Why Deckers Brands (DECK) Stock Fell Today

Deckers Brands (DECK) is down 3.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be continued investor caution following Deckers’ late-July quarterly results and filing. While revenue and diluted EPS increased, profit metrics softened, and the market may still be focusing on margin pressure, heavy operating spending, and tariff-related uncertainty rather than the company’s modest guidance increase.

Details:

First-quarter fiscal 2027 net sales rose 5.7% to about $1.02 billion, with HOKA sales up 7.7% and UGG sales up 4.9%.

Profitability was less impressive than the top-line growth: SG&A expenses climbed to 41.2% of sales, while operating income fell 6.0% year over year.

Net income declined 6.6% to roughly $130 million, even though diluted EPS edged up to $0.94 because the company had fewer shares outstanding after repurchasing about $338 million of stock in the quarter.

The July 30 quarterly filing also showed unresolved tariff-related uncertainty, with Deckers saying it had not recognized any tariff refund receivable and that the timing and amount of any recovery remain uncertain.

Sources:

Deckers Brands Investor Relations, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$DECK Insider Trading Activity

$DECK insiders have traded $DECK stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $DECK stock by insiders over the last 6 months:

LAURI M SHANAHAN sold 4,682 shares for an estimated $537,680
ANNE SPANGENBERG (President, Fashion Lifestyle) sold 4,063 shares for an estimated $471,389
ROBIN SPRING-GREEN (President, Hoka) sold 347 shares for an estimated $39,481

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.

$DECK Hedge Fund Activity

We have seen 419 institutional investors add shares of $DECK stock to their portfolio, and 447 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC removed 3,988,242 shares (-39.4%) from their portfolio in Q1 2026, for an estimated $399,183,141
FEDERATED HERMES, INC. removed 1,441,006 shares (-45.8%) from their portfolio in Q1 2026, for an estimated $144,230,290
AQR CAPITAL MANAGEMENT LLC added 1,291,133 shares (+49.0%) to their portfolio in Q1 2026, for an estimated $129,229,501
BLACKROCK, INC. removed 1,252,987 shares (-8.5%) from their portfolio in Q2 2026, for an estimated $124,409,079
UBS GROUP AG added 786,198 shares (+55.1%) to their portfolio in Q1 2026, for an estimated $78,690,557
MARSHALL WACE, LLP removed 734,912 shares (-49.1%) from their portfolio in Q1 2026, for an estimated $73,557,342
ALYESKA INVESTMENT GROUP, L.P. added 631,777 shares (+128.7%) to their portfolio in Q1 2026, for an estimated $63,234,559

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.

$DECK Analyst Ratings

Wall Street analysts have issued reports on $DECK 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:

Argus Research issued a "Buy" rating on 02/20/2026

To track analyst ratings and price targets for $DECK, check out Quiver Quantitative's $DECK forecast page.

$DECK Price Targets

Multiple analysts have issued price targets for $DECK recently. We have seen 8 analysts offer price targets for $DECK in the last 6 months, with a median target of $121.0.

Here are some recent targets:

Adrienne Yih from Barclays set a target price of $141.0 on 05/26/2026
Tom Nikic from Needham set a target price of $138.0 on 05/22/2026
Joseph Civello from Truist Securities set a target price of $125.0 on 05/22/2026
Jay Sole from UBS set a target price of $161.0 on 05/22/2026
Jenny Liu from KGI Securities set a target price of $117.0 on 05/22/2026
Anna Andreeva from Piper Sandler set a target price of $100.0 on 05/18/2026
Ike Boruchow from Wells Fargo set a target price of $90.0 on 05/08/2026

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.