Steven Madden, Ltd. $SHOO Shares Sold by Vanguard Group Inc.

Vanguard Group Inc. reduced its holdings in Steven Madden, Ltd. (NASDAQ:SHOO) by 1.2% during the 4th quarter, Holdings Channel reports. The firm owned 8,181,032 shares of the textile maker’s stock after selling 102,774 shares during the quarter. Vanguard Group Inc. owned approximately 0.11% of Steven Madden worth $340,658,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Broad Peak Investment Advisers Pte Ltd acquired a new stake in Steven Madden in the fourth quarter valued at approximately $3,348,000. M&T Bank Corp purchased a new position in shares of Steven Madden in the fourth quarter valued at approximately $843,000. Universal Beteiligungs und Servicegesellschaft mbH lifted its position in shares of Steven Madden by 172.7% in the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 154,707 shares of the textile maker’s stock valued at $6,443,000 after acquiring an additional 97,975 shares in the last quarter. Round Rock Advisors LLC purchased a new position in shares of Steven Madden in the fourth quarter valued at approximately $245,000. Finally, Evergreen Capital Management LLC purchased a new position in shares of Steven Madden in the fourth quarter valued at approximately $267,000. 99.88% of the stock is owned by institutional investors and hedge funds.

Steven Madden News Summary

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

• Positive Sentiment: Q1 beat and raised revenue outlook — Steven Madden reported Q1 revenue up ~18% (~$649–653M) and EPS of $0.45, topping estimates; management raised fiscal‑2026 revenue guidance which helped lift investor sentiment. SHOO Stock Up 6% After Q1 Earnings Beat, FY26 Revenue Outlook Raised
• Positive Sentiment: Kurt Geiger and DTC momentum driving growth — Management and coverage highlight Kurt Geiger “saving the quarter” and stronger direct‑to‑consumer trends, signaling durable brand-level demand that supports revenue expansion. Kurt Geiger Effect: How One Brand Just Saved Steve Madden’s Quarter
• Positive Sentiment: Citi initiates Buy — An analyst from Citi started coverage with a Buy, calling management’s guidance conservative and noting double‑digit upside potential, which can attract momentum buyers and support multiple expansion. Steven Madden Earns Buy Rating
• Positive Sentiment: Dividend declared — Board announced a quarterly dividend of $0.21 per share (yield ~2.1%), which supports income‑focused demand for the stock. Steve Madden Announces First Quarter 2026 Results
• Neutral Sentiment: FY26 EPS guidance introduced but slightly conservative — Management set FY26 EPS guidance of $2.00–2.10 (near analyst consensus ~2.09), which reduces model uncertainty but may cap upside if investors expected a higher guide. Company Guidance & Call
• Negative Sentiment: Margin pressure and private‑label weakness — The earnings call and coverage noted margin strain and softness in private‑label wholesale, which trimmed profitability despite revenue growth and could limit near‑term EPS upside. Earnings Call: Growth With Margin Strain
• Negative Sentiment: Wholesale/private‑label softness called out — Coverage flags that private‑label softness impacted wholesale results, a headwind that could pressure margins until inventory/pricing trends stabilize. Brands Delivering, But Private Label Softness Impacts Wholesale

Insider Buying and Selling

In related news, Director Arian Simone Reed sold 3,600 shares of the firm’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $33.44, for a total transaction of $120,384.00. Following the completion of the transaction, the director directly owned 8,705 shares in the company, valued at $291,095.20. This trade represents a 29.26% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 2.21% of the stock is owned by company insiders.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the company. Williams Trading set a $48.00 target price on Steven Madden in a research report on Tuesday, March 10th. Zacks Research upgraded Steven Madden from a “strong sell” rating to a “hold” rating in a research report on Wednesday, April 8th. Jefferies Financial Group downgraded Steven Madden from a “hold” rating to an “underperform” rating and set a $30.00 price objective on the stock. in a research report on Thursday, February 5th. UBS Group reiterated a “neutral” rating and set a $40.00 price objective (up from $38.00) on shares of Steven Madden in a research report on Monday, April 27th. Finally, Telsey Advisory Group reiterated an “outperform” rating and set a $50.00 price objective on shares of Steven Madden in a research report on Thursday, February 26th. Five investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $43.88.

Steven Madden Price Performance

NASDAQ:SHOO opened at $39.64 on Friday. Steven Madden, Ltd. has a 52 week low of $22.26 and a 52 week high of $46.88. The company has a quick ratio of 1.11, a current ratio of 2.23 and a debt-to-equity ratio of 0.30. The stock’s fifty day moving average is $35.76 and its two-hundred day moving average is $38.99. The company has a market capitalization of $2.90 billion, a P/E ratio of 37.75 and a beta of 1.12.

Steven Madden (NASDAQ:SHOO) last posted its quarterly earnings data on Wednesday, May 6th. The textile maker reported $0.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.42 by $0.03. The firm had revenue of $649.66 million for the quarter, compared to the consensus estimate of $646.64 million. Steven Madden had a return on equity of 12.29% and a net margin of 2.89%.The company’s quarterly revenue was up 18.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.60 EPS. Steven Madden has set its FY 2026 guidance at 2.000-2.100 EPS. Equities analysts expect that Steven Madden, Ltd. will post 2.09 EPS for the current year.

Steven Madden Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, June 19th. Investors of record on Monday, June 8th will be issued a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Monday, June 8th. Steven Madden’s dividend payout ratio (DPR) is 135.48%.

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.