FY2026 Earnings Forecast for NIKE Issued By Erste Group Bank

NIKE, Inc. (NYSE:NKE) – Investment analysts at Erste Group Bank dropped their FY2026 earnings estimates for shares of NIKE in a report released on Tuesday, March 24th. Erste Group Bank analyst S. Lingnau now expects that the footwear maker will post earnings of $1.52 per share for the year, down from their previous forecast of $1.53. The consensus estimate for NIKE’s current full-year earnings is $2.05 per share.

NKE has been the subject of several other reports. Piper Sandler set a $75.00 price target on NIKE and gave the company an “overweight” rating in a research note on Friday, December 19th. Sanford C. Bernstein restated a “buy” rating on shares of NIKE in a research note on Thursday, March 5th. Wells Fargo & Company set a $65.00 price objective on NIKE and gave the company an “overweight” rating in a report on Friday, December 19th. Raymond James Financial reiterated a “market perform” rating on shares of NIKE in a research report on Monday, December 15th. Finally, Stifel Nicolaus set a $65.00 target price on NIKE and gave the stock a “hold” rating in a report on Friday, December 19th. Twenty-two analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $73.20.

NIKE Stock Performance

Shares of NYSE:NKE opened at $52.03 on Thursday. NIKE has a 12-month low of $51.87 and a 12-month high of $80.17. The company’s 50 day moving average price is $60.42 and its two-hundred day moving average price is $64.26. The firm has a market cap of $77.02 billion, a PE ratio of 30.61, a PEG ratio of 2.79 and a beta of 1.27. The company has a quick ratio of 1.40, a current ratio of 2.06 and a debt-to-equity ratio of 0.50.

Hedge Funds Weigh In On NIKE

A number of institutional investors have recently modified their holdings of NKE. Cornerstone Financial Management LLC bought a new position in NIKE in the fourth quarter valued at about $26,000. Twin Peaks Wealth Advisors LLC acquired a new position in NIKE during the second quarter worth about $31,000. Sankala Group LLC acquired a new stake in shares of NIKE in the 4th quarter valued at approximately $26,000. J.Safra Asset Management Corp acquired a new stake in shares of NIKE in the 4th quarter valued at approximately $29,000. Finally, Kemnay Advisory Services Inc. bought a new stake in shares of NIKE during the 4th quarter valued at approximately $30,000. Institutional investors and hedge funds own 64.25% of the company’s stock.

Insiders Place Their Bets

In other NIKE news, CEO Elliott Hill bought 16,388 shares of NIKE stock in a transaction on Monday, December 29th. The shares were purchased at an average price of $61.10 per share, with a total value of $1,001,306.80. Following the acquisition, the chief executive officer owned 241,587 shares in the company, valued at $14,760,965.70. This trade represents a 7.28% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.80% of the stock is owned by insiders.

NIKE Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Monday, March 2nd will be paid a dividend of $0.41 per share. The ex-dividend date is Monday, March 2nd. This represents a $1.64 annualized dividend and a yield of 3.2%. NIKE’s dividend payout ratio is presently 96.47%.

Key NIKE News

Here are the key news stories impacting NIKE this week:

• Positive Sentiment: Seeking Alpha highlights the turnaround is working — Q2 FY2026 EPS beat by 43%, strong running category growth and expectations that margin pressures are temporary; the note carries a $85 price target and Strong Buy view. Nike At 5-Year Lows: Why The Turnaround Is Already Working
• Positive Sentiment: Zacks argues Nike has the mix of factors that increase the likelihood of an earnings beat given its surprise history — this supports upside risk into the print. Will Nike (NKE) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Bank of America reiterates a Buy and cites improving North America execution and potential tailwinds (World Cup product cycle) that could lift results despite global headwinds. Nike gaining traction in North America ahead of Q3 earnings, Bank of America says
• Neutral Sentiment: Zacks and other previews compile Wall Street estimates and key metrics to watch in the Q3 release (revenue mix, margins, China trends); these previews help set expectations but are not new catalysts. Stay Ahead of the Game With Nike (NKE) Q3 Earnings
• Neutral Sentiment: General earnings-prep pieces and trending-stock coverage note heavy investor attention ahead of the print; useful for sentiment context but not direct drivers. NIKE, Inc. (NKE) Is a Trending Stock
• Negative Sentiment: Telsey Advisory cut its price target to $65 and moved to Market Perform, signaling less near-term upside and contributing to weak sentiment. Telsey Advisory price target cut
• Negative Sentiment: Analysts and previews (Benzinga/Yahoo) warn of a Q3 sales decline and ~200bps gross-margin contraction driven by China softness, tariffs and inventory actions — these are the main near-term earnings risks. Nike Q3 Preview: Gross Margin Contract
• Negative Sentiment: Erste trimmed FY2026 EPS slightly; separate reports note bearish outlooks from institutions (Deutsche Bank commentary), adding to sell-side caution. Erste Group estimate cut / MarketBeat summary

NIKE Company Profile

Nike, Inc (NYSE: NKE) is a global designer, marketer and distributor of athletic footwear, apparel, equipment and accessories. Founded in 1964 as Blue Ribbon Sports by Phil Knight and Bill Bowerman and renamed Nike in 1971, the company is headquartered near Beaverton, Oregon. Nike develops and commercializes products across performance and lifestyle categories for sports including running, basketball, soccer and training, and is known for signature technologies and design-driven product lines.

The company markets products under several primary brands, including Nike, Jordan and Converse, and sells through a combination of wholesale relationships, branded retail stores and direct-to-consumer channels such as company-operated stores and digital platforms (e.g., Nike.com and mobile apps).