DICK'S Sporting Goods (NYSE:DKS) Releases Quarterly Earnings Results, Beats Expectations By $0.02 EPS

Key Points

• Q4 beat: DICK'S reported adjusted EPS of $3.45 (beat by $0.02) and revenue of $6.23 billion (up 59.9% YoY), and updated FY2026 adjusted EPS guidance to $13.50–$14.50.
• Foot Locker impact: The first full quarter including the Foot Locker business helped top‑line growth but acquisition‑related charges compressed GAAP profits by about 57% YoY.
• Capital returns & sentiment: Management raised the dividend 3% to $5.00 and is expanding new formats (House of Sport/Field House), while analysts overall rate the stock a Moderate Buy and large institutions have been adding positions.

DICK'S Sporting Goods (NYSE:DKS - Get Free Report) released its quarterly earnings data on Thursday. The sporting goods retailer reported $3.45 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.43 by $0.02, FiscalAI reports. DICK'S Sporting Goods had a net margin of 6.86% and a return on equity of 30.55%. The business had revenue of $6.23 billion during the quarter, compared to analysts' expectations of $6.06 billion. During the same period in the prior year, the company earned $3.62 EPS. The firm's quarterly revenue was up 59.9% compared to the same quarter last year. DICK'S Sporting Goods updated its FY 2026 guidance to 13.500-14.500 EPS.

DICK'S Sporting Goods Stock Performance

Shares of NYSE:DKS opened at $197.22 on Thursday. The company has a quick ratio of 0.37, a current ratio of 1.57 and a debt-to-equity ratio of 0.35. DICK'S Sporting Goods has a 52 week low of $166.37 and a 52 week high of $237.31. The stock has a market capitalization of $17.74 billion, a P/E ratio of 16.16, a PEG ratio of 2.53 and a beta of 1.23. The firm has a fifty day simple moving average of $206.14 and a two-hundred day simple moving average of $214.58.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. The Goldman Sachs Group reissued a "buy" rating on shares of DICK'S Sporting Goods in a research report on Monday, January 5th. Morgan Stanley upped their price target on DICK'S Sporting Goods from $253.00 to $260.00 and gave the stock an "overweight" rating in a research note on Thursday, January 15th. Robert W. Baird set a $253.00 price objective on shares of DICK'S Sporting Goods in a report on Wednesday, February 11th. Telsey Advisory Group reiterated an "outperform" rating and issued a $245.00 target price on shares of DICK'S Sporting Goods in a report on Monday. Finally, Barclays reduced their price objective on DICK'S Sporting Goods from $246.00 to $242.00 and set an "overweight" rating for the company in a report on Friday, November 28th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $239.67.

DICK'S Sporting Goods News Roundup

Here are the key news stories impacting DICK'S Sporting Goods this week:

• Positive Sentiment: Q4 top‑line and EPS beat: DKS reported $6.23B in revenue and $3.45 EPS, above Street estimates, and said the DICK’S business delivered record Q4 sales — a near‑term fundamental tailwind for the stock. Press Release
• Positive Sentiment: First full quarter including Foot Locker shows early improvement: Management said it’s making progress turning around the Foot Locker business, which helped revenue growth and supports longer‑term upside if integration continues. Seeking Alpha: Foot Locker Results
• Positive Sentiment: Capital returns and network expansion: Board approved a 3% dividend increase to $5.00 and the company continues to open House of Sport and Field House locations — signs of confidence in reinvesting and returning cash. PR Newswire: Q4 & Guidance
• Neutral Sentiment: FY‑2026 guidance is mixed: Management set adjusted EPS guidance of $13.50–$14.50 (company also provided a broader EPS/operating income outlook), which is broadly in line with management’s targets but sits around or slightly below some analyst forecasts — leaving room for re‑rating depending on execution. Barron's: Mixed Guidance
• Negative Sentiment: Profits materially compressed by acquisition costs: GAAP profits fell about 57% year‑over‑year largely due to the Foot Locker acquisition and related charges; several outlets flagged the near‑term profit drag and called the profit guidance weaker than some expectations. CNBC: Profit Guidance & Acquisition Impact

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. Viking Global Investors LP acquired a new position in shares of DICK'S Sporting Goods in the fourth quarter valued at about $509,371,000. Atreides Management LP acquired a new position in DICK'S Sporting Goods in the 2nd quarter worth about $172,715,000. Raymond James Financial Inc. lifted its position in shares of DICK'S Sporting Goods by 274.3% during the 3rd quarter. Raymond James Financial Inc. now owns 642,592 shares of the sporting goods retailer's stock valued at $142,797,000 after buying an additional 470,925 shares in the last quarter. State Street Corp raised its position in shares of DICK'S Sporting Goods by 17.7% during the 3rd quarter. State Street Corp now owns 2,606,541 shares of the sporting goods retailer's stock worth $579,226,000 after purchasing an additional 391,694 shares during the last quarter. Finally, Worldquant Millennium Advisors LLC acquired a new stake in shares of DICK'S Sporting Goods in the second quarter worth approximately $64,693,000. 89.83% of the stock is owned by institutional investors.

DICK'S Sporting Goods Company Profile

DICK'S Sporting Goods is a leading U.S.-based sporting goods retailer that sells a broad range of sports equipment, apparel, footwear and outdoor gear. The company operates an omnichannel business combining physical stores with digital sales, offering products for team sports, fitness, hunting and fishing, golf, and general active lifestyle categories. In addition to its flagship DICK'S stores, the company operates specialty formats such as Golf Galaxy and branded service offerings including team-sports sales and custom equipment solutions.

The company traces its roots to a single sporting goods outlet founded in 1948 and has since grown into a national retail chain serving customers across the United States.

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