AMERICAN EAGLE OUTFITTERS INC(AEO)Stock Analysis
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Rank #1,187 of 2,962 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
AEO Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for AMERICAN EAGLE OUTFITTERS INC (AEO), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores AEO at 56.3/100 on a 32-signal composite quality model, placing it at rank #1,187 of 2,962 stocks — the top half of the AI-ranked universe. AEO scores in the top quartile across institutional flow (90.4), revenue scale (79.7), balance sheet strength (77.1). Areas of concern include revenue growth (34.5) and free cash flow (36.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), AMERICAN EAGLE OUTFITTERS INC reports quarterly revenue of $1.2B, net income of $23.5M, an operating margin of 2.4%. Top institutional holders of AEO by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. AEO trades on the NYSE exchange and files with the SEC under CIK 919012. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AEO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AMERICAN EAGLE OUTFITTERS INC directly from SEC EDGAR. AMERICAN EAGLE OUTFITTERS INC's 13F Pro composite quality score has ranged between 31 and 63 since 2021, currently 56.3 — an improving long-term trajectory across 67 quarterly and live scoring snapshots.
Revenue
Q1 2026
$1.2B
Net Income
Q1 2026
$23.5M
Free Cash Flow
Q1 2026
$-126.6M
Operating Margin
Q1 2026
2.4%
ROIC
Q1 2026
6.5%
D/E Ratio
Q1 2026
0.05
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+4.1% YoYNet Income
-41.7% YoYOperating Income
-47.1% YoYEPS (Diluted)
-35.1% YoYTotal Assets
+4.7% YoYTotal Debt
Op. Cash Flow
-4.3% YoYFree Cash Flow
-23.2% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $5.55B +4.1% | $5.33B +1.3% | $5.26B +5.4% | $4.99B -0.4% | $5.01B +33.3% | $3.76B |
| Net Income | $192.0M -41.7% | $329.4M +93.7% | $170.0M +35.9% | $125.1M -70.2% | $419.6M +300.5% | $-209.3M |
| Operating Income | $226.2M -47.1% | $427.3M +91.9% | $222.7M -9.8% | $247.0M -58.2% | $591.1M +317.8% | $-271.3M |
| EPS (Diluted) | $1.09 -35.1% | $1.68 +95.3% | $0.86 +34.4% | $0.64 -68.5% | $2.03 +261.1% | $-1.26 |
| Total Assets | $4.01B +4.7% | $3.83B +7.7% | $3.56B +4.0% | $3.42B -9.7% | $3.79B +10.2% | $3.43B |
| Total Debt | $0.00 | $0.00 | $0.00 -100.0% | $8.9M -97.4% | $341.0M +4.8% | $325.3M |
| Operating Cash Flow | $456.2M -4.3% | $476.8M -17.9% | $580.7M +42.9% | $406.3M +33.8% | $303.7M +50.0% | $202.5M |
| Free Cash Flow | $195.4M -23.2% | $254.3M -37.4% | $406.3M +178.4% | $145.9M +109.0% | $69.8M -6.3% | $74.5M |
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Available Research
13F Pro tracks comprehensive data for AMERICAN EAGLE OUTFITTERS INC including:
Top Institutional Holders of AEO
BlackRock, Inc.
$458.6M26,664,659 shVANGUARD PORTFOLIO MANAGEMENT LLC
$202.2M11,753,476 shDIMENSIONAL FUND ADVISORS LP
$176.4M10,253,248 shSTATE STREET CORP
$118.0M6,859,537 shVANGUARD CAPITAL MANAGEMENT LLC
$117.7M6,844,781 shD. E. Shaw & Co., Inc.
$113.8M6,615,074 shAMERICAN CENTURY COMPANIES INC
$109.8M6,382,147 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$100.8M5,861,572 shUBS Group AG
$70.8M4,116,423 shGEODE CAPITAL MANAGEMENT, LLC
$69.7M4,051,158 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $458.6M | 26,664,659 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $202.2M | 11,753,476 |
| DIMENSIONAL FUND ADVISORS LP | $176.4M | 10,253,248 |
| STATE STREET CORP | $118.0M | 6,859,537 |
| VANGUARD CAPITAL MANAGEMENT LLC | $117.7M | 6,844,781 |
| D. E. Shaw & Co., Inc. | $113.8M | 6,615,074 |
| AMERICAN CENTURY COMPANIES INC | $109.8M | 6,382,147 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $100.8M | 5,861,572 |
| UBS Group AG | $70.8M | 4,116,423 |
| GEODE CAPITAL MANAGEMENT, LLC | $69.7M | 4,051,158 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is AEO a good stock to buy?
13F Pro's AI-powered analysis of AMERICAN EAGLE OUTFITTERS INC (AEO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AEO are available on the AEO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. AEO is classified as a mid company.
Which hedge funds own AEO?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AEO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AMERICAN EAGLE OUTFITTERS INC's investment landscape.