URBAN OUTFITTERS INC(URBN)Stock Analysis
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Rank #746 of 2,960 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
URBN Stock Analysis & AI Quality Score
Data updated 2026-09-12AI stock analysis and institutional research for URBAN OUTFITTERS INC (URBN), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores URBN at 61.9/100 on a 32-signal composite quality model, placing it at rank #746 of 2,960 stocks — the top half of the AI-ranked universe. URBN scores in the top quartile across balance sheet strength (88.3), revenue scale (81.5). Areas of concern include institutional flow (16.5) and earnings quality (37.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), URBAN OUTFITTERS INC reports quarterly revenue of $1.7B, net income of $240.7M, free cash flow of $301.4M. Top institutional holders of URBN by reported 13-F value include BlackRock, FMR, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. URBN trades on the Nasdaq exchange and files with the SEC under CIK 912615. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate URBN 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 URBAN OUTFITTERS INC directly from SEC EDGAR. URBAN OUTFITTERS INC's 13F Pro composite quality score has ranged between 35 and 70 since 2021, currently 61.9 — an improving long-term trajectory across 69 quarterly and live scoring snapshots.
What's Driving URBN's Business? Latest 10-Q Breakdown
✓ 23/23 datapoints verifiedAI-extracted from URBAN OUTFITTERS INC's 10-Q filed 2026-06-09 — Q1 FY2027 (quarter ended April 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales rose 11.4% YoY to $1.48B on broad-based segment growth, but gross margin slipped 16bps to 36.6% and operating margin fell to 9.4% from 9.6% as SG&A deleveraged.
Biggest Revenue Drivers
Comparable net sales up 5.6% on digital sessions/AOV and store traffic gains, plus non-comparable sales from 59 net new stores
Driven by a 33.3% increase in average active Nuuly subscribers
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$1.7B
Net Income
Q2 2026
$240.7M
Free Cash Flow
Q2 2026
$301.4M
ROIC
Q2 2026
40.5%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+11.1% YoYNet Income
+15.5% YoYOperating Income
+27.8% YoYEPS (Diluted)
+18.8% YoYTotal Assets
+10.8% YoYOp. Cash Flow
+14.4% YoYFree Cash Flow
-1.6% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $6.17B +11.1% | $5.55B +7.7% | $5.15B +7.5% | $4.80B +5.4% | $4.55B +31.9% | $3.45B |
| Net Income | $464.9M +15.5% | $402.5M +39.9% | $287.7M +80.1% | $159.7M -48.6% | $310.6M +25030.7% | $1.2M |
| Operating Income | $605.6M +27.8% | $473.8M +28.1% | $369.8M +63.2% | $226.6M -44.5% | $408.6M +10186.2% | $4.0M |
| EPS (Diluted) | $5.06 +18.8% | $4.26 +39.7% | $3.05 +79.4% | $1.70 -45.7% | $3.13 +31200.0% | $0.01 |
| Total Assets | $5.01B +10.8% | $4.52B +9.9% | $4.11B +11.6% | $3.68B -2.9% | $3.79B +6.9% | $3.55B |
| Operating Cash Flow | $575.2M +14.4% | $502.8M -1.3% | $509.4M +256.9% | $142.7M -60.3% | $359.3M +25.7% | $285.8M |
| Free Cash Flow | $315.0M -1.6% | $320.3M +3.4% | $309.8M +645.6% | $-56.8M -158.6% | $96.9M -23.5% | $126.6M |
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Available Research
13F Pro tracks comprehensive data for URBAN OUTFITTERS INC including:
Top Institutional Holders of URBN
BlackRock, Inc.
$615.2M8,681,345 shFMR LLC
$332.2M4,688,302 shDIMENSIONAL FUND ADVISORS LP
$324.1M4,573,363 shVANGUARD PORTFOLIO MANAGEMENT LLC
$249.1M3,515,756 shSTATE STREET CORP
$189.7M2,676,486 shAMERICAN CENTURY COMPANIES INC
$188.4M2,658,806 shVANGUARD CAPITAL MANAGEMENT LLC
$184.6M2,605,350 shABRAMS BISON INVESTMENTS, LLC
$158.1M2,230,873 shFisher Asset Management, LLC
$115.7M1,633,242 shGEODE CAPITAL MANAGEMENT, LLC
$108.0M1,524,308 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $615.2M | 8,681,345 |
| FMR LLC | $332.2M | 4,688,302 |
| DIMENSIONAL FUND ADVISORS LP | $324.1M | 4,573,363 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $249.1M | 3,515,756 |
| STATE STREET CORP | $189.7M | 2,676,486 |
| AMERICAN CENTURY COMPANIES INC | $188.4M | 2,658,806 |
| VANGUARD CAPITAL MANAGEMENT LLC | $184.6M | 2,605,350 |
| ABRAMS BISON INVESTMENTS, LLC | $158.1M | 2,230,873 |
| Fisher Asset Management, LLC | $115.7M | 1,633,242 |
| GEODE CAPITAL MANAGEMENT, LLC | $108.0M | 1,524,308 |
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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 URBN a good stock to buy?
13F Pro's AI-powered analysis of URBAN OUTFITTERS INC (URBN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for URBN are available on the URBN 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. URBN is classified as a mid company.
Which hedge funds own URBN?
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 URBN. 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 URBAN OUTFITTERS INC's investment landscape.