American Eagle Outfitters Inc. (AEO) reported first-quarter 2026 results: revenue was $1.20 billion, up 9.7% year-over-year and roughly in line with the Street estimate of $1.197 billion. Diluted earnings per share were $0.14, ahead of the consensus estimate of $0.122.
Gross profit expanded sharply while cost of sales declined to $739.1 million (-3.66% year-over-year). Despite the gross margin improvement, operating profit and net income contracted markedly, and diluted EPS declined significantly year-over-year even though it beat expectations on a per-share basis.
Overall, AEO showed solid top-line growth and a strong gross-profit gain, offset by steep declines in operating results and a large year-over-year swing in operating cash flow. Shares moved -11.23% since market close.
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 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 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 4,783 shares for an estimated $99,430.
- NOEL JOSEPH SPIEGEL has made 0 purchases and 2 sales selling 4,783 shares for an estimated $98,663.
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.
American Eagle Outfitters Inc. Hedge Fund Activity
We have seen 201 institutional investors add shares of American Eagle Outfitters Inc. stock to their portfolio, and 219 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MARSHALL WACE, LLP removed 4,466,789 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $74,595,376
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 3,926,230 shares (+162.9%) to their portfolio in Q1 2026, for an estimated $65,568,041
- D. E. SHAW & CO., INC. added 3,156,094 shares (+74.9%) to their portfolio in Q4 2025, for an estimated $83,226,198
- QUBE RESEARCH & TECHNOLOGIES LTD added 3,043,940 shares (+399.4%) to their portfolio in Q1 2026, for an estimated $50,833,798
- FMR LLC removed 2,676,259 shares (-61.2%) from their portfolio in Q1 2026, for an estimated $44,693,525
- ALLIANZ ASSET MANAGEMENT GMBH added 2,581,574 shares (+32669.9%) to their portfolio in Q1 2026, for an estimated $43,112,285
- CITADEL ADVISORS LLC removed 2,253,598 shares (-80.4%) from their portfolio in Q1 2026, for an estimated $37,635,086
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.
American Eagle Outfitters Inc. Analyst Ratings
Wall Street analysts have issued reports on $AEO in the last several months. We have seen 0 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
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 $22.0.
Here are some recent targets:
- Jonna Kim from TD Cowen set a target price of $18.0 on 05/18/2026
- Adrienne Yih from Barclays set a target price of $19.0 on 05/06/2026
- Paul Lejuez from Citigroup set a target price of $24.0 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
