ABERCROMBIE & FITCH CO /DE/
ANF · Retail-Family Clothing Stores · 44.4M shares · -5%/yr ↓ buyback · EDGAR filings ↗
Reference price $100.00 · est. market cap ~$4.4B — last insider sale, 2026-02-06 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B78Successfully repositioned apparel retailer with strong margins and returns.
Strengths
- Strong profitability and returns — operating margin 13.3% (88th), net margin 9.6% (88th), ROA 14.3% (80th)
- Solid FCF — $378.4M (70th)
- Growth — revenue +6.4% (75th)
Risks
- Earnings off a high base — net income -10.5% (44th)
- ERP-transformation execution risk per risk factors — per 10-K
- Fashion-cycle dependence — per 10-K
Notable findings
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $785M cash & investments
- Buying back stockNet buyback — share count -5%/yr over 4y
- Revenue declineRevenue -13.7% YoY
- Notable holderHeld by 6 notable fund(s): STATE STREET CORP, FMR LLC, RENAISSANCE TECHNOLOGIES LLC +3 more (as of 2026-03-31)
- Insider sellingInsider selling — 20 open-market sale(s) by 1 insider(s) (~$40M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
13.3%
Net margin
9.6%
Return on equity
36.1%
Return on assets
14.3%
Revenue growth (QoQ)
-13.7%
Net-income growth
-10.5%
Current ratio
1.5×
Free cash flow
$378M
EBITDA
$854M
Tangible book value
$1.4B
Cash & investments
$785M
Stock comp / revenue
0.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-03 | Vaid Helen | Option exercise | 2.1K | — |
| 2026-06-03 | Horowitz Fran | Gift | 25K | — |
| 2026-06-03 | TRAVIS NIGEL | Option exercise | 3.4K | — |
| 2026-06-03 | Robinson Kenneth B. | Option exercise | 2.1K | — |
| 2026-06-03 | Nunez Arturo | Option exercise | 2.1K | — |
| 2026-06-03 | McCluskey Helen | Option exercise | 2.1K | — |
| 2026-06-03 | GOLDMAN JAMES A | Option exercise | 2.1K | — |
| 2026-06-03 | ANDERSON KERRII B | Option exercise | 1.6K | — |
| 2026-03-26 | Rust Jay | Grant | 18K | — |
| 2026-03-26 | Rust Jay | Tax withheld | 7.9K | $89.76 |
| 2026-03-26 | Lipesky Scott D. | Grant | 71K | — |
| 2026-03-26 | Lipesky Scott D. | Tax withheld | 31K | $89.76 |
| 2026-03-26 | Horowitz Fran | Grant | 291K | — |
| 2026-03-26 | Horowitz Fran | Tax withheld | 128K | $89.76 |
| 2026-03-26 | HENCHEL GREGORY J | Grant | 25K | — |
| 2026-03-26 | HENCHEL GREGORY J | Tax withheld | 11K | $89.76 |
| 2026-03-26 | Desai Samir | Grant | 71K | — |
| 2026-03-26 | Desai Samir | Tax withheld | 35K | $89.76 |
| 2026-03-23 | Rust Jay | Option exercise | 1.9K | — |
| 2026-03-23 | Rust Jay | Tax withheld | 870 | $87.51 |
| 2026-03-23 | Frericks Joseph | Option exercise | 780 | — |
| 2026-03-23 | Frericks Joseph | Tax withheld | 227 | $87.51 |
| 2026-03-23 | Ball Robert J. | Option exercise | 780 | — |
| 2026-03-23 | Ball Robert J. | Tax withheld | 227 | $87.51 |
| 2026-03-12 | Rust Jay | Tax withheld | 463 | $84.08 |
| 2026-03-12 | Rust Jay | Option exercise | 1.0K | — |
| 2026-03-12 | Lipesky Scott D. | Option exercise | 3.5K | — |
| 2026-03-12 | Lipesky Scott D. | Tax withheld | 1.5K | $84.08 |
| 2026-03-12 | Horowitz Fran | Option exercise | 13K | — |
| 2026-03-12 | Horowitz Fran | Tax withheld | 5.8K | $84.08 |
| 2026-03-12 | HENCHEL GREGORY J | Option exercise | 1.2K | — |
| 2026-03-12 | HENCHEL GREGORY J | Tax withheld | 549 | $84.08 |
| 2026-03-12 | Frericks Joseph | Option exercise | 291 | — |
| 2026-03-12 | Frericks Joseph | Tax withheld | 85 | $84.08 |
| 2026-03-12 | Desai Samir | Option exercise | 2.4K | — |
| 2026-03-12 | Desai Samir | Tax withheld | 1.2K | $84.08 |
| 2026-03-12 | Ball Robert J. | Option exercise | 519 | — |
| 2026-03-12 | Ball Robert J. | Tax withheld | 151 | $84.08 |
| 2026-03-11 | Desai Samir | Option exercise | 3.9K | — |
| 2026-03-11 | Desai Samir | Tax withheld | 1.9K | $87.28 |
| 2026-03-11 | Rust Jay | Option exercise | 1.8K | — |
| 2026-03-11 | Rust Jay | Tax withheld | 803 | $87.28 |
| 2026-03-11 | Lipesky Scott D. | Option exercise | 5.7K | — |
| 2026-03-11 | Lipesky Scott D. | Tax withheld | 2.5K | $87.28 |
| 2026-03-11 | HENCHEL GREGORY J | Option exercise | 2.0K | — |
| 2026-03-11 | HENCHEL GREGORY J | Tax withheld | 888 | $87.28 |
| 2026-03-11 | Frericks Joseph | Option exercise | 715 | — |
| 2026-03-11 | Frericks Joseph | Tax withheld | 207 | $87.28 |
| 2026-03-11 | Horowitz Fran | Option exercise | 22K | — |
| 2026-03-11 | Horowitz Fran | Tax withheld | 9.6K | $87.28 |
| 2026-03-11 | Ball Robert J. | Option exercise | 1.6K | — |
| 2026-03-11 | Ball Robert J. | Tax withheld | 462 | $87.28 |
| 2026-03-09 | Ball Robert J. | Option exercise | 1.2K | — |
| 2026-03-09 | Ball Robert J. | Tax withheld | 398 | $86.27 |
| 2026-03-09 | Rust Jay | Option exercise | 2.9K | — |
| 2026-03-09 | Desai Samir | Option exercise | 12K | — |
| 2026-03-09 | Desai Samir | Tax withheld | 5.8K | $86.27 |
| 2026-03-09 | Rust Jay | Tax withheld | 1.4K | $86.27 |
| 2026-03-09 | Lipesky Scott D. | Option exercise | 12K | — |
| 2026-03-09 | Lipesky Scott D. | Tax withheld | 5.1K | $86.27 |
| 2026-03-09 | Horowitz Fran | Option exercise | 48K | — |
| 2026-03-09 | Horowitz Fran | Tax withheld | 21K | $86.27 |
| 2026-03-09 | HENCHEL GREGORY J | Option exercise | 4.1K | — |
| 2026-03-09 | HENCHEL GREGORY J | Tax withheld | 1.8K | $86.27 |
| 2026-03-09 | Frericks Joseph | Option exercise | 1.2K | — |
| 2026-03-09 | Frericks Joseph | Tax withheld | 424 | $86.27 |
| 2026-02-06 | Horowitz Fran | Sell | 30K | $100.00 |
| 2026-02-05 | Horowitz Fran | Sell | 4.6K | $100.52 |
| 2026-02-05 | Horowitz Fran | Sell | 1.8K | $104.52 |
| 2026-02-05 | Horowitz Fran | Sell | 2.6K | $103.27 |
| 2026-02-05 | Horowitz Fran | Sell | 3.1K | $102.62 |
| 2026-02-05 | Horowitz Fran | Sell | 4.9K | $101.39 |
| 2026-02-04 | Horowitz Fran | Sell | 6.2K | $101.66 |
| 2026-02-04 | Horowitz Fran | Sell | 15K | $102.44 |
| 2026-02-04 | Horowitz Fran | Sell | 2.5K | $104.46 |
| 2026-02-04 | Horowitz Fran | Sell | 9.2K | $103.28 |
| 2026-02-04 | Horowitz Fran | Sell | 17K | $105.52 |
| 2026-02-03 | Horowitz Fran | Sell | 36K | $100.76 |
| 2026-02-03 | Horowitz Fran | Sell | 14K | $102.77 |
| 2026-02-02 | Horowitz Fran | Sell | 49K | $101.10 |
| 2026-02-02 | Horowitz Fran | Sell | 800 | $102.11 |
| 2026-01-23 | Horowitz Fran | Sell | 23K | $96.48 |
| 2026-01-23 | Horowitz Fran | Sell | 77K | $95.07 |
| 2026-01-22 | Horowitz Fran | Sell | 37K | $97.32 |
| 2026-01-22 | Horowitz Fran | Sell | 9.8K | $100.52 |
| 2026-01-22 | Horowitz Fran | Sell | 56K | $99.00 |
| 2025-09-05 | Robinson Kenneth B. | Sell | 1.4K | $94.60 |
| 2025-08-29 | GOLDMAN JAMES A | Sell | 5.1K | $96.18 |
| 2025-08-29 | Rust Jay | Sell | 1.5K | $93.15 |
| 2025-08-29 | ANDERSON KERRII B | Sell | 4.3K | $95.12 |
| 2025-07-15 | Ball Robert J. | Option exercise | 2.0K | — |
| 2025-07-15 | Ball Robert J. | Tax withheld | 595 | $89.19 |
| 2025-06-11 | Vaid Helen | Option exercise | 780 | — |
| 2025-06-11 | TRAVIS NIGEL | Option exercise | 1.3K | — |
| 2025-06-11 | Nunez Arturo | Option exercise | 780 | — |
| 2025-06-11 | McCluskey Helen | Option exercise | 780 | — |
| 2025-06-11 | GOLDMAN JAMES A | Option exercise | 780 | — |
| 2025-06-11 | ANDERSON KERRII B | Option exercise | 780 | — |
| 2025-03-31 | HENCHEL GREGORY J | Tax withheld | 8.7K | $76.37 |
| 2025-03-31 | Lipesky Scott D. | Tax withheld | 23K | $76.37 |
| 2025-03-31 | Desai Samir | Grant | 40K | — |
| 2025-03-31 | Desai Samir | Tax withheld | 20K | $76.37 |
| 2025-03-31 | Lipesky Scott D. | Grant | 52K | — |
| 2025-03-31 | Lipesky Scott D. | Tax withheld | 29K | $76.37 |
| 2025-03-31 | Horowitz Fran | Grant | 230K | — |
| 2025-03-31 | Horowitz Fran | Tax withheld | 103K | $76.37 |
| 2025-03-31 | HENCHEL GREGORY J | Grant | 19K | — |
| 2025-03-31 | HENCHEL GREGORY J | Tax withheld | 9.4K | $76.37 |
| 2025-03-24 | Ball Robert J. | Option exercise | 1.4K | — |
| 2025-03-24 | Rust Jay | Option exercise | 2.9K | — |
| 2025-03-24 | Rust Jay | Tax withheld | 1.3K | $79.34 |
| 2025-03-24 | Lipesky Scott D. | Option exercise | 9.1K | — |
| 2025-03-24 | Lipesky Scott D. | Tax withheld | 4.0K | $79.34 |
| 2025-03-24 | Horowitz Fran | Option exercise | 40K | — |
| 2025-03-24 | Horowitz Fran | Tax withheld | 18K | $79.34 |
| 2025-03-24 | HENCHEL GREGORY J | Option exercise | 3.4K | — |
| 2025-03-24 | HENCHEL GREGORY J | Tax withheld | 1.5K | $79.34 |
| 2025-03-24 | Frericks Joseph | Option exercise | 1.4K | — |
| 2025-03-24 | Frericks Joseph | Tax withheld | 433 | $79.34 |
| 2025-03-24 | Desai Samir | Option exercise | 7.0K | — |
| 2025-03-24 | Desai Samir | Tax withheld | 3.5K | $79.34 |
| 2025-03-24 | Ball Robert J. | Tax withheld | 433 | $79.34 |
| 2025-03-12 | Ball Robert J. | Option exercise | 518 | — |
| 2025-03-12 | Ball Robert J. | Tax withheld | 157 | — |
| 2025-03-12 | Desai Samir | Option exercise | 2.4K | — |
| 2025-03-12 | Desai Samir | Tax withheld | 1.2K | — |
| 2025-03-12 | Frericks Joseph | Option exercise | 290 | — |
| 2025-03-12 | Frericks Joseph | Tax withheld | 87 | — |
| 2025-03-12 | HENCHEL GREGORY J | Option exercise | 1.2K | — |
| 2025-03-12 | HENCHEL GREGORY J | Tax withheld | 558 | — |
| 2025-03-12 | Horowitz Fran | Option exercise | 13K | — |
| 2025-03-12 | Horowitz Fran | Tax withheld | 5.9K | — |
| 2025-03-12 | Lipesky Scott D. | Option exercise | 3.5K | — |
| 2025-03-12 | Lipesky Scott D. | Tax withheld | 1.5K | — |
| 2025-03-12 | Rust Jay | Option exercise | 1.0K | — |
| 2025-03-12 | Rust Jay | Tax withheld | 471 | — |
| 2025-03-07 | Rust Jay | Option exercise | 2.9K | — |
| 2025-03-07 | Rust Jay | Tax withheld | 1.4K | $86.03 |
| 2025-03-07 | Lipesky Scott D. | Option exercise | 12K | — |
| 2025-03-07 | Lipesky Scott D. | Tax withheld | 5.2K | $86.03 |
| 2025-03-07 | Horowitz Fran | Option exercise | 48K | — |
| 2025-03-07 | Horowitz Fran | Tax withheld | 22K | $86.03 |
| 2025-03-07 | HENCHEL GREGORY J | Option exercise | 4.1K | — |
| 2025-03-07 | HENCHEL GREGORY J | Tax withheld | 1.9K | $86.03 |
| 2025-03-07 | Frericks Joseph | Option exercise | 1.2K | — |
| 2025-03-07 | Frericks Joseph | Tax withheld | 429 | $86.03 |
| 2025-03-07 | Desai Samir | Option exercise | 12K | — |
| 2025-03-07 | Ball Robert J. | Tax withheld | 416 | $86.03 |
| 2025-03-07 | Ball Robert J. | Option exercise | 1.2K | — |
| 2025-03-07 | Desai Samir | Tax withheld | 4.1K | $86.03 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-06-05 | 2026-05-02 | 0001018840-26-000036 ↗ |
| 8-K | 2026-06-04 | 2026-06-03 | 0001018840-26-000034 ↗ |
| 8-K | 2026-05-27 | 2026-05-27 | 0001018840-26-000029 ↗ |
| 10-K | 2026-03-26 | 2026-01-31 | 0001018840-26-000012 ↗ |
| 8-K | 2026-03-04 | 2026-03-04 | 0001018840-26-000006 ↗ |
| 8-K | 2026-01-12 | 2026-01-12 | 0001018840-26-000003 ↗ |
| 8-K | 2025-12-15 | 2025-12-11 | 0001193125-25-319227 ↗ |
| 10-Q | 2025-12-05 | 2025-11-01 | 0001018840-25-000048 ↗ |
| 8-K | 2025-11-26 | 2025-11-25 | 0001018840-25-000046 ↗ |
| 10-Q | 2025-09-05 | 2025-08-02 | 0001018840-25-000045 ↗ |
| 8-K | 2025-08-28 | 2025-08-27 | 0001018840-25-000041 ↗ |
| 8-K | 2025-06-12 | 2025-06-11 | 0001018840-25-000036 ↗ |