Welcome to our dedicated page for American Eagle Outfitters SEC filings (Ticker: AEO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The American Eagle Outfitters, Inc. (NYSE: AEO) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents help investors understand how the global specialty apparel retailer reports its financial performance, governance matters and other material events.
American Eagle Outfitters regularly furnishes Form 8-K reports to announce key developments. Recent 8-K filings reference press releases covering quarterly financial results, including net revenue, comparable sales by segment, gross profit, operating income and outlook updates. Other 8-K filings report on events such as the annual meeting of stockholders, where shareholders vote on the election of directors, ratification of the independent registered public accounting firm and advisory approval of executive compensation.
Through this page, users can monitor results of operations and financial condition disclosures, which are often attached as exhibits to Form 8-K. These filings also describe the company’s use of non-GAAP measures, such as adjusted operating income and adjusted diluted earnings per share, and explain that these are presented as supplements to GAAP results.
Stock Titan enhances access to AEO filings with AI-powered summaries that highlight the main points of lengthy documents, helping readers quickly identify changes in guidance, segment performance or capital allocation policies. Real-time updates from EDGAR mean that new filings appear promptly, including future annual reports on Form 10-K, quarterly reports on Form 10-Q and current reports on Form 8-K.
Investors interested in topics such as voting outcomes at the annual meeting, auditor ratification, or the company’s financial outlook can use this page to review the underlying SEC documents, while AI-generated insights help interpret the technical language and detailed tables contained in those filings.
American Eagle Outfitters reported a record fourth quarter but a weaker full year, while setting higher profit goals for 2026. Fourth quarter 2025 net revenue rose 10% to $1.8 billion, with comparable sales up 8%. Aerie comps jumped 23% and American Eagle comps grew 2%, driving adjusted operating income up 27% to $180 million and adjusted diluted EPS to $0.84 from $0.54.
Despite the strong finish, fiscal 2025 net revenue grew a modest 3% to $5.5 billion and adjusted operating income declined to $328 million from $445 million, with adjusted diluted EPS down to $1.50 from $1.74. The company returned $341 million to shareholders through $256 million of share repurchases and $85 million in dividends, and guided fiscal 2026 operating income to $390–$410 million with mid-single-digit comparable sales growth.
American Eagle Outfitters insider Jay L. Schottenstein has filed an amended Schedule 13D reporting beneficial ownership of 13,295,486 shares of Common Stock, representing approximately 7.8% of the outstanding shares as of early December 2025.
The amendment adds SEI, Inc. and Schottenstein SEI, LLC as reporting persons and explains how the stake is held through direct ownership, family trusts, stock options, and restricted stock. It also discloses recent open-market sales by a family trust in January 2026 and the February 2026 vesting of 244,542 shares from a prior equity award.
American Eagle Outfitters executive chairman and CEO Jay L. Schottenstein reported acquiring 395,623 shares of common stock on February 5, 2026 at $0.00 per share. On the same date, he disposed of 151,081 shares at $23.09 per share.
After these transactions, Schottenstein directly held 2,197,682 common shares. He also reported indirect ownership of 2,611,235 shares through Schottenstein SEI, LLC, 2,971,202 shares through SEI, Inc., and 6,386,995 shares held by various family trusts where he or his spouse serve as trustee.
American Eagle Outfitters EVP and CFO Michael A. Mathias reported equity transactions in company stock. On February 5, 2026, he acquired 76,265 shares of common stock at a stated price of $0.0000 per share, increasing his directly held stake to 151,902 shares.
On the same date, he disposed of 27,425 shares of common stock at $23.09 per share under transaction code F, leaving 124,477 shares held directly. He also reports 1,100 shares held indirectly through a Spouse IRA.
American Eagle Outfitters executive reports stock transactions. SVP, Controller & CAO James H. Keefer Jr. acquired 14,300 shares of American Eagle Outfitters common stock on February 5, 2026 at $0.00 per share, increasing his holdings.
On the same date, he disposed of 4,408 shares of common stock at $23.09 per share. After these transactions, he directly beneficially owned 21,046.233 shares of American Eagle Outfitters common stock.
American Eagle Outfitters executive Beth M. Henke reported stock transactions involving company common shares. On February 5, 2026, she acquired 14,300 shares of American Eagle Outfitters common stock at a reported price of $0.00 per share, bringing her direct holdings to 18,935 shares.
On the same date, she disposed of 4,636 shares of common stock at a reported price of $23.09 per share, leaving her with 14,299 shares of directly held American Eagle Outfitters stock after the transactions.
American Eagle Outfitters executive Jennifer M. Foyle, Global Brand President-aerie, reported two transactions in company common stock on February 5, 2026. She acquired 200,194 shares at $0.0000 per share in a code A transaction, then disposed of 104,218 shares at $23.09 per share in a code F transaction. After these moves, she directly owned 287,727 shares of American Eagle Outfitters common stock.
American Eagle Outfitters executive Marisa Baldwin reported two stock transactions on February 5, 2026. She acquired 35,750 shares of common stock at a reported price of $0.0000 per share, bringing her direct holdings to 59,114 shares immediately after that transaction.
On the same day, she reported a separate transaction coded "F" involving 13,129 shares of common stock at $23.09 per share, after which her directly held balance stood at 45,985 shares.
FMR LLC4,374,052.16 shares, representing 2.6% of the company’s common stock as of December 31, 2025.
FMR LLC has sole voting power over 4,294,810.88 shares and sole dispositive power over 4,374,052.16 shares, with no shared voting or dispositive power. The filing states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of American Eagle Outfitters.
American Eagle Outfitters (AEO) insider activity: Exec Chairman and CEO Jay L. Schottenstein reported an automatic award of 1,321 dividend equivalent rights on January 23, 2026. These rights are tied to previously granted restricted stock units and vest in the same proportion and schedule as the related RSUs. Each dividend equivalent right is the economic equivalent of one share of American Eagle Outfitters common stock. Following this award, Schottenstein beneficially owned 12,105 derivative securities representing dividend equivalent rights, held directly.