Recent discussions on X about Nike (NKE) have centered on the company’s latest quarterly earnings report, which showed a surprising revenue increase and a significant earnings beat, despite ongoing challenges. Many users expressed cautious optimism, pointing to improved sales figures and inventory management as signs of a potential turnaround for the sportswear giant. However, concerns linger over weak demand in China and the impact of rising tariffs on margins.
Conversations also highlighted the return of a former executive as CEO, with some on X speculating that this leadership change could steer Nike back to stronger growth. There’s a mix of relief over the earnings beat and skepticism about the sustainability of the recovery, especially with warnings of a sluggish holiday season. The dialogue reflects a critical moment for Nike as it navigates these complex headwinds.
Note: This discussion summary was generated from an AI condensation of post data.
Nike Congressional Stock Trading
Members of Congress have traded $NKE stock 6 times in the past 6 months. Of those trades, 3 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 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 ROBERT BRESNAHAN purchased up to $15,000 on 04/08.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Nike Insider Trading Activity
Nike insiders have traded $NKE stock on the open market 7 times in the past 6 months. Of those trades, 1 have been purchases and 6 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.
- ROBERT HOLMES SWAN purchased 8,600 shares for an estimated $502,756
- PHILIP MCCARTNEY (EVP: CHIEF INN,PROD&DSG OFCR) sold 3,162 shares for an estimated $244,138
- ROBERT LEINWAND (EVP: Chief Legal Officer) has made 0 purchases and 2 sales selling 2,663 shares for an estimated $199,210.
- 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 Hedge Fund Activity
We have seen 894 institutional investors add shares of Nike stock to their portfolio, and 1,086 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 13,082,482 shares (-28.8%) from their portfolio in Q2 2025, for an estimated $929,379,521
- GOLDMAN SACHS GROUP INC removed 11,111,376 shares (-41.6%) from their portfolio in Q2 2025, for an estimated $789,352,151
- FMR LLC added 9,971,384 shares (+66.8%) to their portfolio in Q2 2025, for an estimated $708,367,119
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 8,809,950 shares (+3129.9%) to their portfolio in Q2 2025, for an estimated $625,858,848
- HARRIS ASSOCIATES L P added 8,748,943 shares (+inf%) to their portfolio in Q2 2025, for an estimated $621,524,910
- WELLS FARGO & COMPANY/MN removed 7,389,887 shares (-54.2%) from their portfolio in Q2 2025, for an estimated $524,977,572
- TWO SIGMA ADVISERS, LP added 5,340,000 shares (+8066.5%) to their portfolio in Q2 2025, for an estimated $379,353,600
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 13 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 10/01/2025
- 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
- RBC Capital issued a "Outperform" rating on 09/18/2025
- TD Cowen issued a "Buy" rating on 09/10/2025
- Argus Research issued a "Buy" rating on 07/01/2025
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 $79.5.
Here are some recent targets:
- Joseph Civello from Truist Securities set a target price of $85.0 on 10/01/2025
- Jim Duffy from Stifel set a target price of $68.0 on 10/01/2025
- Tom Nikic from Needham set a target price of $78.0 on 10/01/2025
- Adrienne Yih from Barclays set a target price of $70.0 on 10/01/2025
- Anna Andreeva from Piper Sandler set a target price of $84.0 on 10/01/2025
- Matthew Boss from JP Morgan set a target price of $100.0 on 10/01/2025
- Cristina Fernandez from Telsey Advisory Group set a target price of $75.0 on 10/01/2025
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.
