AEO at a glance
AMERICAN EAGLE OUTFITTERS INC (AEO, SEC CIK 919012) filed its latest 10-K annual report on March 30, 2026, a 10-Q quarterly report on September 10, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), AMERICAN EAGLE OUTFITTERS INC (AEO) reported revenue of $5.5 billion (up 4.1% from FY2025) and net income of $192.0 million. Diluted EPS was $1.09.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding AMERICAN EAGLE OUTFITTERS INC (AEO) shares worth $1.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Spiegel Noel Joseph on October 2, 2026 of 3,617 shares at $17.68 per share.
- In the last 90 days, AEO insiders reported 0 open-market purchases ($0) and 2 open-market sales ($164K) on Form 4, a net sale of $164K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $5.5B
- +4.1% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$164K
- 13F holders
- 31 funds
- $1.6B · −1 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 1, 2026
Management Discussion & Analysis
- Q2 revenue $1.380B, up 8% YoY from $1.284B
- Gross margin 48.7% vs 38.9% YoY; operating margin 15.3% vs 8.0%
- Aerie strongest: revenue $535.8M, up 25%; American Eagle weakest comparable sales, down 1%
- Tariff refunds $195.7M received; $70.8M paid under Participation Agreement
- Ongoing tariff uncertainty, inflation, and macroeconomic pressure on consumer spending as headwinds
Risk Factors
- No Risk Factors section provided; supplied text covers issuer repurchases, trading plans, exhibits, and signatures
- Financial activity: 15,959 shares repurchased for tax withholding at average $16.53 per share
- Capital allocation: 46,084,301 shares remained available under the repurchase program
- Financing documentation: Credit Agreement Amendment No. 2 dated June 4, 2026 disclosed as an exhibit
AI summary of the AEO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Forward-looking statements subject to significant risks and uncertainties
- Actual results may differ materially from management expectations
Item EX-99.1: Item EX-99.1
- Q2 revenue $1.38B, up 8%, with comparable sales up 6%; Aerie comparable sales rose 19% while American Eagle declined 1%
- Operating income $211M, margin 15.3% versus 8.0%; $161M of improvement came from tariff refunds, limiting earnings quality
Item 7.01: Regulation FD Disclosure
- Ravi Thanawala appointed Executive Vice President, CFO and Principal Financial Officer
- Michael Mathias transitioned from CFO to Strategic Advisor, preserving internal finance continuity
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Ravi Thanawala becomes CFO and principal financial officer August 3, 2026, bringing Papa John’s and Nike finance leadership experience
- Annual base salary $1,000,000, with target bonus 100% and maximum bonus 200% of eligible earnings
Item EX-99.1: Item EX-99.1
- CFO Mike Mathias transitions to strategic advisor August 3, 2026 after 25 years, with support continuing through July 30, 2027
- Ravi Thanawala becomes CFO August 3, 2026, bringing prior Nike, Papa John’s and ANN INC. finance leadership
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved 9,680,000 additional shares for employee and director awards, creating potential equity dilution
- 2023 Plan extended through 2036 from 2033, supporting longer-term compensation commitments
Item 5.07: Submission of Matters to a Vote of Security Holders
- 151.9M shares represented, establishing quorum from 167.5M shares outstanding
- Jay L. Schottenstein reelected Class I director through 2029 with 121.5M votes
AI summaries of AEO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AEO
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Spiegel Noel Joseph | Sell | Oct 2, 2026 | 3,617 | $17.68 |
| MCMILLAN CARY D | A | Oct 1, 2026 | 3,617 | - |
| PAGE JANICE E | A | Oct 1, 2026 | 3,617 | - |
| Spiegel Noel Joseph | A | Oct 1, 2026 | 3,617 | - |
| Sable David M. | A | Oct 1, 2026 | 3,617 | - |
| HENRETTA DEBORAH A | A | Oct 1, 2026 | 3,617 | - |
| Thanawala Ravi | A | Aug 3, 2026 | 27,980 | - |
| Thanawala Ravi | A | Aug 3, 2026 | 83,940 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $5.3B | $5.5B |
| Gross Profit | - | $2.1B | $2.0B |
| Operating Income | - | $427.3M | $226.2M |
| Net Income | - | $329.4M | $192.0M |
| Gross Margin | - | 39.2% | 36.5% |
| Op. Margin | - | 8.0% | 4.1% |
| Net Margin | - | 6.2% | 3.5% |
| Balance Sheet | |||
| Total Assets | $3.6B | $3.8B | $4.0B |
| Equity | - | $1.8B | $1.7B |
| ROE | - | 18.6% | 11.3% |
| Per Share | |||
| EPS | - | $1.68 | $1.09 |
| Cash Flow | |||
| Operating CF | - | $476.8M | $456.2M |
| CapEx | $174.4M | $222.5M | $260.8M |
Source: XBRL data in AMERICAN EAGLE OUTFITTERS INC (AEO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AEO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $1.58B |
| Q1 2026 | 32 | $1.46B |
| Q4 2025 | 30 | $2.63B |
| Q3 2025 | 30 | $1.82B |
| Q2 2025 | 28 | $932.0M |
| Q1 2025 | 24 | $771.8M |
| Q4 2024 | 21 | $1.05B |
| Q3 2024 | 17 | $655.4M |
- Citadel Advisors LLC+3.35M (+609%)
- D.E. Shaw & Co+2.10M (+47%)
- BlackRock+1.65M (+7%)
- Vanguard Portfolio Management LLC+1.41M (+14%)
- Dimensional Fund Advisors+991.6K (+11%)
- Goldman Sachs Group−3.51M (-67%)
- AQR Capital Management−750.3K (-45%)
- Two Sigma Investments−635.2K (-93%)
- Bridgewater Associates LP−232.7K (-35%)
- Bank of America Corp−216.0K (-28%)
- Allstate+13.7K
- Renaissance Technologies LLC−971.5K
- Blackstone Group−18.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 213 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AEO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 10-Q | Sep 10, 2026 | Aug 1, 2026 | Analysis | |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 21, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
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AEO SEC filings: frequently asked questions
Are AEO insiders buying or selling?
In the last 90 days, AMERICAN EAGLE OUTFITTERS INC (AEO) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $163,503 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AEO stock?
As of June 30, 2026, the largest AMERICAN EAGLE OUTFITTERS INC (AEO) holders among the 13F filers tracked by SignalX were BlackRock ($458.6 million), Vanguard Portfolio Management LLC ($202.2 million), Dimensional Fund Advisors ($176.4 million), State Street Corp ($118.0 million), Vanguard Capital Management LLC ($117.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AEO's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), AMERICAN EAGLE OUTFITTERS INC (AEO) reported revenue of $5.5 billion (up 4.1% from FY2025) and net income of $192.0 million. Diluted EPS was $1.09. The figures come from the XBRL data in the 10-K.
What did AEO report in its latest 8-K?
AMERICAN EAGLE OUTFITTERS INC (AEO) filed an 8-K on September 9, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Forward-looking statements subject to significant risks and uncertainties.
What are the latest AEO SEC filings?
AMERICAN EAGLE OUTFITTERS INC (AEO) filed its latest 10-K annual report on March 30, 2026, a 10-Q quarterly report on September 10, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on October 5, 2026.
What is AEO's SEC CIK number?
AMERICAN EAGLE OUTFITTERS INC (AEO)'s SEC Central Index Key (CIK) is 919012. EDGAR lists every AEO filing under that number.
Ask anything about AEO
The research agent reads AEO's filings, financials, insider trades and 13F holders, then answers with sources.