AEO AMERICAN EAGLE OUTFITTERS INC

Did the company actually spend money buying back stock in 3+ of the last 4 quarters?

Bought back stock in 2/4 quarters. Q3 2024: $0M, Q3 2025: $0M, Q2 2024: $96M, Q2 2025: $96M

Is the most recent quarter's buyback spend more than 15% above the trailing average?

Latest quarter $0M vs trailing avg $64M (-100%)

What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.

Negative FCF ($-329M), buybacks not supported by cash flow

How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.

Missing shares repurchased or outstanding data

Are officers and directors buying stock with their own money on the open market?

No insider open-market purchases in the last 12 months

Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.

Need both buyback and insider purchase data

Over the last 90 days, are insiders net buyers or net sellers on the open market?

Insiders bought $0M, sold $27M in the last 90 days (net selling)

Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.

Company buying back stock while insiders sold 42481794.8x more than bought. 3 C-suite officers among sellers

• SCHOTTENSTEIN JAY L (Exec Chairman & CEO) sold 500,000 shares on 2026-01-20
• SCHOTTENSTEIN JAY L (Exec Chairman & CEO) sold 527,343 shares on 2026-01-21
• SCHOTTENSTEIN JAY L (Exec Chairman & CEO) sold 21,236 shares on 2026-01-22
• Mathias Michael A. (EVP and CFO) sold 186,580 shares on 2025-12-05
• Foyle Jennifer M. (Global Brand President-aerie) sold 243,047 shares on 2025-12-05
• Mathias Michael A. (EVP and CFO) sold 40,471 shares on 2025-09-16
• Foyle Jennifer M. (Global Brand President-aerie) sold 54,950 shares on 2025-09-08