30M) plus the 75.3K net shares acquired since is used instead.
- Jay L. Schottenstein reports a block also reported by Morgan Stanley; it is counted once, under Morgan Stanley.
- Jay L. Schottenstein reports a block also reported by American Century Companies Inc; it is counted once, under American Century Companies Inc.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 17, 2026 | David M. Sable | director | −5,779 | $17.23 |
| Jul 7, 2026 | Noel Joseph Spiegel | director | −2,892 | $16.78 |
| Jul 7, 2026 | Cary D. Mcmillan | director | −2,892 | $16.78 |
| Apr 6, 2026 | Noel Joseph Spiegel | director | −2,887 | $17.32 |
| Apr 6, 2026 | Cary D. Mcmillan | director | −2,887 | $17.23 |
- Abercrombie & Fitch
Youth and adult casualwear overlap through Hollister and Gilly Hicks
- Gap
Large apparel portfolio overlaps denim, basics, value, and activewear
- Urban Outfitters
Fashion-led specialty brands overlap youth, women, active, and digital
- Victoria's Secret
Core intimates rival through Victoria's Secret and PINK
- Ralph Lauren
Lifestyle apparel rival at the premium and denim-adjacent edge
- Boot Barn
Western and workwear specialist overlaps jeans, boots, and rugged casual
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| American Eagle Outfitters | $15.91 | −0.09% | $2.67B | 8.1 | 8.9 | 0.5 | +7.5% |
| Abercrombie & Fitch | $132.85 | −2.47% | $6.05B | 11.7 | 10.7 | 1.1 | +4.8% |
| Gap | $21.55 | +0.40% | $7.73B | 6.4 | 8.5 | 0.5 | −2.0% |
| Urban Outfitters | $73.77 | −1.67% | $6.42B | 11.7 | 11.3 | 1.0 | +10.4% |
| Victoria's Secret | $83.38 | −0.52% | $6.66B | 19.0 | 16.8 | 1.0 | +10.4% |
| Ralph Lauren | $341.15 | −1.42% | $21.11B | 21.8 | 17.4 | 2.5 | +14.0% |
| Boot Barn | $127.14 | −1.66% | $3.92B | 16.4 | 14.1 | 1.7 | +17.8% |
| Median | 14.0 | 12.7 | 1.1 | +10.4% |