Insider Trading January 29, 2026

Urban Outfitters CEO Disposes $706K in Stock Amid Strong Holiday Sales; Shares Slip

Richard Hayne sold just over 10,000 URBN shares across two days as holiday revenue rose, while analysts maintain neutral ratings

By Priya Menon URBN
Urban Outfitters CEO Disposes $706K in Stock Amid Strong Holiday Sales; Shares Slip
URBN

Urban Outfitters CEO and chairman Richard A. Hayne sold 10,082 shares of company stock on January 27-28, 2026, for a combined $706,031. The transactions took place in several trades and left Hayne with 17,606,548 directly held shares. The company reported a 9% increase in total net sales for the holiday period ending December 31, 2025, and its Retail segment showed growth, yet the stock declined 7% after the sales announcement. UBS and Goldman Sachs both issued neutral ratings, with price targets of $80 and $83 respectively.

Key Points

  • Richard A. Hayne sold 10,082 shares of Urban Outfitters stock on January 27-28, 2026, totaling $706,031.
  • Urban Outfitters reported a 9% increase in total net sales for the holiday period ending December 31, 2025; Retail segment net sales rose 7% with comparable sales up 5%, driven by both digital and store channels.
  • UBS and Goldman Sachs both hold Neutral ratings on the company with $80 and $83 price targets respectively, while the stock fell 7% after the holiday sales announcement.

Richard A. Hayne, who serves as both chief executive officer and chairman of Urban Outfitters Inc (NASDAQ:URBN), completed a series of stock sales that totaled 10,082 shares on January 27 and 28, 2026, according to a Form 4 filed with the SEC. The combined proceeds from those disposals amounted to $706,031.

The trades were split across multiple transactions. On January 27, Hayne sold 2,074 shares that he held directly at a weighted average price of $70.00; the executed prices in that batch ranged from $70.00 to $70.005. That same day, an additional 1,814 shares held indirectly by his spouse in a trustee capacity were sold at the same price range.

On January 28, Hayne sold further holdings: 3,304 shares he owned directly and 2,890 shares held indirectly. Those shares were transacted at a weighted average price of $70.047, with per-share prices spanning $70.00 to $70.28.

After these transactions, Hayne’s direct ownership in Urban Outfitters stands at 17,606,548 shares. He also retains indirect holdings through a mix of trusts, a profit-sharing fund and his spouse, as noted in the filing.


Separately, the company disclosed operational results for the recent holiday period. Urban Outfitters reported a 9% increase in total net sales for the holiday period ended December 31, 2025, compared with the same stretch a year earlier. Within the firm’s Retail segment, net sales rose 7% and comparable sales increased 5%, driven by gains in both digital channels and brick-and-mortar store sales.

The SEC filing noted the company also released its earnings report for the third quarter of fiscal 2025; however, the filing did not include granular financial figures from that report and instead pointed readers to the press release for full details.

Market and analyst reactions to the company’s disclosures were mixed. UBS reiterated a Neutral rating on Urban Outfitters and set an $80 price target, highlighting the relative strength of the company’s Anthropologie, Free People and Nuuly brands. Goldman Sachs initiated coverage with a Neutral rating and an $83 price target, citing the company’s solid positioning within specialty retail.

Despite the company’s report of record holiday sales, Urban Outfitters’ shares fell by 7% following the announcement. Analysts from the named firms continue to describe the core brands as strong, though their coverage remains neutral in tone.


The Form 4 filing provides a clear record of insider activity and the company’s recent sales performance, while market reaction and analyst stances underscore continuing uncertainty around valuation and near-term share performance.

Risks

  • Share-price volatility following company announcements - evidenced by a 7% decline in Urban Outfitters’ stock after the record holiday sales disclosure. (Impacted sector: equities, specialty retail)
  • Limited detail in the SEC filing on third-quarter fiscal 2025 financials - specific figures were not included in the filing and are available only in the company press release, which may delay full investor assessment. (Impacted sector: investors in retail and consumer discretionary)
  • Analyst coverage centered on Neutral ratings with mid-range price targets, suggesting constrained near-term upside as perceived by UBS and Goldman Sachs. (Impacted sector: equity research and specialty retail investors)

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