Dividend Increase Announced: Nike has raised its quarterly dividend to $0.41 per share, marking a 2.5% hike and preserving its 22-year streak of increases. Social media buzz portrays this as a resilient move amid economic headwinds, signaling strong cash generation. Investors see it as a bullish flex in uncertain times.
Technical Recovery in Focus: Discussions highlight the stock's battle against a multi-year downtrend, testing key levels around $64. New leadership and recent insider purchases fuel hopes for a turnaround, though charts warn of potential drops to $52. Traders weigh these signals with brand resurgence on popularity indices.
Long-Term Outlook Debated: While some view Nike as a beaten-down opportunity poised for rebound toward $100, skeptics cite innovation lags and tariff pressures. The dividend news injects fresh optimism into broader conversations on strategic refocus. Momentum builds cautiously as the company navigates competitive shifts.
Note: This discussion summary was generated from an AI condensation of post data.
Nike Insider Trading Activity
Nike insiders have traded $NKE stock on the open market 9 times in the past 6 months. Of those trades, 4 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) sold 86,078 shares for an estimated $5,577,854
- 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 LEINWAND (EVP: Chief Legal Officer) has made 0 purchases and 3 sales selling 10,781 shares for an estimated $693,446.
- 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
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Nike Revenue
Nike had revenues of $12.4B in Q2 2026. This is an increase of 0.59% from the same period in the prior year.
You can track NKE financials on Quiver Quantitative's NKE stock page.
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 Hedge Fund Activity
We have seen 871 institutional investors add shares of Nike stock to their portfolio, and 1,179 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings 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
- Aneesha Sherman from Bernstein set a target price of $85.0 on 12/19/2025
- Lorraine Hutchinson from B of A Securities set a target price of $73.0 on 12/19/2025
- Joseph Civello from Truist Securities set a target price of $70.0 on 12/19/2025
- Brooke Roach from Goldman Sachs set a target price of $77.0 on 12/19/2025
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.
