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

Steven Madden (NASDAQ:SHOO) updated its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.050-2.150 for the period, compared to the consensus estimate of 2.120. The company issued revenue guidance of $2.8 billion-$2.8 billion, compared to the consensus revenue estimate of $2.8 billion.

Steven Madden Stock Performance

SHOO traded up $4.43 during trading on Thursday, reaching $47.83. 2,134,304 shares of the company’s stock were exchanged, compared to its average volume of 1,258,135. Steven Madden has a fifty-two week low of $23.15 and a fifty-two week high of $47.99. The company has a quick ratio of 1.42, a current ratio of 2.23 and a debt-to-equity ratio of 0.30. The business has a 50 day moving average price of $42.91 and a 200 day moving average price of $39.90. The company has a market capitalization of $3.50 billion, a P/E ratio of 45.55 and a beta of 1.15.

Steven Madden (NASDAQ:SHOO) last announced its quarterly earnings data on Thursday, July 30th. The textile maker reported $0.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.33 by $0.11. Steven Madden had a net margin of 2.89% and a return on equity of 12.29%. The company had revenue of $665.87 million during the quarter, compared to analysts’ expectations of $635.39 million. During the same quarter in the prior year, the company posted $0.20 EPS. The business’s revenue was up 19.1% on a year-over-year basis. Steven Madden has set its FY 2026 guidance at 2.050-2.150 EPS. As a group, analysts predict that Steven Madden will post 2.11 earnings per share for the current fiscal year.

Steven Madden Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Friday, September 11th will be issued a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend is Friday, September 11th. Steven Madden’s payout ratio is presently 80.00%.

Analyst Ratings Changes

Several equities analysts recently commented on the company. Weiss Ratings restated a “hold (c)” rating on shares of Steven Madden in a research report on Friday, July 17th. UBS Group reaffirmed a “neutral” rating and set a $40.00 price objective (up from $38.00) on shares of Steven Madden in a report on Monday, April 27th. Zacks Research raised Steven Madden from a “hold” rating to a “strong-buy” rating in a report on Monday, July 6th. BTIG Research reaffirmed a “buy” rating and set a $50.00 price target on shares of Steven Madden in a report on Monday. Finally, Wall Street Zen upgraded Steven Madden from a “hold” rating to a “buy” rating in a research report on Saturday, June 6th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $45.12.

Insider Activity at Steven Madden

In other Steven Madden news, insider Christina Ciglar sold 5,147 shares of the firm’s stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of $44.74, for a total value of $230,276.78. Following the completion of the transaction, the insider directly owned 35,200 shares in the company, valued at $1,574,848. This trade represents a 12.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Arian Simone Reed sold 648 shares of the company’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $39.97, for a total transaction of $25,900.56. Following the sale, the director directly owned 8,057 shares in the company, valued at $322,038.29. This trade represents a 7.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 6,270 shares of company stock worth $276,992 in the last 90 days. Company insiders own 2.21% of the company’s stock.

Key Headlines Impacting Steven Madden

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

• Positive Sentiment: Q2 results beat estimates: Adjusted earnings per share came in at $0.44 versus the $0.33 consensus, while revenue reached $665.9 million, topping expectations of approximately $635.4 million. Revenue grew 19.1% year over year, and EPS more than doubled from $0.20 in the prior-year quarter. Steven Madden Q2 earnings report
• Positive Sentiment: Improving profitability supported the rebound: Management highlighted stronger operating performance and margin recovery, suggesting that sales momentum is translating into better earnings power. Steve Madden Q2 earnings coverage
• Positive Sentiment: Full-year outlook was raised: Steven Madden updated fiscal 2026 EPS guidance to $2.05-$2.15, reflecting greater confidence following the quarterly rebound. Revenue guidance was maintained at approximately $2.8 billion. Steven Madden outlook update
• Positive Sentiment: Analyst confidence remained favorable: Needham reiterated its Buy rating and maintained a $52 price target, citing the Q2 beat and margin recovery. Needham reiterates Buy rating
• Neutral Sentiment: The $2.05-$2.15 EPS guidance range has a midpoint slightly below the $2.12 analyst consensus, although the increase from prior expectations and strong quarter helped offset that modest caution.

Institutional Investors Weigh In On Steven Madden

A number of large investors have recently added to or reduced their stakes in SHOO. EverSource Wealth Advisors LLC lifted its stake in shares of Steven Madden by 86.6% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,045 shares of the textile maker’s stock worth $25,000 after buying an additional 485 shares during the last quarter. Los Angeles Capital Management LLC acquired a new position in shares of Steven Madden in the fourth quarter valued at approximately $30,000. Global Retirement Partners LLC increased its stake in shares of Steven Madden by 1,064.3% during the fourth quarter. Global Retirement Partners LLC now owns 815 shares of the textile maker’s stock worth $34,000 after purchasing an additional 745 shares during the period. Kestra Advisory Services LLC acquired a new stake in Steven Madden during the 4th quarter worth approximately $43,000. Finally, Public Employees Retirement System of Ohio boosted its stake 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 purchasing an additional 283 shares during the period. 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.