Abercrombie & Fitch Co. EVP of Human Resources Jay Rust exercised restricted stock units into common shares. On March 9, 2026, he converted 2,939 restricted stock units into the same number of Class A common shares, reflecting a scheduled equity compensation event.
To cover tax obligations, 1,353 shares of Class A common stock were withheld at $86.27 per share, a non-market disposition. After these transactions, Rust directly held 8,234 shares of Class A common stock. The footnotes state that each restricted stock unit represents one share and that such units vest in three equal annual installments beginning on the first anniversary of the grant date.
Abercrombie & Fitch EVP and COO Scott D. Lipesky exercised restricted stock units that converted into 11,754 shares of Class A common stock on March 9, 2026. These RSUs each represented a contingent right to one share and vest one-third per year from the grant date. To cover tax obligations related to the vesting, 5,103 shares of Class A common stock were disposed of at $86.27 per share through a tax-withholding transaction, which is not an open-market sale. After these transactions, Lipesky directly owns 147,348 shares of Class A common stock.
Abercrombie & Fitch Chief Executive Officer Fran Horowitz exercised restricted stock units that converted into 48,484 shares of Class A common stock. Each unit represents one share of common stock and the award vests one-third per year from the grant date. To cover tax obligations related to this vesting, 21,382 shares were withheld and disposed of at $86.27 per share. After these transactions, Horowitz directly holds 335,605 shares of Class A common stock.
Abercrombie & Fitch Co. executive Gregory J. Henchel exercised previously granted equity awards and settled related taxes in shares. He converted 4,114 restricted stock units into the same number of Class A common shares, reflecting vesting of compensation-related awards. To cover tax obligations, 1,848 shares of Class A common stock were disposed of at a price of $86.27 per share, a standard tax-withholding mechanism rather than an open-market sale. Following these transactions, Henchel directly holds 48,113 shares of Class A common stock.
Abercrombie & Fitch (ANF) executive Joseph Frericks exercised restricted stock units into common shares and had a portion withheld for taxes. On March 9, 2026, he converted 1,234 restricted stock units into 1,234 Class A common shares at an exercise price of $0.00 per share. A separate transaction shows 424 shares of Class A common stock valued at $86.27 per share were withheld to satisfy tax obligations, which is not an open-market sale. Following these transactions, Frericks directly holds 8,088 shares of Class A common stock. The footnotes indicate each restricted stock unit represents one share of common stock and that these units vest 25% per year beginning March 7, 2025, suggesting this filing reflects routine equity compensation vesting and related tax withholding.
ABERCROMBIE & FITCH CO executive vice president and CFO Robert J. Ball exercised restricted stock units into Class A common stock and had shares withheld for taxes. He converted 1,234 restricted stock units into 1,234 shares of common stock on March 9, 2026. To satisfy tax obligations, 398 of these shares were withheld at a value of $86.27 per share, leaving him with 9,170 shares of Class A common stock held directly after the transactions. Each restricted stock unit represents a contingent right to receive one share of common stock, and the units vest in thirds annually beginning March 7, 2025, making this a routine compensation-related vesting and tax-withholding event rather than an open-market trade.
Abercrombie & Fitch Co. reported record net sales for the fourth quarter and fiscal year ended January 31, 2026, while profitability eased from the prior year. Fourth quarter net sales reached $1.67 billion, up 5%, with comparable sales up 1% and diluted EPS of $3.68, slightly above last year’s $3.57.
For the full year, net sales rose 6% to $5.27 billion, with comparable sales up 3%. Reported operating margin declined to 13.3% from 15.0%, and diluted EPS slipped to $10.46 from $10.69. On an adjusted basis, operating income was $661 million and EPS was $9.86, reflecting a favorable litigation settlement excluded from non-GAAP results.
The Hollister brand drove growth, with full-year net sales up 15%, while Abercrombie brand sales dipped 1%. The company generated $619 million in operating cash flow and repurchased 5.4 million shares for $450 million, reducing beginning-of-year share count by 11%. Management’s 2026 outlook calls for net sales growth of 3%–5%, operating margin of 12.0%–12.5%, and diluted EPS of $10.20–$11.00, incorporating the expected impact of a new 15% U.S. import tariff for the full year.
AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC report a significant position in Abercrombie & Fitch Co. Class A common stock. They beneficially own 2,504,240 shares, representing 5.46% of the class, as of 12/31/2025.
Both entities report shared voting and dispositive power over all 2,504,240 shares and no sole voting or dispositive power. They certify that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Abercrombie & Fitch.
Abercrombie & Fitch Co. reported an insider stock sale by its Chief Executive Officer, Fran Horowitz. On February 6, 2026, Horowitz sold 29,769 shares of Class A Common Stock at $100 per share in a transaction coded "S" for sale.
The filing notes this sale occurred automatically under a Rule 10b5-1 trading plan adopted on August 29, 2025, indicating it was pre‑scheduled. After the transaction, Horowitz beneficially owns 308,503 Class A shares, held directly.
Abercrombie & Fitch Co. Chief Executive Officer Fran Horowitz, who is also a director, reported selling a total of 67,031 shares of Class A Common Stock on February 4 and 5, 2026. The sales were executed under a pre-established Rule 10b5-1 trading plan adopted on August 29, 2025.
The transactions were made in multiple trades at weighted-average prices, including $104.46, $101.66, $103.28 and $105.52 per share, as detailed in the filing. Following these sales, Horowitz directly beneficially owns 338,272 shares of Abercrombie & Fitch Class A Common Stock.