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American Eagle Outfitters, Inc. describes itself as a global specialty retailer with nearly 1,500 stores worldwide across the American Eagle, Aerie/OFFLINE, Todd Snyder and Unsubscribed brands, supported by robust digital channels and omni-channel fulfillment.
The company ended Fiscal 2025 with 1,168 company-owned stores and 357 licensed locations, and notes that digital sales represented 39% of total revenue. It highlights real estate optimization, supply-chain-focused distribution centers, and a loyalty program aimed at deepening customer engagement.
The report devotes substantial detail to risk factors, including macroeconomic pressure on discretionary spending, intense competition, reliance on international sourcing, evolving tariff and trade regimes, cybersecurity and data privacy threats, AI-related risks, seasonality, and the need to keep pace with fast-changing fashion trends and consumer behavior.
American Eagle Outfitters executive vice president and CFO Michael A. Mathias reported new equity awards. He received 24,213 restricted stock units, each representing one share of common stock, vesting in three equal annual installments beginning on the first anniversary of the grant date.
He was also granted 91,185 stock options to buy common shares at an exercise price of $16.52 per share, expiring on March 25, 2033. These options vest one‑third per year starting on the first anniversary of the grant.
Keefer James H JR reported acquisition or exercise transactions in this Form 4 filing.
American Eagle Outfitters (AEO) reported that James H. Keefer Jr., SVP, Controller & CAO, received a grant of 9,080 restricted stock units of common stock. Each unit represents a contingent right to receive one share of American Eagle common stock.
The restricted stock units vest in three equal annual installments, beginning on the first anniversary of the grant date. This is a compensation-related equity award rather than an open-market stock purchase or sale.
American Eagle Outfitters executive chairman and CEO Jay L. Schottenstein received equity-based compensation awards. He was granted 124,092 restricted stock units, each representing one share of common stock, and 467,325 stock options with an exercise price of $16.52 per share.
The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date, tying part of his compensation to continued service and future performance. The stock options also vest one-third per year starting on the first anniversary and expire on March 25, 2033, aligning long-term incentives with the company’s share price.
American Eagle Outfitters EVP & Chief Legal Officer Beth M. Henke received new equity awards. On March 25, 2026, she was granted 8,475 restricted stock units, each representing one future share of common stock. These RSUs vest in three equal annual installments starting on the first anniversary of the grant date.
She was also granted stock options covering 31,915 shares of common stock at an exercise price of $16.52 per share. These options vest one-third per year beginning on the first anniversary of the grant date and expire on March 25, 2033. Both awards are held directly and reflect compensation rather than open-market trades.
American Eagle Outfitters reported that Global Brand President-aerie Jennifer M. Foyle received new equity awards. She was granted 63,559 restricted stock units, each representing one future share of common stock, and 239,362 stock options with a conversion price of $16.52 per share.
The restricted stock units vest in three equal annual installments beginning on the first anniversary of the grant date, aligning compensation with multi-year performance. The stock options also vest one-third per year starting on the first anniversary and expire on March 25, 2033, encouraging longer-term value creation.
American Eagle Outfitters EVP - CHRO Marisa Baldwin received new equity awards. She was granted 13,923 restricted stock units, each representing a contingent right to receive one share of common stock, vesting in three equal annual installments starting one year after the grant date.
She was also granted stock options for 52,432 shares at an exercise price of $16.52 per share, vesting one-third per year beginning on the first anniversary of the grant. Following these grants, her reported derivative holdings from these awards match the granted amounts.
American Eagle Outfitters Inc ownership disclosure: The Vanguard Group amended its Schedule 13G/A to report 0 shares beneficially owned of Common Stock as of the amendment. The filing explains an internal realignment on January 12, 2026 that disaggregated certain subsidiaries' holdings from The Vanguard Group.
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.