SATURNA CAPITAL CORP has added 144,900 shares of $NKE to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $NKE.
NIKE Hedge Fund Activity
We have seen 879 institutional investors add shares of NIKE stock to their portfolio, and 1,130 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 11,970,759 shares (-37.1%) from their portfolio in Q3 2025, for an estimated $834,721,025
- JENNISON ASSOCIATES LLC removed 11,838,528 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $754,232,618
- CAPITAL WORLD INVESTORS added 6,830,938 shares (+16.2%) to their portfolio in Q4 2025, for an estimated $435,199,059
- JPMORGAN CHASE & CO added 6,790,140 shares (+43.2%) to their portfolio in Q4 2025, for an estimated $432,599,819
- UBS GROUP AG added 6,018,512 shares (+77.5%) to their portfolio in Q4 2025, for an estimated $383,439,399
- GOLDMAN SACHS GROUP INC removed 4,879,399 shares (-34.3%) from their portfolio in Q4 2025, for an estimated $310,866,510
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 4,855,290 shares (+48.0%) to their portfolio in Q3 2025, for an estimated $338,559,371
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NIKE Insider Trading Activity
NIKE insiders have traded $NKE stock on the open market 10 times in the past 6 months. Of those trades, 4 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $NKE stock by insiders over the last 6 months:
- MARK G PARKER (EXECUTIVE CHAIRMAN) has made 0 purchases and 2 sales selling 172,156 shares for an estimated $12,113,756.
- TIMOTHY D COOK purchased 50,000 shares for an estimated $2,948,500
- JORGEN VIG KNUDSTORP purchased 16,150 shares for an estimated $1,002,753
- ELLIOTT HILL (PRESIDENT & CEO) purchased 16,388 shares for an estimated $1,001,306
- ROBERT HOLMES SWAN purchased 8,691 shares for an estimated $500,080
- TREASURE HEINLE (EVP: CHIEF PEOPLE OFFICER) sold 4,300 shares for an estimated $306,461
- PHILIP MCCARTNEY (EVP: CHIEF INN,PROD&DSG OFCR) sold 3,162 shares for an estimated $244,138
- ROBERT LEINWAND (EVP: Chief Legal Officer) has made 0 purchases and 2 sales selling 1,716 shares for an estimated $128,425.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NIKE Congressional Stock Trading
Members of Congress have traded $NKE stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $NKE stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
NIKE Analyst Ratings
Wall Street analysts have issued reports on $NKE in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 01/06/2026
- Goldman Sachs issued a "Buy" rating on 12/19/2025
- Truist Securities issued a "Buy" rating on 12/19/2025
- Piper Sandler issued a "Overweight" rating on 12/19/2025
- Guggenheim issued a "Buy" rating on 12/10/2025
- Wells Fargo issued a "Overweight" rating on 11/13/2025
- BTIG issued a "Buy" rating on 10/15/2025
To track analyst ratings and price targets for NIKE, check out Quiver Quantitative's $NKE forecast page.
NIKE Price Targets
Multiple analysts have issued price targets for $NKE recently. We have seen 20 analysts offer price targets for $NKE in the last 6 months, with a median target of $72.5.
Here are some recent targets:
- Robert Drbul from BTIG set a target price of $100.0 on 01/27/2026
- Ashley Owens from Keybanc set a target price of $75.0 on 01/22/2026
- Piral Dadhania from RBC Capital set a target price of $78.0 on 01/06/2026
- Tom Nikic from Needham set a target price of $68.0 on 12/19/2025
- Anna Andreeva from Piper Sandler set a target price of $75.0 on 12/19/2025
- Brooke Roach from Goldman Sachs set a target price of $77.0 on 12/19/2025
- Jay Sole from UBS set a target price of $62.0 on 12/19/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $NKE ticker page for more data.
