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: 30-80%. Bear: <10% or >80%.

Negative FCF ($-329M), cannot compute buyback ratio

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 insider purchases happening during the same quarters the company is actively buying back stock?

Need both buyback and insider purchase data

Looking at all open-market transactions, are insiders net buyers or net sellers?

Insiders bought $0M, sold $64M (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 64112010.5x 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
• Foyle Jennifer M. (Global Brand President-aerie) sold 30,000 shares on 2024-10-01
• SCHOTTENSTEIN JAY L (Exec Chairman & CEO) sold 598,356 shares on 2024-09-19
• SCHOTTENSTEIN JAY L (Exec Chairman & CEO) sold 401,643 shares on 2024-09-19