CX Institutional boosted its position in shares of Crocs, Inc. (NASDAQ:CROX – Free Report) by 14.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 66,689 shares of the textile maker’s stock after purchasing an additional 8,412 shares during the quarter. CX Institutional’s holdings in Crocs were worth $5,703,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in CROX. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Crocs by 159.9% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 746 shares of the textile maker’s stock worth $79,000 after purchasing an additional 459 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Crocs by 4.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 211,305 shares of the textile maker’s stock worth $22,441,000 after purchasing an additional 8,331 shares during the last quarter. EverSource Wealth Advisors LLC raised its holdings in Crocs by 278.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 862 shares of the textile maker’s stock worth $87,000 after purchasing an additional 634 shares during the last quarter. First Trust Advisors LP raised its holdings in Crocs by 14.3% during the 2nd quarter. First Trust Advisors LP now owns 112,217 shares of the textile maker’s stock worth $11,365,000 after purchasing an additional 14,067 shares during the last quarter. Finally, Marshall Wace LLP bought a new stake in Crocs during the 2nd quarter worth about $6,290,000. 93.44% of the stock is owned by institutional investors.
Insider Activity
In related news, EVP Anne Mehlman sold 12,145 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $100.06, for a total value of $1,215,228.70. Following the completion of the transaction, the executive vice president directly owned 131,112 shares in the company, valued at approximately $13,119,066.72. The trade was a 8.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 2.72% of the company’s stock.
Crocs Price Performance
Crocs (NASDAQ:CROX – Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The textile maker reported $2.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.78 by $0.21. Crocs had a positive return on equity of 48.29% and a negative net margin of 2.58%.The business had revenue of $921.46 million during the quarter, compared to analyst estimates of $900.57 million. During the same period in the previous year, the firm earned $3.00 EPS. Crocs’s quarterly revenue was down 1.7% compared to the same quarter last year. Crocs has set its Q2 2026 guidance at 4.150-4.350 EPS and its FY 2026 guidance at 13.200-13.750 EPS. Sell-side analysts predict that Crocs, Inc. will post 13.62 EPS for the current fiscal year.
Key Crocs News
Here are the key news stories impacting Crocs this week:
- Positive Sentiment: Crocs beat Q1 expectations — EPS $2.99 vs. $2.78 consensus and revenue $921.5M vs. $900.6M — and raised its full?year outlook, citing healthy DTC growth that supports higher margin expectations. Crocs, Inc. Reports Better-Than-Expected First Quarter 2026 Results And Raises Full-Year Outlook
- Positive Sentiment: Management highlighted DTC revenue growth (+12% y/y) that helped drive the beat and prompted a lift to FY EPS guidance (now 13.20–13.75), which reassures investors on margin recovery and topline stability. Crocs Q1 Earnings Beat Estimates on DTC Growth, View Raised
- Neutral Sentiment: UBS raised its price target to $107 (from $97) but kept a “neutral” rating — signaling improved valuation but not an upgrade in conviction. This provides some analyst support but limited catalyst. UBS Adjusts Price Target on Crocs to $107 from $97, Maintains Neutral Rating
- Neutral Sentiment: Other brokerage target updates cluster around the low?$100s (median targets near current levels), suggesting consensus expectations are close to the current trading price. Brokerages Set Crocs, Inc. (NASDAQ:CROX) Target Price at $102.73
- Neutral Sentiment: Crocs published its 2025 Comfort Report (sustainability & purpose updates). This bolsters long?term brand positioning but is unlikely to move near?term earnings expectations. Crocs, Inc. Publishes 2025 Comfort Report Detailing Updates on Purpose & Sustainability
- Negative Sentiment: Some coverage noted intraday weakness as investors focused on soft spots: management flagged HEYDUDE brand pressure and Q2 EPS guidance that sits near (or slightly below) consensus, prompting profit?taking despite the beat. Why Is Crocs Stock Falling Thursday?
- Negative Sentiment: Additional reports highlighted shares dipping on the Q2 outlook and specific category weakness, a reminder that topline is still showing pockets of softness even as margins improve. Crocs Inc CROX Q1 earnings shares down on Q2 outlook
Analyst Upgrades and Downgrades
Several analysts have weighed in on the company. Weiss Ratings cut Crocs from a “hold (c-)” rating to a “sell (d)” rating in a report on Monday, February 23rd. BTIG Research assumed coverage on Crocs in a report on Tuesday, March 10th. They set a “neutral” rating for the company. KeyCorp reissued a “sector weight” rating on shares of Crocs in a report on Thursday, January 22nd. Wall Street Zen upgraded Crocs from a “hold” rating to a “buy” rating in a research report on Saturday, April 11th. Finally, Barclays boosted their target price on Crocs from $109.00 to $110.00 and gave the stock an “equal weight” rating in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, eight have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $103.73.
Check Out Our Latest Report on CROX
About Crocs
Crocs, Inc is a global footwear designer, developer and distributor best known for its lightweight, proprietary Croslite™ foam-clog construction. The company’s product portfolio encompasses a range of styles, including clogs, sandals, slides, boots and sneakers, all featuring the slip-resistant, odor-resistant and cushion-providing qualities of the Croslite material. Crocs distributes its products through an omnichannel network that includes e-commerce platforms, company-owned retail stores, authorized dealers and wholesale partners.
Founded in 2002 by Scott Seamans, Lyndon “Duke” Hanson and George Boedecker Jr., Crocs launched its first clog on the island of Vail, Colorado.
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