Recent discussions on X about Under Armour (UA) have been dominated by the company’s disappointing first-quarter earnings and a weaker-than-expected outlook for the current quarter. Posts on the platform highlight concerns over soft demand in North America, persistent inflation, and the impact of tariffs on profitability. Many users express frustration with management’s ability to navigate these macroeconomic challenges, pointing to a significant drop in share price as a sign of waning investor confidence.
The conversation also touches on broader industry headwinds, with some noting that consumer pullback on discretionary spending is hitting sportswear brands hard. Tariffs, in particular, have been flagged as a major obstacle, with discussions focusing on how they are squeezing margins at a critical time for Under Armour’s turnaround efforts. The tone on X suggests a growing sense of urgency for the company to address these mounting pressures.
Note: This discussion summary was generated from an AI condensation of post data.
Under Armour Insider Trading Activity
Under Armour insiders have traded $UA stock on the open market 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 $UA stock by insiders over the last 6 months:
- MEHRI SHADMAN (Chief Legal Officer) sold 16,287 shares for an estimated $100,083
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Under Armour Hedge Fund Activity
We have seen 94 institutional investors add shares of Under Armour stock to their portfolio, and 163 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BDT CAPITAL PARTNERS, LLC added 7,149,056 shares (+13.6%) to their portfolio in Q1 2025, for an estimated $42,536,883
- VICTORY CAPITAL MANAGEMENT INC removed 2,876,340 shares (-61.0%) from their portfolio in Q1 2025, for an estimated $17,114,223
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 1,808,152 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $10,758,504
- BOSTON PARTNERS removed 1,398,052 shares (-92.8%) from their portfolio in Q2 2025, for an estimated $9,073,357
- RENAISSANCE TECHNOLOGIES LLC added 915,500 shares (+70.8%) to their portfolio in Q1 2025, for an estimated $5,447,225
- AMERICAN CENTURY COMPANIES INC added 881,934 shares (+39.2%) to their portfolio in Q1 2025, for an estimated $5,247,507
- TREXQUANT INVESTMENT LP added 860,868 shares (+inf%) to their portfolio in Q1 2025, for an estimated $5,122,164
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
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.
