Nike Inc. $NKE reported fourth-quarter fiscal 2026 revenue of $11.0 billion, down slightly from a year earlier, as the company posted a much stronger bottom line. Gross profit rose to $5.4 billion, while operating profit climbed sharply to $1.3 billion.
Net income attributable to common shareholders increased to $1.1 billion, and diluted earnings per share came in at $0.72, both up significantly year over year. Cost of sales declined to $5.6 billion, helping support the stronger profitability.
On the cash flow side, cash from operating activities totaled $430 million, while spending on property, plant and equipment was $146 million. Nike ended the period with $7.6 billion in cash and cash equivalents and $23.5 billion in total liabilities.
- Revenue: $11.0 billion
- Operating profit: $1.3 billion
- Net income: $1.1 billion
- Diluted EPS: $0.72
Shares fell 2.66% after the market close following the release.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Nike Inc. Insider Trading Activity
Nike Inc. insiders have traded $NKE stock on the open market 6 times in the past 6 months. Of those trades, 4 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:
- TIMOTHY D COOK purchased 25,000 shares for an estimated $1,060,750
- ELLIOTT HILL (PRESIDENT & CEO) purchased 23,660 shares for an estimated $999,999
- PHILIP MCCARTNEY (EVP: CHIEF INN,PROD&DSG OFCR) sold 17,398 shares for an estimated $803,439
- ROBERT LEINWAND (EVP: Chief Legal Officer) sold 9,065 shares for an estimated $565,021
- ROBERT HOLMES SWAN purchased 11,781 shares for an estimated $500,002
- 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. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Nike Inc. Hedge Fund Activity
We have seen 827 institutional investors add shares of Nike Inc. stock to their portfolio, and 1,261 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP removed 47,283,318 shares (-98.4%) from their portfolio in Q1 2026, for an estimated $2,463,697,284
- JENNISON ASSOCIATES LLC removed 11,838,528 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $754,232,618
- VIKING GLOBAL INVESTORS LP removed 8,996,579 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $573,172,048
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 6,998,203 shares (-94.2%) from their portfolio in Q1 2026, for an estimated $364,641,367
- JPMORGAN CHASE & CO added 6,790,140 shares (+43.2%) to their portfolio in Q4 2025, for an estimated $432,599,819
- WELLINGTON MANAGEMENT GROUP LLP added 6,579,523 shares (+20.7%) to their portfolio in Q1 2026, for an estimated $342,826,045
- FUNDSMITH LLP removed 5,770,181 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $300,655,281
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Nike Inc. 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 GILBERT RAY CISNEROS, JR. sold up to $15,000 on 04/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Nike Inc. Analyst Ratings
Wall Street analysts have issued reports on $NKE in the last several months. We have seen 1 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
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 19 analysts offer price targets for $NKE in the last 6 months, with a median target of $50.0.
Here are some recent targets:
- Matthew Boss from JP Morgan set a target price of $47.0 on 06/29/2026
- Krisztina Katai from Deutsche Bank set a target price of $43.0 on 06/26/2026
- Brian Nagel from Oppenheimer set a target price of $60.0 on 06/26/2026
- Robert Drbul from BTIG set a target price of $55.0 on 06/25/2026
- Laurent Vasilescu from BNP Paribas set a target price of $23.0 on 06/23/2026
- Michael Binetti from Evercore ISI Group set a target price of $46.0 on 06/23/2026
- Brooke Roach from Goldman Sachs set a target price of $46.0 on 06/23/2026
