Brokers Issue Forecasts for NIKE, Inc.’s Q2 2026 Earnings (NYSE:NKE)

NIKE, Inc. (NYSE:NKE) – Stock analysts at Telsey Advisory Group reduced their Q2 2026 EPS estimates for NIKE in a research note issued to investors on Wednesday, October 2nd. Telsey Advisory Group analyst C. Fernandez now anticipates that the footwear maker will post earnings of $0.81 per share for the quarter, down from their prior estimate of $0.97. Telsey Advisory Group has a “Outperform” rating and a $96.00 price target on the stock. The consensus estimate for NIKE’s current full-year earnings is $3.04 per share. Telsey Advisory Group also issued estimates for NIKE’s Q3 2026 earnings at $0.65 EPS.

NIKE (NYSE:NKE) last announced its earnings results on Tuesday, October 1st. The footwear maker reported $0.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.52 by $0.18. NIKE had a net margin of 11.10% and a return on equity of 42.63%. The business had revenue of $11.59 billion for the quarter, compared to analyst estimates of $11.64 billion. During the same quarter in the previous year, the firm posted $0.94 earnings per share. NIKE’s revenue was down 10.4% compared to the same quarter last year.

Other equities research analysts have also issued research reports about the stock. Sanford C. Bernstein lowered their price target on shares of NIKE from $112.00 to $109.00 and set an “outperform” rating on the stock in a report on Thursday, September 19th. Robert W. Baird boosted their price target on shares of NIKE from $100.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, September 20th. KeyCorp reissued a “sector weight” rating on shares of NIKE in a report on Friday, June 28th. Bank of America lowered their price target on shares of NIKE from $104.00 to $100.00 and set a “buy” rating on the stock in a report on Wednesday. Finally, Jefferies Financial Group boosted their price target on shares of NIKE from $80.00 to $85.00 and gave the company a “hold” rating in a report on Monday. Fifteen analysts have rated the stock with a hold rating and fifteen have assigned a buy rating to the company. Based on data from MarketBeat, NIKE currently has a consensus rating of “Moderate Buy” and a consensus target price of $96.04.

NIKE Trading Down 6.8 %

Shares of NKE stock opened at $83.10 on Thursday. NIKE has a 1 year low of $70.75 and a 1 year high of $123.39. The firm’s fifty day simple moving average is $80.50 and its 200 day simple moving average is $86.39. The firm has a market capitalization of $125.43 billion, a P/E ratio of 22.28, a price-to-earnings-growth ratio of 2.30 and a beta of 1.02. The company has a current ratio of 2.40, a quick ratio of 1.69 and a debt-to-equity ratio of 0.55.

NIKE Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, October 1st. Shareholders of record on Tuesday, September 3rd were issued a dividend of $0.37 per share. This represents a $1.48 dividend on an annualized basis and a yield of 1.78%. The ex-dividend date of this dividend was Tuesday, September 3rd. NIKE’s dividend payout ratio is currently 39.68%.

Insiders Place Their Bets

In other NIKE news, Chairman Mark G. Parker sold 52,487 shares of the stock in a transaction dated Wednesday, August 14th. The shares were sold at an average price of $78.00, for a total transaction of $4,093,986.00. Following the sale, the chairman now owns 1,031,226 shares of the company’s stock, valued at approximately $80,435,628. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. In other news, Chairman Mark G. Parker sold 110,000 shares of the firm’s stock in a transaction dated Thursday, July 18th. The shares were sold at an average price of $72.97, for a total value of $8,026,700.00. Following the transaction, the chairman now owns 1,102,090 shares of the company’s stock, valued at approximately $80,419,507.30. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Chairman Mark G. Parker sold 52,487 shares of the firm’s stock in a transaction dated Wednesday, August 14th. The shares were sold at an average price of $78.00, for a total transaction of $4,093,986.00. Following the completion of the transaction, the chairman now directly owns 1,031,226 shares in the company, valued at approximately $80,435,628. The disclosure for this sale can be found here. Insiders own 0.50% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Cim LLC acquired a new stake in shares of NIKE in the 4th quarter valued at approximately $14,275,000. TKG Advisors LLC acquired a new stake in shares of NIKE in the 4th quarter valued at approximately $1,012,000. Spartan Planning & Wealth Management acquired a new stake in shares of NIKE in the 4th quarter valued at approximately $182,000. Advisors Asset Management Inc. raised its position in shares of NIKE by 86.0% in the 1st quarter. Advisors Asset Management Inc. now owns 20,957 shares of the footwear maker’s stock valued at $1,970,000 after acquiring an additional 9,689 shares during the period. Finally, Enzi Wealth acquired a new stake in shares of NIKE in the 4th quarter valued at approximately $520,000. Institutional investors own 64.25% of the company’s stock.

About NIKE

NIKE, Inc, together with its subsidiaries, designs, develops, markets, and sells athletic footwear, apparel, equipment, accessories, and services worldwide. The company provides athletic and casual footwear, apparel, and accessories under the Jumpman trademark; and casual sneakers, apparel, and accessories under the Converse, Chuck Taylor, All Star, One Star, Star Chevron, and Jack Purcell trademarks.