Telsey Advisory Group Weighs in on NIKE, Inc.’s Q2 2026 Earnings (NYSE:NKE)

NIKE, Inc. (NYSE:NKE) – Analysts at Telsey Advisory Group decreased their Q2 2026 earnings estimates for shares of NIKE in a research note issued to investors on Wednesday, October 2nd. Telsey Advisory Group analyst C. Fernandez now forecasts that the footwear maker will post earnings of $0.81 per share for the quarter, down from their prior estimate of $0.97. Telsey Advisory Group currently has a “Outperform” rating and a $96.00 price target on the stock. The consensus estimate for NIKE’s current full-year earnings is $3.04 per share. Telsey Advisory Group also issued estimates for NIKE’s Q3 2026 earnings at $0.65 EPS.

NIKE (NYSE:NKE) last released its quarterly earnings results on Tuesday, October 1st. The footwear maker reported $0.70 EPS for the quarter, topping analysts’ consensus estimates of $0.52 by $0.18. NIKE had a net margin of 11.10% and a return on equity of 42.63%. The firm had revenue of $11.59 billion during the quarter, compared to analysts’ expectations of $11.64 billion. During the same period in the previous year, the company earned $0.94 EPS. The firm’s revenue for the quarter was down 10.4% compared to the same quarter last year.

A number of other equities research analysts have also weighed in on NKE. JPMorgan Chase & Co. decreased their price objective on shares of NIKE from $80.00 to $77.00 and set a “neutral” rating for the company in a report on Wednesday. Daiwa America lowered shares of NIKE from a “moderate buy” rating to a “hold” rating in a report on Wednesday, September 11th. BMO Capital Markets decreased their price objective on shares of NIKE from $118.00 to $100.00 and set an “outperform” rating for the company in a report on Friday, June 28th. Raymond James reiterated a “market perform” rating on shares of NIKE in a report on Friday, June 28th. Finally, TD Cowen lifted their price objective on shares of NIKE from $71.00 to $78.00 and gave the company a “hold” rating in a report on Wednesday. Fifteen investment analysts have rated the stock with a hold rating and fifteen have issued a buy rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $96.04.

NIKE Price Performance

NKE stock opened at $82.26 on Thursday. NIKE has a 12 month low of $70.75 and a 12 month high of $123.39. The company has a 50-day moving average price of $80.90 and a 200 day moving average price of $86.24. The stock has a market cap of $124.15 billion, a PE ratio of 22.05, a P/E/G ratio of 2.30 and a beta of 1.02. The company has a current ratio of 2.40, a quick ratio of 1.69 and a debt-to-equity ratio of 0.55.

Institutional Trading of NIKE

Large investors have recently made changes to their positions in the business. Cim LLC purchased a new stake in shares of NIKE in the 4th quarter valued at $14,275,000. TKG Advisors LLC purchased a new stake in shares of NIKE in the 4th quarter valued at $1,012,000. Spartan Planning & Wealth Management acquired a new position in shares of NIKE in the 4th quarter valued at $182,000. Advisors Asset Management Inc. lifted its stake in shares of NIKE by 86.0% in the 1st quarter. Advisors Asset Management Inc. now owns 20,957 shares of the footwear maker’s stock valued at $1,970,000 after purchasing an additional 9,689 shares during the period. Finally, Enzi Wealth acquired a new position in shares of NIKE in the 4th quarter valued at $520,000. 64.25% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other NIKE news, Chairman Mark G. Parker sold 52,487 shares of the business’s stock in a transaction that occurred on Wednesday, August 14th. The shares were sold at an average price of $78.00, for a total transaction of $4,093,986.00. Following the sale, the chairman now owns 1,031,226 shares of the company’s stock, valued at approximately $80,435,628. The trade was a 0.00 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. In other NIKE news, Chairman Mark G. Parker sold 52,487 shares of the business’s stock in a transaction that occurred on Wednesday, August 14th. The shares were sold at an average price of $78.00, for a total transaction of $4,093,986.00. Following the sale, the chairman now owns 1,031,226 shares of the company’s stock, valued at approximately $80,435,628. The trade was a 0.00 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Chairman Mark G. Parker sold 110,000 shares of the company’s stock in a transaction on Thursday, July 18th. The shares were sold at an average price of $72.97, for a total transaction of $8,026,700.00. Following the completion of the sale, the chairman now directly owns 1,102,090 shares in the company, valued at $80,419,507.30. This trade represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.50% of the stock is owned by insiders.

NIKE Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, October 1st. Shareholders of record on Tuesday, September 3rd were given a dividend of $0.37 per share. This represents a $1.48 annualized dividend and a yield of 1.80%. The ex-dividend date of this dividend was Tuesday, September 3rd. NIKE’s dividend payout ratio is presently 39.68%.

NIKE Company Profile

NIKE, Inc, together with its subsidiaries, designs, develops, markets, and sells athletic footwear, apparel, equipment, accessories, and services worldwide. The company provides athletic and casual footwear, apparel, and accessories under the Jumpman trademark; and casual sneakers, apparel, and accessories under the Converse, Chuck Taylor, All Star, One Star, Star Chevron, and Jack Purcell trademarks.