Reading the tape
NYSE: AEO
American Eagle Outfitters, Inc.
Consumer Cyclical · Apparel - Retail
Market Cap
$3.05B
52w High
$28.46
52w Low
$9.27
P/E
16.14
Volume
3.87M
Outstanding Shares
166.68M
Valuation Data Insufficient
The DCF model's fair value estimate is more than 3× the current stock price. This typically indicates unreliable model inputs — such as irregular cash flows or balance sheet distortions — rather than a genuine opportunity, so the valuation is not shown.
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
1Y Price: 71.54%Revenue (TTM): 3.16%FCF (TTM): -90.05%P/FCF: 8th pct
What changed
The stock rose 71.54% over the last year. Revenue grew 3.16% over the trailing twelve months. Operating margin moved from 8.35% to 5.96%. Free cash flow declined 90.05% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly weakening underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 5.96%. A decisive move in revenue — currently up 3.16% — would be the clearest signal to resolve the ambiguity.
Company profile
American Eagle Outfitters, Inc. operates as a specialty retailer that provides clothing, accessories, and personal care products under the American Eagle and Aerie brands.
CEOJay L. Schottenstein
SectorConsumer Cyclical
IndustryApparel - Retail
Employees9,000
IPO dateApr 14, 1994
Valuation
Forward P/E—
EV/EBITDA10.20
Enterprise value$5.51B
Stock splits
Dec 19, 2006↑ Forward
Every 2 shares became 3
Mar 8, 2005↑ Forward
Every 1 shares became 2
Feb 26, 2001↑ Forward
Every 2 shares became 3
May 4, 1999↑ Forward
Every 1 shares became 2
May 11, 1998↑ Forward
Every 2 shares became 3
Jan 6, 1998↑ Forward
Every 2 shares became 3
Profitability & growth
Revenue growth9.73%
Gross margin32.99%▼6.58%vs FY2025
Operating margin5.96%▼29.37%vs FY2025
ROE11.35%▼39.11%vs FY2025
Analyst consensus
RatingHold
Target price$24.83▲35.53%
24
Buy
25
Hold
3
Sell
⚠ Analyst ratings tend to be lagging indicators — upgrades often follow price gains rather than precede them. Use as one signal among many.
Earnings
Last 3 reported quarters plus the next estimate. Switch into compare mode to inspect one metric year-over-year.
Next report
May 28, 2026
View
EPS
Actual vs estimate by quarter
Q3FY25
ActualEst.
$0.45
$0.20
Q4FY25
ActualEst.
$0.53
$0.44
Q1FY26
ActualEst.
$0.84
$0.71
Q2FY26
Next Est.
—
Revenue
Actual vs estimate by quarter
Q3FY25
ActualEst.
$1.28B
$1.3B
Q4FY25
ActualEst.
$1.36B
$1.32B
Q1FY26
ActualEst.
$1.76B
$1.74B
Q2FY26
Next Est.
—
Dividends
$0.50/shareQuarterlyAdequateAEO pays a dividend with a 2.73% dividend yield.
Dividend Yield
2.73%
Annual Div / Share
$0.50
5yr CAGR
-4.67%
Dividend has been cut
Payout Ratio
66.67%
Adequate
Dividend Growth Rate
3yr CAGR
-5.98%
5yr CAGR
-4.67%
10yr CAGR
+0%
Dividend Safety
4/10Adequate
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2026$0.50+0.0%
2025$0.50+11.1%
2024$0.45-29.7%
2022$0.64+0.8%
2021$0.64+15.5%
2019$0.55+0.0%
2018$0.55+10.0%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$27/yr
$2/mo
In 5 yrs
$27/yr
$2/mo
In 10 yrs
$27/yr
$2/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$27/yr $2/mo | $27/yr $2/mo | $27/yr $2/mo |
Analysis
Dividend Strengths
No strong strength signal stands out from the latest period pair.
Risks to Watch
Dividend has been reduced
The 5-year dividend CAGR of -4.67% is negative, indicating the payout has been cut over this period.