Guru Ownership Trend
Guru Analysis for American Eagle Outfitters, Inc. (AEO)
American Eagle Outfitters, Inc. (AEO), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $100.76 M.
Top institutional holders include Ken Fisher and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $25 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Lee Ainslie reduced exposure by 67.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for American Eagle Outfitters, Inc. (AEO)
Major holders include Ken Fisher ($62.71 M), Steven Cohen ($32.19 M), Paul Tudor Jones ($25.26 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 5.98 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $25 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited AEO. The total reported sell value was $9.7 M.
Yes, 1 managers opened new positions in AEO, and 2 increased their existing holdings. The total reported buy value was $34.7 M.
