Urban Outfitters, Inc. (URBN) Stock Price & Analysis
Urban Outfitters, Inc. (URBN) closed at USD 88.29 on Thursday, October 22, 2026, up 1.53% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 86.96; the Oct 22, 2026 session ranged USD 86.12–88.65 on volume of 630,292 shares. Market capitalization is $7.56B, with a 52-week range of USD 59.54–90.59 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:01 UTC.
Also available as compact Markdown for AI agents: nexqual.com/URBN.md
Key facts (URBN)
- Last four reported quarters (through Jul 31, 2026): revenue $6.47B, net income $569M (8.8% margin), free cash flow $295M (SEC filings).
- 1 of 80 tracked superinvestors hold URBN (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 7 Form 4 filings, $2.9M; 6 not under a Rule 10b5-1 plan ($2.5M); 4 by opportunistic insiders (4 outside 10b5-1 plans), 1 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Total return with dividends: 1Y +30.8% vs S&P 500 +14.9%; 5Y +186.4% vs S&P 500 +80.3%.
- Next earnings: 2026-11-25, EPS estimate USD 1.53, revenue estimate $1.67B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (URBN)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $4.55B | $4.80B | $5.15B | $5.55B | $6.17B | $6.47B |
| Gross profit | $1.49B | $1.43B | $1.72B | $1.93B | $2.22B | — |
| Operating income | $409M | $227M | $370M | $474M | $606M | $731M |
| Net income | $311M | $160M | $288M | $402M | $465M | $569M |
| EPS (diluted) | $3.13 | $1.70 | $3.05 | $4.26 | $5.06 | — |
| Free cash flow | $96.9M | -$56.8M | $310M | $320M | $315M | $295M |
| Gross margin | 32.8% | 29.8% | 33.3% | 34.7% | 36.0% | — |
| Operating margin | 9.0% | 4.7% | 7.2% | 8.5% | 9.8% | 11.3% |
| Net margin | 6.8% | 3.3% | 5.6% | 7.3% | 7.5% | 8.8% |
| Revenue growth | +31.9% | +5.4% | +7.5% | +7.7% | +11.1% | — |
| Cash + short-term investments | $446M | $383M | $465M | $610M | $696M | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 31, 2026) (URBN)
P/E at fiscal year-ends: Jan 2026 14.0x, Jan 2025 13.0x, Jan 2024 12.5x.
Superinvestors (SEC 13F-HR, Q2 2026) (URBN)
1 of 80 tracked investors hold URBN. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Abrams Bison Investments, LLC | 7.72% | $158M | Added +0.2% |
Insider sales (SEC Form 4, open-market, last ~7 months) (URBN)
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 |
|---|---|---|---|---|---|---|---|
| 2026-10-15 | Cherken Harry S Jr | Director | 5,000 | $435K | 1% | Yes | Too little history (no open-market trades in 2023) |
| 2026-09-18 | Smith Tricia D | Global CEO Anthropologie Group | 3,500 | $266K | 10.4% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-09-04 | Marein-Efron Melanie | Chief Financial Officer | 5,700 | $460K | 33.5% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-09-01 | Egan Mary | Director | 650 | $51K | 4% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-22 | Hayne Azeez | Chief Administrative Officer | 8,733 | $639K | 49.7% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-05-22 | Marein-Efron Melanie | Chief Financial Officer | 5,036 | $370K | 22.8% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-05-22 | Conforti Frank | Co-President & COO | 9,391 | $687K | 11.5% | No | Routine (sold in Mar each year 2023–2025; this trade is outside those months) |
% 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 (URBN)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | Wolfe Research | Initiated | Peer Perform | |
| 2026-10-16 | Needham | Initiated | Buy | $100 |
| 2026-09-09 | BMO Capital | Initiated | Market Perform | $80 |
| 2026-08-27 | Barclays | Target raised | Overweight | $100 → $102 |
| 2026-08-27 | UBS | Target raised | Neutral | $80 → $82 |
| 2026-08-27 | Wells Fargo | Target raised | Equal-Weight | $75 → $80 |
| 2026-08-18 | JP Morgan | Target raised | Overweight | $97 → $110 |
| 2026-08-12 | Jefferies | Target raised | Hold | $72 → $79 |
| 2026-07-20 | Goldman Sachs | Upgrade | Neutral → Buy | $76 → $93 |
Total return (dividends reinvested) (URBN)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +30.8% | +186.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +30.9% | +23.4% |
| Volatility (annualized) | 42.5% | 39.8% |
| Max drawdown | -26.3% (Dec 2025→Mar 2026) | -47.3% (Nov 2021→Jun 2022) |
URBN revenue by business segment (quarter ended Jul 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Retail Operations | $1.39B | 83.8% | +8.0% |
| Subscription Operations | $178.6M | 10.7% | +28.6% |
| Wholesale Operations | $90.8M | 5.5% | +18.6% |
| Total revenue | $1.66B | 100% | — |
URBN revenue by product line (quarter ended Jul 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Apparel | $969.4M | 58.3% | +7.9% |
| Accessories | $185.7M | 11.2% | +13.6% |
| Home | $172.7M | 10.4% | +4.7% |
| Other | $64.7M | 3.9% | +3.7% |
| Total revenue | $1.66B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
URBN suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | PINTEREST, INC. (PINS) | “We believe that by starting a conversation and interacting directly with our customers, most notably via Instagram, Pinterest, Facebook and TikTok, our own mobile applications and in artificial intelligence platforms, we are more effective at understanding and serving their fashion needs.” |
| Customer | Meta Platforms (META) | “We believe that by starting a conversation and interacting directly with our customers, most notably via Instagram, Pinterest, Facebook and TikTok, our own mobile applications and in artificial intelligence platforms, we are more effective at understanding and serving their fashion needs.” |
| Customer | ByteDance | “We believe that by starting a conversation and interacting directly with our customers, most notably via Instagram, Pinterest, Facebook and TikTok, our own mobile applications and in artificial intelligence platforms, we are more effective at understanding and serving their fashion needs.” |
Quoted from the company's 10-K filed Apr 1, 2026.
URBN analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $1.53 | $1.48 | +2.9% | $1.67B | 5 |
| Next quarter (ends Jan 2027) | $1.64 | $1.63 | +0.4% | $1.94B | 5 |
| Current fiscal year (ends Jan 2027) | $7.11 | $6.11 | +16.3% | $6.75B | 6 |
| Next fiscal year (ends Jan 2028) | $6.85 | $6.61 | +3.7% | $7.22B | 6 |
Key Statistics (as of October 23, 2026 at 10:01 UTC)
| Price | USD 88.29 |
|---|---|
| Change | ▲ 1.53% (up) |
| Previous Close | USD 86.96 |
| Open | USD 86.12 |
| Day Range | USD 86.12 – 88.65 |
| 52-Week Range | USD 59.54 – 90.59 |
| Volume | 630,292 shares |
| Market Cap | $7.56B |
| Exchange | NMS |
Technical Analysis (URBN)
Nexqual's technical model rates URBN "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 10:01 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 68.83 (neutral) |
| vs SMA50 | Above (USD 79.1) |
| MACD | 2.79 (positive) |
Earnings (URBN)
| Next Earnings Date | 2026-11-25 |
|---|---|
| EPS Estimate | USD 1.53 |
| Revenue Estimate | $1.67B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 2.78 vs est 1.7 ▲ beat |
| 2026-04-30 | USD 1.3 vs est 1.12 ▲ beat |
| 2026-01-31 | USD 1.05 vs est 1.26 ▼ miss |
| 2025-10-31 | USD 1.28 vs est 1.18 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
Financials & Fundamentals (URBN)
| Total Revenue | $6.47B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +10.40% |
| Gross Margin | +36.03% |
| Operating Margin | +11.62% |
| Profit Margin | +8.79% |
| ROE | +20.94% |
| Debt / Equity | 0.43 |
| Current Ratio | 1.58 |
| Total Cash | $716.13M |
| Total Debt | $1.21B |
| Free Cash Flow (last four quarters to Jul 2026, SEC 10-Q / 10-K) | $295.21M (4.6% of revenue) |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
Financial Health Score (URBN)
Nexqual rates Urban Outfitters, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 10:01 UTC.
| Growth | Solid — Revenue +11% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 36%, operating 12% (last 12 months) |
| Balance Sheet | Solid — $716M cash vs $1.21B debt |
| Cash Flow | Mixed — FCF $295M (last 4 quarters to Jul 2026, SEC), slim 4.6% margin |
| Efficiency | Strong — ROE 21%, ROA 8.0% |
Ownership (URBN)
| Insider Ownership | +33.77% |
|---|---|
| Institutional Ownership | +74.52% |
| Shares Outstanding | 85.66M |
| Float | 56.15M |
| Short % of Float | +12.44% |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
From Urban Outfitters, Inc.'s Latest SEC 10-K Filing (filed 2026-04-01)
Key Strengths & Strategy (as disclosed to the SEC)
- We believe that the shop-within-shop model allows for a more complete merchandising of our products, which allows us to differentiate ourselves from our competition and further strengthens each brand's image.
- The ever-changing mix of products available to our customers allows us to adapt our merchandise to prevailing fashion trends, and together with the inviting atmosphere and experience of our stores, social media and third-party digital platforms, websites and mobile applications encourages our core customers to visit our shopping channels frequently.
Partnerships
- A large portion of our merchandise is exclusive to Urban Outfitters, consisting of an assortment of products designed internally or designed in collaboration with third-party brands.
- The wide breadth of merchandise offered by our brands includes a combination of national third-party brands, private label product designed in collaboration with third-party brands and exclusive merchandise developed and designed internally by our buying and design teams.
Legal & Regulatory Risks (Item 1A, quoted)
- We may be unable to protect our trademarks and other intellectual property rights.
- We may also communicate certain ESG-related initiatives and goals in our SEC filings or in other public disclosures, such as the Company's Impact Report.
- Changes in accounting standards and subjective assumptions, estimates and judgments by management related to complex accounting matters could significantly affect our financial results or financial condition.
- We could be subject to changes in tax rates, the adoption of new U.S. or international tax legislation, or exposure to additional tax liabilities.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| VSXY | Victorias Secret & Co. | USD 88.42 | ▼ 0.82% |
| GAP | Gap, Inc. (The) | USD 22.91 | ▲ 0.97% |
| ANF | Abercrombie & Fitch Company | USD 161.49 | ▲ 1.16% |
| LULU | lululemon athletica inc. | USD 104.06 | ▲ 7.8% |
| BURL | Burlington Stores, Inc. | USD 252.62 | ▲ 1.81% |
| BOOT | Boot Barn Holdings, Inc. | USD 119.76 | ▲ 3.16% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:01 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