American Eagle Outfitters, Inc. (AEO)

In the past six months, AEO's stock increased by 1.87% in the latest close session but saw a 7.69% loss over the previous month, with an overall increase of 59.88% over the six months. As of October 27, 2025, it received a Zacks Rank of #1 (Strong Buy), with its current year earnings estimate increasing by 42.3% over the preceding 60 days. AEO's forward P/E ratio of 14.93 is a discount compared to its industry average of 17.59. For the second quarter of fiscal year 2025, AEO reported total net revenue of $1.28 billion, a 1% decrease from the prior year, with total comparable sales also decreasing by 1%. Aerie's comparable sales grew by 3%, while American Eagle's comparable sales decreased by 3%. Operating profit for the quarter increased by 2% to $103 million, and diluted earnings per share rose by 15% to $0.45, exceeding consensus estimates. The company repurchased shares totaling $231 million year-to-date, reducing outstanding diluted shares by approximately 10%, and paid quarterly cash dividends of $0.125 per share. Viral marketing campaigns boosted brand visibility, engagement, and customer acquisitions, contributing to a stock price surge of over 20% in Q2. Insider transactions in September 2025 included sales of company stock by Director Cary D. Mcmillan and Director Noel Joseph Spiegel. Analysts have issued various reports, with some adjusting price targets and ratings.

The demand for American Eagle Outfitters' products and services is subject to seasonality, impacting the company's planned store financial performance. The retail industry experiences fluctuations in sales throughout the year, influenced by holidays, back-to-school periods, and seasonal fashion trends. The company's financial reporting acknowledges the seasonality of its business as a factor that can affect its performance.

American Eagle Outfitters, Inc. (AEO) is a global specialty retailer offering clothing, accessories, and personal care products. Its brand portfolio includes American Eagle (AE) for casual apparel, Aerie for intimate apparel and activewear (OFFLINE by Aerie), Todd Snyder New York for menswear, and Unsubscribed for fashion clothing and accessories.

American Eagle Outfitters has a significant global presence, operating stores in the United States, Canada, Mexico, and Hong Kong. It ships to approximately 80 countries through its websites. American Eagle and Aerie merchandise is available at over 300 internationally licensed locations across approximately 30 countries, with expansion in Asia, Europe, and the Middle East.

American Eagle Outfitters has maintained a strong brand reputation through its focus on inclusivity and sustainability. The Aerie brand emphasizes body positivity with its #AerieREAL campaign. Viral marketing collaborations have enhanced brand visibility and driven customer engagement. AEO is committed to ESG initiatives, aiming for carbon neutrality by 2030, focusing on water and energy reduction, and using sustainable raw materials. Forbes has acknowledged AEO in categories such as "Best Customer Service (2026)", "World's Best Employers (2025)", "Best Brands For Value (2025)", and "Best Brands For Social Impact (2025)".

Institutional investors and hedge funds own 97.33% of American Eagle Outfitters' stock, while insiders own 8.70%. Major institutional owners include Venture Visionary Partners LLC, Investors Research Corp, MOODY NATIONAL BANK TRUST DIVISION, Patriot Financial Group Insurance Agency, LLC, GAMMA Investing LLC, and Hilltop National Bank. Recent changes in institutional holdings include DekaBank Deutsche Girozentrale increasing its stake by 220.5% and Vaughan Nelson Investment Management L.P. increasing its position by 41.7% in the second quarter.