Under Armour (NYSE:UA) Updates FY 2026 Earnings Guidance

Under Armour (NYSE:UA) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 0.10-0.110 for the period. The company issued revenue guidance of $5.0 billion-$5.0 billion, compared to the consensus revenue estimate of $4.9 billion.

Under Armour Stock Performance

Shares of UA traded up $1.21 during trading hours on Friday, reaching $7.36. 11,700,728 shares of the company traded hands, compared to its average volume of 6,319,681. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.10 and a current ratio of 1.69. The stock’s fifty day moving average is $5.15 and its 200 day moving average is $5.01. Under Armour has a 1-year low of $3.95 and a 1-year high of $7.37. The stock has a market cap of $3.16 billion, a P/E ratio of -35.05 and a beta of 1.74.

Under Armour (NYSE:UA) last announced its quarterly earnings data on Friday, February 6th. The company reported $0.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.02) by $0.11. The company had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.16 billion. Under Armour had a negative net margin of 1.74% and a positive return on equity of 1.27%. Under Armour has set its FY 2026 guidance at 0.10-0.110 EPS.

Wall Street Analyst Weigh In

Separately, Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Under Armour in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Sell rating, According to MarketBeat, the stock presently has an average rating of “Sell”.

Insider Buying and Selling at Under Armour

In related news, major shareholder V Prem Et Al Watsa purchased 13,182,469 shares of Under Armour stock in a transaction that occurred on Tuesday, December 30th. The stock was bought at an average price of $5.12 per share, for a total transaction of $67,494,241.28. Following the completion of the transaction, the insider owned 41,958,923 shares in the company, valued at $214,829,685.76. This represents a 45.81% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this hyperlink. Over the last quarter, insiders have bought 42,448,155 shares of company stock valued at $219,067,338. 15.60% of the stock is currently owned by insiders.

Key Headlines Impacting Under Armour

Here are the key news stories impacting Under Armour this week:

• Positive Sentiment: Q3 earnings beat and revenue beat — Under Armour posted adjusted EPS of $0.09 vs. a $0.02 loss expected and revenue of $1.33B vs. $1.16B expected, driven by holiday stabilization and product assortment simplification. MarketBeat Earnings
• Positive Sentiment: Raised FY‑2026 guidance — UA updated FY26 EPS guidance to $0.10–$0.11 and issued revenue guidance around $5.0B, above consensus, signaling management confidence in the turnaround. Proactive Investors
• Positive Sentiment: Cost controls and restructuring driving profit recovery — Management credited aggressive cost cuts and simplification under CEO Kevin Plank for offsetting weaker demand and producing a surprise profit. Proactive Investors
• Neutral Sentiment: Company released formal Q3 results and investor materials — Press release, earnings PDF and conference call are available for deeper detail on GAAP figures and segment performance. Press Release / Report
• Negative Sentiment: Sales still down and margin pressure from tariffs and weak markets — Revenue declined year‑over‑year (albeit less than feared), and management warned of continued tariff pressure and soft demand in North America and Asia‑Pacific that weigh on margins. WSJ
• Negative Sentiment: Company still posts a negative GAAP net margin — Despite a profit on an adjusted basis and positive ROE, Under Armour’s reported net margin remains negative, underscoring that recovery is partial and execution risk remains. Reuters

Institutional Investors Weigh In On Under Armour

A number of institutional investors and hedge funds have recently modified their holdings of the company. AQR Capital Management LLC lifted its stake in Under Armour by 247.3% in the 1st quarter. AQR Capital Management LLC now owns 98,632 shares of the company’s stock worth $587,000 after purchasing an additional 70,231 shares in the last quarter. Goldman Sachs Group Inc. lifted its holdings in shares of Under Armour by 34.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 388,256 shares of the company’s stock worth $2,310,000 after acquiring an additional 99,402 shares during the last quarter. Prudential Financial Inc. lifted its stake in Under Armour by 26.4% in the second quarter. Prudential Financial Inc. now owns 19,560 shares of the company’s stock worth $127,000 after purchasing an additional 4,083 shares during the last quarter. Cerity Partners LLC purchased a new stake in Under Armour during the 2nd quarter valued at about $65,000. Finally, Quantinno Capital Management LP increased its stake in shares of Under Armour by 16.5% in the second quarter. Quantinno Capital Management LP now owns 184,882 shares of the company’s stock worth $1,200,000 after buying an additional 26,217 shares during the period. 36.35% of the stock is owned by hedge funds and other institutional investors.

Under Armour Company Profile

Under Armour, Inc is a global designer, marketer and distributor of branded performance apparel, footwear and accessories. The company’s product portfolio spans a wide range of athletic categories, including running, training, basketball, outdoor and golf, with specialized lines for men, women and youth. Under Armour emphasizes innovative fabrics and technologies designed to enhance athletic performance, such as moisture-wicking HeatGear®, cold-weather ColdGear® and UV-protective UA Tech™ materials.

The company was founded in 1996 by former University of Maryland football captain Kevin Plank, who sought to create a superior moisture-wicking T-shirt to keep athletes cool and dry.