American Eagle Outfitters, Inc. (AEO) Stock Price & Analysis
American Eagle Outfitters, Inc. (AEO) closed at USD 17.89 on Thursday, October 22, 2026, up 2.93% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 17.89; the Oct 22, 2026 session ranged USD 17.17–17.93 on volume of 3,653,528 shares. Market capitalization is —, with a 52-week range of USD 14.1–28.46 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 11:03 UTC.
Also available as compact Markdown for AI agents: nexqual.com/AEO.md
Key facts (AEO)
- Last four reported quarters (through Aug 1, 2026): revenue $5.75B, net income $337M (5.9% margin), free cash flow $343M (SEC filings).
- Valuation: P/E 8.9x (avg 18.9x at the last 3 fiscal year-ends).
- Insider open-market sales, last ~7 months: 7 Form 4 filings, $426K; 6 not under a Rule 10b5-1 plan ($327K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 3.07 on a 1–5 scale) (14 analysts), mean target USD 18.6 (range 15–27).
- Total return with dividends: 1Y +10.8% vs S&P 500 +14.9%; 5Y -15.4% vs S&P 500 +80.3%.
- Next earnings: 2026-12-01, EPS estimate USD 0.51, revenue estimate $1.45B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (AEO)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $5.01B | $4.99B | $5.26B | $5.33B | $5.55B | $5.75B |
| Gross profit | $1.99B | $1.75B | $2.02B | $2.09B | $2.03B | — |
| Operating income | $591M | $247M | $223M | $427M | $226M | $448M |
| Net income | $420M | $125M | $170M | $329M | $192M | $337M |
| EPS (diluted) | $2.03 | $0.64 | $0.86 | $1.68 | $1.09 | — |
| Free cash flow | $69.8M | $146M | $406M | $254M | $195M | $343M |
| Gross margin | 39.8% | 35.0% | 38.5% | 39.2% | 36.5% | — |
| Operating margin | 11.8% | 5.0% | 4.2% | 8.0% | 4.1% | 7.8% |
| Net margin | 8.4% | 2.5% | 3.2% | 6.2% | 3.5% | 5.9% |
| Revenue growth | +33.3% | -0.4% | +5.4% | +1.3% | +4.1% | — |
| Cash + short-term investments | $435M | $170M | $454M | $359M | $239M | — |
| Total debt | $341M | $8.9M | $0K | $0K | $0K | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Aug 1, 2026) (AEO)
P/E 8.9x · P/S 0.5x · P/FCF 8.7x · P/B 1.7x · FCF yield 11.46% · Earnings yield 11.24% · Dividend yield (paid, TTM) 2.81% · Buyback yield (TTM) 2.64%
P/E at fiscal year-ends: Jan 2026 21.4x, Feb 2025 7.8x, Feb 2024 27.5x.
Insider sales (SEC Form 4, open-market, last ~7 months) (AEO)
1 of 7 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-06 | McMillan Cary D | Director | 3,617 | $66K | 100% | No | Too little history (no open-market trades in 2023) |
| 2026-10-02 | Spiegel Noel Joseph | Director | 3,617 | $64K | 100% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-07-17 | Sable David M. | Director | 5,779 | $100K | 9.8% | Yes (adopted March 6, 2026) | Too little history (no open-market trades in 2023) |
| 2026-07-07 | McMillan Cary D | Director | 2,892 | $49K | 100% | No | Too little history (no open-market trades in 2023) |
| 2026-07-07 | Spiegel Noel Joseph | Director | 2,892 | $49K | 100% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-04-06 | McMillan Cary D | Director | 2,887 | $50K | 100% | No | Too little history (no open-market trades in 2023) |
| 2026-04-06 | Spiegel Noel Joseph | Director | 2,887 | $50K | 100% | No | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (AEO)
Consensus Hold (mean 3.07 on a 1–5 scale), 14 analysts; mean target USD 18.6 (low 15, high 27).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | Wolfe Research | Initiated | Peer Perform | |
| 2026-09-29 | BMO Capital | Target raised | Market Perform | $18 → $20 |
| 2026-09-11 | Barclays | Target lowered | Equal-Weight | $17 → $15 |
| 2026-09-10 | Telsey Advisory Group | Target lowered | Market Perform | $20 → $18 |
| 2026-09-10 | Morgan Stanley | Target lowered | Equal-Weight | $18 → $17 |
| 2026-09-10 | UBS | Target lowered | Buy | $31 → $27 |
| 2026-09-09 | BMO Capital | Initiated | Market Perform | $18 |
| 2026-08-18 | JP Morgan | Target raised | Neutral | $19 → $21 |
Total return (dividends reinvested) (AEO)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +10.8% | -15.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +10.9% | -3.3% |
| Volatility (annualized) | 52.0% | 49.5% |
| Max drawdown | -47.5% (Jan 2026→Sep 2026) | -62.7% (Nov 2021→Sep 2022) |
AEO revenue by business segment (quarter ended Aug 1, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| American Eagle Brand | $805.9M | 58.4% | +0.7% |
| Aerie Brand | $535.8M | 38.8% | +24.9% |
| Total revenue | $1.38B | 100% | — |
AEO revenue by region (quarter ended Aug 1, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $1.15B | 83.1% | +5.8% |
| Non Us | $233.3M | 16.9% | +16.7% |
| Total revenue | $1.38B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
AEO analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $0.51 | $0.54 | -5.5% | $1.45B | 6 |
| Next quarter (ends Jan 2027) | $0.84 | $0.85 | -0.8% | $1.83B | 6 |
| Current fiscal year (ends Jan 2027) | $2.28 | $1.71 | +33.1% | $5.86B | 6 |
| Next fiscal year (ends Jan 2028) | $1.90 | $1.82 | +4.2% | $6.07B | 6 |
AEO options: expected move
Options price a move of about ±15.7% (±$2.82) by Dec 4, 2026, which includes earnings on Dec 1, 2026; the earnings reaction alone is priced at about ±8.3%. Over the last 8 reports the stock moved ±12.2% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 49.2% | ±5.9% |
| Nov 6, 2026 | 14 | 45.6% | ±7.4% |
| Nov 13, 2026 | 21 | 45.4% | ±8.9% |
| Nov 20, 2026 | 28 | 49.4% | ±11.2% |
| Nov 27, 2026 | 35 | 49.5% | ±12.4% |
| Dec 4, 2026 | 42 | 57.5% | ±15.7% |
| Dec 18, 2026 | 56 | 57.3% | ±18.1% |
| Jan 15, 2027 | 84 | 54.0% | ±20.8% |
30-day implied volatility 46.5% vs 34.1% realized over the last 30 trading days. Put/call ratio (volume) 0.32. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 11:03 UTC)
| Price | USD 17.89 |
|---|---|
| Change | ▲ 2.93% (up) |
| Previous Close | USD 17.89 |
| Open | USD 17.89 |
| Day Range | USD 17.17 – 17.93 |
| 52-Week Range | USD 14.1 – 28.46 |
| Volume | 3,653,528 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (AEO)
Nexqual's technical model rates AEO "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 11:03 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 52.02 (neutral) |
| vs SMA50 | Above (USD 16.82) |
| MACD | 0.3 (positive) |
Analyst Ratings (AEO)
Wall Street analysts rate AEO "Hold" based on 14 analysts, with a mean price target of USD 18.6 (range USD 15–27), per Nexqual as of October 23, 2026 at 11:03 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 14 |
| Mean Target | USD 18.6 |
| High Target | USD 27 |
| Low Target | USD 15 |
| Buy / Hold / Sell | 1 / 12 / 1 |
Earnings (AEO)
| Next Earnings Date | 2026-12-01 |
|---|---|
| EPS Estimate | USD 0.5 |
| Revenue Estimate | $1.45B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 0.79 vs est 0.22 ▲ beat |
| 2026-04-30 | USD 0.14 vs est 0.11 ▲ beat |
| 2026-01-31 | USD 0.5 vs est 0.72 ▼ miss |
| 2025-10-31 | USD 0.53 vs est 0.43 ▲ beat |
Source: Nexqual, October 23, 2026 at 11:03 UTC.
Financials & Fundamentals (AEO)
| Total Revenue | $5.75B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +7.50% |
| Gross Margin | +37.43% |
| Operating Margin | +2.06% |
| Profit Margin | +5.86% |
| ROE | +20.00% |
| Debt / Equity | 1.09 |
| Current Ratio | 1.59 |
| Total Cash | $147.95M |
| Total Debt | $1.92B |
| Free Cash Flow (last four quarters to Aug 2026, SEC 10-Q / 10-K) | $343.50M (6.0% of revenue) |
Source: Nexqual, October 23, 2026 at 11:03 UTC.
Financial Health Score (AEO)
Nexqual rates American Eagle Outfitters, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 11:03 UTC.
| Growth | Mixed — Revenue +3.2% YoY (annual), slow |
|---|---|
| Profitability | Mixed — Gross margin 37%, operating 2% (last 12 months) |
| Balance Sheet | Mixed — $239M cash and investments, no debt (Jan 2026, SEC) |
| Cash Flow | Solid — FCF $343M (last 4 quarters to Aug 2026, SEC), 6% margin |
| Efficiency | Strong — ROE 20%, ROA 5.3% |
Ownership (AEO)
| Insider Ownership | +8.95% |
|---|---|
| Institutional Ownership | +103.19% |
| Shares Outstanding | 167.57M |
| Float | 155.87M |
| Short % of Float | +12.62% |
Source: Nexqual, October 23, 2026 at 11:03 UTC.
Leadership (AEO)
American Eagle Outfitters, Inc. is led by Jay L. Schottenstein, Executive Chairman of the Board & CEO, per Nexqual as of October 23, 2026 at 11:03 UTC.
| Executive Chairman of the Board & CEO | Jay L. Schottenstein |
|---|---|
| President and Executive Creative Director of AE & Aerie | Jennifer M. Foyle |
| Executive VP & CFO | Ravi Thanawala |
| Senior Vice President of Corporate Communications & Investor Relations | Judy Meehan |
| VP of Corporate Governance, Senior Director of Governance & Compliance and Corporate Secretary | Jennifer B. Stoecklein |
Major Backers & Investors (AEO)
Notable institutional backers of American Eagle Outfitters, Inc. include Shaw D.E. & Co., Inc., American Century Companies Inc, Arrowstreet Capital, Limited Partnership, according to Nexqual as of October 23, 2026 at 11:03 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Shaw D.E. & Co., Inc. | 3.95% |
| American Century Companies Inc | 3.81% |
| Arrowstreet Capital, Limited Partnership | 3.5% |
| UBS Group AG | 2.46% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 1.1% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 15.91% |
| Vanguard Group | 11.09% |
| Dimensional Fund Advisors | 6.12% |
| State Street | 4.09% |
| Geode Capital | 2.42% |
Source: Nexqual, October 23, 2026 at 11:03 UTC.
From American Eagle Outfitters, Inc.'s Latest SEC 10-K Filing (filed 2026-03-30)
Legal & Regulatory Risks (Item 1A, quoted)
- We are subject to stringent and changing laws, regulations, and standards, related to data privacy, protection, and security. Our failure to comply with privacy laws and regulations could have a material adverse effect on our business.
- We also may be subject to other consumer data and protection/privacy laws.
- We may be unable to protect our trademarks and other intellectual property rights.
- The legal and regulatory environment could adversely affect our financial condition and results of operations.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BOOT | Boot Barn Holdings, Inc. | USD 119.76 | ▲ 3.16% |
| BKE | Buckle, Inc. (The) | USD 47.48 | ▲ 3.17% |
| ANF | Abercrombie & Fitch Company | USD 161.49 | ▲ 1.16% |
| VSXY | Victorias Secret & Co. | USD 88.42 | ▼ 0.82% |
| CRI | Carter's, Inc. | USD 33.93 | ▲ 4.46% |
| URBN | Urban Outfitters, Inc. | USD 88.29 | ▲ 1.53% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 11:03 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt