Urban Outfitters Co-President Sells 18,666 Shares for $1.4M After 36% Stock Surge
Margaret Hayne, Urban Outfitters Co-President & CCO, sold 18,666 shares indirectly for ~$1.4m via trust entities on Dec. 9-10, 2025, leaving her with 3.5m total holdings. Urban Outfitters reported record 2025 revenue of $6.0b and net income of $488.95m, with shares up 36% and a record high in January 2026.
1. Co-President Executes $1.4 Million Indirect Share Sale
Margaret Hayne, Co-President and Chief Commercial Officer of Urban Outfitters, executed the sale of 18,666 shares through trust-managed accounts on December 9 and 10, 2025. According to the company’s SEC Form 4 filing, the weighted average price for these open-market transactions was $77.41, resulting in total proceeds of approximately $1.4 million. Post-transaction, Hayne retains 1,176,273 shares held directly and 2,337,392 shares held indirectly, representing a combined stake valued at roughly $177 million based on the December 10 closing price of $81.85. All shares sold were held in trust entities, with no impact on her direct ownership position.
2. Holiday Season Sales Growth Falls Short of Expectations
Urban Outfitters reported that total revenue for November and December 2025 increased by 9% year-over-year, with comparable-store sales up 5% across its portfolio. Brand-level results showed a 9% comp gain at Urban Outfitters, 5% at Free People, 3% at Anthropologie and 18% at FP Movement. For the eleven-month period ending December 31, total sales rose 11% and comps were up 6%, signaling a deceleration during the critical holiday quarter. Shares plunged as much as 11% intraday on Monday following investor concerns that the two-month sales pace could presage a near-term earnings miss relative to consensus forecasts for the January quarter.
3. Record Full-Year Results and Subscription Business Momentum
For the trailing twelve months through the fourth quarter, Urban Outfitters reported revenue of $6.0 billion, up 12% year-over-year, and net income of $488.95 million, representing a 19% increase. The Nuuly apparel rental subscription service delivered revenue growth of 49%, contributing to operating leverage and broad-based gains across retail, wholesale and subscription channels. The company’s gross margin improved to 35.8%, reflecting merchandise margin expansion and disciplined inventory management. With total headcount at approximately 29,000 employees, the retailer has leveraged its multi-brand portfolio and omnichannel strategy to capture market share among its target demographic of 18- to 45-year-olds in North America and Europe.