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

Steven Madden (NASDAQ:SHOO) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 2.000-2.100 for the period, compared to the consensus 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.

Steven Madden Trading Down 0.5%

Shares of Steven Madden stock traded down $0.20 during trading on Thursday, hitting $39.82. 712,550 shares of the company were exchanged, compared to its average volume of 1,376,437. The firm has a market capitalization of $2.91 billion, a P/E ratio of 64.23 and a beta of 1.12. Steven Madden has a 1-year low of $22.26 and a 1-year high of $46.88. The firm’s fifty day moving average price is $35.72 and its 200 day moving average price is $38.96. 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 posted its earnings results on Wednesday, May 6th. The textile maker reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.42 by $0.03. The company had revenue of $649.66 million during the quarter, compared to analyst estimates of $646.64 million. Steven Madden had a return on equity of 13.60% and a net margin of 1.76%.The company’s revenue for the quarter was up 18.0% compared to the same quarter last year. During the same period in the previous year, the company earned $0.60 EPS. Steven Madden has set its FY 2026 guidance at 2.000-2.100 EPS. As a group, sell-side analysts expect that Steven Madden will post 2.09 earnings per share for the current fiscal year.

Steven Madden Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, June 19th. Stockholders of record on Monday, June 8th will be given a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Monday, June 8th. Steven Madden’s payout ratio is presently 135.48%.

Analyst Upgrades and Downgrades

SHOO has been the subject of several analyst reports. Weiss Ratings restated a “hold (c)” rating on shares of Steven Madden in a research report on Tuesday, April 21st. Jefferies Financial Group lowered Steven Madden from a “hold” rating to an “underperform” rating and set a $30.00 target price for the company. in a research report on Thursday, February 5th. BTIG Research restated a “buy” rating and set a $50.00 target price on shares of Steven Madden in a research report on Thursday, April 30th. Telsey Advisory Group reiterated an “outperform” rating and set a $50.00 price objective on shares of Steven Madden in a report on Thursday, February 26th. Finally, UBS Group reiterated 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. Five research 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, Steven Madden presently has a consensus rating of “Hold” and a consensus target price of $43.88.

Insider Buying and Selling

In other Steven Madden news, Director Arian Simone Reed sold 3,600 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $33.44, for a total value of $120,384.00. Following the sale, the director owned 8,705 shares in the company, valued at approximately $291,095.20. The trade was a 29.26% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 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: Q1 results beat and company raised FY26 revenue outlook — Q1 revenue was up ~18% and the firm lifted its fiscal 2026 revenue outlook, a catalyst cited for the immediate rally. Read More.
• Positive Sentiment: Kurt Geiger and DTC strength are driving sales upside — Management highlighted Kurt Geiger and DTC momentum as key contributors to the quarter’s outperformance. Read More.
• Positive Sentiment: Analyst buy initiation — Citi initiated a Buy, citing conservative company guidance and what it sees as double‑digit upside potential, which can attract investors. Read More.
• Positive Sentiment: Dividend declared — The board announced a quarterly dividend of $0.21 per share (≈2.1% yield), a modest support for income‑oriented holders. Read More.
• Neutral Sentiment: Company issued FY26 EPS guidance of $2.00–$2.10 — management introduced EPS guidance that is roughly in line with consensus but slightly conservative at the midpoint, leaving mixed implications for valuation. Read More.
• Negative Sentiment: Margin pressure and wholesale softness — The earnings call and coverage flagged margin strain (product mix, higher costs) and softness in private‑label wholesale that could weigh on near‑term profitability. Read More. Read More.

Institutional Investors Weigh In On Steven Madden

Institutional investors have recently bought and sold shares of the company. Los Angeles Capital Management LLC bought a new stake in Steven Madden in the 4th quarter valued at approximately $30,000. Global Retirement Partners LLC raised its stake in shares of Steven Madden by 1,064.3% during the 4th quarter. Global Retirement Partners LLC now owns 815 shares of the textile maker’s stock worth $34,000 after purchasing an additional 745 shares in the last quarter. Kestra Advisory Services LLC bought a new stake in shares of Steven Madden during the 4th quarter worth approximately $43,000. EverSource Wealth Advisors LLC raised 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 purchasing an additional 485 shares in the last quarter. Finally, Smartleaf Asset Management LLC raised its stake in shares of Steven Madden by 58.1% during the 4th quarter. Smartleaf Asset Management LLC now owns 2,088 shares of the textile maker’s stock worth $88,000 after purchasing an additional 767 shares in the last quarter. 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.