American Eagle Outfitters, Inc.

Report azionario NYSE:AEO

Capitalizzazione di mercato: US$2.9b

American Eagle Outfitters Gestione

Criteri Gestione verificati 3/4

American Eagle Outfitters Il CEO è Jay Schottenstein, nominato in Jan2014, e ha un mandato di 12.33 anni. la retribuzione annua totale è $ 14.98M, composta da 11.7% di stipendio e 88.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 6.76% delle azioni della società, per un valore di $ 196.34M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 7.8 anni e 14.9 anni.

Informazioni chiave

Jay Schottenstein

Amministratore delegato

US$15.0m

Compenso totale

Percentuale dello stipendio del CEO11.68%
Mandato del CEO12.3yrs
Proprietà del CEO6.8%
Durata media del management7.8yrs
Durata media del Consiglio di amministrazione14.9yrs

Aggiornamenti recenti sulla gestione

Recent updates

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.

American Eagle Outfitters' Shareholders Swoon For Sweeney

Apr 16

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Dec 02
American Eagle Outfitters, Inc. (NYSE:AEO) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

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.

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.

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

Sep 20
American Eagle Outfitters (NYSE:AEO) Is Paying Out A Dividend Of $0.125

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.

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

Sep 17
Some May Be Optimistic About American Eagle Outfitters' (NYSE:AEO) Earnings

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.

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

Aug 20
American Eagle Outfitters, Inc.'s (NYSE:AEO) Price Is Right But Growth Is Lacking After Shares Rocket 27%

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

May 25
American Eagle Outfitters (NYSE:AEO) Is Looking To Continue Growing Its Returns On Capital

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

May 09
Is American Eagle Outfitters, Inc. (NYSE:AEO) Trading At A 49% Discount?

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

Apr 29

American Eagle Outfitters' (NYSE:AEO) Dividend Will Be $0.125

Apr 06
American Eagle Outfitters' (NYSE:AEO) Dividend Will Be $0.125

American Eagle Outfitters: I No Longer Think FY 2025 Will Be A Good Year (Rating Downgrade)

Mar 25

American Eagle Is Cheap Cyclically But Peers Are More Attractive

Mar 18

American Eagle Outfitters (NYSE:AEO) Is Due To Pay A Dividend Of $0.125

Mar 16
American Eagle Outfitters (NYSE:AEO) Is Due To Pay A Dividend Of $0.125

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Jay Schottenstein rispetto agli utili di American Eagle Outfitters?
DataCompenso totaleStipendioUtili della società
Jan 31 2026n/an/a

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

Compensazione vs Mercato: La retribuzione totale di Jay ($USD 14.98M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.11M ).

Compensazione vs guadagni: La retribuzione di Jay è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Jay Schottenstein (71 yo)

12.3yrs
Mandato
US$14,980,527
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Jay Schottenstein
Executive Chairman of the Board & CEO12.3yrsUS$14.98m6.76%
$ 196.3m
Michael Mathias
Executive VP & CFO6.1yrsUS$3.77m0.084%
$ 2.4m
Marisa Baldwin
Executive VP & Chief Human Resources Officer4.7yrsUS$2.24m0.031%
$ 906.5k
Jennifer Foyle
President and Executive Creative Director of AE & Aerie6.9yrsUS$8.94m0.19%
$ 5.5m
James Keefer
Senior VP8.6yrsNessun dato0.017%
$ 496.2k
Sarah Clarke
Executive VP and Chief Supply Chain1.3yrsNessun datoNessun dato
Judy Meehan
Senior Vice President of Corporate Communications & Investor Relations26.3yrsNessun datoNessun dato
Jennifer Stoecklein
VP of Corporate Governance12.7yrsNessun datoNessun dato
Beth Henke
Executive VP & Chief Legal Officer1.3yrsNessun dato0.013%
$ 375.1k
Craig Brommers
Chief Marketing Officerno dataNessun datoNessun dato
Dennis Parodi
Head of Stores-US and Executive Vice President23.2yrsUS$1.63mNessun dato
Sherry Harris
Executive Vice President - Chief Talent and Culture Officerno dataNessun datoNessun dato
7.8yrs
Durata media
54yo
Età media

Gestione esperta: Il team dirigenziale di AEO è esperto e expertise (durata media dell'incarico 7.8 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Jay Schottenstein
Executive Chairman of the Board & CEO34.2yrsUS$14.98m6.76%
$ 196.3m
Cary McMillan
Independent Director18.9yrsUS$392.50kNessun dato
Janice Page
Independent Director21.9yrsUS$390.75k0.059%
$ 1.7m
Deborah Henretta
Independent Director7.3yrsUS$360.00k0%
$ 0
David Sable
Independent Director12.9yrsUS$365.00k0.034%
$ 982.0k
Noel Spiegel
Lead Independent Director14.9yrsUS$475.00kNessun dato
Sujatha Chandrasekaran
Independent Director8.2yrsUS$365.00k0.035%
$ 1.0m
14.9yrs
Durata media
71yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di AEO è composto da personale esperto e esperto (durata media dell'incarico 14.9 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/01 03:59
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2026/01/31
Utili annuali2026/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

American Eagle Outfitters, Inc. è coperta da 37 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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