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American Eagle Outfitters, Inc.

AEO Consumer Discretionary
$16.55 +$0.18 (0.91%)
Market Cap: $2.77 B
Gurus Holding
9
Popularity Rank
#713
% of Shares Held
5.13%
Net Activity (Q1 2026)
+$42.47 M

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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $142.22 M.

Top institutional holders include Ken Fisher and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $42.47 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 101.1%. Conversely, Ken Fisher reduced exposure by 6.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$47.54 M
Total Buy Value
New Buys 3
Additions 4
-$5.07 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
7

FAQs for American Eagle Outfitters, Inc. (AEO)

Major holders include Ken Fisher ($37.15 M), Cliff Asness ($27.46 M), Steven Cohen ($24 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 8.59 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $42.47 M, with 7 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited AEO. The total reported sell value was $5.07 M.

Yes, 3 managers opened new positions in AEO, and 4 increased their existing holdings. The total reported buy value was $47.54 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Reduce -6.5% 2,224,442 $37.15 M Q1 2026
0.01% Add 84.5% 1,671,400 $27.46 M Q1 2026
0.03% Add 17.7% 1,436,936 $24 M Q1 2026
0.04% Add 35.1% 1,293,682 $21.6 M Q1 2026
0.03% New Buy 971,463 $16.22 M Q1 2026
0.05% Add 101.1% 658,299 $10.99 M Q1 2026
0.76% New Buy 210,000 $3.51 M Q1 2026
0.01% Reduce -0.2% 98,285 $1.64 M Q1 2026
0.00% New Buy 29,038 $484,935 Q1 2026
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Value
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