AMERICAN EAGLE OUTFITTERS INC
In the published model solve dated 2026-Q2, anchored at $17.37, AMERICAN EAGLE OUTFITTERS INC (AEO) is priced for -1.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Aerie is now more than a third of revenue and is the only part of the company still adding customers: the annual report attributes its growth to ⟦increased traffic and transactions across channels, as well as increased units per transaction and transaction value⟧, with Aerie comparable sales up 9% in fiscal 2025 while the American Eagle brand's comparable sales were flat. • The specific risk is that the namesake brand, still 61% of revenue, has stopped growing, and fiscal 2025 carried $101.6 m
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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. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 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.