Douglas Lane & Associates, LLC has added 234,542 shares of $NKE to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 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 838 institutional investors add shares of NIKE stock to their portfolio, and 1,089 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP added 47,956,692 shares (+49010.4%) to their portfolio in Q4 2025, for an estimated $3,055,320,847
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 22,899,247 shares (-76.5%) from their portfolio in Q4 2025, for an estimated $1,458,911,026
- JENNISON ASSOCIATES LLC removed 11,838,528 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $754,232,618
- WELLINGTON MANAGEMENT GROUP LLP added 11,442,045 shares (+56.3%) to their portfolio in Q4 2025, for an estimated $728,972,686
- VIKING GLOBAL INVESTORS LP removed 8,996,579 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $573,172,048
- NOMURA HOLDINGS INC removed 7,264,795 shares (-95.5%) from their portfolio in Q4 2025, for an estimated $462,840,089
- CAPITAL WORLD INVESTORS added 6,830,938 shares (+16.2%) to their portfolio in Q4 2025, for an estimated $435,199,059
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, 8 have been purchases and 2 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) sold 86,078 shares for an estimated $5,577,854
- TIMOTHY D COOK has made 2 purchases buying 75,000 shares for an estimated $4,009,250 and 0 sales.
- ELLIOTT HILL (PRESIDENT & CEO) has made 2 purchases buying 40,048 shares for an estimated $2,001,306 and 0 sales.
- JORGEN VIG KNUDSTORP purchased 16,150 shares for an estimated $1,002,753
- ROBERT HOLMES SWAN has made 2 purchases buying 20,472 shares for an estimated $1,000,082 and 0 sales.
- ROBERT LEINWAND (EVP: Chief Legal Officer) sold 9,065 shares for an estimated $565,021
- JOHN W JR ROGERS purchased 4,000 shares for an estimated $173,360
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
NIKE Analyst Ratings
Wall Street analysts have issued reports on $NKE in the last several months. We have seen 6 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
- Piper Sandler issued a "Overweight" rating on 12/19/2025
- Truist Securities issued a "Buy" rating on 12/19/2025
- Goldman Sachs issued a "Buy" rating on 12/19/2025
- Guggenheim issued a "Buy" rating on 12/10/2025
- Wells Fargo issued a "Overweight" rating on 11/13/2025
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 21 analysts offer price targets for $NKE in the last 6 months, with a median target of $57.0.
Here are some recent targets:
- Akshay Gupta from HSBC set a target price of $48.0 on 04/13/2026
- Anna Andreeva from Piper Sandler set a target price of $50.0 on 04/10/2026
- Brooke Roach from Goldman Sachs set a target price of $52.0 on 04/02/2026
- Laurent Vasilescu from BNP Paribas set a target price of $23.0 on 04/01/2026
- Lorraine Hutchinson from B of A Securities set a target price of $55.0 on 04/01/2026
- Robert Drbul from BTIG set a target price of $75.0 on 04/01/2026
- Cristina Fernandez from Telsey Advisory Group set a target price of $55.0 on 04/01/2026
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.
