AMERICAN EAGLE OUTFITTERS INC · Family Clothing Stores

AEO

Low riskNext report: Around Dec 1 (est.)

View price ↗

The short version

A profitable company with steady sales.

Going well

Profitable
Brings in more cash than it spends
Buying back shares: share count down 14% in 3 years

Money moves

Insiders sold $130K in the last 30 days
Institutions cut 0.4% from their holdings in the quarter ending June 2026 (153 bought, 210 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$18.80+5.0% that day

Company value: $3.2B; Share price times all shares
Price vs profit (P/E): 9.6x; You pay about $10 for each $1 of yearly profit
Price vs sales: 0.55x; Company value is 0.55 times a year of sales
Dividend yield: 2.7%; Yearly dividend as a share of today's price
Cash vs value: 5%; Cash as a share of company value

From AEO's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Aug '26

$1.4B+7.5% vs a year earlier

Oct '23Tap a barAug '26

Last 12 months: $5.7B, up 9.2% from the 12 months before. Over 5 years, sales grew about 8.1% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of AEO. Starting points are the company's recent numbers.

Sales growth+9% a yearRecently: +9.2% a yearProfit margin6%Last 12 months: 5.8%P/E at the end10xToday: 9.6x. Many steady companies trade at 12x to 25xShare count change-5% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$8.8B

Profit in 5 years$531M

Price these guesses point to$40.94+118% vs $18.80 todayAbout +17% a year, before dividends

What today's price needs: with a 6% margin and a 10x P/E, sales could shrink about 6.7% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/7Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.10.8%
PassDebt under half of equityNot relying on borrowed money.0.00x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.3.4%
MissProfitable every yearSteady profits, not one good year.9 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$195.4M
PassShare count not growingNot diluting owners. Falling means buybacks.-14.2% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.36.5%

Revenue: $5.5B; +4.1% vs prior year
5-year growth: +8.1%/yr; revenue, per year
Total debt: None; 0.00x equity
Current ratio: 1.51x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Aug 1, 2026

Reported Sep 9

Revenue: $1.4B; +7.5% YoY
EPS: $0.79; vs $0.45
Op. margin: 15.3%; +7.3 pts
Gross margin: 48.7%; +9.8 pts
Free cash flow: $115.3M
Share count: -0.9%; vs a year ago

Insider rating

Last 90 days

32Selling

2 insiders sold $130K (not pre-planned)
An insider sold their entire stake

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 1.8
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady-0.4%

Institutions cut 0.4% from their holdings. 153 bought, 210 sold.

Shares held by institutions167.8M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-5.3%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.0x · $55.0M debt

Shares outstandingLatest reported

168M

Earnings reports

Last 12

Next reportAround Dec 1 (est.)Estimated from the same quarter last year

Results filedSep 9
Results filedMay 28
Results filedMar 4
Results filedDec 2, 2025
Results filedSep 3, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$130K2 insiders, 0 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Cary D McmillanDirector	Sell	4K	$18.20	$66K	0	Oct 6Filing ↗
Sold entire stake Not a pre-planned sale Filed 1 day after
Noel Joseph SpiegelDirector	Sell	4K	$17.68	$64K	0	Oct 2Filing ↗
Sold entire stake Not a pre-planned sale Filed 3 days after