Abercrombie & Fitch (ANF) reported record second-quarter fiscal 2026 net sales of $1.27 billion, up 5% from a year earlier, for the 13 weeks ended August 1. GAAP net income was $185.5 million, while diluted earnings per share were $4.17.
The company said second-quarter operating income was $252.7 million and operating margin was 19.9%. Results included approximately $100 million in IEEPA tariff refunds reflected as a reduction of cost of sales.
- Americas net sales rose 5% to $1.02 billion, EMEA sales increased 2% to $202.0 million, and APAC sales grew 19% to $44.2 million.
- Abercrombie brand-family sales increased 8% to $596.8 million, while Hollister sales rose 2% to $669.9 million.
- The company repurchased 2.0 million shares for approximately $177 million during the quarter and repurchased $282 million year to date.
- ANF updated fiscal 2026 guidance for net sales growth of around 5% and diluted net income per share of $13.10 to $13.60.
- Third-quarter guidance calls for net sales growth of 5% to 6% and diluted net income per share of $2.90 to $3.20.
$ANF Insider Trading Activity
$ANF insiders have traded $ANF stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ANF stock by insiders over the last 6 months:
- SCOTT D. LIPESKY (EVP and COO) has made 0 purchases and 4 sales selling 40,000 shares for an estimated $4,300,000.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ANF Hedge Fund Activity
We have seen 228 institutional investors add shares of $ANF stock to their portfolio, and 252 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 2,278,744 shares (+167.7%) to their portfolio in Q2 2026, for an estimated $205,109,747
- D. E. SHAW & CO., INC. removed 1,116,972 shares (-98.8%) from their portfolio in Q2 2026, for an estimated $100,538,649
- AQR CAPITAL MANAGEMENT LLC removed 1,019,630 shares (-29.6%) from their portfolio in Q2 2026, for an estimated $91,776,896
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 789,803 shares (+inf%) to their portfolio in Q2 2026, for an estimated $71,090,168
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 680,359 shares (+234.9%) to their portfolio in Q2 2026, for an estimated $61,239,113
- WELLINGTON MANAGEMENT GROUP LLP removed 620,969 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $55,893,419
- AMERICAN CENTURY COMPANIES INC added 394,993 shares (+24.3%) to their portfolio in Q2 2026, for an estimated $35,553,319
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
