Pictet Asset Management Holding SA Reduces Holdings in NIKE, Inc. $NKE

Pictet Asset Management Holding SA lowered its position in shares of NIKE, Inc. (NYSE:NKEFree Report) by 19.6% during the first quarter, Holdings Channel reports. The firm owned 1,386,091 shares of the footwear maker’s stock after selling 337,600 shares during the quarter. Pictet Asset Management Holding SA’s holdings in NIKE were worth $73,212,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in NKE. Brighton Jones LLC grew its stake in NIKE by 388.5% during the 4th quarter. Brighton Jones LLC now owns 202,411 shares of the footwear maker’s stock worth $15,316,000 after buying an additional 160,980 shares during the last quarter. Caxton Associates LLP purchased a new stake in NIKE in the first quarter valued at approximately $311,000. United Bank boosted its holdings in shares of NIKE by 11.3% in the second quarter. United Bank now owns 17,067 shares of the footwear maker’s stock valued at $1,212,000 after acquiring an additional 1,736 shares during the period. NewEdge Advisors LLC boosted its holdings in shares of NIKE by 0.3% in the second quarter. NewEdge Advisors LLC now owns 64,161 shares of the footwear maker’s stock valued at $4,558,000 after acquiring an additional 197 shares during the period. Finally, CIBC Asset Management Inc grew its position in shares of NIKE by 6.5% during the second quarter. CIBC Asset Management Inc now owns 191,268 shares of the footwear maker’s stock worth $13,588,000 after acquiring an additional 11,646 shares during the last quarter. 64.25% of the stock is owned by hedge funds and other institutional investors.

NIKE News Summary

Here are the key news stories impacting NIKE this week:

  • Positive Sentiment: Some investors see NIKE as increasingly attractive at these depressed levels, arguing the stock is a bargain if management can show even modest progress on the turnaround. Article Title
  • Positive Sentiment: NIKE is still winning business in key events like the World Cup, which suggests the brand remains strong even as broader execution challenges persist. Article Title
  • Positive Sentiment: Some market commentators argue the valuation has become more reasonable ahead of earnings, which could support a rebound if results or guidance improve. Article Title
  • Neutral Sentiment: NIKE is set to report fiscal fourth-quarter results on June 30, and options markets are signaling a large post-earnings move, making the stock a high-volatility name this week. Article Title
  • Neutral Sentiment: JPMorgan lowered its price target on NIKE to $47 from $52 while keeping a neutral rating, reflecting caution but still implying some upside from current levels. Article Title
  • Negative Sentiment: Analysts and preview coverage say the worst may not be over, with estimates still being revised lower ahead of earnings and management expected to guide conservatively. Article Title
  • Negative Sentiment: Multiple reports note that NIKE shares have cratered to roughly 11- to 12-year lows, underscoring investor concern about slowing growth and a still-unproven turnaround. Article Title
  • Negative Sentiment: Wall Street sentiment remains cautious after a CFO shakeup and repeated price-target cuts, adding to fears that earnings could disappoint again. Article Title

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on NKE shares. Telsey Advisory Group cut their target price on shares of NIKE from $65.00 to $55.00 and set a “market perform” rating on the stock in a report on Wednesday, April 1st. Piper Sandler restated a “neutral” rating and issued a $50.00 price objective (down from $60.00) on shares of NIKE in a research note on Friday, April 10th. China Renaissance reduced their target price on shares of NIKE from $74.60 to $50.30 and set a “hold” rating for the company in a report on Thursday, April 2nd. Needham & Company LLC reiterated a “hold” rating on shares of NIKE in a research note on Thursday, June 4th. Finally, Evercore set a $46.00 target price on shares of NIKE and gave the stock an “in-line” rating in a research note on Tuesday, June 23rd. Fourteen equities research analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, NIKE presently has a consensus rating of “Hold” and a consensus price target of $58.86.

Read Our Latest Research Report on NKE

NIKE Stock Up 1.7%

Shares of NYSE:NKE opened at $41.46 on Tuesday. NIKE, Inc. has a fifty-two week low of $40.00 and a fifty-two week high of $80.17. The company has a quick ratio of 1.45, a current ratio of 2.14 and a debt-to-equity ratio of 0.50. The firm’s 50-day simple moving average is $44.11 and its 200-day simple moving average is $53.74. The company has a market cap of $61.39 billion, a price-to-earnings ratio of 27.45, a PEG ratio of 1.77 and a beta of 1.12.

NIKE (NYSE:NKEGet Free Report) last posted its quarterly earnings results on Tuesday, March 31st. The footwear maker reported $0.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.29 by $0.06. The firm had revenue of $11.28 billion during the quarter, compared to analysts’ expectations of $11.23 billion. NIKE had a net margin of 4.84% and a return on equity of 16.41%. The firm’s revenue for the quarter was up .1% on a year-over-year basis. During the same period in the prior year, the company posted $0.54 earnings per share. As a group, equities research analysts predict that NIKE, Inc. will post 1.49 earnings per share for the current year.

NIKE Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 1st. Investors of record on Monday, June 1st will be issued a dividend of $0.41 per share. This represents a $1.64 dividend on an annualized basis and a yield of 4.0%. The ex-dividend date of this dividend is Monday, June 1st. NIKE’s dividend payout ratio is currently 108.61%.

Insider Transactions at NIKE

In other NIKE news, Director Robert Holmes Swan bought 11,781 shares of NIKE stock in a transaction on Tuesday, April 7th. The stock was bought at an average price of $42.44 per share, with a total value of $499,985.64. Following the completion of the acquisition, the director owned 55,074 shares in the company, valued at $2,337,340.56. The trade was a 27.21% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Director John W. Rogers, Jr. bought 4,000 shares of the firm’s stock in a transaction on Thursday, April 9th. The shares were bought at an average price of $43.34 per share, for a total transaction of $173,360.00. Following the completion of the transaction, the director directly owned 41,022 shares in the company, valued at approximately $1,777,893.48. This represents a 10.80% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought a total of 64,441 shares of company stock valued at $2,734,204 in the last three months. Insiders own 0.80% of the company’s stock.

About NIKE

(Free Report)

Nike, Inc (NYSE: NKE) is a global designer, marketer and distributor of athletic footwear, apparel, equipment and accessories. Founded in 1964 as Blue Ribbon Sports by Phil Knight and Bill Bowerman and renamed Nike in 1971, the company is headquartered near Beaverton, Oregon. Nike develops and commercializes products across performance and lifestyle categories for sports including running, basketball, soccer and training, and is known for signature technologies and design-driven product lines.

The company markets products under several primary brands, including Nike, Jordan and Converse, and sells through a combination of wholesale relationships, branded retail stores and direct-to-consumer channels such as company-operated stores and digital platforms (e.g., Nike.com and mobile apps).

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Institutional Ownership by Quarter for NIKE (NYSE:NKE)

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