Market Cap
$3.0B
AEO
AMERICAN EAGLE OUTFITTERS INC
$17.72 ▼ -1.42%
Prev close $17.97Market cap$3.0B
ConsensusStrong Sell
12-mo target$18.55 (+4.7%)
▼ Bearish
Analyst conviction 1/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)26 New Institutional Positions24 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on AEO right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (5%)
Inst. Holders
50 funds
Inst. Value
$2.4B
Inst. Activity
26 buys / 24 sells
Insider Activity
$0.00 buy / $296.3K sell
Insider Net $
-$296.3K
Social Sentiment
63° Warm
SEC Reports
9
Price chart 30d +4.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 9, 2026 earnings_calendar
Aug 8, 2026 SEC AEO Q2 2027 Earnings Scheduled — 2026-09-09
Institutional 13F cluster for AEO shows a bearish net conviction with 7 sellers reducing holdings by ~$21.8M versus 3 bu
INST-CLUSTER — Impact 4/10
Aug 3, 2026 Insider
Thanawala Ravi was granted 105,485 shares
EVP and CFO
Aug 3, 2026 Insider
Thanawala Ravi was granted 83,940 shares
EVP and CFO
Aug 3, 2026 Insider
Thanawala Ravi was granted 27,980 shares
EVP and CFO
Jun 30, 2026 Inst.
D. E. Shaw & — ADD
6,615,074 shares ($113.8M)
Jun 30, 2026 Inst.
Jun 29, 2026 SEC CITADEL ADVISORS LLC — DOUBLED
3,895,460 shares ($67.0M)
American Eagle Outfitters filed an 8-K reporting shareholder approval of an amended and restated 2023 Stock Award and In
8-K — Impact 2/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
5% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Sep 11, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 10, 2026 | Telsey Advisory Group | MAINTAIN | Market Perform | 51% |
| Sep 10, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 10, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 9, 2026 | BMO Capital | INITIATE | Market Perform | 53% |
| Aug 18, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jun 1, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 29, 2026 | UBS | MAINTAIN | Buy | 55% |
| May 29, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 1 | 15 | 5 | 1 | 5% | |
| Aug 1, 2026 | 0 | 1 | 15 | 5 | 1 | 5% | |
| Jul 1, 2026 | 0 | 1 | 14 | 5 | 1 | 5% | |
| Jun 1, 2026 | 0 | 1 | 14 | 5 | 1 | 5% | |
| May 1, 2026 | 0 | 1 | 13 | 6 | 1 | 5% | |
| Apr 1, 2026 | 0 | 1 | 13 | 6 | 1 | 5% | |
| Mar 1, 2026 | 0 | 1 | 11 | 7 | 1 | 5% | |
| Feb 1, 2026 | 0 | 1 | 11 | 7 | 1 | 5% |
Price targets
Where 11 covering analysts think AEO trades over the next 12 months.
$18.55 +4.7% upside Hold
Current$17.72 Low$15.00 Median$18.00 High$27.00 11 analysts
$15.00$27.00
Analyst rating Hold· 2.9/5 as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
63°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 1 bullish, 0 bearish, 2 mixed, 6 neutral · avg impact 4.0/10.
MIXEDINST-CLUSTER4/10
Institutional 13F cluster for AEO shows a bearish net conviction with 7 sellers reducing holdings by
Aug 8, 2026
NEUTRAL8-K2/10
American Eagle Outfitters filed an 8-K reporting shareholder approval of an amended and restated 202
Jun 29, 2026
NEUTRALINST-CLUSTER6/10
A 5-buyer / 3-seller institutional cluster in AEO (Q4 2025) shows strong quantitative inflows from D
Jun 11, 2026
NEUTRALINST-CLUSTER3/10
Four mega-passive institutional investors (Fidelity, Morgan Stanley, T. Rowe Price, Wells Fargo) col
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 9, 2026
earnings_calendar
AEO Q2 2027 Earnings Scheduled — 2026-09-09
Sep 9, 2026
short_volume
Short Volume: AEO — 64.9% short (2.9M / 4.4M)
Short: 2,855,666 | Exempt: 120 | TRF Vol: 4,403,413 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
ftd
FTD: AEO — 145,039 shares ($2.5M) failed to deliver
Settlement: 20260909, Price: $17.22, FTD Value: $2,497,571.58, AMERICAN EAGLE OUTFITTER INC C
Sep 3, 2026
short_volume
Short Volume: AEO — 55.9% short (1.0M / 1.7M)
Short: 965,225 | Exempt: 13 | TRF Vol: 1,725,806 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Sep 1, 2026
short_volume
Short Volume: AEO — 65.5% short (1.0M / 1.5M)
Short: 1,005,208 | Exempt: 5,535 | TRF Vol: 1,533,902 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.22 | $0.20–$0.25 | -51.1% | +6.4% | 0↑ 3↓ | $1.4B | 4 |
| Next Q | $0.84 | $0.81–$0.89 | 68.0% | -1.6% | 2↑ 1↓ | $1.8B | 6 |
| Current FY | $2.28 | $2.22–$2.35 | 108.9% | +30.8% | 2↑ 1↓ | $5.9B | 6 |
| Next FY | $1.90 | $1.60–$2.12 | -16.7% | +4.0% | 1↑ 2↓ | $6.1B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.220 | — |
| 7d ago | $0.210 | +0.010 |
| 30d ago | $0.207 | +0.013 |
| 60d ago | $0.207 | +0.013 |
| 90d ago | $0.207 | +0.013 |
Institutional ownership
Which big funds own AEO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.4B total value (141,292,096 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 26 institutions added/increased vs 24 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 26,664,659 | $458.6M | 18.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,753,476 | $202.2M | 8.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 10,253,248 | $176.4M | 7.3% | — |
| STATE STREET CORP | 6,859,537 | $118.0M | 4.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,844,781 | $117.7M | 4.8% | — |
| D. E. Shaw & Co., Inc. | 6,615,074 | $113.8M | 4.7% | ADD +46.5% |
| AMERICAN CENTURY COMPANIES INC | 6,382,147 | $109.8M | 4.5% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5,861,572 | $100.8M | 4.1% | — |
| UBS Group AG | 4,116,423 | $70.8M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | ADD | 4,514,641 | 6,615,074 | +46.5% | $113.8M |
| CITADEL ADVISORS LLC | DOUBLED | 549,600 | 3,895,460 | +608.8% | $67.0M |
| Allianz Asset Management GmbH | ADD | 2,589,476 | 3,664,748 | +41.5% | $63.0M |
| Woodline Partners LP | ADD | 1,217,470 | 1,961,468 | +61.1% | $33.7M |
| Boston Partners | NEW | — | 1,811,818 | — | $31.0M |
| GOLDMAN SACHS GROUP INC | TRIM | 5,210,754 | 1,697,338 | -67.4% | $29.2M |
| JANE STREET GROUP, LLC | TRIM | 2,939,102 | 1,534,334 | -47.8% | $26.4M |
| Freestone Grove Partners LP | DOUBLED | 93,883 | 1,377,788 | +1367.6% | $23.7M |
| CAPITAL FUND MANAGEMENT S.A. | DOUBLED | 497,942 | 1,076,969 | +116.3% | $18.5M |
| Nuveen, LLC | TRIM | 1,910,605 | 1,045,574 | -45.3% | $18.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$296.3K — $0.00 bought, $296.3K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Thanawala Ravi | EVP and CFO | AWARD | 105,485 | — | — |
| Aug 3, 2026 | Thanawala Ravi | EVP and CFO | AWARD | 83,940 | — | — |
| Aug 3, 2026 | Thanawala Ravi | EVP and CFO | AWARD | 27,980 | — | — |
| Jul 24, 2026 | SCHOTTENSTEIN JAY L | Exec Chairman & CEO | AWARD | 1,889 | — | — |
| Jul 24, 2026 | MCMILLAN CARY D | Director | AWARD | 1,344 | — | — |
| Jul 24, 2026 | PAGE JANICE E | Director | AWARD | 27 | — | — |
| Jul 24, 2026 | HENRETTA DEBORAH A | Director | AWARD | 669 | — | — |
| Jul 24, 2026 | Sable David M. | Director | AWARD | 349 | — | — |
| Jul 24, 2026 | Spiegel Noel Joseph | Director | AWARD | 1,290 | — | — |
| Jul 24, 2026 | Foyle Jennifer M. | Global Brand President-aerie | AWARD | 967 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AEO.
Shares short
16,904,324
Settlement Sep 15, 2026
Change vs prior
-6.5%
Semi-monthly cycle
Days to cover
1.6
At avg daily volume
Of shares outstanding
≈10.1%
Estimate — not % of float
All AEO filing & press-release reports (9)
- INST-CLUSTER reportAug 8, 2026
- 8-K reportJun 29, 2026
- INST-CLUSTER reportJun 11, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 10, 2026
- 8-K reportMay 28, 2026
- DEFA14A reportMay 15, 2026
- CLUSTER reportApr 9, 2026
- 8-K reportMar 4, 2026