Sustainable Growth Advisers, LP has opened a new $190.2M position in $NKE, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $NKE.
$NKE Hedge Fund Activity
We have seen 931 institutional investors add shares of $NKE stock to their portfolio, and 1,123 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
- GOLDMAN SACHS GROUP INC removed 11,111,376 shares (-41.6%) from their portfolio in Q2 2025, for an estimated $789,352,151
- HARRIS ASSOCIATES L P added 8,748,943 shares (+inf%) to their portfolio in Q2 2025, for an estimated $621,524,910
- PACER ADVISORS, INC. removed 6,024,690 shares (-98.4%) from their portfolio in Q3 2025, for an estimated $420,101,633
- NATIONAL BANK OF CANADA /FI/ removed 5,066,988 shares (-77.3%) from their portfolio in Q2 2025, for an estimated $359,958,827
- 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
- AMUNDI removed 4,686,622 shares (-62.6%) from their portfolio in Q2 2025, for an estimated $332,937,626
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NKE Insider Trading Activity
$NKE insiders have traded $NKE stock on the open market 8 times in the past 6 months. Of those trades, 1 have been purchases and 7 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 196,078 shares for an estimated $14,487,802.
- JORGEN VIG KNUDSTORP purchased 16,150 shares for an estimated $1,002,753
- TREASURE HEINLE (EVP: CHIEF PEOPLE OFFICER) sold 4,300 shares for an estimated $306,461
- ROBERT LEINWAND (EVP: Chief Legal Officer) has made 0 purchases and 3 sales selling 3,360 shares for an estimated $251,577.
- PHILIP MCCARTNEY (EVP: CHIEF INN,PROD&DSG OFCR) sold 3,162 shares for an estimated $244,138
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NKE Congressional Stock Trading
Members of Congress have traded $NKE stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 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.
- REPRESENTATIVE KELLY MORRISON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 06/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$NKE Analyst Ratings
Wall Street analysts have issued reports on $NKE in the last several months. We have seen 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 11/13/2025
- BTIG issued a "Buy" rating on 10/15/2025
- Keybanc issued a "Overweight" rating on 10/02/2025
- Truist Securities issued a "Buy" rating on 10/01/2025
- Piper Sandler issued a "Overweight" rating on 10/01/2025
- JP Morgan issued a "Overweight" rating on 10/01/2025
- Needham issued a "Buy" rating on 10/01/2025
To track analyst ratings and price targets for $NKE, check out Quiver Quantitative's $NKE forecast page.
$NKE 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 $84.0.
Here are some recent targets:
- Ike Boruchow from Wells Fargo set a target price of $75.0 on 11/13/2025
- Robert Drbul from BTIG set a target price of $100.0 on 10/15/2025
- Ashley Owens from Keybanc set a target price of $90.0 on 10/02/2025
- Alex Straton from Morgan Stanley set a target price of $72.0 on 10/01/2025
- Jim Duffy from Stifel set a target price of $68.0 on 10/01/2025
- Adrienne Yih from Barclays set a target price of $70.0 on 10/01/2025
- Matthew Boss from JP Morgan set a target price of $100.0 on 10/01/2025
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.
