Easterly Investment Partners LLC Cuts Stock Position in American Eagle Outfitters, Inc. $AEO

Easterly Investment Partners LLC lowered its holdings in American Eagle Outfitters, Inc. (NYSE:AEO) by 16.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 251,235 shares of the apparel retailer’s stock after selling 49,734 shares during the period. Easterly Investment Partners LLC owned about 0.15% of American Eagle Outfitters worth $6,625,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of AEO. Marshall Wace LLP boosted its position in American Eagle Outfitters by 920.6% in the third quarter. Marshall Wace LLP now owns 5,497,720 shares of the apparel retailer’s stock worth $94,066,000 after purchasing an additional 4,959,039 shares during the last quarter. Segall Bryant & Hamill LLC bought a new position in American Eagle Outfitters during the third quarter valued at $23,395,000. Kinetic Partners Management LP purchased a new stake in American Eagle Outfitters in the third quarter worth $14,618,000. M&T Bank Corp purchased a new stake in American Eagle Outfitters in the fourth quarter worth $21,413,000. Finally, Lakewood Capital Management LP purchased a new position in shares of American Eagle Outfitters during the 3rd quarter valued at $11,051,000. Hedge funds and other institutional investors own 97.33% of the company’s stock.

More American Eagle Outfitters News

Here are the key news stories impacting American Eagle Outfitters this week:

• Positive Sentiment: American Eagle beat Q1 expectations, reporting EPS of $0.14 versus $0.11 expected, with revenue of $1.20 billion topping estimates and rising 9.7% year over year. Aerie was a standout, with comparable sales up 25% and strong margin improvement. AEO Inc. Reports First Quarter Fiscal 2026 Results
• Positive Sentiment: The company said first-quarter operating income came in ahead of guidance, showing that profitability improved even as sales remained uneven across brands. AEO Inc. Reports First Quarter Fiscal 2026 Results
• Neutral Sentiment: American Eagle kept its annual revenue outlook unchanged, but management flagged ongoing geopolitical uncertainty and cautious consumer spending, which left investors looking for more confidence on the back half of the year. American Eagle Outfitters maintains annual revenue outlook
• Neutral Sentiment: Analysts responded with lower price targets from JPMorgan, Barclays, and Telsey, signaling a more cautious stance even though most still see some upside from current levels. Analyst price-target updates
• Negative Sentiment: The key concern was weakness in the namesake American Eagle brand: comparable sales fell 2%, missing expectations and suggesting the Sydney Sweeney campaign did not deliver the sales lift investors hoped for. CNBC article on Aerie and namesake brand
• Negative Sentiment: Management also warned on tariffs, saying it expects a 10% tariff rate for second-quarter receipts and 15% for the second half of fiscal 2026, which raised concern about future margins and earnings pressure. American Eagle tariff warning weighs on shares after earnings beat
• Negative Sentiment: Broader apparel-demand worries and softer discretionary spending also weighed on the stock, as investors extrapolated weak guidance and macro pressure across the sector. Gap, American Eagle fall as weak apparel demand signals constrained consumer spending

Insider Buying and Selling at American Eagle Outfitters

In related news, Director Cary D. Mcmillan sold 2,887 shares of American Eagle Outfitters stock in a transaction on Monday, April 6th. The stock was sold at an average price of $17.23, for a total transaction of $49,743.01. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Noel Joseph Spiegel sold 2,887 shares of American Eagle Outfitters stock in a transaction on Monday, April 6th. The shares were sold at an average price of $17.32, for a total value of $50,002.84. The SEC filing for this sale provides additional information. 8.95% of the stock is currently owned by company insiders.

American Eagle Outfitters Price Performance

NYSE:AEO opened at $15.81 on Monday. The firm has a market capitalization of $2.65 billion, a price-to-earnings ratio of 9.76, a P/E/G ratio of 1.13 and a beta of 1.34. American Eagle Outfitters, Inc. has a 52-week low of $9.27 and a 52-week high of $28.46. The stock has a fifty day moving average of $17.14 and a 200 day moving average of $21.11. The company has a debt-to-equity ratio of 0.05, a quick ratio of 0.53 and a current ratio of 1.55.

American Eagle Outfitters (NYSE:AEO) last posted its quarterly earnings data on Thursday, May 28th. The apparel retailer reported $0.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.11 by $0.03. The company had revenue of $1.20 billion during the quarter, compared to analyst estimates of $1.18 billion. American Eagle Outfitters had a return on equity of 20.95% and a net margin of 5.01%.The firm’s quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter last year, the company earned ($0.29) earnings per share. On average, research analysts expect that American Eagle Outfitters, Inc. will post 1.74 EPS for the current fiscal year.

Wall Street Analyst Weigh In

AEO has been the subject of several research reports. Telsey Advisory Group cut their price target on American Eagle Outfitters from $25.00 to $20.00 and set a “market perform” rating for the company in a research note on Friday. Wall Street Zen downgraded American Eagle Outfitters from a “strong-buy” rating to a “buy” rating in a research note on Saturday. Bank of America cut their price target on American Eagle Outfitters from $20.00 to $16.00 and set an “underperform” rating for the company in a research note on Friday. Barclays cut their price target on American Eagle Outfitters from $19.00 to $17.00 and set an “equal weight” rating for the company in a research note on Friday. Finally, Needham & Company LLC began coverage on American Eagle Outfitters in a research report on Thursday, March 26th. They issued a “hold” rating for the company. One equities research analyst has rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, American Eagle Outfitters currently has an average rating of “Hold” and an average target price of $21.18.

American Eagle Outfitters Profile

American Eagle Outfitters, Inc (NYSE: AEO) is a leading American specialty retailer offering apparel, accessories and personal care products for men and women. The company’s flagship brand, American Eagle, focuses on casualwear including denim, tops, outerwear and accessories targeted primarily at teens and young adults. In addition to its core apparel lines, the company operates the Aerie brand of intimates, loungewear and swimwear, which has gained recognition for its body-positive marketing and inclusive sizing.

American Eagle Outfitters conducts business through a combination of over 900 brick-and-mortar stores in North America and Greater China, complemented by a growing e-commerce platform that serves customers around the globe.