Kennedy Capital Management LLC Has $12.01 Million Stock Holdings in American Eagle Outfitters, Inc. $AEO

Kennedy Capital Management LLC raised its holdings in American Eagle Outfitters, Inc. (NYSE:AEO) by 10.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 455,328 shares of the apparel retailer’s stock after acquiring an additional 41,799 shares during the quarter. Kennedy Capital Management LLC’s holdings in American Eagle Outfitters were worth $12,007,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Strategic Investment Solutions Inc. IL lifted its stake in American Eagle Outfitters by 50.0% in the third quarter. Strategic Investment Solutions Inc. IL now owns 1,500 shares of the apparel retailer’s stock valued at $26,000 after acquiring an additional 500 shares during the last quarter. Farther Finance Advisors LLC lifted its stake in American Eagle Outfitters by 177.2% in the fourth quarter. Farther Finance Advisors LLC now owns 1,774 shares of the apparel retailer’s stock valued at $47,000 after acquiring an additional 1,134 shares during the last quarter. Quadrant Capital Group LLC lifted its stake in American Eagle Outfitters by 31.8% in the fourth quarter. Quadrant Capital Group LLC now owns 1,852 shares of the apparel retailer’s stock valued at $49,000 after acquiring an additional 447 shares during the last quarter. EverSource Wealth Advisors LLC lifted its stake in American Eagle Outfitters by 75.8% in the fourth quarter. EverSource Wealth Advisors LLC now owns 2,176 shares of the apparel retailer’s stock valued at $57,000 after acquiring an additional 938 shares during the last quarter. Finally, Larson Financial Group LLC lifted its stake in American Eagle Outfitters by 8,432.1% in the third quarter. Larson Financial Group LLC now owns 2,389 shares of the apparel retailer’s stock valued at $41,000 after acquiring an additional 2,361 shares during the last quarter. 97.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at American Eagle Outfitters

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

American Eagle Outfitters Stock Up 0.1%

AEO opened at $18.81 on Monday. American Eagle Outfitters, Inc. has a fifty-two week low of $9.27 and a fifty-two week high of $28.46. The company has a debt-to-equity ratio of 0.05, a current ratio of 1.55 and a quick ratio of 0.53. The firm’s fifty day moving average price is $17.23 and its two-hundred day moving average price is $21.06. The company has a market capitalization of $3.15 billion, a P/E ratio of 11.61, a P/E/G ratio of 4.09 and a beta of 1.34.

American Eagle Outfitters (NYSE:AEO) last issued its earnings results on Thursday, May 28th. The apparel retailer reported $0.14 EPS for the quarter, beating the consensus estimate of $0.11 by $0.03. American Eagle Outfitters had a net margin of 5.01% and a return on equity of 20.95%. The company had revenue of $1.20 billion for the quarter, compared to the consensus estimate of $1.18 billion. During the same quarter in the previous year, the company earned ($0.29) EPS. The firm’s revenue for the quarter was up 9.7% compared to the same quarter last year. On average, analysts anticipate that American Eagle Outfitters, Inc. will post 1.77 EPS for the current year.

American Eagle Outfitters Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be paid a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 2.7%. The ex-dividend date is Friday, July 10th. American Eagle Outfitters’s payout ratio is currently 30.86%.

Key Stories Impacting American Eagle Outfitters

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

• Positive Sentiment: Zacks Research raised multiple forward EPS estimates for American Eagle Outfitters, including Q1 2028, Q3 2027, Q4 2027, Q3 2028, Q4 2028, and FY2027, which suggests analysts see stronger profitability ahead. Article Title
• Positive Sentiment: American Eagle extended and amended its $700 million revolving credit facility, which can improve liquidity and financial flexibility for the retailer. Article Title
• Neutral Sentiment: Recent coverage highlighting “Trending Stock” status on Zacks may be adding attention, but it does not by itself change fundamentals. Article Title
• Neutral Sentiment: A market recap comparing American Eagle’s first-quarter results with other apparel retailers suggests investors are still benchmarking its performance against peers rather than reacting to a new company-specific catalyst. Article Title
• Negative Sentiment: Zacks Research trimmed its Q2 2028 EPS estimate, signaling some caution about earnings momentum further out. Article Title

Analysts Set New Price Targets

A number of analysts have issued reports on AEO shares. Needham & Company LLC started coverage on shares of American Eagle Outfitters in a research note on Thursday, March 26th. They issued a “hold” rating for the company. Barclays reduced their target price on shares of American Eagle Outfitters from $19.00 to $17.00 and set an “equal weight” rating for the company in a research note on Friday, May 29th. JPMorgan Chase & Co. reduced their target price on shares of American Eagle Outfitters from $25.00 to $19.00 and set a “neutral” rating for the company in a research note on Friday, May 29th. Weiss Ratings cut shares of American Eagle Outfitters from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, June 1st. Finally, TD Cowen reduced their price objective on shares of American Eagle Outfitters from $19.00 to $18.00 and set a “hold” rating for the company in a research note on Monday, May 18th. One investment analyst has rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $20.36.

American Eagle Outfitters Company 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.