Sydney Sweeney Campaign Buzz: Recent discussions on X about American Eagle Outfitters (AEO) have been electrified by a marketing campaign featuring a well-known actress. Many users are linking a reported 24% stock surge and a $400 million market cap increase directly to this viral ad. The campaign is often hailed as one of the brand’s most successful, driving significant visibility.
Earnings Expectations: Posts on X also focus on AEO’s upcoming earnings report, set for early December, with some anticipating strong results fueled by consumer spending trends. There’s mixed sentiment, though, as a few express caution about sustainability post-campaign hype. The stock’s recent 52-week high has kept the conversation lively and speculative.
Note: This discussion summary was generated from an AI condensation of post data.
American Eagle Outfitters Insider Trading Activity
American Eagle Outfitters insiders have traded $AEO stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $AEO stock by insiders over the last 6 months:
- JENNIFER M. FOYLE (Global Brand President-aerie) sold 54,950 shares for an estimated $996,793
- MICHAEL A. MATHIAS (EVP and CFO) sold 40,471 shares for an estimated $809,420
- NOEL JOSEPH SPIEGEL sold 40,000 shares for an estimated $724,856
- JANICE E PAGE sold 26,869 shares for an estimated $484,716
- JAMES H JR KEEFER (SVP, Controller & CAO) has made 0 purchases and 2 sales selling 12,337 shares for an estimated $243,660.
- CARY D MCMILLAN has made 0 purchases and 2 sales selling 11,947 shares for an estimated $213,003.
- DAVID M. SABLE sold 5,000 shares for an estimated $96,100
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
American Eagle Outfitters Hedge Fund Activity
We have seen 189 institutional investors add shares of American Eagle Outfitters stock to their portfolio, and 244 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- COOKE & BIELER LP removed 7,791,193 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $74,951,276
- MILLENNIUM MANAGEMENT LLC removed 5,544,735 shares (-81.7%) from their portfolio in Q3 2025, for an estimated $94,870,415
- MARSHALL WACE, LLP added 4,959,039 shares (+920.6%) to their portfolio in Q3 2025, for an estimated $84,849,157
- FMR LLC added 4,536,603 shares (+45.3%) to their portfolio in Q3 2025, for an estimated $77,621,277
- D. E. SHAW & CO., INC. added 4,070,610 shares (+2858.5%) to their portfolio in Q3 2025, for an estimated $69,648,137
- JUNTO CAPITAL MANAGEMENT LP removed 3,320,866 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $31,946,730
- GOLDMAN SACHS GROUP INC added 3,147,207 shares (+144.8%) to their portfolio in Q3 2025, for an estimated $53,848,711
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
American Eagle Outfitters 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 2 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 11/19/2025
- B of A Securities issued a "Underperform" rating on 08/25/2025
- JP Morgan issued a "Underweight" rating on 07/28/2025
To track analyst ratings and price targets for American Eagle Outfitters, check out Quiver Quantitative's $AEO forecast page.
American Eagle Outfitters 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 $17.0.
Here are some recent targets:
- Dana Telsey from Telsey Advisory Group set a target price of $18.0 on 11/25/2025
- Jay Sole from UBS set a target price of $22.0 on 11/19/2025
- Paul Lejuez from Citigroup set a target price of $18.0 on 11/11/2025
- Alex Straton from Morgan Stanley set a target price of $17.0 on 09/18/2025
- Adrienne Yih from Barclays set a target price of $14.0 on 09/04/2025
- Corey Tarlowe from Jefferies set a target price of $17.0 on 09/04/2025
- Christopher Nardone from B of A Securities set a target price of $10.0 on 08/25/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
