Steven Madden (NASDAQ:SHOO) Issues FY 2026 Earnings Guidance

Steven Madden (NASDAQ:SHOO) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 2.000-2.100 for the period, compared to the consensus EPS estimate of 2.100. The company issued revenue guidance of $2.8 billion-$2.8 billion, compared to the consensus revenue estimate of $2.8 billion.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on SHOO. Zacks Research upgraded shares of Steven Madden from a “strong sell” rating to a “hold” rating in a research report on Wednesday, April 8th. Telsey Advisory Group reissued an “outperform” rating and issued a $50.00 target price on shares of Steven Madden in a report on Thursday, February 26th. Jefferies Financial Group downgraded Steven Madden from a “hold” rating to an “underperform” rating and set a $30.00 target price for the company. in a report on Thursday, February 5th. Williams Trading set a $48.00 target price on Steven Madden in a report on Tuesday, March 10th. Finally, Needham & Company LLC raised their target price on Steven Madden from $41.00 to $42.00 and gave the company a “buy” rating in a report on Monday. Five investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $43.88.

Steven Madden Price Performance

SHOO stock traded up $2.33 during trading on Wednesday, hitting $40.02. The stock had a trading volume of 2,355,412 shares, compared to its average volume of 1,013,005. The company’s 50 day moving average price is $35.72 and its two-hundred day moving average price is $38.96. Steven Madden has a 1-year low of $20.98 and a 1-year high of $46.88. The stock has a market cap of $2.92 billion, a price-to-earnings ratio of 64.55 and a beta of 1.12. The company has a debt-to-equity ratio of 0.26, a quick ratio of 1.11 and a current ratio of 1.90.

Steven Madden (NASDAQ:SHOO) last announced its earnings results on Wednesday, May 6th. The textile maker reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.42 by $0.03. Steven Madden had a net margin of 1.76% and a return on equity of 13.60%. The firm’s quarterly revenue was up 18.0% on a year-over-year basis. During the same period in the prior year, the business posted $0.60 earnings per share. Steven Madden has set its FY 2026 guidance at 2.000-2.100 EPS. On average, sell-side analysts forecast that Steven Madden will post 2.09 EPS for the current fiscal year.

Steven Madden Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 19th. Shareholders of record on Monday, June 8th will be issued a $0.21 dividend. The ex-dividend date is Monday, June 8th. This represents a $0.84 annualized dividend and a yield of 2.1%. Steven Madden’s payout ratio is 135.48%.

Insider Buying and Selling

In other Steven Madden news, Director Arian Simone Reed sold 3,600 shares of Steven Madden stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $33.44, for a total value of $120,384.00. Following the completion of the sale, the director owned 8,705 shares in the company, valued at $291,095.20. The trade was a 29.26% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 2.21% of the stock is owned by company insiders.

Key Steven Madden News

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

• Positive Sentiment: Q1 beat and strong revenue growth: Q1 EPS of $0.45 topped the $0.42 consensus and revenue rose ~18% to $653.1M, signaling demand strength and driving the stock rally. Steven Madden Beats Q1 CY2026 Sales Expectations
• Positive Sentiment: Raised revenue guidance and added FY26 EPS guidance: Management raised its fiscal 2026 revenue outlook and provided an EPS range of $2.00–$2.10, giving investors more visibility into the year. Steve Madden Announces First Quarter 2026 Results
• Positive Sentiment: Dividend declared: Company announced a quarterly dividend of $0.21/share (2.1% yield), which supports income-focused holders and signals board confidence in cash flow.
• Positive Sentiment: Brand contribution highlighted: Coverage points to Kurt Geiger and other brands as key drivers that “saved” the quarter, underscoring diversification of revenue streams. Kurt Geiger Effect: How One Brand Just Saved Steve Madden’s Quarter
• Neutral Sentiment: Earnings call / transcripts available for detail: Management commentary and the call transcript can give color on margins, inventory and channel trends for investors doing due diligence. Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Analyst activity: Needham set a new $42 price target (reflects analyst reassessment amid the print); monitor follow-up analyst notes for revisions. Needham $42 Price Target
• Negative Sentiment: EPS down year-over-year and thin net margin: Q1 EPS of $0.45 compares with $0.60 a year ago and reported net margin (~1.8%) remains slim, which could keep valuation multiple pressured if margins don’t improve.
• Negative Sentiment: FY EPS guidance nuance: FY guidance range ($2.00–$2.10) sits around consensus but the lower end leaves room for investor concern if execution lags; watch upcoming quarter trends and margin recovery.

Institutional Trading of Steven Madden

A number of institutional investors have recently modified their holdings of the company. AQR Capital Management LLC purchased a new position in Steven Madden in the 1st quarter worth approximately $752,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Steven Madden by 3.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 42,919 shares of the textile maker’s stock valued at $1,143,000 after purchasing an additional 1,437 shares in the last quarter. Millennium Management LLC raised its position in shares of Steven Madden by 1,170.4% in the 1st quarter. Millennium Management LLC now owns 617,049 shares of the textile maker’s stock valued at $16,438,000 after purchasing an additional 568,477 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Steven Madden by 5.5% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 202,270 shares of the textile maker’s stock valued at $5,388,000 after acquiring an additional 10,603 shares in the last quarter. Finally, Jane Street Group LLC raised its position in shares of Steven Madden by 273.1% during the 1st quarter. Jane Street Group LLC now owns 157,492 shares of the textile maker’s stock valued at $4,196,000 after acquiring an additional 115,284 shares in the last quarter. Hedge funds and other institutional investors own 99.88% of the company’s stock.

About Steven Madden

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.