KeyCorp Weighs in on Crocs’ Q4 Earnings (NASDAQ:CROX)

Crocs, Inc. (NASDAQ:CROX) – Investment analysts at KeyCorp issued their Q4 2025 earnings estimates for shares of Crocs in a report released on Wednesday, January 21st. KeyCorp analyst A. Owens expects that the textile maker will post earnings of $1.89 per share for the quarter. KeyCorp has a “Sector Weight” rating on the stock. The consensus estimate for Crocs’ current full-year earnings is $13.20 per share.

Crocs (NASDAQ:CROX) last announced its earnings results on Thursday, October 30th. The textile maker reported $2.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.36 by $0.56. Crocs had a net margin of 4.48% and a return on equity of 43.14%. The firm had revenue of $996.30 million for the quarter, compared to analyst estimates of $960.14 million. During the same quarter in the prior year, the business posted $3.60 EPS. The business’s revenue was down 6.2% compared to the same quarter last year. Crocs has set its Q4 2025 guidance at 1.820-1.92 EPS.

Several other equities analysts have also recently weighed in on the company. Citigroup cut Crocs to a “negative” rating in a report on Tuesday, October 7th. Needham & Company LLC reaffirmed a “buy” rating and issued a $100.00 price target on shares of Crocs in a research note on Friday, December 5th. Barclays upped their price objective on shares of Crocs from $81.00 to $86.00 and gave the stock an “equal weight” rating in a research report on Friday, October 31st. UBS Group reissued a “neutral” rating on shares of Crocs in a report on Tuesday, January 6th. Finally, Bank of America dropped their target price on shares of Crocs from $99.00 to $98.00 and set a “buy” rating for the company in a research report on Tuesday, October 21st. Five equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $99.25.

Crocs Trading Down 0.6%

Shares of NASDAQ:CROX opened at $85.83 on Friday. The company has a market capitalization of $4.46 billion, a P/E ratio of 27.96 and a beta of 1.54. Crocs has a 1 year low of $73.21 and a 1 year high of $122.84. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.40 and a quick ratio of 0.83. The business’s 50 day simple moving average is $86.00 and its 200 day simple moving average is $86.66.

Institutional Trading of Crocs

Hedge funds have recently added to or reduced their stakes in the stock. Boston Partners increased its holdings in shares of Crocs by 2,659.1% during the second quarter. Boston Partners now owns 1,688,383 shares of the textile maker’s stock worth $171,003,000 after buying an additional 1,627,190 shares in the last quarter. Dimensional Fund Advisors LP increased its holdings in Crocs by 4.9% in the 3rd quarter. Dimensional Fund Advisors LP now owns 1,435,466 shares of the textile maker’s stock worth $119,933,000 after purchasing an additional 67,216 shares in the last quarter. AQR Capital Management LLC raised its position in Crocs by 399.0% in the third quarter. AQR Capital Management LLC now owns 1,266,799 shares of the textile maker’s stock valued at $105,841,000 after purchasing an additional 1,012,943 shares during the last quarter. Alliancebernstein L.P. raised its position in Crocs by 5.8% in the second quarter. Alliancebernstein L.P. now owns 1,180,405 shares of the textile maker’s stock valued at $119,551,000 after purchasing an additional 64,672 shares during the last quarter. Finally, LSV Asset Management boosted its stake in shares of Crocs by 3.2% during the third quarter. LSV Asset Management now owns 1,107,500 shares of the textile maker’s stock valued at $92,532,000 after purchasing an additional 34,380 shares in the last quarter. Institutional investors and hedge funds own 93.44% of the company’s stock.

Insider Buying and Selling at Crocs

In related news, Director John B. Replogle purchased 3,000 shares of the firm’s stock in a transaction that occurred on Tuesday, November 11th. The shares were bought at an average cost of $74.50 per share, with a total value of $223,500.00. Following the acquisition, the director owned 18,417 shares of the company’s stock, valued at $1,372,066.50. This trade represents a 19.46% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 3.00% of the company’s stock.

More Crocs News

Here are the key news stories impacting Crocs this week:

• Positive Sentiment: Earlier strength / investor buying despite headlines — Crocs recently outperformed the market in intraday trading, showing there is still demand from buyers who view current weakness as a buying opportunity. Crocs (CROX) Exceeds Market Returns: Some Facts to Consider
• Positive Sentiment: Shares have at times risen even after the downgrade, signaling some investors are focused on Crocs’ quarterly beat and long-term brand strength. What’s Going On With Crocs Stock Today?
• Neutral Sentiment: Company set to host a Feb. 12 conference call for Q4 and full‑year 2025 results — an upcoming catalyst that should provide more clarity on demand, margins and guidance. Crocs, Inc. Announces Conference Call
• Neutral Sentiment: Operational response to softer demand — Crocs is resetting promotions, tightening wholesale inventory and diversifying product offerings in response to weaker North American demand; these actions should help margin control but may weigh near-term top-line growth. Can Crocs Sustain Growth Despite Slowing Global Footwear Demand?
• Negative Sentiment: KeyBanc downgrade and estimate cuts — KeyBanc moved to a more cautious stance (Sector Weight / lower Q4 EPS estimate) and the downgrade cites softer U.S. demand; analyst skepticism is increasing and is a main driver of today’s weakness. Assessing Crocs (CROX) Valuation After KeyBanc Downgrade And HEYDUDE Legal Scrutiny KeyBanc downgrades Crocs (CROX) Crocs Analyst Turns Bearish, Revises 2026 Estimates Lower
• Negative Sentiment: HEYDUDE legal scrutiny raises risk and valuation uncertainty — reports that the HEYDUDE acquisition is under legal scrutiny amplify downside risk and could pressure sentiment until legal clarity is reached. HEYDUDE Legal Scrutiny and Analyst Downgrade Might Change The Case For Investing In Crocs (CROX)

Crocs Company Profile

Crocs, Inc is a global footwear designer, developer and distributor best known for its lightweight, proprietary Croslite™ foam-clog construction. The company’s product portfolio encompasses a range of styles, including clogs, sandals, slides, boots and sneakers, all featuring the slip-resistant, odor-resistant and cushion-providing qualities of the Croslite material. Crocs distributes its products through an omnichannel network that includes e-commerce platforms, company-owned retail stores, authorized dealers and wholesale partners.

Founded in 2002 by Scott Seamans, Lyndon “Duke” Hanson and George Boedecker Jr., Crocs launched its first clog on the island of Vail, Colorado.