Mkt Cap $3B
P/E 18.0 fwd 9.9
52wk $9.27 - $28.46
3h ago
Insider selling: $63,731,562 sold by 10 insiders (30d)
Factor divergence:
DIVERGENCE: price_momentum bullish vs analyst_revisions bearish
Est. revisions:
+0.0%
Factor Model (net -1.1)
Factor Model
net -1.1 2.9 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.2
Analyst Rev.
-1.0
Narrative Gap
+0.0
Citi raises AEO target to $24, keeps Neutral
Watch: Upcoming earnings calls will reveal margin sustainability and management views on consumer demand, critical for stock direction.
Full analysis
Citi maintained Neutral rating on American Eagle Outfitters and raised price target to $24 on March 6, 2026. Fiscal 2025 revenue was $5.5 billion, up 3%, with adjusted operating income of $328 million and EPS of $1.50. Guidance for fiscal 2026 operating income ranges $390 million to $410 million. Insider Jay L. Schottenstein sold over $62 million in shares, signaling internal caution despite steady financials.
This suggests cautious optimism: revenue growth and margin expansion offset by insider selling and stock downtrend, tempering upside despite improved guidance.
Evidence
2d ago
Insider sell by SCHOTTENSTEIN JAY L (AEO): $20,039,162
2d ago
Insider sell by SCHOTTENSTEIN JAY L (AEO): $26,813,205
7d ago
American Eagle Insider Sells Shares Amid Growing Competitive Pressure, Stock Rises: Momentum Score Surges
benzinga
Fundamentals & Data ▾
American Eagle Outfitters, Inc.
Consumer Cyclical · Apparel Retail
Mkt Cap
$3B
P/E
18.0 fwd 9.9
Beta
1.48
Div Yield
257.00%
52w Range
$9.27 - $28.46
Short Interest
16.4M 15.55%
Days to Cover
2.4 -1%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+6.8%
Insiders
selling
0B / 2S
EPS Estimate
$0.10
+0.0% 30d
0up / 1dn
Est. Dispersion
20%
4 analysts
Analyst Target
$24
$19 - $35
Options P/C
0.09
Insider Cluster
strong sell
0B / 9S
Fund Convergence
strong
Citadel, D.E. Shaw, Bridgewater, Two Sigma
Financials
Revenue
$1.8B +13% YoY
FCF
$357M
Gross Margin
36%
Op Margin
10%
Momentum:
accelerating
Top Holders
Citadel
$173M
D.E. Shaw
$11M
Bridgewater
$9M
Two Sigma
$8M
Recent Filings & Data
insider trade
87
net selling
· $63,731,562 sold
10 insiders · 87 transactions (30d)
Recent transactions
SPIEGEL NOEL JOSEPH · sell · $50,003
MCMILLAN CARY D · sell · $49,729
BALDWIN MARISA · other
MATHIAS MICHAEL A. · other
HENKE BETH M · other
FOYLE JENNIFER M · other
KEEFER JAMES H. JR. · other
SCHOTTENSTEIN JAY L · other
SPIEGEL NOEL JOSEPH · award
PAGE JANICE E · award
SABLE DAVID M · award
MCMILLAN CARY D · award
BALDWIN MARISA · other
MATHIAS MICHAEL A. · other
HENKE BETH M · other
FOYLE JENNIFER M · other
KEEFER JAMES H. JR. · other
SCHOTTENSTEIN JAY L · other
BALDWIN MARISA · award
MATHIAS MICHAEL A. · award
HENKE BETH M · award
FOYLE JENNIFER M · award
KEEFER JAMES H. JR. · award
SCHOTTENSTEIN JAY L · award
SCHOTTENSTEIN JAY L · sell · $26,813,205
SPIEGEL NOEL JOSEPH · sell · $48,661
MCMILLAN CARY D · sell · $49,702
SPIEGEL NOEL JOSEPH · award
PAGE JANICE E · award
SABLE DAVID M · award
MCMILLAN CARY D · award
KEEFER JAMES H. JR. · sell · $134,869
BALDWIN MARISA · sell · $1,374,159
BALDWIN MARISA · exercise · $942,170
MATHIAS MICHAEL A. · sell · $4,486,876
MATHIAS MICHAEL A. · exercise · $2,109,369
FOYLE JENNIFER M · sell · $5,906,042
FOYLE JENNIFER M · exercise · $3,474,110
MCMILLAN CARY D · sell · $49,932
PAGE JANICE E · award
SABLE DAVID M · award
MCMILLAN CARY D · award
KEEFER JAMES H. JR. · sell · $243,660
MATHIAS MICHAEL A. · sell · $809,420
MATHIAS MICHAEL A. · exercise · $499,007
SABLE DAVID M · sell · $96,100
SPIEGEL NOEL JOSEPH · sell · $724,856
FOYLE JENNIFER M · sell · $996,793
PAGE JANICE E · sell · $484,717
MCMILLAN CARY D · sell · $163,071
PAGE JANICE E · award
SABLE DAVID M · award
MCMILLAN CARY D · award
BALDWIN MARISA · other
MATHIAS MICHAEL A. · other
FOYLE JENNIFER M · other
KEEFER JAMES H. JR. · other
SCHOTTENSTEIN JAY L · other
PAGE JANICE E · award
SABLE DAVID M · award
MCMILLAN CARY D · award
BALDWIN MARISA · other
MATHIAS MICHAEL A. · other
FOYLE JENNIFER M · other
KEEFER JAMES H. JR. · other
SCHOTTENSTEIN JAY L · other
BALDWIN MARISA · award
MATHIAS MICHAEL A. · award
FOYLE JENNIFER M · award
KEEFER JAMES H. JR. · award
SCHOTTENSTEIN JAY L · award
MCMILLAN CARY D · sell · $48,044
PAGE JANICE E · award
SABLE DAVID M · award
MCMILLAN CARY D · award
MCMILLAN CARY D · sell · $49,057
FOYLE JENNIFER M · sell · $653,670
PAGE JANICE E · award
SABLE DAVID M · award
MCMILLAN CARY D · award
SABLE DAVID M · sell · $405,885
SCHOTTENSTEIN JAY L · sell · $20,039,162
BALDWIN MARISA · other
MCMILLAN CARY D · sell · $53,949
PAGE JANICE E · award
SABLE DAVID M · award
MCMILLAN CARY D · award
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Filing analysis pending — next scan runs every 12 hours
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Transcript analysis coming soon
6 signals · latest 4h ago
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