Q3 EPS Estimates for Steven Madden Cut by Analyst

Key Points

• Telsey Advisory Group has reduced its Q3 2025 EPS estimate for Steven Madden from $0.56 to $0.42, maintaining a "Market Perform" rating with a price target of $26.00.
• Despite a year-over-year revenue increase of 6.8%, Steven Madden reported a Q3 EPS of $0.20, missing analyst estimates of $0.24.
• The company recently declared a quarterly dividend of $0.21 per share, representing an annualized yield of 3.5%.

Steven Madden, Ltd. (NASDAQ:SHOO - Free Report) - Analysts at Telsey Advisory Group lowered their Q3 2025 earnings per share estimates for shares of Steven Madden in a note issued to investors on Thursday, July 31st. Telsey Advisory Group analyst D. Telsey now forecasts that the textile maker will post earnings of $0.42 per share for the quarter, down from their prior forecast of $0.56. Telsey Advisory Group has a "Market Perform" rating and a $26.00 price objective on the stock. The consensus estimate for Steven Madden's current full-year earnings is $2.66 per share. Telsey Advisory Group also issued estimates for Steven Madden's Q4 2025 earnings at $0.20 EPS, Q1 2026 earnings at $0.74 EPS, Q2 2026 earnings at $0.36 EPS, Q3 2026 earnings at $0.57 EPS and Q4 2026 earnings at $0.33 EPS.

SHOO has been the topic of a number of other research reports. Citigroup raised shares of Steven Madden from a "neutral" rating to a "buy" rating and increased their price target for the stock from $26.00 to $32.00 in a report on Thursday, July 17th. UBS Group lifted their target price on shares of Steven Madden from $23.00 to $26.00 and gave the stock a "neutral" rating in a research report on Monday, July 28th. Piper Sandler decreased their target price on shares of Steven Madden from $35.00 to $25.00 and set a "neutral" rating on the stock in a research report on Friday, April 11th. Finally, Needham & Company LLC reiterated a "hold" rating on shares of Steven Madden in a research report on Wednesday, July 30th. Eight research analysts have rated the stock with a hold rating and one has assigned a buy rating to the company. According to MarketBeat.com, Steven Madden has a consensus rating of "Hold" and a consensus price target of $30.83.

Steven Madden Price Performance

Shares of NASDAQ:SHOO traded down $0.05 during trading on Friday, reaching $25.05. The company had a trading volume of 491,525 shares, compared to its average volume of 1,565,631. The company has a fifty day moving average of $25.00 and a two-hundred day moving average of $27.57. The stock has a market capitalization of $1.82 billion, a P/E ratio of 19.71 and a beta of 1.16. Steven Madden has a 12 month low of $19.05 and a 12 month high of $50.01. The company has a current ratio of 2.01, a quick ratio of 1.13 and a debt-to-equity ratio of 0.33.

Steven Madden (NASDAQ:SHOO - Get Free Report) last posted its earnings results on Wednesday, July 30th. The textile maker reported $0.20 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.24 by ($0.04). Steven Madden had a return on equity of 18.32% and a net margin of 3.92%. The firm had revenue of $556.09 million during the quarter, compared to analysts' expectations of $575.83 million. During the same quarter in the prior year, the company earned $0.57 earnings per share. The business's revenue for the quarter was up 6.8% compared to the same quarter last year.

Steven Madden Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 23rd. Stockholders of record on Friday, September 12th will be issued a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a dividend yield of 3.4%. The ex-dividend date of this dividend is Friday, September 12th. Steven Madden's payout ratio is presently 66.14%.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. HighTower Advisors LLC lifted its holdings in shares of Steven Madden by 11.7% in the fourth quarter. HighTower Advisors LLC now owns 6,439 shares of the textile maker's stock worth $274,000 after buying an additional 676 shares in the last quarter. American Century Companies Inc. lifted its holdings in shares of Steven Madden by 53.4% in the fourth quarter. American Century Companies Inc. now owns 74,779 shares of the textile maker's stock worth $3,180,000 after buying an additional 26,043 shares in the last quarter. Vanguard Group Inc. lifted its holdings in shares of Steven Madden by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 8,097,339 shares of the textile maker's stock worth $344,299,000 after buying an additional 54,877 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of Steven Madden by 26.4% in the fourth quarter. JPMorgan Chase & Co. now owns 584,068 shares of the textile maker's stock worth $24,835,000 after buying an additional 121,972 shares in the last quarter. Finally, Norges Bank purchased a new position in shares of Steven Madden in the fourth quarter worth $9,399,000. 99.88% of the stock is owned by hedge funds and other institutional investors.

Steven Madden Company Profile

Steven Madden, Ltd. designs, sources, and markets fashion-forward branded and private label footwear, accessories, and apparel in the United States and internationally. It operates through Wholesale Footwear, Wholesale Accessories/Apparel, Direct-to- Consumer, and Licensing segments. The Wholesale Footwear segment designs, sources, and markets various products, including dress shoes, boots, booties, fashion sneakers, sandals, and casual shoes under the Steve Madden, Dolce Vita, Betsey Johnson, Blondo, GREATS, and Anne Klein brands.