AEO
American Eagle Outfitters, Inc.Consumer Cyclical · $2.4B market cap
Verdict
Share price
$17.71
close of Oct 3, 2026
Fair value
$23.07
Sticker Price
Payback Price
$9.23
buy price
AEO is Undervalued: at $17.71 it trades 23% below its fair value of $23.07. Its buy price (Payback Price) is $9.23, 48% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.
How we valued it
Owner Earnings. Earnings have been shrinking, but the business still generates cash, so we value it on its cash flow instead of its earnings.
Business quality
0 of 5 clear the 10% bar. What are the Big Five?
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None of the investors we track holds AEO right now. In Q1 2026, 1 sold out. Who we track
Moves in Q1 2026
Sold out: Lee Ainslie
Insider activity
Since Jul 1, 2026: no open-market purchases, 3 sales worth $197K and 23 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Sable David M.
director · 2026-07-17
Sold
$100K
Spiegel Noel Joseph
director · 2026-07-07
Sold
$49K
MCMILLAN CARY D
director · 2026-07-07
Sold
$49K
Other filings
Thanawala Ravi
EVP and CFO · 2026-08-03
Award
27,980 shares
Thanawala Ravi
EVP and CFO · 2026-08-03
Award
83,940 shares
Thanawala Ravi
EVP and CFO · 2026-08-03
Award
$1.9M
Baldwin Marisa
EVP - CHRO · 2026-07-24
Award
203 shares
Foyle Jennifer M.
Global Brand President-aerie · 2026-07-24
Award
967 shares
Show all 23 other filingsShow fewer
Henke Beth M
EVP & Chief Legal Officer · 2026-07-24
Award
168 shares
Keefer James H JR
SVP, Controller & CAO · 2026-07-24
Award
143 shares
Mathias Michael A.
EVP and CFO · 2026-07-24
Award
369 shares
SCHOTTENSTEIN JAY L
Exec Chairman & CEO · 2026-07-24
Award
1,889 shares
HENRETTA DEBORAH A
director · 2026-07-24
Award
669 shares
MCMILLAN CARY D
director · 2026-07-24
Award
1,344 shares
PAGE JANICE E
director · 2026-07-24
Award
27 shares
Sable David M.
director · 2026-07-24
Award
349 shares
Spiegel Noel Joseph
director · 2026-07-24
Award
1,290 shares
Henke Beth M
EVP & Chief Legal Officer · 2026-07-07
Option exercise
62 shares
Henke Beth M
EVP & Chief Legal Officer · 2026-07-07
Option exercise
2,017 shares
Henke Beth M
EVP & Chief Legal Officer · 2026-07-07
Tax withholding
$10K
Henke Beth M
EVP & Chief Legal Officer · 2026-07-07
Option exercise
2,079 shares
Spiegel Noel Joseph
director · 2026-07-01
Award
2,892 shares
Sable David M.
director · 2026-07-01
Award
2,892 shares
PAGE JANICE E
director · 2026-07-01
Award
2,892 shares
MCMILLAN CARY D
director · 2026-07-01
Award
2,892 shares
HENRETTA DEBORAH A
director · 2026-07-01
Award
2,892 shares
About American Eagle Outfitters, Inc.
American Eagle Outfitters, Inc. (AEO) operates as a distinct fashion and lifestyle retail enterprise, offering a wide array of clothing, accessories, and personal care items. Its primary offerings are sold under the established American Eagle and Aerie labels. The American Eagle brand features various jeans, specialized apparel, and fashion accessories catering to both men and women. Conversely, the Aerie brand…
Apparel - Retail
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works