Seaport Res Ptn Has Negative Estimate for Crocs Q4 Earnings

Key Points

• Seaport Res Ptn has reduced its Q4 2025 earnings per share estimate for Crocs from $2.33 to $2.05, reflecting a more pessimistic outlook.
• Most analysts maintain a hold or buy rating for Crocs, but several have decreased their price targets significantly, with Stifel Nicolaus lowering it from $127.00 to $85.00.
• Crocs recently reported Q2 earnings of $4.23 per share, beating expectations, while revenue was stable at $1.15 billion, a 3.4% year-over-year increase.

Crocs, Inc. (NASDAQ:CROX - Free Report) - Investment analysts at Seaport Res Ptn decreased their Q4 2025 earnings per share estimates for Crocs in a report issued on Thursday, August 7th. Seaport Res Ptn analyst M. Kummetz now forecasts that the textile maker will earn $2.05 per share for the quarter, down from their previous estimate of $2.33. The consensus estimate for Crocs' current full-year earnings is $13.20 per share. Seaport Res Ptn also issued estimates for Crocs' FY2026 earnings at $12.66 EPS and FY2027 earnings at $13.42 EPS.

Several other equities analysts have also issued reports on the company. Stifel Nicolaus reaffirmed a "hold" rating and set a $85.00 price target (down previously from $127.00) on shares of Crocs in a research note on Friday, August 8th. KeyCorp cut their price target on Crocs from $120.00 to $95.00 and set an "overweight" rating on the stock in a research note on Friday, August 8th. Needham & Company LLC cut their price target on Crocs from $129.00 to $89.00 and set a "buy" rating on the stock in a research note on Thursday, August 7th. Bank of America cut their price target on Crocs from $135.00 to $99.00 and set a "buy" rating on the stock in a research note on Friday, August 8th. Finally, The Goldman Sachs Group cut their price target on Crocs from $88.00 to $87.00 and set a "sell" rating on the stock in a research note on Tuesday, July 22nd. One research analyst has rated the stock with a sell rating, five have given a hold rating and nine have issued a buy rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $108.92.

Crocs Price Performance

Shares of CROX stock traded down $0.19 during trading hours on Monday, hitting $83.84. 467,363 shares of the company's stock were exchanged, compared to its average volume of 1,787,185. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.54 and a quick ratio of 0.97. Crocs has a 52 week low of $73.76 and a 52 week high of $151.13. The stock has a market cap of $4.58 billion, a price-to-earnings ratio of 22.48, a price-to-earnings-growth ratio of 1.92 and a beta of 1.41. The stock's 50-day moving average is $100.20 and its 200-day moving average is $101.59.

Crocs (NASDAQ:CROX - Get Free Report) last announced its earnings results on Thursday, August 7th. The textile maker reported $4.23 EPS for the quarter, topping the consensus estimate of $4.01 by $0.22. The company had revenue of $1.15 billion for the quarter, compared to analysts' expectations of $1.15 billion. Crocs had a return on equity of 44.15% and a net margin of 5.72%. The business's revenue for the quarter was up 3.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.01 earnings per share.

Insider Transactions at Crocs

In other Crocs news, EVP Susan L. Healy purchased 2,000 shares of the company's stock in a transaction dated Tuesday, August 12th. The shares were bought at an average price of $76.56 per share, with a total value of $153,120.00. Following the completion of the transaction, the executive vice president directly owned 50,078 shares in the company, valued at $3,833,971.68. This trade represents a 4.16% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John B. Replogle purchased 3,261 shares of the company's stock in a transaction dated Friday, August 8th. The shares were acquired at an average cost of $76.69 per share, for a total transaction of $250,086.09. Following the transaction, the director owned 15,417 shares of the company's stock, valued at $1,182,329.73. This trade represents a 26.83% increase in their ownership of the stock. The disclosure for this purchase can be found here. Company insiders own 3.00% of the company's stock.

Institutional Investors Weigh In On Crocs

Hedge funds have recently modified their holdings of the business. Louisiana State Employees Retirement System raised its position in Crocs by 0.6% in the 2nd quarter. Louisiana State Employees Retirement System now owns 15,800 shares of the textile maker's stock valued at $1,600,000 after buying an additional 100 shares during the last quarter. TD Private Client Wealth LLC raised its position in Crocs by 4.7% in the 2nd quarter. TD Private Client Wealth LLC now owns 2,493 shares of the textile maker's stock valued at $252,000 after buying an additional 113 shares during the last quarter. Blue Trust Inc. raised its position in Crocs by 4.7% in the 2nd quarter. Blue Trust Inc. now owns 2,571 shares of the textile maker's stock valued at $260,000 after buying an additional 116 shares during the last quarter. NewEdge Advisors LLC raised its position in Crocs by 1.1% in the 2nd quarter. NewEdge Advisors LLC now owns 10,710 shares of the textile maker's stock valued at $1,085,000 after buying an additional 120 shares during the last quarter. Finally, PNC Financial Services Group Inc. raised its position in Crocs by 4.2% in the 1st quarter. PNC Financial Services Group Inc. now owns 3,136 shares of the textile maker's stock valued at $333,000 after buying an additional 126 shares during the last quarter. Institutional investors and hedge funds own 93.44% of the company's stock.

Crocs Company Profile

Crocs, Inc, together with its subsidiaries, designs, develops, manufactures, markets, distributes, and sells casual lifestyle footwear and accessories for men, women, and children under Crocs and HEYDUDE Brand in the United States and internationally. The company offers various footwear products, including clogs, sandals, slides, flips, wedges, platforms, socks, boots, charms, flip flops, sneakers, and slippers.