Insider Trading January 26, 2026

Urban Outfitters Co-President Sells $664K in Stock as Company Posts Strong Holiday Sales

Margaret Hayne offloads shares in two transactions; company shows solid holiday revenue gains but stock has fallen year-to-date

By Derek Hwang URBN
Urban Outfitters Co-President Sells $664K in Stock as Company Posts Strong Holiday Sales
URBN

Margaret Hayne, Co-President and Chief Commercial Officer of Urban Outfitters Inc (URBN), sold $664,221 in common stock on January 22, 2026 in two trades. The retailer reported a 9% increase in net sales for the two-month holiday period ending December 31, 2025, while analysts maintain neutral stances. Despite positive operational metrics and favorable valuation measures reported by InvestingPro, URBN shares have declined year-to-date.

Key Points

  • Margaret Hayne sold $664,221 of Urban Outfitters stock in two trades on January 22, 2026, while retaining indirect ownership of 2,076,068 shares through a trust.
  • Urban Outfitters reported a 9% increase in total net sales for the two-month holiday period ending December 31, 2025, supported by a 7% rise in Retail segment net sales and a 5% increase in comparable sales driven by digital and store channels.
  • Analyst coverage is neutral - UBS and Goldman Sachs both hold Neutral ratings with $80 and $83 price targets respectively - even as InvestingPro-listed metrics show a P/E of 13.1, a PEG of 0.24, and a Piotroski Score of 9.

Margaret Hayne, who serves as Co-President and Chief Commercial Officer of Urban Outfitters Inc (NASDAQ: URBN), completed two insider stock sales on January 22, 2026 that together totaled $664,221.

The sales are recorded as two separate transactions. In the first, Hayne sold 6,699 shares at a weighted average price of $70.916 per share, with trade prices ranging between $70.52 and $71.51. The second transaction consisted of 2,634 shares sold at a weighted average price of $71.813 per share, with executed prices between $71.52 and $72.19.

Following these dispositions, Hayne continues to hold an indirect interest of 2,076,068 Urban Outfitters shares via a trust.


Valuation snapshot and company metrics

Market data cited in the filing notes Urban Outfitters has a market capitalization of $6.17 billion and the company99s stock has fallen 10.46% year-to-date. InvestingPro analysis referenced alongside the disclosure describes the stock as trading at a price-to-earnings ratio of 13.1 and a price/earnings-to-growth (PEG) ratio of 0.24, measures that the analysis characterizes as indicative of an undervalued security. The company is also described as having a Piotroski Score of 9, a metric that signals strong financial health under that scoring system.


Operational performance and reporting

Urban Outfitters reported total net sales for the two-month holiday period ending December 31, 2025 rose 9% compared with the same stretch a year earlier. That increase included a 7% gain in net sales for the Retail segment and a 5% improvement in comparable sales, with the company attributing the comparable-sales gain to contributions from both digital channels and physical stores.

The company also filed an earnings report for the third quarter of fiscal 2025; the initial filing did not disclose specific revenue and profit line items in the summary accompanying the insider transaction disclosure.


Analyst positioning and market reaction

UBS is maintaining a Neutral rating on Urban Outfitters with an $80 price target, citing expected strength in the Anthropologie, Free People, and Nuuly brands. Separately, Goldman Sachs initiated coverage with a Neutral rating and set an $83 price target, noting the retailer99s market position and brand momentum.

Despite the company99s reported holiday sales gains and analyst commentary, the shares declined following the release of these results and updates.


Context and where to find more

The InvestingPro platform is referenced in the filings for deeper valuation analysis, including a Pro Research Report said to contain additional valuation pointers and ProTips. The referenced analysis underlines the reported P/E and PEG ratios and highlights the Piotroski score.

All transaction details, ownership figures, and reported sales percentages are taken from the company filings and associated analyst notes cited in the company disclosures.

Risks

  • Insider selling may influence investor perception of the company in the short term - this risk primarily affects equity markets and investor sentiment in the retail sector.
  • Despite reporting record holiday-sales growth, the stock declined following the updates, indicating potential volatility and market sensitivity to reported results - this could impact retail and consumer discretionary equities.
  • The initial earnings filing for the third quarter of fiscal 2025 did not disclose specific revenue and profit figures in the accompanying summary, leaving some near-term financial details unclear - this uncertainty affects analysts and investors evaluating the company99s fiscal performance.

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