Recent discussions on X about Nike, Inc. (NKE) have centered on the company’s upcoming fourth-quarter fiscal 2025 earnings report, set to be released after market close on June 26. Many users are expressing concern over anticipated declines in revenue and earnings per share, with some highlighting expectations of a significant drop in EPS amid weakening consumer demand and broader market challenges. The conversation is fueled by Nike's recent stock performance, which has hit a six-year low, adding urgency to the debate about the company’s near-term prospects.
Additionally, there’s a mix of perspectives on X regarding Nike’s strategic moves, such as its $2 billion cost-cutting plan and outsourcing efforts, with some seeing these as necessary steps for a potential turnaround. Others remain skeptical, pointing to persistent declines in both wholesale and direct sales as evidence of deeper issues within the athletic giant’s business model. The tone of these discussions reflects a broader unease about whether Nike can regain its footing in a competitive market.
Note: This discussion summary was generated from an AI condensation of post data.
Nike, Inc. Congressional Stock Trading
Members of Congress have traded $NKE stock 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 members of Congress over the last 6 months:
- REPRESENTATIVE KELLY MORRISON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 06/04.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 04/10.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 04/08, 04/04 and 0 sales.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 04/08.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 03/31.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/03 and 1 sale worth up to $15,000 on 03/20.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 01/15.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Nike, Inc. Insider Trading Activity
Nike, Inc. insiders have traded $NKE stock on the open market 7 times in the past 6 months. Of those trades, 2 have been purchases and 5 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 169,732 shares for an estimated $12,361,581.
- HEIDI O'NEILL (PRES: CONSUMER, PRODCT & BRAND) sold 14,147 shares for an estimated $1,006,983
- ROBERT HOLMES SWAN purchased 8,600 shares for an estimated $502,756
- ROBERT LEINWAND (EVP: Chief Legal Officer) sold 4,506 shares for an estimated $328,081
- JOHN W JR ROGERS purchased 2,500 shares for an estimated $191,624
- JOHANNA NIELSEN (VP: CORP CONTROLLER) sold 138 shares for an estimated $7,977
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Nike, Inc. Hedge Fund Activity
We have seen 980 institutional investors add shares of Nike, Inc. stock to their portfolio, and 1,334 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GOLDMAN SACHS GROUP INC added 19,762,313 shares (+284.9%) to their portfolio in Q1 2025, for an estimated $1,254,511,629
- PERSHING SQUARE CAPITAL MANAGEMENT, L.P. removed 18,768,946 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $1,191,452,692
- CAPITAL WORLD INVESTORS added 16,495,958 shares (+67.2%) to their portfolio in Q1 2025, for an estimated $1,047,163,413
- NOMURA HOLDINGS INC added 9,664,616 shares (+2734.0%) to their portfolio in Q1 2025, for an estimated $613,509,823
- JPMORGAN CHASE & CO added 9,626,150 shares (+188.0%) to their portfolio in Q1 2025, for an estimated $611,068,002
- FISHER ASSET MANAGEMENT, LLC removed 9,513,444 shares (-92.6%) from their portfolio in Q1 2025, for an estimated $603,913,425
- CAPITAL INTERNATIONAL INVESTORS removed 9,192,829 shares (-69.8%) from their portfolio in Q1 2025, for an estimated $583,560,784
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Nike, Inc. Analyst Ratings
Wall Street analysts have issued reports on $NKE in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 06/23/2025
- Deutsche Bank issued a "Buy" rating on 06/23/2025
- Jefferies issued a "Buy" rating on 05/23/2025
- BMO Capital issued a "Outperform" rating on 02/03/2025
- Piper Sandler issued a "Overweight" rating on 01/10/2025
To track analyst ratings and price targets for Nike, Inc., check out Quiver Quantitative's $NKE forecast page.
Nike, Inc. Price Targets
Multiple analysts have issued price targets for $NKE recently. We have seen 2 analysts offer price targets for $NKE in the last 6 months, with a median target of $80.0.
Here are some recent targets:
- An analyst from Morgan Stanley set a target price of $70.0 on 03/21/2025
- Anna Andreeva from Piper Sandler set a target price of $90.0 on 01/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
