Rockefeller Capital Management L.P. Sells 41,338 Shares of American Eagle Outfitters, Inc. $AEO

Posted by Geri Gentry on Jul 2nd, 2026

Rockefeller Capital Management L.P. cut its stake in shares of American Eagle Outfitters, Inc. (NYSE:AEO – Free Report) by 43.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,163 shares of the apparel retailer’s stock after selling 41,338 shares during the period. Rockefeller Capital Management L.P.’s holdings in American Eagle Outfitters were worth $1,428,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Royal Bank of Canada increased its position in shares of American Eagle Outfitters by 24.8% during the 1st quarter. Royal Bank of Canada now owns 162,243 shares of the apparel retailer’s stock valued at $1,885,000 after purchasing an additional 32,191 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in American Eagle Outfitters by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 105,726 shares of the apparel retailer’s stock worth $1,229,000 after buying an additional 4,599 shares during the last quarter. Jones Financial Companies Lllp boosted its stake in American Eagle Outfitters by 1,238.2% during the first quarter. Jones Financial Companies Lllp now owns 52,551 shares of the apparel retailer’s stock worth $611,000 after buying an additional 48,624 shares during the period. Empowered Funds LLC boosted its stake in American Eagle Outfitters by 9.6% during the first quarter. Empowered Funds LLC now owns 15,937 shares of the apparel retailer’s stock worth $185,000 after buying an additional 1,398 shares during the period. Finally, Marshall Wace LLP increased its position in American Eagle Outfitters by 349.9% during the second quarter. Marshall Wace LLP now owns 538,681 shares of the apparel retailer’s stock valued at $5,182,000 after acquiring an additional 418,943 shares during the last quarter. 97.33% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

AEO has been the topic of several recent analyst reports. TD Cowen reduced their target price on shares of American Eagle Outfitters from $19.00 to $18.00 and set a “hold” rating on the stock in a research note on Monday, May 18th. Citigroup dropped their price target on shares of American Eagle Outfitters from $24.00 to $18.00 and set a “neutral” rating for the company in a research note on Monday, June 1st. Bank of America reduced their price objective on shares of American Eagle Outfitters from $20.00 to $16.00 and set an “underperform” rating on the stock in a research report on Friday, May 29th. Needham & Company LLC initiated coverage on shares of American Eagle Outfitters in a research note on Thursday, March 26th. They issued a “hold” rating for the company. Finally, Telsey Advisory Group dropped their target price on American Eagle Outfitters from $25.00 to $20.00 and set a “market perform” rating for the company in a research report on Friday, May 29th. One analyst has rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $20.36.

Read Our Latest Report on AEO

Insider Activity

In other news, Director Noel Joseph Spiegel sold 2,887 shares of American Eagle Outfitters stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $17.32, for a total transaction of $50,002.84. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Cary D. Mcmillan sold 2,887 shares of American Eagle Outfitters stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $17.23, for a total transaction of $49,743.01. The disclosure for this sale is available in the SEC filing. 8.95% of the stock is owned by insiders.

American Eagle Outfitters Stock Up 0.6%

NYSE:AEO opened at $17.30 on Thursday. American Eagle Outfitters, Inc. has a twelve month low of $9.58 and a twelve month high of $28.46. The company has a market cap of $2.90 billion, a price-to-earnings ratio of 10.68, a price-to-earnings-growth ratio of 3.74 and a beta of 1.31. The stock has a fifty day simple moving average of $17.09 and a 200-day simple moving average of $20.64. The company has a current ratio of 1.55, a quick ratio of 0.53 and a debt-to-equity ratio of 0.05.

American Eagle Outfitters (NYSE:AEO – Get Free Report) last issued its earnings results on Thursday, May 28th. The apparel retailer reported $0.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.11 by $0.03. The firm had revenue of $1.20 billion during the quarter, compared to analyst estimates of $1.18 billion. American Eagle Outfitters had a net margin of 5.01% and a return on equity of 20.95%. The business’s revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the firm earned ($0.29) earnings per share. Analysts anticipate that American Eagle Outfitters, Inc. will post 1.77 EPS for the current year.

American Eagle Outfitters Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Shareholders of record on Friday, July 10th will be given a $0.125 dividend. This represents a $0.50 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Friday, July 10th. American Eagle Outfitters’s payout ratio is 30.86%.

American Eagle Outfitters Company Profile

(Free Report)

American Eagle Outfitters, Inc (NYSE: AEO) is a leading American specialty retailer offering apparel, accessories and personal care products for men and women. The company’s flagship brand, American Eagle, focuses on casualwear including denim, tops, outerwear and accessories targeted primarily at teens and young adults. In addition to its core apparel lines, the company operates the Aerie brand of intimates, loungewear and swimwear, which has gained recognition for its body-positive marketing and inclusive sizing.

American Eagle Outfitters conducts business through a combination of over 900 brick-and-mortar stores in North America and Greater China, complemented by a growing e-commerce platform that serves customers around the globe.