Steven Madden (NASDAQ:SHOO) Releases Quarterly Earnings Results, Beats Estimates By $0.03 EPS

Steven Madden (NASDAQ:SHOO) posted its earnings results on Wednesday. The textile maker reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.42 by $0.03, Zacks reports. Steven Madden had a return on equity of 13.60% and a net margin of 1.76%.Steven Madden’s quarterly revenue was up 18.0% compared to the same quarter last year. During the same quarter last year, the company posted $0.60 earnings per share. Steven Madden updated its FY 2026 guidance to 2.000-2.100 EPS.

Here are the key takeaways from Steven Madden’s conference call:

• Consolidated revenue for Q1 was $653.1M (+18% YoY), and management raised full?year revenue guidance to +10%–12% while introducing EPS guidance of $2.00–$2.10.
• Brand momentum was strong — Steve Madden DTC comps (U.S.) were +17% with online searches up 27%, Kurt Geiger delivered pro?forma revenue +23% and management now expects mid?teens growth, and Dolce Vita is tracking for high single?digit growth.
• Despite top?line strength, Q1 earnings declined to $32.1M ( $0.45/sh ) from $42.4M due to weaker organic revenue (notably private label and Steve Madden handbags at wholesale) and higher SG&A from the Kurt Geiger acquisition, normalized incentives, and increased warehouse costs.
• Management built tariff assumptions into guidance (Section 122 at 10% through July, then 15%), anticipates ~30 bps freight pressure from surcharges, ended Q1 with inventory of $379.4M and net debt of $209.3M, and said debt paydown is the priority with buybacks to be considered in H2.

Steven Madden Stock Up 6.2%

Shares of Steven Madden stock traded up $2.33 on Wednesday, reaching $40.02. 2,351,821 shares of the company were exchanged, compared to its average volume of 1,377,712. Steven Madden has a one year low of $20.98 and a one year high of $46.88. The company has a market capitalization of $2.92 billion, a price-to-earnings ratio of 64.55 and a beta of 1.12. The company has a current ratio of 1.90, a quick ratio of 1.11 and a debt-to-equity ratio of 0.26. The company has a 50-day moving average of $35.66 and a 200 day moving average of $38.93.

Steven Madden Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Wednesday, March 11th were paid a dividend of $0.21 per share. The ex-dividend date was Wednesday, March 11th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 2.1%. Steven Madden’s dividend payout ratio is currently 135.48%.

Insider Activity

In other news, Director Arian Simone Reed sold 3,600 shares of the company’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $33.44, for a total transaction of $120,384.00. Following the sale, the director owned 8,705 shares in the company, valued at $291,095.20. This represents a 29.26% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. 2.21% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Steven Madden

Large investors have recently added to or reduced their stakes in the business. EverSource Wealth Advisors LLC raised its stake in Steven Madden by 86.6% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,045 shares of the textile maker’s stock valued at $25,000 after acquiring an additional 485 shares during the period. Los Angeles Capital Management LLC acquired a new position in Steven Madden in the 4th quarter valued at $30,000. Global Retirement Partners LLC grew its holdings in Steven Madden by 1,064.3% in the 4th quarter. Global Retirement Partners LLC now owns 815 shares of the textile maker’s stock valued at $34,000 after buying an additional 745 shares in the last quarter. Kestra Advisory Services LLC acquired a new position in Steven Madden in the 4th quarter valued at $43,000. Finally, Public Employees Retirement System of Ohio grew its holdings in Steven Madden by 13.9% in the 3rd quarter. Public Employees Retirement System of Ohio now owns 2,324 shares of the textile maker’s stock valued at $78,000 after buying an additional 283 shares in the last quarter. Institutional investors own 99.88% of the company’s stock.

More Steven Madden News

Here are the key news stories impacting Steven Madden this week:

• Positive Sentiment: Q1 results beat expectations: Steven Madden reported $0.45 GAAP EPS vs. the $0.42 consensus and revenue grew ~18% year?over?year — a clear sign of demand strength early in the year. Steven Madden (SHOO) Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Company raised (and introduced) FY?2026 guidance: management issued EPS guidance of $2.00–$2.10 and raised revenue guidance — the guide?upshift supports forward expectations and underpins the rally. Steve Madden Announces First Quarter 2026 Results
• Positive Sentiment: Analyst / market commentary echoed the upbeat view: outlets and data services flagged the stronger Q1 and the lift to guidance, reinforcing investor confidence. Steven Madden Lifts 2026 Outlook After Strong Q1
• Neutral Sentiment: Earnings call / transcript available for details — useful for investors wanting management commentary on margin drivers, inventory and wholesale vs. direct?to?consumer trends. Steven Madden, Ltd. (SHOO) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Analyst action: Needham set a $42 price target — a datapoint but not a major re?rating. Investors should watch whether analysts raise targets after the new guidance. Steven Madden (NASDAQ:SHOO) Given New $42.00 Price Target at Needham & Company LLC
• Negative Sentiment: EPS declined year?over?year (Q1 EPS $0.45 vs. $0.60 a year ago) and margins remain thin (MarketBeat noted a net margin ~1.8%), which leaves profitability improvement as a risk if revenue growth slows. Steven Madden (NASDAQ:SHOO) – Earnings/Transcript

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on SHOO. Needham & Company LLC boosted their price objective on shares of Steven Madden from $41.00 to $42.00 and gave the company a “buy” rating in a report on Monday. Jefferies Financial Group cut shares of Steven Madden from a “hold” rating to an “underperform” rating and set a $30.00 price target on the stock. in a research report on Thursday, February 5th. Telsey Advisory Group reissued an “outperform” rating and set a $50.00 price target on shares of Steven Madden in a research report on Thursday, February 26th. Williams Trading set a $48.00 price target on shares of Steven Madden in a research report on Tuesday, March 10th. Finally, UBS Group reissued a “neutral” rating and set a $40.00 price target (up from $38.00) on shares of Steven Madden in a research report on Monday, April 27th. Five analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Steven Madden currently has an average rating of “Hold” and an average price target of $43.88.

Steven Madden Company Profile

Steven Madden, Inc (NASDAQ: SHOO) is a New York–based designer and marketer of fashion footwear, handbags and accessories. The company’s product portfolio spans a range of contemporary and lifestyle brands for women, men and children, including its core Steve Madden label as well as the Madden Girl and Dolce Vita brands. In addition to footwear, the company licenses its trademarks for use on apparel, eyewear and other fashion accessories.

Steven Madden distributes its products through multiple channels, including wholesale partners, e-commerce platforms and its own brick-and-mortar retail stores.