AEONYSERetail-Family Clothing StoresFiscal year ends January 30
AMERICAN EAGLE OUTFITTERS INC
Financials through Q2 FY2026, quarter ended Aug 1, 2026Last filing: 10-Q on Sep 10, 2026
$17.93−0.05 (-0.28%)
Close on Oct 19, 2026
- Market cap
- $3.05B
- P/E (TTM)
- 9.1
- Dividend yield
- 2.79%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
168M of 168M shares
Institutional holders
344
57 new, 74 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 15 sales
Net sold $39.11M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 23,255,460 | 13.40% | 13G (passive) amendment | Jun 30, 2025 |
| Jay L. Schottenstein | 13,295,486 | 7.80% | 13D (active) amendment | Mar 2, 2026 |
| Dimensional Fund Advisors LP | 11,005,075 | 5.60% | 13G (passive) | Dec 29, 2023 |
| Vanguard Portfolio Management | 10,440,147 | 6.26% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AEO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 26,664,659 | 15.91% | $458.63M | +1,650,093 | 0.01% |
| Vanguard Portfolio Management LLC | 11,753,476 | 7.01% | $202.16M | +1,411,880 | 0.01% |
| Dimensional Fund Advisors LP | 10,253,248 | 6.12% | $176.35M | +991,634 | 0.03% |
| State Street Corp | 6,859,537 | 4.09% | $117.98M | +215,599 | 0.00% |
| Vanguard Capital Management LLC | 6,844,781 | 4.08% | $117.73M | −12,088 | 0.00% |
| D. E. Shaw & Co., Inc. | 6,615,074 | 3.95% | $113.78M | +2,100,433 | 0.05% |
| American Century Companies Inc | 6,382,147 | 3.81% | $109.77M | −386,241 | 0.05% |
| Arrowstreet Capital, Limited Partnership | 5,861,572 | 3.50% | $100.82M | −474,820 | 0.04% |
| UBS Group AG | 4,116,423 | 2.46% | $70.80M | +454,858 | 0.01% |
| Geode Capital Management, LLC | 4,051,158 | 2.42% | $69.69M | +174,860 | 0.00% |
| Citadel Advisors LLC | 3,895,460 | 2.32% | $67.00M | +3,345,860 | 0.01% |
| Lsv Asset Management | 2,755,960 | 1.64% | $47.40K | +1,604,060 | 0.09% |
| Nykredit A/S | 2,675,749 | 1.60% | $46.02M | New | 0.14% |
| Allianz Asset Management GmbH | 2,609,502 | 1.56% | $43.65M | +20,026 | 0.04% |
| Morgan Stanley | 2,276,560 | 1.36% | $39.16M | −149,801 | 0.00% |
| Fisher Asset Management, LLC | 2,205,392 | 1.32% | $37.93M | −19,050 | 0.01% |
| Woodline Partners LP | 1,961,468 | 1.17% | $33.74M | +743,998 | 0.10% |
| Northern Trust Corp | 1,939,234 | 1.16% | $33.35M | +189,262 | 0.00% |
| Charles Schwab Investment Management Inc | 1,932,555 | 1.15% | $33.24M | −1,157 | 0.00% |
| Boston Partners | 1,811,818 | 1.08% | $30.96M | New | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 344 | 168M | 100.0% | 57 / 102 | 139 / 74 | 32M | 30M |
| Q1 2026 | 365 | 166M | 99.0% | 66 / 135 | 115 / 78 | 52M | 29M |
| Q4 2025 | 382 | 162M | 96.9% | 94 / 119 | 132 / 39 | 27M | 32M |
| Q3 2025 | 334 | 168M | 100.0% | 93 / 99 | 114 / 78 | 42M | 33M |
| Q2 2025 | 322 | 158M | 94.6% | 58 / 114 | 126 / 72 | 32M | 45M |
| Q1 2025 | 340 | 172M | 100.0% | 72 / 112 | 119 / 75 | 27M | 32M |
| Q4 2024 | 346 | 179M | 100.0% | 71 / 122 | 114 / 77 | 21M | 30M |
| Q3 2024 | 354 | 188M | 100.0% | 64 / 121 | 123 / 58 | 50M | 24M |
| Q2 2024 | 350 | 191M | 100.0% | 70 / 121 | 117 / 65 | 26M | 36M |
| Q1 2024 | 348 | 202M | 100.0% | 87 / 101 | 121 / 40 | 34M | 27M |
| Q4 2023 | 305 | 195M | 100.0% | 75 / 114 | 85 / 49 | 35M | 16M |
| Q3 2023 | 285 | 177M | 100.0% | 55 / 88 | 112 / 42 | 27M | 28M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AEO | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 9,387,565 | 5.60% | $161.47M | 0.15% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 5,168,808 | 3.08% | $81.67M | 0.30% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 4,776,171 | 2.85% | $82.15M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 4,081,093 | 2.44% | $70.19M | 0.08% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,454,357 | 2.06% | $59.41M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 2,190,303 | 1.31% | $37.67M | 0.06% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,836,972 | 1.10% | $31.56M | 0.16% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,786,614 | 1.07% | $30.73M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,739,680 | 1.04% | $29.89M | 0.09% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 1,493,874 | 0.89% | $25.69M | 0.18% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,433,577 | 0.86% | $24.66M | 0.15% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 1,411,772 | 0.84% | $24.25M | 0.14% | Jul 31, 2026 |
| Vanguard Strategic Equity Fund | 1,314,285 | 0.78% | $22.61M | 0.19% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 1,239,522 | 0.74% | $21.29M | 0.15% | Jul 31, 2026 |
| Select Retailing Portfolio | 1,060,492 | 0.63% | $16.76M | 0.71% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jay L. Schottenstein | Exec Chairman & CEO, Director | 14,274,013 | 8.52% | Jul 28, 2026 |
| Ravi Thanawala | EVP and CFO | – | – | Aug 5, 2026 |
| Jennifer M. Foyle | Global Brand President-aerie | 338,928 | 0.20% | Jul 28, 2026 |
| James H. Keefer JR | SVP, Controller & CAO | 28,486 | 0.02% | Jul 28, 2026 |
| Michael A. Mathias | EVP and CFO | 139,206 | 0.08% | Jul 28, 2026 |
| Marisa Baldwin | EVP - CHRO | 56,238 | 0.03% | Jul 28, 2026 |
| Beth M. Henke | EVP & Chief Legal Officer | 22,974 | 0.01% | Jul 28, 2026 |
| Cary D. McMillan | Director | 5,775 | 0.00% | Jul 28, 2026 |
| Janice E. Page | Director | 101,003 | 0.06% | Jul 28, 2026 |
| David M. Sable | Director | 53,481 | 0.03% | Jul 28, 2026 |
| Deborah A. Henretta | Director | – | – | Jul 28, 2026 |
| Noel Joseph Spiegel | Director | 0 | – | Jul 28, 2026 |
| Sujatha Chandrasekaran | Director | 57,617 | 0.03% | Apr 28, 2026 |
| Stephanie L. Pugliese | Director | – | – | Jan 28, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David M. Sable Director | Jul 17, 2026 | Sale(10b5-1 plan) | −5,779 | $17.23 | $99.57K | 53,481 |
| Beth M. Henke EVP & Chief Legal Officer | Jul 7, 2026 | Tax withholding | −634 | $16.52 | $10.47K | 22,974 |
| Beth M. Henke EVP & Chief Legal Officer | Jul 7, 2026 | Option exercise | +2,079 | – | – | 23,608 |
| Noel Joseph Spiegel Director | Jul 7, 2026 | Sale | −2,892 | $16.78 | $48.53K | 0 |
| Cary D. McMillan Director | Jul 7, 2026 | Sale | −2,892 | $16.78 | $48.53K | 0 |
| Noel Joseph Spiegel Director | Jul 1, 2026 | Award | +2,892 | – | – | 2,892 |
| Janice E. Page Director | Jul 1, 2026 | Award | +2,892 | – | – | 101,003 |
| Cary D. McMillan Director | Jul 1, 2026 | Award | +2,892 | – | – | 2,892 |
| David M. Sable Director | Jul 1, 2026 | Award | +2,892 | – | – | 59,260 |
| Cary D. McMillan Director | Apr 6, 2026 | Sale | −2,887 | $17.23 | $49.74K | 0 |
| Noel Joseph Spiegel Director | Apr 6, 2026 | Sale | −2,887 | $17.32 | $50.00K | 0 |
| Jay L. Schottenstein Exec Chairman & CEO, Director | Apr 2, 2026 | Option exercise | +79,361 | – | – | 2,304,581 |
| Jay L. Schottenstein Exec Chairman & CEO, Director | Apr 2, 2026 | Tax withholding | −31,610 | $16.84 | $532.31K | 2,272,971 |
| Marisa Baldwin EVP - CHRO | Apr 2, 2026 | Option exercise | +8,228 | – | – | 56,238 |
| Marisa Baldwin EVP - CHRO | Apr 2, 2026 | Tax withholding | −4,201 | $16.84 | $70.74K | 52,037 |
| Michael A. Mathias EVP and CFO | Apr 2, 2026 | Tax withholding | −6,913 | $16.84 | $116.41K | 138,106 |
| Michael A. Mathias EVP and CFO | Apr 2, 2026 | Option exercise | +15,622 | – | – | 145,019 |
| James H. Keefer JR SVP, Controller & CAO | Apr 2, 2026 | Tax withholding | −1,785 | $16.84 | $30.06K | 28,486 |
| James H. Keefer JR SVP, Controller & CAO | Apr 2, 2026 | Option exercise | +6,265 | – | – | 30,271 |
| Beth M. Henke EVP & Chief Legal Officer | Apr 2, 2026 | Option exercise | +6,265 | – | – | 23,440 |
| Beth M. Henke EVP & Chief Legal Officer | Apr 2, 2026 | Tax withholding | −1,911 | $16.84 | $32.18K | 21,529 |
| Jennifer M. Foyle Global Brand President-aerie | Apr 2, 2026 | Option exercise | +40,849 | – | – | 338,928 |
| Jennifer M. Foyle Global Brand President-aerie | Apr 2, 2026 | Tax withholding | −22,591 | $16.84 | $380.43K | 316,337 |
| Cary D. McMillan Director | Apr 1, 2026 | Award | +2,887 | – | – | 2,887 |
| David M. Sable Director | Apr 1, 2026 | Award | +2,887 | – | – | 56,368 |
| Noel Joseph Spiegel Director | Apr 1, 2026 | Award | +2,887 | – | – | 2,887 |
| Janice E. Page Director | Apr 1, 2026 | Award | +2,887 | – | – | 98,111 |
| Michael A. Mathias EVP and CFO | Mar 30, 2026 | Tax withholding | −3,904 | $16.09 | $62.82K | 129,397 |
| Michael A. Mathias EVP and CFO | Mar 30, 2026 | Option exercise | +8,824 | – | – | 133,301 |
| Beth M. Henke EVP & Chief Legal Officer | Mar 30, 2026 | Option exercise | +4,138 | – | – | 18,437 |
| Beth M. Henke EVP & Chief Legal Officer | Mar 30, 2026 | Tax withholding | −1,262 | $16.09 | $20.31K | 17,175 |
| Jay L. Schottenstein Exec Chairman & CEO, Director | Mar 30, 2026 | Option exercise | +45,767 | – | – | 2,243,449 |
| Jay L. Schottenstein Exec Chairman & CEO, Director | Mar 30, 2026 | Tax withholding | −18,229 | $16.09 | $293.30K | 2,225,220 |
| James H. Keefer JR SVP, Controller & CAO | Mar 30, 2026 | Tax withholding | −1,179 | $16.09 | $18.97K | 24,006 |
| James H. Keefer JR SVP, Controller & CAO | Mar 30, 2026 | Option exercise | +4,138 | – | – | 25,185 |
| Jennifer M. Foyle Global Brand President-aerie | Mar 30, 2026 | Option exercise | +23,161 | – | – | 310,888 |
| Jennifer M. Foyle Global Brand President-aerie | Mar 30, 2026 | Tax withholding | −12,809 | $16.09 | $206.10K | 298,079 |
| Marisa Baldwin EVP - CHRO | Mar 30, 2026 | Option exercise | +4,138 | – | – | 50,123 |
| Marisa Baldwin EVP - CHRO | Mar 30, 2026 | Tax withholding | −2,113 | $16.09 | $34.00K | 48,010 |
| Beth M. Henke EVP & Chief Legal Officer | Feb 5, 2026 | Tax withholding | −4,636 | $23.09 | $107.05K | 14,299 |
| Beth M. Henke EVP & Chief Legal Officer | Feb 5, 2026 | Award | +14,300 | – | – | 18,935 |
| Jay L. Schottenstein Exec Chairman & CEO, Director | Feb 5, 2026 | Tax withholding | −151,081 | $23.09 | $3.49M | 2,197,682 |
| Jay L. Schottenstein Exec Chairman & CEO, Director | Feb 5, 2026 | Award | +395,623 | – | – | 2,348,763 |
| Marisa Baldwin EVP - CHRO | Feb 5, 2026 | Tax withholding | −13,129 | $23.09 | $303.15K | 45,985 |
| Marisa Baldwin EVP - CHRO | Feb 5, 2026 | Award | +35,750 | – | – | 59,114 |
| Jennifer M. Foyle Global Brand President-aerie | Feb 5, 2026 | Tax withholding | −104,218 | $23.09 | $2.41M | 287,727 |
| Jennifer M. Foyle Global Brand President-aerie | Feb 5, 2026 | Award | +200,194 | – | – | 391,945 |
| Michael A. Mathias EVP and CFO | Feb 5, 2026 | Award | +76,265 | – | – | 151,902 |
| Michael A. Mathias EVP and CFO | Feb 5, 2026 | Tax withholding | −27,425 | $23.09 | $633.24K | 124,477 |
| James H. Keefer JR SVP, Controller & CAO | Feb 5, 2026 | Award | +14,300 | – | – | 25,454 |
| James H. Keefer JR SVP, Controller & CAO | Feb 5, 2026 | Tax withholding | −4,408 | $23.09 | $101.78K | 21,046 |
| Jay L. Schottenstein Exec Chairman & CEO, Director | Jan 22, 2026 | Sale | −21,236 | $26.23 | $557.02K | 6,386,995 |
| Noel Joseph Spiegel Director | Jan 21, 2026 | Sale | −1,896 | $25.67 | $48.67K | 0 |
| Jay L. Schottenstein Exec Chairman & CEO, Director | Jan 21, 2026 | Sale | −527,343 | $25.83 | $13.62M | 6,408,231 |
| Jay L. Schottenstein Exec Chairman & CEO, Director | Jan 20, 2026 | Sale | −500,000 | $25.27 | $12.64M | 6,935,574 |
| Cary D. McMillan Director | Jan 14, 2026 | Sale | −200 | $26.20 | $5.24K | 1,696 |
| Cary D. McMillan Director | Jan 14, 2026 | Sale | −1,696 | $26.22 | $44.47K | 0 |
| David M. Sable Director | Jan 1, 2026 | Award | +1,896 | – | – | 53,481 |
| Cary D. McMillan Director | Jan 1, 2026 | Award | +1,896 | – | – | 1,896 |
| Janice E. Page Director | Jan 1, 2026 | Award | +1,896 | – | – | 95,224 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Cary D. McMillan Director | Oct 6, 2026 | 3,617 | $65.83K | Oct 6, 2026 | Restricted Stock Vesting |
| Noel Joseph Spiegel Director | Oct 2, 2026 | 3,617 | $63.93K | Oct 2, 2026 | Restricted Stock Vesting |
| David M. Sable Director | Jul 17, 2026 | 5,779 | $99.57K | Jul 17, 2026 | Restricted Stock Vesting |
| Noel Joseph Spiegel Director | Jul 7, 2026 | 2,892 | $48.51K | Jul 7, 2026 | Restricted Stock Vesting |
| Cary D. McMillan Director | Jul 7, 2026 | 2,892 | $48.51K | Jul 7, 2026 | Restricted Stock Vesting |
| Noel Joseph Spiegel Director | Apr 6, 2026 | 2,887 | $50.00K | Apr 6, 2026 | Restricted Stock Vesting |
| Cary D. McMillan Director | Apr 6, 2026 | 2,887 | $49.73K | Apr 6, 2026 | Restricted Stock Vesting |
| Jay L. Schottenstein Officer, Director | Jan 22, 2026 | 3,540 | $92.84K | Jan 22, 2026 | IPO |
| Jay L. Schottenstein Officer, Director | Jan 22, 2026 | 10,616 | $278.42K | Jan 22, 2026 | IPO |
| Jay L. Schottenstein Officer, Director | Jan 22, 2026 | 3,540 | $92.84K | Jan 22, 2026 | IPO |
| Jay L. Schottenstein Officer, Director | Jan 22, 2026 | 3,540 | $92.84K | Jan 22, 2026 | IPO |
| Noel Joseph Spiegel Director | Jan 21, 2026 | 1,896 | $48.66K | Jan 21, 2026 | Restricted Stock Vesting |
| Jay L. Schottenstein Officer, Director | Jan 21, 2026 | 263,670 | $6.81M | Jan 21, 2026 | IPO |
| Jay L. Schottenstein Officer, Director | Jan 21, 2026 | 87,891 | $2.27M | Jan 21, 2026 | IPO |
| Jay L. Schottenstein Officer, Director | Jan 21, 2026 | 87,891 | $2.27M | Jan 21, 2026 | IPO |