Q4 EPS Estimates for Steven Madden Boosted by Zacks Research

Steven Madden, Ltd. (NASDAQ:SHOO) – Investment analysts at Zacks Research raised their Q4 2026 earnings per share estimates for shares of Steven Madden in a research report issued to clients and investors on Tuesday, March 17th. Zacks Research analyst Team now forecasts that the textile maker will post earnings per share of $0.60 for the quarter, up from their prior forecast of $0.43. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for Steven Madden’s current full-year earnings is $2.66 per share. Zacks Research also issued estimates for Steven Madden’s Q4 2027 earnings at $0.68 EPS.

A number of other brokerages have also recently weighed in on SHOO. Jefferies Financial Group cut shares of Steven Madden from a “hold” rating to an “underperform” rating and set a $30.00 price target for the company. in a research note on Thursday, February 5th. Needham & Company LLC dropped their price objective on shares of Steven Madden from $50.00 to $41.00 and set a “buy” rating on the stock in a research note on Wednesday, February 25th. Williams Trading set a $48.00 target price on shares of Steven Madden in a report on Tuesday, March 10th. BTIG Research reiterated a “buy” rating and set a $50.00 target price on shares of Steven Madden in a research note on Thursday, February 26th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Steven Madden in a report on Thursday, January 22nd. Five research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $44.00.

Steven Madden Stock Performance

Shares of Steven Madden stock opened at $33.20 on Friday. The firm’s fifty day simple moving average is $39.23 and its 200-day simple moving average is $38.00. The stock has a market capitalization of $2.42 billion, a price-to-earnings ratio of 53.55 and a beta of 1.13. Steven Madden has a 12 month low of $19.05 and a 12 month high of $46.88. The company has a debt-to-equity ratio of 0.26, a current ratio of 1.90 and a quick ratio of 1.11.

Steven Madden (NASDAQ:SHOO) last issued its quarterly earnings data on Wednesday, February 25th. The textile maker reported $0.48 earnings per share for the quarter, beating analysts’ consensus estimates of $0.46 by $0.02. The company had revenue of $753.70 million during the quarter, compared to analysts’ expectations of $758.53 million. Steven Madden had a return on equity of 13.60% and a net margin of 1.76%.The firm’s revenue for the quarter was up 29.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.55 earnings per share.

Steven Madden Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Wednesday, March 11th will be paid a $0.21 dividend. This represents a $0.84 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Wednesday, March 11th. Steven Madden’s payout ratio is currently 135.48%.

Insider Buying and Selling

In other Steven Madden news, Director Arian Simone Reed sold 3,600 shares of the company’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $33.44, for a total transaction of $120,384.00. Following the completion of the transaction, the director owned 8,705 shares in the company, valued at approximately $291,095.20. This represents a 29.26% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 2.22% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in Steven Madden by 2.5% in the third quarter. Vanguard Group Inc. now owns 8,283,806 shares of the textile maker’s stock valued at $277,342,000 after purchasing an additional 200,013 shares during the period. Wellington Management Group LLP increased its position in Steven Madden by 18.1% during the 3rd quarter. Wellington Management Group LLP now owns 3,453,208 shares of the textile maker’s stock worth $115,613,000 after purchasing an additional 528,829 shares during the period. Invesco Ltd. raised its stake in shares of Steven Madden by 15.2% during the 4th quarter. Invesco Ltd. now owns 2,784,943 shares of the textile maker’s stock worth $115,965,000 after buying an additional 367,459 shares in the last quarter. Capital Research Global Investors raised its stake in shares of Steven Madden by 14.0% during the 3rd quarter. Capital Research Global Investors now owns 2,720,354 shares of the textile maker’s stock worth $91,077,000 after buying an additional 334,058 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its holdings in shares of Steven Madden by 1.7% in the 3rd quarter. Dimensional Fund Advisors LP now owns 2,450,539 shares of the textile maker’s stock valued at $82,046,000 after buying an additional 41,947 shares during the period. 99.88% of the stock is owned by hedge funds and other institutional investors.

More Steven Madden News

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

• Positive Sentiment: Q4 results showed an EPS beat and strong year-over-year sales growth — the company reported $0.48 EPS vs. a $0.46 consensus and revenue rose ~29.6% YoY (though revenue was a touch below consensus). That EPS beat and healthy top‑line growth vs. peers can support the stock. Q4 Earnings Highlights: Steven Madden (NASDAQ:SHOO) Vs The Rest Of The Consumer Discretionary – Footwear Stocks
• Neutral Sentiment: Zacks published a batch of estimate revisions for multiple quarters and fiscal years — raising some longer‑term FY estimates (FY2026 and FY2027) while also altering several quarterly forecasts. The changes are mixed and largely small in magnitude, so they add nuance but not a clear directional catalyst. MarketBeat: Steven Madden (SHOO)
• Negative Sentiment: Zacks kept a “Strong Sell” rating on SHOO and trimmed near‑term quarterly estimates (examples: Q1 2026 from $0.52 to $0.46; Q1 2027 from $0.55 to $0.50; Q2 2027 from $0.32 to $0.30). That persistent negative analyst stance, together with the stock trading below its 50‑day ($39.23) and 200‑day ($38.00) moving averages and a high P/E (~53.6), is likely weighing on sentiment and could pressure the shares.

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.