Abercrombie & Fitch Co.
In the published model solve dated 2026-Q2, anchored at $150.01, Abercrombie & Fitch Co. (ANF) is priced for -2.6% 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.
• Hollister is the larger of the two brands at 52% of revenue, and it went flat in the first quarter while Abercrombie grew 3%, so the bigger half of the company is the half that stalled [Source: ANF first quarter fiscal 2026 results, May 27, 2026]. • Tariffs are the one cost pressure that is already quantified: the FY2026 10-K expects roughly $40 million of incremental impact in Fiscal 2026, about 70 basis points of net sales, after planned mitigation. • Management held its full-year outlook at
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391 institutional managers reported holding ANF in 13F filings for the quarter ended 2026-03-31. Together they hold about 95% of the company; the top 10 hold 52%. 50 opened new positions that quarter. Held by BlackRock, Vanguard Group, AQR Capital, among others. On the short side, 3.6M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (2.6 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.
ANF has cut its share count 26.8% over the past five years, spending $1.26B on repurchases. It pays no dividend. Cash returned over the past three years: $790.59M 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 ANF over the trailing three years. Absence is a fact about the company, not a signal. 15 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.
ANF's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-07 | -0.7% | +18.3% |
| 2023-09-02 | -1.4% | +20.2% |
| 2023-12-05 | -1.6% | +33.9% |
| 2024-04-02 | +4.0% | +29.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ANF's latest 8-K filings: 2026-08-26 (items 2.02, 9.01); 2026-08-20 (items 5.02, 7.01, 9.01); 2026-06-04 (items 5.07); 2026-05-27 (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.