American Eagle Outfitters, Inc.
At today's price, American Eagle Outfitters, Inc. (AEO) is priced for +0.1% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
At $17.81 American Eagle is priced as a value name supported by its asset base, earnings power, and relative multiples all at once, not as a growth bet. The price reads as paying about 14x through-cycle operating income, which implies only about 4.2% annual operating growth, a modest bar. The story inside the company is a two-brand divergence. Aerie surged 25% on comparable sales in Q1 fiscal 2026 and crossed $2 billion in trailing revenue, while the American Eagle banner fell 2% even with a he
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351 institutional managers reported holding AEO in 13F filings for the quarter ended 2026-03-31. Together they hold about 85% of the company; the top 10 hold 44%. 54 opened new positions that quarter. Held by BlackRock, Dimensional Fund Advisors, State Street, among others. On the short side, 16.8M shares were sold short as of the 2026-06-15 count, about 10% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AEO's share count is about flat over the past five years ($301.32M of repurchases, offset by issuance). It pays a dividend, and has paid one every year in our records (17 and counting), raised 2 years straight; the current rate is $0.50 a share annually. Cash returned over the past three years: $266.85M in dividends and $301.32M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at AEO over the trailing three years. Absence is a fact about the company, not a signal. 10 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AEO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-26 | -8.0% | +29.9% |
| 2023-09-07 | -2.3% | +9.8% |
| 2023-11-22 | -15.0% | +19.6% |
| 2024-03-16 | -5.0% | +1.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AEO's latest 8-K filings: 2026-07-01 (items 5.02, 7.01, 9.01); 2026-06-29 (items 5.02, 5.07, 9.01); 2026-06-10 (items 1.01, 2.03, 9.01); 2026-05-28 (items 2.02, 9.01); 2026-03-04 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.