American Eagle Outfitters
About: American Eagle Outfitters Inc is a specialty retailer. The company is engaged in the retail of apparel and accessories with company stores in the United States, Canada, Mexico, and Hong Kong. The Company leases all store premises, regional distribution facilities, some of its office space, and certain information technology and office equipment. American Eagle also has its online business. It operates in two segments: American Eagle and Aerie. The majority of its revenue comes from its primary brand, American Eagle, which offers an assortment of specialty apparel, accessories, and personal care products for women and men. Geographically, it generates the majority of its revenue from the United States.
Employees: 44,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
6.47% more ownership
Funds ownership: 92.89% [Q4 2024] → 99.36% (+6.47%) [Q1 2025]
3% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 75
9% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 119
1% less funds holding
Funds holding: 342 [Q4 2024] → 337 (-5) [Q1 2025]
33% less capital invested
Capital invested by funds: $2.98B [Q4 2024] → $1.99B (-$984M) [Q1 2025]
64% less call options, than puts
Call options by funds: $54.4M | Put options by funds: $150M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Morgan Stanley Adrienne Yih | 7%upside $10 | Equal-Weight Maintained | 2 Jun 2025 |
Telsey Advisory Group Dana Telsey | 29%upside $12 | Market Perform Maintained | 30 May 2025 |
JP Morgan Matthew Boss | 3%downside $9 | Neutral Maintained | 14 May 2025 |
BMO Capital Simeon Siegel | 18%upside $11 | Market Perform Maintained | 14 May 2025 |
Barclays Adrienne Yih | 3%downside $9 | Underweight Maintained | 12 May 2025 |
Financial journalist opinion
Based on 22 articles about AEO published over the past 30 days









