Urban Outfitters (URBN)
Runs lifestyle brands across specialty retail, apparel rental and wholesale.
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Sells apparel, accessories, home and lifestyle goods through Anthropologie, Free People, FP Movement and Urban Outfitters, while Nuuly rents women’s apparel and Wholesale supplies retail partners. Most revenue comes from an integrated store-and-digital Retail segment concentrated in North America.
Operates a portfolio of lifestyle brands spanning Anthropologie, Terrain and Maeve; Free People and FP Movement; Urban Outfitters; Nuuly; and Menus & Venues. Retail stores and digital channels sell apparel, accessories, home goods, beauty and wellness products, while Nuuly rents women’s apparel and Wholesale distributes selected brands through department stores, specialty retailers and digital partners.
Builds each concept around a distinct customer and merchandise mix, combining internally designed and third-party products with differentiated stores and integrated websites and mobile apps. Operations are concentrated in North America, with stores in Europe and wholesale distribution worldwide. Most sales come from Retail, leaving results dependent on fashion demand, inventory execution and store-and-digital performance; imported merchandise also exposes sourcing costs to trade policy.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 8, 2026 | BMO Capital | Initiate | Rating: —Target: $76 | Target: $80 |
| Aug 27, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $89 | Target: $90 |
| Aug 27, 2026 | UBS | Reiterate | Rating: —Target: $80 | Target: $82 |
| Aug 12, 2026 | Jefferies | Reiterate | Rating: —Target: $72 | Target: $79 |
| Jul 20, 2026 | Goldman Sachs | Upgrade | Target: $83 | Target: $93 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $716.1M · Total debt $1.21B · Total assets $5.12B · Shareholders' equity $2.85B
- Revenue
- $1.66B
- Operating income
- $288.7M
- Net income
- $240.7M
No dividends on record.
| Institutions | 74.53% | 63.82M shares | |
|---|---|---|---|
| 429 holders · as of Jun 30, 2026 | |||
| Insiders | 30.55% | 26.16M shares | |
| 16 holders · as of Sep 21, 2026 | |||
| Adds to | 105.08% | ||
85.64M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 105.08%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Richard A. HayneInsiderdirector, 10 percent owner, officer: CEO & Chairman of the Board | 22.53% | 19.29M | filed Jun 30, 2026 |
BlackRock, Inc.Institution | 10.14% | 8.68M | as of Jun 30, 2026 |
Turtle Creek Asset Management Inc.Institution | 6.13% | 5.25M | filed Feb 14, 2023 |
FMR LLCInstitution | 5.47% | 4.69M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.34% | 4.57M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 18, 2026 | Tricia D. Smith | officer: Global CEO Anthropologie Group | −3,500 | $75.95 |
| Sep 4, 2026 | Melanie Marein-Efron | officer: Chief Financial Officer | −5,700 | $80.75 |
| Sep 1, 2026 | Mary Egan | director | −650 | $78.48 |
| May 22, 2026 | Frank Conforti | officer: Co-President & COO | −9,391 | $73.19 |
| May 22, 2026 | Melanie Marein-Efron | officer: Chief Financial Officer | −5,036 | $73.42 |
- Gap
Broad apparel and activewear overlap across mall and digital channels
- Abercrombie & Fitch
Young-adult lifestyle apparel overlap through Abercrombie and Hollister
- American Eagle Outfitters
Casual, intimates, and activewear overlap for younger shoppers
- Lululemon Athletica
Premium activewear pressure against FP Movement
- Revolve
Digital fashion discovery overlap for Millennial and Gen Z shoppers
- TJX Companies
Off-price apparel and home overlap with broad store reach
- Williams-Sonoma
Home decor and lifestyle retail overlap with Anthropologie and Terrain
- Rent the Runway
Direct rental and resale overlap with Nuuly
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Urban Outfitters | $76.17 | +2.64% | $6.35B | 11.6 | 11.7 | 1.0 | +10.4% |
| Gap | $21.69 | +2.07% | $7.65B | 6.3 | 8.6 | 0.5 | −2.0% |
| Abercrombie & Fitch | $137.56 | +0.58% | $6.08B | 11.7 | 11.1 | 1.1 | +4.8% |
| American Eagle Outfitters | $16.05 | +3.82% | $2.59B | 7.9 | 9.0 | 0.5 | +7.5% |
| Lululemon Athletica | $103.16 | +1.84% | $11.50B | 8.3 | 12.6 | 1.0 | −4.3% |
| Revolve | $21.33 | +0.83% | $1.51B | 20.9 | 22.3 | 1.2 | +12.4% |
| TJX Companies | $130.76 | −0.15% | $144.66B | 24.2 | 24.2 | 2.3 | +5.4% |
| Williams-Sonoma | $233.97 | +3.00% | $26.75B | 23.3 | 23.6 | 3.3 | +6.7% |
| Rent the Runway | $1.85 | −4.90% | $65.2M | 0.2 | — | 0.2 | +20.8% |
| Median | 10.0 | 12.6 | 1.1 | +6.1% |