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URBN

Urban Outfitters, Inc.

In the published model solve dated 2026-Q2, anchored at $77.86, Urban Outfitters, Inc. (URBN) is priced for +1.8% 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 June 28, 2026 from SEC EDGAR filings.

Published model solve
+1.8% growth
Priced In
within-range

Key Takeaways

• Urban Outfitters is no longer one brand but four engines: the Anthropologie and Free People retail brands, the namesake Urban Outfitters stores, a fast-growing wholesale arm, and Nuuly, a clothing-rental subscription that grew net sales 34.5% in Q1 2026. [Source: URBN Q1 FY2026 earnings release, May 2026] • The company just posted record Q1 results: total net sales rose 11.4% to a record $1.48 billion and GAAP diluted EPS reached $1.30, with positive comparable sales across all three retail br

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Institutional ownership

398 institutional managers reported holding URBN in 13F filings for the quarter ended 2026-03-31. Together they hold about 69% of the company; the top 10 hold 40%. 48 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others. On the short side, 6.7M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (6.5 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.

Capital returns

URBN has cut its share count 11% over the past five years, spending $673.99M on repurchases. It pays no dividend. Cash returned over the past three years: $506.20M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at URBN 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.

Earnings reactions

URBN's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-06-10+13.2%+11.0%
2023-09-12-1.7%+6.3%
2023-12-12-12.4%+12.6%
2024-04-02-11.9%-3.1%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

URBN's latest 8-K filings: 2026-06-05 (items 5.07); 2026-05-26 (items 1.01, 2.03, 9.01); 2026-05-21 (items 8.01, 9.01); 2026-02-26 (items 8.01, 9.01); 2026-01-12 (items 8.01, 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.

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Model solve date: 2026-Q2
Narrative composed: June 28, 2026

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.