American Eagle Outfitters (AEO) Stock Insights

AEO price $19.97 +0.51 +2.62%

Ticker
AEO
Price
$19.97
Change
+0.51 +2.62%
Market cap ?
$3.35B
P/E ?
8.96
Forward P/E ?
10.36
Dividend yield ?
2.79%
Beta ?
1.26
Sector
Consumer Cyclical
Industry
Apparel - Retail
Stocklytics score
60
Value
78
Quality
38
Growth
64

Stocklytics score rationale: value 78, quality 38, growth 64.

Financials

2017201820192020202120222023202420252026
3609865000379554900040357200004308212000375911300050107850004989833000526177000053286520005496810000

American Eagle Outfitters, Inc. (AEO) operates as a distinct fashion and lifestyle retail enterprise, offering a wide array of clothing, accessories, and personal care items. Its primary offerings are sold under the established American Eagle and Aerie labels. The American Eagle brand features various jeans, specialized apparel, and fashion accessories catering to both men and women. Conversely, the Aerie brand…

Fair value

AEO fair value $30.57. Price $19.97. Price is 35% below fair value.

Below fair value, and cheaper than usual. A larger discount than on 80% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 285.31M. Growth 15.58%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 11.22% (beta 1.3). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 167.57M. Net debt 1.49B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare AEO

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-09-090.790.221.38B1.37B
2026-05-280.140.121.20B1.18B
2026-03-040.500.711.76B1.74B
2025-12-020.530.441.36B1.32B
2025-09-030.450.201.28B1.24B
2025-05-29-0.29-0.251.09B1.09B
2025-03-120.540.501.60B1.60B
2024-12-040.480.481.29B1.30B
2024-08-290.390.381.29B1.31B
2024-05-290.340.281.14B1.15B
2024-03-070.610.501.68B1.66B
2023-11-210.490.481.30B1.28B
2023-09-060.250.161.20B1.20B
2023-05-240.170.171.08B1.07B
2023-03-010.370.301.50B1.48B
2022-11-220.420.221.24B1.21B
2022-09-070.040.131.20B1.20B
2022-05-260.160.251.06B1.14B
2022-03-020.350.351.51B1.51B
2021-11-230.760.611.27B1.21B
2021-09-020.600.551.19B1.20B
2021-05-260.480.461.03B1.14B
2021-03-030.390.361.29B1.15B
2020-11-240.350.341.03B1.57B
2020-09-09-0.03-0.16883.51M1.09B
2020-06-03-0.84-0.24551.69M989.63M
2020-03-040.370.361.31B1.28B
2019-12-110.480.481.07B1.00B
2019-09-040.390.321.04B4.71B
2019-06-050.240.21886.29M197.03M
2019-03-060.430.421.24B1.28B
2018-12-110.480.481.00B1.07B
2018-08-290.340.31964.85M854.05M
2018-05-310.230.22822.96M775.50M
2018-03-080.440.441.23B1.22B
2017-12-060.420.38960.43M1.00B
2017-08-230.190.16844.56M879.76M
2017-05-170.160.17761.84M787.22M
2017-03-010.390.381.10B1.23B
2016-11-300.410.41940.61M986.36M

Dividends

Yield 2.50%. Payout ratio 37.72%. Frequency Quarterly.

Safety score 95/100 · Safe. Payout ratio is 38% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 23 separate years. Yield is 2.5%, in a range that is usually sustainable.

Ex-dateDividendRecordPaymentFrequency
2026-10-09$0.122026-10-092026-10-28Quarterly
2026-07-10$0.122026-07-102026-07-24Quarterly
2026-04-10$0.122026-04-102026-04-24Quarterly
2026-01-09$0.122026-01-092026-01-23Quarterly
2025-10-10$0.122025-10-102025-10-29Quarterly
2025-07-11$0.122025-07-112025-07-25Quarterly
2025-04-11$0.122025-04-112025-04-25Quarterly
2025-01-10$0.122025-01-102025-01-24Quarterly
2024-10-11$0.122024-10-112024-10-30Quarterly
2024-07-12$0.122024-07-122024-07-26Quarterly
2024-04-11$0.122024-04-122024-04-26Quarterly
2024-01-04$0.122024-01-052024-01-19Quarterly
2023-10-12$0.102023-10-132023-10-27Quarterly
2023-07-06$0.102023-07-072023-07-21Quarterly
2023-04-05$0.102023-04-062023-04-21Semi-Annual
2022-07-07$0.182022-07-082022-07-22Semi-Annual
2022-03-10$0.182022-03-112022-03-24Quarterly
2021-12-09$0.182021-12-102021-12-29Quarterly
2021-10-07$0.182021-10-082021-10-22Quarterly
2021-07-08$0.182021-07-092021-07-23Quarterly
2021-04-08$0.142021-04-092021-04-23Monthly
2021-03-11$0.142021-03-122021-03-26Quarterly
2020-12-15$0.142020-12-162020-12-30Semi-Annual
2020-01-02$0.142020-01-032020-01-17Quarterly
2019-10-10$0.142019-10-112019-10-25Quarterly
2019-07-11$0.142019-07-122019-07-26Quarterly
2019-04-11$0.142019-04-122019-04-26Quarterly
2018-12-13$0.142018-12-142018-12-28Quarterly
2018-10-11$0.142018-10-122018-10-26Quarterly
2018-07-12$0.142018-07-132018-07-27Quarterly
2018-04-12$0.142018-04-132018-04-27Quarterly
2017-12-14$0.122017-12-152017-12-29Quarterly
2017-10-05$0.122017-10-062017-10-20Quarterly
2017-07-05$0.122017-07-072017-07-21Quarterly
2017-04-05$0.122017-04-072017-04-21Quarterly
2016-12-14$0.122016-12-162016-12-30Quarterly
2016-10-05$0.122016-10-072016-10-21Quarterly
2016-07-01$0.122016-07-062016-07-20Monthly
2016-04-06$0.122016-04-082016-04-22Quarterly
2015-12-16$0.122015-12-182015-12-31Quarterly
2015-10-05$0.122015-10-072015-10-21Quarterly
2015-07-01$0.122015-07-062015-07-20Quarterly
2015-04-06$0.122015-04-082015-04-22Quarterly
2014-12-17$0.122014-12-192014-12-30Quarterly
2014-09-29$0.122014-10-012014-10-15Quarterly
2014-06-30$0.122014-07-022014-07-15Irregular
2014-03-31$0.122014-04-022014-04-16Quarterly
2013-12-18$0.122013-12-202013-12-30Quarterly
2013-09-30$0.122013-10-022013-10-16Irregular
2013-06-27$0.122013-07-012013-07-12Semi-Annual
2012-12-17$0.222012-12-192012-12-28Quarterly
2012-09-24$1.612012-09-262012-10-10Quarterly
2012-06-25$0.112012-06-272012-07-11Quarterly
2012-03-22$0.112012-03-262012-04-09Quarterly
2011-12-19$0.112011-12-212012-01-06Quarterly
2011-09-22$0.112011-09-262011-10-07Quarterly
2011-07-06$0.112011-07-082011-07-22Quarterly
2011-03-24$0.112011-03-282011-04-08Quarterly
2010-12-09$0.612010-12-132010-12-27Quarterly
2010-09-23$0.112010-09-272010-10-08Quarterly
2010-06-24$0.112010-06-282010-07-09Quarterly
2010-03-25$0.102010-03-292010-04-09Quarterly
2009-12-23$0.102009-12-282010-01-08Quarterly
2009-10-07$0.102009-10-092009-10-16Quarterly
2009-07-01$0.102009-07-062009-07-17Quarterly
2009-03-26$0.102009-03-302009-04-10Quarterly
2008-12-24$0.102008-12-292009-01-09Quarterly
2008-09-25$0.102008-09-292008-10-10Quarterly
2008-07-08$0.102008-07-102008-07-25Quarterly
2008-03-26$0.102008-03-282008-04-11Quarterly
2007-12-26$0.102007-12-282008-01-11Quarterly
2007-09-26$0.102007-09-282007-10-12Quarterly
2007-06-28$0.102007-07-022007-07-13Quarterly
2007-03-28$0.072007-03-302007-04-13Quarterly
2006-12-19$0.052006-12-212007-01-04Quarterly
2006-09-20$0.082006-09-222006-10-06Quarterly
2006-06-22$0.082006-06-262006-07-07Quarterly
2006-03-22$0.052006-03-242006-04-07Quarterly
2005-12-21$0.052005-12-232006-01-06Quarterly
2005-09-21$0.052005-09-232005-10-07Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-10-06MCMILLAN CARY DSell3.62K$18.2065.83K
2026-10-02Spiegel Noel JosephSell3.62K$17.6863.93K
2026-10-01Sable David M.Buy3.62K——
2026-10-01PAGE JANICE EBuy3.62K——
2026-10-01MCMILLAN CARY DBuy3.62K——
2026-10-01HENRETTA DEBORAH ABuy3.62K——
2026-10-01Spiegel Noel JosephBuy3.62K$17.6863.93K
2026-08-03Thanawala RaviBuy105.48K$17.871.89M
2026-08-03Thanawala RaviBuy83.94K——
2026-08-03Thanawala RaviBuy27.98K——
2026-08-03Thanawala RaviOther0——
2026-07-24Spiegel Noel JosephBuy1.29K——
2026-07-24Sable David M.Buy349——
2026-07-24PAGE JANICE EBuy27——
2026-07-24MCMILLAN CARY DBuy1.34K——
2026-07-24HENRETTA DEBORAH ABuy669——
2026-07-24SCHOTTENSTEIN JAY LBuy1.89K——
2026-07-24Mathias Michael A.Buy369——
2026-07-24Keefer James H JRBuy143——
2026-07-24Henke Beth MBuy168——
2026-07-24Foyle Jennifer M.Buy967——
2026-07-24Baldwin MarisaBuy203——
2026-07-17Sable David M.Sell5.78K$17.2399.57K
2026-07-07MCMILLAN CARY DSell2.89K$16.7748.51K
2026-07-07Henke Beth MBuy2.08K——
2026-07-07Henke Beth MSell634$16.5210.47K
2026-07-07Henke Beth MSell2.02K——
2026-07-07Henke Beth MSell62——
2026-07-07Spiegel Noel JosephSell2.89K$16.7848.53K
2026-07-01HENRETTA DEBORAH ABuy2.89K——
2026-07-01MCMILLAN CARY DBuy2.89K——
2026-07-01PAGE JANICE EBuy2.89K——
2026-07-01Sable David M.Buy2.89K——
2026-07-01Spiegel Noel JosephBuy2.89K——
2026-04-24Spiegel Noel JosephBuy1.22K——
2026-04-24Sable David M.Buy329——
2026-04-24PAGE JANICE EBuy26——
2026-04-24MCMILLAN CARY DBuy1.27K——
2026-04-24HENRETTA DEBORAH ABuy612——
2026-04-24SCHOTTENSTEIN JAY LBuy1.78K——
2026-04-24Mathias Michael A.Buy350——
2026-04-24Keefer James H JRBuy136——
2026-04-24Chandrasekaran SujathaBuy208——
2026-04-24Henke Beth MBuy177——
2026-04-24Foyle Jennifer M.Buy915——
2026-04-24Baldwin MarisaBuy192——
2026-04-06MCMILLAN CARY DSell2.89K$17.2349.73K
2026-04-06Spiegel Noel JosephSell2.89K$17.3250.00K
2026-04-02SCHOTTENSTEIN JAY LBuy79.36K——
2026-04-02SCHOTTENSTEIN JAY LSell31.61K$16.84532.31K
2026-04-02SCHOTTENSTEIN JAY LSell50.07K——
2026-04-02SCHOTTENSTEIN JAY LSell25.99K——
2026-04-02SCHOTTENSTEIN JAY LSell3.31K——
2026-04-02Mathias Michael A.Buy15.62K——
2026-04-02Mathias Michael A.Sell6.91K$16.84116.41K
2026-04-02Keefer James H JRBuy6.26K——
2026-04-02Keefer James H JRSell1.78K$16.8430.06K
2026-04-02Mathias Michael A.Sell9.86K——
2026-04-02Keefer James H JRSell3.95K——
2026-04-02Mathias Michael A.Sell5.12K——
2026-04-02Keefer James H JRSell2.05K——
2026-04-02Mathias Michael A.Sell651——
2026-04-02Keefer James H JRSell260——
2026-04-02Henke Beth MBuy6.26K——
2026-04-02Henke Beth MSell1.91K$16.8432.18K
2026-04-02Henke Beth MSell4.00K——
2026-04-02Henke Beth MSell2.13K——
2026-04-02Henke Beth MSell142——
2026-04-02Foyle Jennifer M.Buy40.85K——
2026-04-02Foyle Jennifer M.Sell22.59K$16.84380.43K
2026-04-02Foyle Jennifer M.Sell25.77K——
2026-04-02Foyle Jennifer M.Sell13.38K——
2026-04-02Foyle Jennifer M.Sell1.70K——
2026-04-02Baldwin MarisaBuy8.23K——
2026-04-02Baldwin MarisaSell4.20K$16.8470.74K
2026-04-02Baldwin MarisaSell5.19K——
2026-04-02Baldwin MarisaSell2.69K——
2026-04-02Baldwin MarisaSell342——
2026-04-01Spiegel Noel JosephBuy2.89K——
2026-04-01Sable David M.Buy2.89K——
2026-04-01PAGE JANICE EBuy2.89K——
2026-04-01MCMILLAN CARY DBuy2.89K——
2026-04-01HENRETTA DEBORAH ABuy2.89K——
2026-04-01Chandrasekaran SujathaBuy2.89K——
2026-03-30SCHOTTENSTEIN JAY LBuy45.77K——
2026-03-30SCHOTTENSTEIN JAY LSell18.23K$16.09293.30K
2026-03-30SCHOTTENSTEIN JAY LSell3.75K——
2026-03-30SCHOTTENSTEIN JAY LSell42.02K——
2026-03-30Mathias Michael A.Buy8.82K——
2026-03-30Mathias Michael A.Sell3.90K$16.0962.82K
2026-03-30Mathias Michael A.Sell725——
2026-03-30Mathias Michael A.Sell8.10K——
2026-03-30Keefer James H JRBuy4.14K——
2026-03-30Keefer James H JRSell1.18K$16.0918.97K
2026-03-30Keefer James H JRSell341——
2026-03-30Keefer James H JRSell3.80K——
2026-03-30Henke Beth MBuy4.14K——
2026-03-30Henke Beth MSell1.26K$16.0920.31K
2026-03-30Henke Beth MSell96——
2026-03-30Henke Beth MSell4.04K——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 370, holders -22 vs prior quarter. Ownership 101.36%.

HolderSharesChangeChange %Value
BLACKROCK, INC.26.66M1.65M+6.60%458.63M
VANGUARD PORTFOLIO MANAGEMENT LLC11.75M1.41M+13.65%202.16M
DIMENSIONAL FUND ADVISORS LP10.25M991.63K+10.71%176.35M
STATE STREET CORP6.86M215.60K+3.25%117.98M
VANGUARD CAPITAL MANAGEMENT LLC6.84M-12.09K-0.18%117.73M
D. E. SHAW & CO., INC.6.62M2.10M+46.52%113.78M
AMERICAN CENTURY COMPANIES INC6.38M-386.24K-5.71%109.77M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP5.86M-474.82K-7.49%100.82M
UBS GROUP AG4.12M454.86K+12.42%70.80M
GEODE CAPITAL MANAGEMENT, LLC4.05M174.86K+4.51%69.69M
CITADEL ADVISORS LLC3.90M3.51M+916.03%67.00M
ALLIANZ ASSET MANAGEMENT GMBH3.66M1.08M+41.52%63.03M
LSV ASSET MANAGEMENT2.76M1.60M+139.25%47.40M
MORGAN STANLEY2.28M-149.80K-6.17%39.16M
FISHER ASSET MANAGEMENT, LLC2.21M-19.05K-0.86%37.93M
WOODLINE PARTNERS LP1.96M744.00K+61.11%33.74M
NORTHERN TRUST CORP1.94M189.26K+10.82%33.35M
NYKREDIT A/S1.93M1.93MNew33.25M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.1.93M1.93MNew33.24M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.93M-1.16K-0.06%33.24M
BOSTON PARTNERS1.81M1.81MNew30.96M
GOLDMAN SACHS GROUP INC1.70M1.08M+173.76%29.19M
BANK OF NEW YORK MELLON CORP1.61M20.09K+1.27%27.64M
FMR LLC1.58M-122.26K-7.20%27.10M
JANE STREET GROUP, LLC1.53M1.32M+607.39%26.39M

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American Eagle Outfitters (AEO) Stock Insights

AEO$19.97+0.51 +2.62%

$3.35B

Market Cap

8.96

P/E

10.36

Forward P/E

60

Score

Price History