NIKE, Inc. (NYSE:NKE) Receives $78.14 Consensus PT from Analysts

NIKE, Inc. (NYSE:NKE) has been assigned an average rating of “Moderate Buy” from the thirty-eight analysts that are covering the stock, MarketBeat reports. One equities research analyst has rated the stock with a sell recommendation, ten have given a hold recommendation, twenty-five have assigned a buy recommendation and two have issued a strong buy recommendation on the company. The average 12 month price target among brokerages that have issued ratings on the stock in the last year is $75.8387.

A number of brokerages have commented on NKE. DZ Bank restated a “buy” rating on shares of NIKE in a research report on Friday, December 19th. Citigroup reissued a “neutral” rating and set a $65.00 price target (down from $70.00) on shares of NIKE in a report on Friday, December 19th. Needham & Company LLC lowered their price objective on NIKE from $78.00 to $68.00 and set a “buy” rating on the stock in a report on Friday, December 19th. Williams Trading dropped their target price on NIKE from $100.00 to $80.00 and set a “buy” rating on the stock in a research report on Friday, December 19th. Finally, JPMorgan Chase & Co. reduced their price target on NIKE from $100.00 to $86.00 and set a “buy” rating for the company in a report on Monday, November 17th.

NIKE Stock Up 0.4%

NIKE stock opened at $61.19 on Thursday. The stock has a 50 day moving average of $64.08 and a two-hundred day moving average of $69.35. NIKE has a twelve month low of $52.28 and a twelve month high of $82.44. The stock has a market capitalization of $90.44 billion, a price-to-earnings ratio of 35.99, a PEG ratio of 2.61 and a beta of 1.29. The company has a current ratio of 2.06, a quick ratio of 1.40 and a debt-to-equity ratio of 0.50.

NIKE (NYSE:NKE) last released its quarterly earnings results on Thursday, December 18th. The footwear maker reported $0.53 EPS for the quarter, topping the consensus estimate of $0.37 by $0.16. NIKE had a return on equity of 18.43% and a net margin of 5.43%.The business had revenue of $12.43 billion during the quarter, compared to analysts’ expectations of $12.19 billion. During the same quarter in the prior year, the business earned $0.78 earnings per share. The company’s quarterly revenue was up .6% compared to the same quarter last year. As a group, research analysts expect that NIKE will post 2.05 earnings per share for the current year.

NIKE Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 2nd. Shareholders of record on Monday, December 1st will be issued a $0.41 dividend. This represents a $1.64 dividend on an annualized basis and a yield of 2.7%. This is an increase from NIKE’s previous quarterly dividend of $0.40. The ex-dividend date of this dividend is Monday, December 1st. NIKE’s dividend payout ratio is 96.47%.

More NIKE News

Here are the key news stories impacting NIKE this week:

• Positive Sentiment: Apple CEO and long-time Nike board member Tim Cook made a sizable open-market purchase of Nike shares, a visible sign of insider confidence that can buoy sentiment and short-term demand. Apple CEO Tim Cook Just Gave Nike Investors 3 Million Reasons to Cheer
• Positive Sentiment: Zacks highlights Nike’s “Sport Offense” play — faster product cycles and sport-led innovation — as management’s strategy to rebuild brand heat, fix channel execution and drive growth across key markets; if execution accelerates, sales and margins could improve over 2026. Can NIKE’s “Sport Offense” Reignite Growth Across Key Markets?
• Positive Sentiment: Seeking Alpha publishes a bullish, long-term “Buy” view that argues Nike is on a recovery path — such bullish coverage can attract value-oriented investors looking past near-term noise. Nike: On A Long And Winding Road To Recovery – Buy
• Neutral Sentiment: General investor education pieces list Nike among apparel stocks to consider, which can increase retail interest but don’t change fundamentals. How to Invest in Apparel Stocks (NKE)
• Neutral Sentiment: Coverage noting Nike as an “active” analyst-covered stock raises visibility; however, several analysts have lowered targets recently, so headline volume may not imply unanimous bullishness. Is Nike (NKE) One of the Most Active US Stocks to Buy According to Analysts?
• Negative Sentiment: Analyst skepticism: UBS and others have cut price targets and issued neutral ratings, limiting upside until consistent sales and margin improvement are visible. Is Nike (NKE) One of the Most Active US Stocks to Buy According to Analysts?
• Negative Sentiment: Market commentary warns that North America recovery alone may be insufficient for a sustained rally; a Guggenheim analyst stresses broader execution and international growth are still needed. Here’s why North America recovery isn’t enough for Nike stock to rally in 2026
• Negative Sentiment: Recent coverage and data point to meaningful share price underperformance since Q2 2026 and a listicle recommends leaving Nike off watchlists, underscoring persistent execution risk and peer/strategy concerns. NIKE, Inc. (NKE) Down 10.8% Since Q2 2026, Wall Street Remains Positive

Insider Activity at NIKE

In related news, Director Robert Holmes Swan purchased 8,691 shares of the stock in a transaction dated Monday, December 22nd. The shares were acquired at an average cost of $57.54 per share, with a total value of $500,080.14. Following the purchase, the director directly owned 43,293 shares in the company, valued at $2,491,079.22. This trade represents a 25.12% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Chairman Mark G. Parker sold 86,078 shares of the firm’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $64.80, for a total transaction of $5,577,854.40. Following the completion of the sale, the chairman owned 647,615 shares of the company’s stock, valued at $41,965,452. This trade represents a 11.73% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders bought 74,841 shares of company stock worth $4,451,334. 0.80% of the stock is currently owned by insiders.

Institutional Investors Weigh In On NIKE

Several institutional investors have recently modified their holdings of the company. Exchange Traded Concepts LLC raised its position in NIKE by 697.5% in the third quarter. Exchange Traded Concepts LLC now owns 228,889 shares of the footwear maker’s stock worth $15,960,000 after acquiring an additional 200,187 shares in the last quarter. Soros Fund Management LLC boosted its holdings in NIKE by 33.0% during the second quarter. Soros Fund Management LLC now owns 302,320 shares of the footwear maker’s stock worth $21,477,000 after buying an additional 75,000 shares in the last quarter. Brighton Jones LLC boosted its holdings in shares of NIKE by 54.6% in the third quarter. Brighton Jones LLC now owns 104,791 shares of the footwear maker’s stock worth $7,307,000 after buying an additional 37,019 shares during the period. Soltis Investment Advisors LLC raised its stake in shares of NIKE by 238.8% during the 2nd quarter. Soltis Investment Advisors LLC now owns 141,356 shares of the footwear maker’s stock worth $10,042,000 after purchasing an additional 99,638 shares in the last quarter. Finally, Banco Santander S.A. lifted its holdings in shares of NIKE by 28.3% during the 2nd quarter. Banco Santander S.A. now owns 221,117 shares of the footwear maker’s stock valued at $15,708,000 after buying an additional 48,764 shares during the last quarter. Hedge funds and other institutional investors own 64.25% of the company’s stock.

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).