URBN URBAN OUTFITTERS INC
Last updated: Jun 30, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 2/4 quarters. Q1 2026: $152M, Q3 2025: $0M, Q2 2025: $52M, Q1 2025: $0M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $152M vs trailing avg $17M (+772%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.
Negative FCF ($-287M), buybacks not supported by cash flow
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Repurchased 0 shares = 0.0% of 89,614,734 outstanding (annualized)
Insider Buying
Are officers and directors buying stock with their own money on the open market?
No insider open-market purchases in the last 12 months
Insider-Buyback Convergence
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
Insider Net Direction
Over the last 90 days, are insiders net buyers or net sellers on the open market?
Insiders bought $0M, sold $2M in the last 90 days (net selling)
Red Flag
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 349335036.0x more than bought. 6 C-suite officers among sellers
- Hayne Azeez (Chief Administrative Officer) sold 8,733 shares on 2026-05-22
- Marein-Efron Melanie (Chief Financial Officer) sold 5,036 shares on 2026-05-22
- Conforti Frank (Co-President & COO) sold 9,391 shares on 2026-05-22
- Hayne Azeez (Chief Administrative Officer) sold 5,720 shares on 2026-03-11
- Smith Tricia D (Global CEO Anthropologie Group) sold 5,000 shares on 2026-03-02
- Hayne Margaret (Co-President & CCO) sold 2,185 shares on 2026-02-19
- Hayne Margaret (Co-President & CCO) sold 7,980 shares on 2026-02-20
- Hayne Margaret (Co-President & CCO) sold 1,353 shares on 2026-02-20
- HAYNE RICHARD A (CEO & Chairman of the Board) sold 2,497 shares on 2026-02-19
- HAYNE RICHARD A (CEO & Chairman of the Board) sold 2,185 shares on 2026-02-19