American Eagle Outfitters (AEO) reported fourth-quarter 2025 results with the following highlights:
Balance sheet and cash-flow snapshot:
Overall, AEO delivered strong year-over-year improvements in profitability metrics while diluted EPS slipped and cash balances declined, reflecting a mixed but materially improved earnings outcome for the quarter.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
American Eagle Outfitters Inc. Insider Trading Activity
American Eagle Outfitters Inc. insiders have traded $AEO stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $AEO stock by insiders over the last 6 months:
- JAY L SCHOTTENSTEIN (Exec Chairman & CEO) has made 0 purchases and 3 sales selling 1,048,579 shares for an estimated $26,813,205.
- JENNIFER M. FOYLE (Global Brand President-aerie) sold 243,047 shares for an estimated $5,906,042
- MICHAEL A. MATHIAS (EVP and CFO) sold 186,580 shares for an estimated $4,486,875
- MARISA BALDWIN (EVP - CHRO) sold 61,319 shares for an estimated $1,374,158
- JAMES H JR KEEFER (SVP, Controller & CAO) sold 5,741 shares for an estimated $134,868
- CARY D MCMILLAN has made 0 purchases and 3 sales selling 4,841 shares for an estimated $99,634.
- NOEL JOSEPH SPIEGEL sold 1,896 shares for an estimated $48,660
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
American Eagle Outfitters Inc. Hedge Fund Activity
We have seen 199 institutional investors add shares of American Eagle Outfitters Inc. stock to their portfolio, and 236 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 10,184,057 shares (-70.0%) from their portfolio in Q4 2025, for an estimated $268,553,583
- DEPRINCE RACE & ZOLLO INC removed 3,478,185 shares (-99.6%) from their portfolio in Q4 2025, for an estimated $91,719,738
- D. E. SHAW & CO., INC. added 3,156,094 shares (+74.9%) to their portfolio in Q4 2025, for an estimated $83,226,198
- GOLDMAN SACHS GROUP INC added 3,147,207 shares (+144.8%) to their portfolio in Q3 2025, for an estimated $53,848,711
- WOODLINE PARTNERS LP added 2,817,434 shares (+inf%) to their portfolio in Q4 2025, for an estimated $74,295,734
- MORGAN STANLEY removed 2,560,198 shares (-54.1%) from their portfolio in Q4 2025, for an estimated $67,512,421
- CUBIST SYSTEMATIC STRATEGIES, LLC removed 1,595,096 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $27,292,092
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
American Eagle Outfitters Inc. Analyst Ratings
Wall Street analysts have issued reports on $AEO in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 01/06/2026
- UBS issued a "Buy" rating on 11/19/2025
To track analyst ratings and price targets for American Eagle Outfitters Inc., check out Quiver Quantitative's $AEO forecast page.
American Eagle Outfitters Inc. Price Targets
Multiple analysts have issued price targets for $AEO recently. We have seen 8 analysts offer price targets for $AEO in the last 6 months, with a median target of $22.5.
Here are some recent targets:
- Adrienne Yih from Barclays set a target price of $19.0 on 03/06/2026
- Paul Lejuez from Citigroup set a target price of $24.0 on 03/06/2026
- Jonna Kim from TD Cowen set a target price of $21.0 on 03/06/2026
- Dana Telsey from Telsey Advisory Group set a target price of $25.0 on 03/05/2026
- Jay Sole from UBS set a target price of $35.0 on 01/08/2026
- Jon Keypour from Goldman Sachs set a target price of $25.0 on 12/11/2025
- Matthew Boss from JP Morgan set a target price of $20.0 on 12/03/2025
