What is Zacks Research’s Estimate for NIKE FY2026 Earnings?

NIKE, Inc. (NYSE:NKE) – Stock analysts at Zacks Research reduced their FY2026 EPS estimates for NIKE in a research note issued on Tuesday, April 14th. Zacks Research analyst Team now forecasts that the footwear maker will earn $1.46 per share for the year, down from their prior forecast of $1.53. The consensus estimate for NIKE’s current full-year earnings is $2.05 per share. Zacks Research also issued estimates for NIKE’s Q2 2027 earnings at $0.63 EPS, Q3 2027 earnings at $0.43 EPS, Q1 2028 earnings at $0.66 EPS, Q2 2028 earnings at $0.80 EPS and Q3 2028 earnings at $0.58 EPS.

A number of other research firms have also weighed in on NKE. Williams Trading cut their target price on shares of NIKE from $80.00 to $57.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. KeyCorp cut their target price on shares of NIKE from $90.00 to $75.00 and set an “overweight” rating on the stock in a research note on Thursday, January 22nd. DZ Bank restated a “buy” rating on shares of NIKE in a research note on Thursday, April 2nd. Robert W. Baird cut their target price on shares of NIKE from $85.00 to $70.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 1st. Finally, Needham & Company LLC lowered shares of NIKE from a “buy” rating to a “hold” rating in a research note on Thursday, January 8th. Seventeen investment analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $62.34.

NIKE Stock Up 3.0%

NIKE stock opened at $44.19 on Wednesday. NIKE has a twelve month low of $42.09 and a twelve month high of $80.17. The stock’s fifty day simple moving average is $55.73 and its 200-day simple moving average is $61.71. The company has a current ratio of 2.14, a quick ratio of 1.45 and a debt-to-equity ratio of 0.50. The firm has a market capitalization of $65.44 billion, a P/E ratio of 29.27, a P/E/G ratio of 2.26 and a beta of 1.31.

NIKE (NYSE:NKE) last posted its quarterly earnings data on Tuesday, March 31st. The footwear maker reported $0.35 earnings per share for the quarter, topping analysts’ consensus estimates of $0.29 by $0.06. NIKE had a return on equity of 16.41% and a net margin of 4.84%.The business had revenue of $11.28 billion for the quarter, compared to analyst estimates of $11.23 billion. During the same quarter in the prior year, the company earned $0.54 earnings per share. The company’s revenue was up .1% on a year-over-year basis.

NIKE Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Monday, March 2nd were issued a dividend of $0.41 per share. The ex-dividend date of this dividend was Monday, March 2nd. This represents a $1.64 annualized dividend and a dividend yield of 3.7%. NIKE’s dividend payout ratio (DPR) is presently 108.61%.

Insider Transactions at NIKE

In other news, Director Robert Holmes Swan acquired 11,781 shares of the company’s stock in a transaction on Tuesday, April 7th. The shares were bought at an average price of $42.44 per share, with a total value of $499,985.64. Following the completion of the acquisition, the director owned 55,074 shares in the company, valued at $2,337,340.56. This trade represents a 27.21% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Timothy D. Cook acquired 25,000 shares of the company’s stock in a transaction on Friday, April 10th. The shares were purchased at an average cost of $42.43 per share, for a total transaction of $1,060,750.00. Following the acquisition, the director owned 130,480 shares of the company’s stock, valued at approximately $5,536,266.40. The trade was a 23.70% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders purchased 64,441 shares of company stock worth $2,734,204. 0.80% of the stock is owned by company insiders.

Hedge Funds Weigh In On NIKE

Hedge funds have recently modified their holdings of the business. Cornerstone Financial Management LLC purchased a new position in shares of NIKE during the fourth quarter worth about $26,000. Sankala Group LLC purchased a new position in shares of NIKE during the fourth quarter worth about $26,000. J.Safra Asset Management Corp purchased a new position in shares of NIKE during the fourth quarter worth about $29,000. Kemnay Advisory Services Inc. purchased a new position in shares of NIKE during the fourth quarter worth about $30,000. Finally, Litman Gregory Wealth Management LLC purchased a new position in shares of NIKE during the fourth quarter worth about $32,000. 64.25% of the stock is currently owned by hedge funds and other institutional investors.

Key NIKE News

Here are the key news stories impacting NIKE this week:

• Positive Sentiment: Insider buying: CEO Elliott Hill purchased ~23,660 shares (~$1.0M at ~$42.27) and Director Timothy D. Cook bought 25,000 shares (~$1.06M at ~$42.43). Management accumulation is supporting the rally and signals confidence in the company’s turnaround. Read More. Read More.
• Positive Sentiment: Brand strength with youth: surveys show Nike ranks No.1 with U.S. teens for footwear/apparel, a demographic tailwind if it translates into higher demand and product traction. Read More.
• Neutral Sentiment: Sales mix shift: Nike is increasing wholesale partnerships as digital sales soften — could stabilize margins if execution is solid, but raises near?term top?line risk from DTC weakness. Read More.
• Neutral Sentiment: Shelf registration / ESOP filing: up to $2.332B of Class B shares was filed related to employee offerings — watch timing and dilution implications. Read More.
• Neutral Sentiment: Major brokers are cautious: JPMorgan reaffirmed Neutral, leaving upside catalysts muted from some large institutions. Read More.
• Negative Sentiment: Zacks Research cut near?term EPS estimates across multiple quarters and trimmed FY2026 — downward revisions raise the bar for a sustained recovery and justify cautious positioning. Read More.
• Negative Sentiment: Analyst downgrades and price?target cuts: HSBC downgraded to Hold and cut its target sharply; Piper Sandler trimmed its target — these reports have driven selling and signal skepticism about near?term catalysts. Read More.
• Negative Sentiment: Bear case / execution risk: analysts and market commentary (TipRanks, media) highlight a delayed turnaround, weak guidance in recent results and China exposure — keeps sentiment pressured until clearer recovery evidence. Read More.
• Negative Sentiment: Governance/legal headline risk: a PR notice questioning insider conduct raises potential governance/legal overhangs to monitor. Read More.

NIKE Company Profile

Nike, Inc (NYSE: NKE) is a global designer, marketer and distributor of athletic footwear, apparel, equipment and accessories. Founded in 1964 as Blue Ribbon Sports by Phil Knight and Bill Bowerman and renamed Nike in 1971, the company is headquartered near Beaverton, Oregon. Nike develops and commercializes products across performance and lifestyle categories for sports including running, basketball, soccer and training, and is known for signature technologies and design-driven product lines.

The company markets products under several primary brands, including Nike, Jordan and Converse, and sells through a combination of wholesale relationships, branded retail stores and direct-to-consumer channels such as company-operated stores and digital platforms (e.g., Nike.com and mobile apps).