American Eagle Outfitters, Inc.

Informe acción NYSE:AEO

Capitalización de mercado: US$3.1b

American Eagle Outfitters Dirección

Dirección controles de criterios 3/4

El CEO de American Eagle Outfitters es Jay Schottenstein , nombrado en Jan 2014, tiene una permanencia de 12.42 años. compensación anual total es $12.66M, compuesta por 13.8% salario y 86.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 4.75% de las acciones de la empresa, por valor de $149.57M. La antigüedad media del equipo directivo y de la junta directiva es de 7.4 años y 15 años, respectivamente.

Información clave

Jay Schottenstein

Chief Executive Officer (CEO)

US$12.7m

Compensación total

Porcentaje del salario del CEO13.82%
Permanencia del CEO12.4yrs
Participación del CEO4.8%
Permanencia media de la dirección7.4yrs
Promedio de permanencia en la Junta Directiva15yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis Jun 11

Shareholders Can Be Confident That American Eagle Outfitters' (NYSE:AEO) Earnings Are High Quality

American Eagle Outfitters, Inc.'s ( NYSE:AEO ) earnings announcement last week was disappointing for investors, despite...
Actualización de narrativa Jun 05

AEO: Q2 Execution And Aerie Strength Will Balance Core Brand Headwinds

Narrative Update: American Eagle Outfitters The analyst price target for American Eagle Outfitters has been reduced by $1, from $17.00 to $16.00. Analysts are factoring in lower revenue growth and profit margin assumptions, along with broadly reduced Street targets in the $16 to $22 range.
Seeking Alpha May 29

Despite Its Plunge, American Eagle Outfitters Is Still An Excellent Fit For Your Portfolio

Summary American Eagle Outfitters delivered Q1 FY2026 revenue and EPS above analyst expectations, with an 8% surge in comparable sales. AEO's Aerie brand drove 33.6% revenue growth, offsetting a 2.2% decline in the core American Eagle brand due to category softness. Management guides for mid-single-digit comparable sales growth and operating income of $390–$410 million, signaling robust profitability improvement. AEO trades at compellingly low multiples versus peers, boasts a net cash position, and remains a reaffirmed 'buy' based on valuation and balance sheet strength. Read the full article on Seeking Alpha
Actualización de narrativa May 19

AEO: Holiday Margin Discipline And Solid Q4 Execution Will Support Bullish Outlook

Analysts have lowered the fair value estimate for American Eagle Outfitters to $17.00 from $19.00, reflecting slightly higher discount assumptions, modestly different revenue expectations, and updated sector price targets as inflation and consumer spending concerns affect specialty retail valuations. Analyst Commentary Recent Street research on American Eagle Outfitters points to a mixed backdrop, with several bearish analysts trimming price targets and flagging macro and execution risks even as they acknowledge areas of operational strength.
Actualización de narrativa May 05

AEO: Aerie Momentum And Buybacks Will Support Higher Future Earnings Multiple

The updated analyst price target for American Eagle Outfitters moves from $21.50 to about $33.10. This reflects analysts' refreshed assumptions for slightly higher revenue growth, profit margins and a higher future P/E multiple, even as recent Street research stays mixed, with several firms trimming their targets while still pointing to ongoing Aerie strength and solid recent results.
Actualización de narrativa Apr 21

AEO: Aerie Momentum And Share Repurchases Will Support Future Upside Potential

Analysts have adjusted their views on American Eagle Outfitters, with price targets now ranging from $19 to $25. This reflects updated models after Q4 results, continued Aerie strength, and a cautious stance given the broader macro backdrop.
Actualización de narrativa Apr 06

AEO: Aerie Strength And Margin Discipline Will Support Future Upside Potential

Narrative Update: American Eagle Outfitters Analyst Price Target Shift The updated analyst price target for American Eagle Outfitters sits in a tighter $19 to $28 range, with several firms trimming or modestly lifting targets by $1 to $7 as analysts factor in solid recent results, Aerie brand resilience, tighter promotions, and a more uncertain macro backdrop into slightly lower growth and a modestly reduced future P/E assumption. Analyst Commentary Recent Street research on American Eagle Outfitters reflects a mix of optimism on execution and caution on the risk and reward trade off.
Actualización de narrativa Mar 23

AEO: Aerie Execution And Margin Discipline Will Drive Bullish Outlook

Analysts have trimmed the consolidated price target for American Eagle Outfitters to about $23.89 from $25.78. This reflects a mix of reduced targets tied to a tougher macro backdrop and model resets after Q4, partly offset by support from Aerie strength, margin discipline and modest upward revisions from firms that remain Neutral on the stock.
Actualización de narrativa Mar 09

AEO: Holiday Margin Discipline And Aerie Strength Will Shape Fairly Balanced Outlook

The analyst price target for American Eagle Outfitters has been reduced by $1 to $19. Analysts cited slightly lower modeled revenue growth and a higher discount rate, while still noting firm profit margins and a lower assumed future P/E multiple.
Actualización de narrativa Feb 23

AEO: Holiday Margin Discipline Will Test Weak Brand Positioning Risk

Analysts have raised their blended price targets on American Eagle Outfitters to a range of $20 to $28, citing disciplined margins in a promotional retail environment and a holiday update that exceeded expectations, while also highlighting ongoing challenges related to brand positioning and demand visibility. Analyst Commentary Recent research points to a mixed setup for American Eagle Outfitters, with higher price targets sitting alongside cautious ratings and concerns about execution and growth visibility.
Actualización de narrativa Feb 09

AEO: Holiday Earnings Will Expose Margin Risks In Promotional Retail Environment

Narrative Update The analyst price target for American Eagle Outfitters has been raised to $20 from $18. Analysts point to recent price target increases across several firms, commentary around solid holiday performance, disciplined margins in a promotional retail setting, and expectations for upcoming earnings as key supports for the new fair value estimate and the updated P/E and margin assumptions.
Actualización de narrativa Jan 25

AEO: Holiday Execution And Margin Discipline Will Test Brand Momentum

Narrative Update on American Eagle Outfitters The updated analyst price target for American Eagle Outfitters moves to US$25.78 from US$22.88, as analysts point to a solid holiday update, disciplined promotions and inventory management, along with a revised future P/E assumption that aligns more closely with recent sector research. Analyst Commentary Recent Street research on American Eagle Outfitters reflects a mix of optimism around execution and caution around brand strength and sector risk.
Actualización de narrativa Jan 10

AEO: Q3 Earnings Will Test Holiday Hype And Macro Tailwinds

Analysts have raised their price expectations for American Eagle Outfitters to a range of approximately $22 to $24, citing sector-wide optimism around inventory discipline, potential benefits from lower interest rates and gas prices, and a likely catalyst from the upcoming Q3 earnings update. Analyst Commentary Recent research points to a more balanced setup for American Eagle Outfitters, with some optimism around sector trends offset by lingering concerns about demand and execution risk.
Actualización de narrativa Dec 24

AEO: Q3 Earnings Are Expected To Expose Overstretched Holiday Optimism

Analysts have raised their fair value estimate for American Eagle Outfitters from $10.00 to $18.00 per share. This reflects increased confidence in faster revenue growth, improved profit margins, and a more constructive outlook on the company’s future earnings multiple following recent positive price target revisions and expectations for a Q3 earnings catalyst.
Actualización de narrativa Dec 10

AEO: Marketing Momentum And Q3 Earnings Are Expected To Test Margins

Analysts have raised their price target on American Eagle Outfitters by about $6.50 per share to approximately $22.90, citing expectations for stronger revenue growth, improving profit margins, a slightly lower discount rate, and a supportive earnings catalyst as justification for the higher valuation multiple. Analyst Commentary Bullish analysts highlight that the modest price target increase reflects growing confidence in the company’s ability to sustain revenue momentum while expanding margins, supporting a higher valuation multiple over the near to medium term.
Artículo de análisis Dec 02

American Eagle Outfitters, Inc. (NYSE:AEO) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Despite an already strong run, American Eagle Outfitters, Inc. ( NYSE:AEO ) shares have been powering on, with a gain...
Actualización de narrativa Nov 26

AEO: Marketing Campaign Momentum Will Face Margin Pressure Into Next Year

Analysts have modestly increased their price target for American Eagle Outfitters, with the fair value estimate edging up from $16.39 to $16.44. This reflects expectations for operational recovery and improved sales momentum highlighted in recent research notes.
Actualización de narrativa Nov 12

AEO: Brand Campaigns And Margin Headwinds Will Shape Measured Outlook

American Eagle Outfitters' analyst price target has increased from $15.94 to $16.39. This reflects ongoing signs of stabilization, an improved Q2 performance, and renewed optimism around the Aerie brand.
Artículo de análisis Sep 20

American Eagle Outfitters (NYSE:AEO) Is Paying Out A Dividend Of $0.125

American Eagle Outfitters, Inc.'s ( NYSE:AEO ) investors are due to receive a payment of $0.125 per share on 29th of...
Actualización de narrativa Sep 20

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

American Eagle Outfitters’ price target was raised to $15.94 as analysts cited a strong Q2 EPS beat, operational recovery, and outperformance at Aerie, while noting ongoing cost headwinds may temper future upside. Analyst Commentary Strong Q2 EPS beat driven by lower promotional activity, disciplined spending, improved sell-through, and better gross margins.
Artículo de análisis Sep 17

Some May Be Optimistic About American Eagle Outfitters' (NYSE:AEO) Earnings

American Eagle Outfitters, Inc.'s ( NYSE:AEO ) recent soft profit numbers didn't appear to worry shareholders, as the...
Actualización de narrativa Sep 05

Digital Channel Pressures And Rising Tariffs Will Erode Margins

Analysts have raised their price target for American Eagle Outfitters to $15.17, citing stronger Q2 results from improved sales, lower promotions, better inventory management, and successful brand initiatives, though some caution remains on margin pressures and sustainability. Analyst Commentary Bullish analysts highlight strong Q2 EPS beats driven by improved sales, lower promotional activity, and better inventory management.
Artículo de análisis Aug 20

American Eagle Outfitters, Inc.'s (NYSE:AEO) Price Is Right But Growth Is Lacking After Shares Rocket 27%

American Eagle Outfitters, Inc. ( NYSE:AEO ) shares have had a really impressive month, gaining 27% after a shaky...
Artículo de análisis May 25

American Eagle Outfitters (NYSE:AEO) Is Looking To Continue Growing Its Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Artículo de análisis May 09

Is American Eagle Outfitters, Inc. (NYSE:AEO) Trading At A 49% Discount?

Key Insights American Eagle Outfitters' estimated fair value is US$22.13 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Apr 29

American Eagle Outfitters: Positive Comps Growth And Deep Value Prices Make It An Appealing Buy

Summary American Eagle Outfitters is a value stock, appealing due to a 30% drop and a strategic growth plan focusing on popular subsidiaries like Aerie. The company, founded in 1977, includes brands American Eagle, Aerie, and Offline, with American Eagle focusing on low-cost denim to regain sales momentum. Aerie has driven recent growth, leading to store expansions and contributing significantly to company revenue, while American Eagle store counts are being reduced. Despite macroeconomic uncertainties, American Eagle's deep value at ~7x P/E - amid a generous buyback plan and 5% yield - makes it a very compelling buy. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Jay Schottenstein en comparación con los beneficios de American Eagle Outfitters?
FechaCompensación totalSalarioIngresos de la empresa
May 02 2026n/an/a

US$280m

Jan 31 2026US$13mUS$2m

US$192m

Nov 01 2025n/an/a

US$208m

Aug 02 2025n/an/a

US$197m

May 03 2025n/an/a

US$197m

Feb 01 2025US$15mUS$2m

US$329m

Nov 02 2024n/an/a

US$231m

Aug 03 2024n/an/a

US$248m

May 04 2024n/an/a

US$219m

Feb 03 2024US$17mUS$2m

US$170m

Oct 28 2023n/an/a

US$218m

Jul 29 2023n/an/a

US$203m

Apr 29 2023n/an/a

US$112m

Jan 28 2023US$10mUS$2m

US$125m

Oct 29 2022n/an/a

US$121m

Jul 30 2022n/an/a

US$192m

Apr 30 2022n/an/a

US$356m

Jan 29 2022US$15mUS$2m

US$420m

Oct 30 2021n/an/a

US$373m

Jul 31 2021n/an/a

US$279m

May 01 2021n/an/a

US$143m

Jan 30 2021US$15mUS$2m

-US$209m

Oct 31 2020n/an/a

-US$208m

Aug 01 2020n/an/a

-US$185m

May 02 2020n/an/a

-US$107m

Feb 01 2020US$8mUS$2m

US$191m

Compensación vs. Mercado: La compensación total de Jay($USD12.66M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD6.94M).

Compensación vs. Ingresos: La compensación de Jay ha sido consistente con los resultados de la empresa en el último año.


CEO

Jay Schottenstein (72 yo)

12.4yrs
Permanencia
US$12,662,838
Compensación

Mr. Jay L. Schottenstein serves as Co-Vice Chairman at Axxes Direct Advisors LLC. He is a is the Co-Vice Chairman of the Board of Axxes Capital. He is also the Chairman of SB360 Capital Partners LLC.He ha...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Jay Schottenstein
Executive Chairman of the Board & CEO12.4yrsUS$12.66m4.75%
$ 149.6m
Jennifer Foyle
President and Executive Creative Director of AE & Aerie5yrsUS$7.25m0.19%
$ 5.9m
Michael Mathias
Executive VP & CFO6.2yrsUS$3.10m0.083%
$ 2.6m
Beth Henke
Executive VP & Chief Legal Officer1yrUS$1.22m0.013%
$ 404.6k
Marisa Baldwin
Executive VP & Chief Human Resources Officer4.8yrsUS$1.86m0.031%
$ 977.7k
James Keefer
Senior VP8.7yrssin datos0.017%
$ 535.3k
Sarah Clarke
Executive VP and Chief Supply Chain1.4yrssin datossin datos
Judy Meehan
Senior Vice President of Corporate Communications & Investor Relations26.4yrssin datossin datos
Jennifer Stoecklein
VP of Corporate Governance12.8yrssin datossin datos
Craig Brommers
Chief Marketing Officerno datasin datossin datos
Dennis Parodi
Head of Stores-US and Executive Vice President23.3yrsUS$1.63msin datos
Sherry Harris
Executive Vice President - Chief Talent and Culture Officerno datasin datossin datos
7.4yrs
Permanencia media
55yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de AEO es experimentado (7.4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Jay Schottenstein
Executive Chairman of the Board & CEO34.3yrsUS$12.66m4.75%
$ 149.6m
Cary McMillan
Independent Director19yrsUS$402.50k0%
$ 0
Janice Page
Independent Director22yrsUS$395.00k0.059%
$ 1.8m
Deborah Henretta
Independent Director7.3yrsUS$370.00k0%
$ 0
David Sable
Independent Director13yrsUS$377.50k0.034%
$ 1.1m
Noel Spiegel
Lead Independent Director15yrsUS$487.50k0%
$ 0
Sujatha Chandrasekaran
Independent Director8.3yrsUS$374.50k0.034%
$ 1.1m
15.0yrs
Permanencia media
72yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de AEO son experimentados ( 15 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/15 10:43
Precio de las acciones al final del día2026/06/15 00:00
Beneficios2026/05/02
Ingresos anuales2026/01/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

American Eagle Outfitters, Inc. está cubierta por 37 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Matthew McClintockBarclays
Adrienne Yih-TennantBarclays
Lorraine Corrine HutchinsonBofA Global Research