[ARS] STEVEN MADDEN, LTD. SEC Filing
This article announces an ARS filing by STEVEN MADDEN, LTD. (SHOO) on April 6, 2026. The filing has a low impact and neutral sentiment. The article provides details on the company's market cap, float, industry, sector, and recent news and SEC filings.
Tariffs hit earnings as Steven Madden (NASDAQ: SHOO) plans 2026 shareholder votes
Steven Madden (SHOO) reported an 11% increase in 2025 revenue to $2.5 billion, partly due to the acquisition of Kurt Geiger, but earnings declined from 2024 because of new U.S. tariffs and supply chain issues. The company will hold its virtual-only annual meeting on May 20, 2026, where shareholders will vote on director elections, auditor ratification, and executive compensation on a non-binding basis. Despite challenging market conditions, management is optimistic about renewed momentum in its core footwear business and the continued growth of brands like Dolce Vita and Betsey Johnson.
JPMorgan Chase & Co. Sells 62,780 Shares of Steven Madden, Ltd. $SHOO
JPMorgan Chase & Co. has reduced its stake in Steven Madden, Ltd. by selling 62,780 shares in the third quarter, decreasing its holding by 26.7%. Despite this, other major institutions like Vanguard, Wellington, Capital Research, and Invesco increased their positions, leading to institutional ownership of 99.88%. Steven Madden recently reported strong Q3 earnings, surpassing estimates, and maintains a "Hold" consensus rating from analysts.
Allspring Global Investments Holdings LLC Sells 265,406 Shares of Steven Madden, Ltd. $SHOO
Allspring Global Investments Holdings LLC reduced its stake in Steven Madden, Ltd. (NASDAQ:SHOO) by 18.5%, selling 265,406 shares and retaining 1,166,966 shares. This adjustment comes amidst mixed analyst ratings, with a consensus "Hold" and an average price target of $44. Steven Madden recently reported a 29.6% year-over-year revenue increase to $753.7 million and an EPS of $0.48, beating estimates, while also paying an annualized dividend of $0.84.
Steven Madden, Ltd. (NASDAQ:SHOO) Short Interest Up 28.1% in March
Steven Madden, Ltd. (NASDAQ:SHOO) experienced a significant 28.1% increase in short interest during March, reaching 4,720,037 shares, representing 6.6% of its stock and a 3.5-day short-interest ratio. Despite this, institutional ownership remains high at 99.88%, with major funds like Vanguard and Invesco expanding their stakes. The company recently reported a quarterly EPS beat and a dividend of $0.21, while holding a consensus analyst rating of "Hold" with a target price of $44.00.
Steven Madden, Ltd. $SHOO Shares Sold by Fort Washington Investment Advisors Inc. OH
Fort Washington Investment Advisors Inc. OH reduced its stake in Steven Madden, Ltd. ($SHOO) by 17.0% in the fourth quarter, selling over 91,000 shares. Despite this, Steven Madden reported better-than-expected earnings per share of $0.48 and a significant 29.6% year-over-year revenue increase. The company maintains an average "Hold" rating from analysts with a target price of $44.00, and recently announced a quarterly dividend of $0.21.
Steven Madden, Ltd. (NASDAQ:SHOO) Given Average Recommendation of "Hold" by Analysts
Analysts have given Steven Madden, Ltd. (NASDAQ:SHOO) an average "Hold" rating, with a consensus 12-month price target of $44.00. While the company recently beat EPS estimates, it slightly missed revenue targets, and its dividend payout ratio is notably high at 135.48%. Insider selling and significant institutional ownership (~99.88%) also factor into the current market outlook.
Steven Madden (SHOO) down 9.9% since last earnings report: Can it rebound?
This article analyzes Steven Madden (SHOO) stock performance after its last earnings report, noting a 9.9% decline. It suggests the article will likely delve into whether the company can recover from this drop and what factors might influence its future rebound potential.
Vanguard discloses zero holdings in Steven Madden (NASDAQ: SHOO)
The Vanguard Group filed an amended Schedule 13G/A, reporting zero beneficial ownership in Steven Madden Ltd (SHOO) common stock. This change is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries will now report their holdings separately. The filing confirms that The Vanguard Group no longer aggregates these holdings, leading to the 0% reported ownership.
SG Americas Securities Boosts Stake in Steven Madden
SG Americas Securities LLC has significantly increased its stake in Steven Madden, Ltd. (NASDAQ:SHOO) by over 13,000% during the fourth quarter of 2025, now owning 531,141 shares valued at approximately $22.1 million. This substantial increase suggests that the institutional investor sees significant upside potential in the fashion footwear company, which could influence market sentiment and stock price.
If You Invested $1,000 in Madden Steven Ltd (SHOO)
This article analyzes the historical performance of investing $1,000 in Madden Steven Ltd (SHOO) over different timeframes, showing returns for 1, 5, and 10 years, and year-by-year performance compared to the S&P 500. It also provides a detailed company profile, including its business model, brand portfolio, distribution channels, acquisitions, revenue segments, risk factors, and dividend policy. Despite recent underperformance against the S&P 500, the article explains the company's robust operational structure and growth strategies.
A Look At Steve Madden (SHOO) Valuation After Strong Earnings And Kurt Geiger Benefits
Despite strong year-on-year revenue growth and earnings above guidance, Steven Madden's stock has dropped significantly. While the Simply Wall St DCF model suggests the stock is 30.1% undervalued with a fair value of $45.50, driven by assumptions of double-digit revenue growth and improved profitability, the P/E ratio of 51.9x (compared to peers at 22.5x) suggests potential valuation risk. Investors are encouraged to weigh both optimistic and cautious views and consider key risks and warning signs before making investment decisions.
Q1 EPS Estimates for Steven Madden Cut by Zacks Research
Zacks Research has lowered its Q1 2026 earnings estimates for Steven Madden (NASDAQ:SHOO) to $0.46 per share, down from $0.52. The firm maintains a "Strong Sell" rating on the stock. Several other brokerages have also adjusted their ratings and price targets for Steven Madden, which currently holds a consensus "Hold" rating from analysts with an average price target of $44.00.
Steven Madden (NasdaqGS:SHOO) Stock Price
This article provides a detailed stock analysis of Steven Madden (SHOO), highlighting its current market performance and analyst valuations. It discusses various analyst perspectives on the company's fair value, noting factors like margin recovery, e-commerce growth, and potential margin pressures. Key financial details, company overview, and recent news regarding dividends and competition are also included.
Steven Madden Sees Spike in Options Trading
Steven Madden, Ltd. (NASDAQ: SHOO) experienced a significant and unusual surge in call options trading, with 22,900 call options purchased, representing a 1,462% increase over the typical daily volume. This spike suggests investors are anticipating notable price movements for the company's stock in the near future, possibly indicating a belief that the stock price will rise. The activity also highlights growing investor interest or concerns regarding the footwear company's performance and outlook.
Steve Madden (NASDAQ: SHOO) CEO awarded new restricted stock grant
Steven Madden, Ltd. CEO Edward R. Rosenfeld was granted 108,384 shares of restricted common stock on March 15, 2026, as part of the company's 2019 Incentive Compensation Plan. These shares, granted at $0.0000 per share, will vest in equal installments annually from March 15, 2027, through March 15, 2031, and are subject to forfeiture until fully vested. Following this grant, Rosenfeld directly holds 823,330 common shares, with an additional 234,000 shares held indirectly by the Rosenfeld 2021 Family Trust, for which he disclaims beneficial ownership.
Steven Madden Ltd Stock (ISIN: US8597301046) Sees Insider Confidence Amid Routine Equity Awards
Steven Madden Ltd (SHOO) executives received routine restricted stock grants on March 15, 2026, signaling confidence and aligning leadership pay with long-term performance. This insider activity, occurring as the consumer discretionary sector shows recovery, could position the footwear company for upside in both wholesale and direct-to-consumer channels. European investors may find the stock an attractive diversification into US consumer trends, especially with leadership's increased stake.
Steven Madden (SHOO) EVP granted 1,594 restricted shares; 143 withheld for taxes
Lisa Keith, EVP of STEVEN MADDEN, LTD. (SHOO), received a grant of 1,594 restricted common shares as equity compensation, vesting in installments from 2027 to 2031. Concurrently, 143 shares were withheld at $31.37 each to cover tax obligations stemming from the vesting of 396 previously granted restricted shares. Following these transactions, Keith directly holds 25,730 shares of the company's common stock, reflecting routine insider activity under the 2019 Incentive Compensation Plan.
Steve Madden shares slip despite Q4 earnings beat supported by Kurt Geiger acquisition
Steve Madden reported better-than-expected Q4 earnings and revenue, driven by a strong performance from its Kurt Geiger acquisition. Despite the positive financial results, the company's shares experienced a slight dip. This indicates that while the acquisition is bolstering its financial position, ongoing market challenges or future outlook might be impacting investor sentiment.
Reed Arian Simone, director at Steven Madden, sells $120k in SHOO
Reed Arian Simone, a director at Steven Madden (NASDAQ:SHOO), sold 3,600 shares of common stock for approximately $120,374 on March 12, 2026. This transaction occurred as the stock trades down 21% year-to-date, despite the company reporting strong fourth-quarter 2025 financial results with an EPS of $0.48 and revenue of $753.7 million. Analysts from Williams Trading and Needham have adjusted their price targets downwards, citing concerns over cost pressures and private label sales, while maintaining a Buy rating.
First Trust Advisors LP Trims Stake in Steven Madden, Ltd.
First Trust Advisors LP significantly reduced its stake in Steven Madden, Ltd. by selling over 320,000 shares in the third quarter of 2026. The firm now holds 1,091,039 shares worth approximately $36.5 million, representing about 1.5% of the company's outstanding shares. This move by a major institutional investor provides insight into market sentiment towards the fashion footwear and accessories maker.
[144] STEVEN MADDEN, LTD. SEC Filing
This article details a Form 144 SEC filing by Steven Madden (SHOO) to sell 3,918 shares of Common Stock under an Employee Stock Option Plan. The filing, dated March 12, 2026, is described as a routine regulatory notice of intent to sell, with the shares originating from a grant on May 24, 2024. The sale proceeds are identified as coming from the plan, and the document includes complete Filer and Issuer information, including details of the securities to be sold through UBS Financial Services Inc.
Reed Arian Simone, director at Steven Madden, sells $120k in SHOO
Reed Arian Simone, a director at Steven Madden (NASDAQ:SHOO), sold 3,600 shares of company stock for approximately $120,374. This transaction leaves Simone with 8,705 directly owned shares. The sale follows Steven Madden's strong Q4 2025 revenue growth and EPS beat, despite analysts lowering price targets due to cost pressures and weaker private label sales.
Reed Arian Simone, director at Steven Madden, sells $120k in SHOO
Steven Madden director Reed Arian Simone sold 3,600 shares of SHOO stock for approximately $120,374, at prices between $33.433 and $33.46. Despite the stock being down 21% year-to-date, InvestingPro suggests it is undervalued with a fair value of $37.17. The sale follows recent strong revenue growth for Steven Madden, although analysts have adjusted price targets due to cost pressures and weaker private label sales.
Insider Selling: Arian Reed Sells Shares of Steven Madden Ltd (S
Arian Reed, a Director at Steven Madden Ltd (SHOO), sold 3,600 shares of the company on March 12, 2026, reducing her holdings to 8,705 shares. This transaction is part of a larger trend of insider selling at Steven Madden, with 12 insider sells against 2 buys over the past year. Despite the insider selling, the stock appears significantly undervalued according to its GF Value, with a price-to-GF-Value ratio of 0.7 at a trading price of $33.44.
Williams Trading lowers Steven Madden stock price target on cost pressures
Williams Trading has lowered its price target for Steven Madden Ltd. (NASDAQ:SHOO) from $50 to $48 while maintaining a Buy rating. This adjustment comes due to higher-than-expected impacts from restored executive salaries and incentive compensation, as well as weaker private label sales. Despite the reduced estimates, Williams Trading recommends aggressively buying the stock, aligning with InvestingPro's analysis that indicates the stock is undervalued.
Ceredex Value Advisors LLC Makes New $10.01 Million Investment in Steven Madden, Ltd. $SHOO
Ceredex Value Advisors LLC has made a new investment of $10.01 million in Steven Madden, Ltd. (SHOO), acquiring 299,000 shares, representing 0.41% ownership. This comes as Steven Madden reported strong quarterly earnings, beating EPS estimates and showing a 29.6% year-over-year revenue increase. Despite analysts holding a "Hold" consensus rating with a $44.00 price target, other institutional investors have also increased their positions in the company.
Steven Madden Ltd (SHOO) Shares Up 3.81% on Mar 10
Shares of Steven Madden Ltd (SHOO) rose 3.81% on March 10, trading at $34.90. This price is 25.55% below its 52-week high and 83.20% above its 52-week low. Wall Street analysts have an average one-year price target of $43.78 for SHOO, implying a 25.44% upside, with a consensus "Outperform" rating.
Neo Ivy Capital Management Invests $596,000 in Steven Madden
Neo Ivy Capital Management has acquired a new stake of 17,792 shares in Steven Madden, Ltd. (NASDAQ:SHOO) during the third quarter, valued at approximately $596,000. This investment signals the hedge fund's confidence in the footwear and accessories company's growth prospects. Other institutional investors have also adjusted their positions in the textile maker's stock, indicating broader interest.
SHOO - Madden Steven Ltd Latest Stock News & Market Updates
This page provides investors and traders with the latest news and insights on Steven Madden, Ltd. (SHOO) stock, covering corporate announcements, financial results, and strategic developments. It includes a news feed detailing past earnings reports, conference call announcements, and operational highlights, alongside key financial data like market cap and stock price.
Cramer Rosenthal Mcglynn LLC Purchases 436,197 Shares of Steven Madden, Ltd. $SHOO
Cramer Rosenthal Mcglynn LLC significantly increased its stake in Steven Madden, Ltd. (NASDAQ:SHOO) by 254.7%, acquiring 436,197 additional shares to hold a total of 607,476 shares, now its 28th-largest position. Other institutional investors also raised their holdings, bringing the total institutional ownership to nearly 100%. Analysts currently have a "Hold" consensus rating on Steven Madden, with a target price of $43.43, following recent earnings that beat EPS estimates but slightly missed revenue expectations, alongside a declared quarterly dividend.
Will Strong 2025 Sales and Tariff Uncertainty Shift Steven Madden's (SHOO) Profit Story?
Steven Madden (SHOO) reported higher 2025 revenue but lower net income and withheld 2026 earnings guidance due to tariff uncertainty. Despite projected strong revenue growth, management's caution highlights the significant impact of external cost pressures on profitability. The company aims to shift to higher-margin direct-to-consumer and international channels to offset these challenges, with its fair value estimated at $45.50, suggesting a 26% upside.
Steven Madden Sees Decline in Short Interest
Shares of Steven Madden, Ltd. (NASDAQ:SHOO) experienced a significant 24.2% decrease in short interest in February, signaling increased investor confidence in the fashion footwear company. This decline suggests that investors are becoming more bullish on Steven Madden's performance and growth outlook, potentially indicating that some are covering their short positions or are less bearish on the stock. The company designs and markets fashion footwear, handbags, and accessories through various brands, including its core Steve Madden label.
William Blair Investment Management LLC Has $24.29 Million Position in Steven Madden, Ltd. $SHOO
William Blair Investment Management LLC has increased its stake in Steven Madden, Ltd. (SHOO) by 7.1%, bringing its total position to 725,449 shares valued at $24.29 million. Other institutional investors have also significantly adjusted their holdings in the company. Steven Madden recently exceeded quarterly EPS estimates with strong revenue growth and declared a quarterly dividend, though its payout ratio is high.
Steven Madden (SHOO) EVP uses 94 shares to cover tax withholding
Steven Madden, Ltd. EVP Lisa Keith reported an insider transaction where 94 shares of common stock were disposed of at $36.10 per share on March 1, 2026. This was a tax-withholding disposition to cover Ms. Keith's tax obligations when 258 restricted shares vested. After this transaction, she directly holds 24,279 shares of Steven Madden common stock.
Tax share withholding by Steve Madden (SHOO) CEO Edward Rosenfeld
Steven Madden, Ltd. CEO Edward R. Rosenfeld reported tax-related share dispositions via Form 4. On March 1, 2026, a total of 5,594, 8,554, and 9,565 common shares were withheld at $36.10 per share to cover tax obligations upon the vesting of restricted shares. Following these transactions, Rosenfeld directly holds 714,946 shares and indirectly holds 234,000 shares through a family trust, for which he disclaims beneficial ownership.
Steven Madden (SHOO) CEO logs Form 4 tax-withholding share dispositions
Edward R. Rosenfeld, CEO of Steven Madden, Ltd. (SHOO), reported share dispositions on February 28, 2026, totaling 9,033 and 12,928 shares, used to cover tax obligations from vested restricted stock. These transactions were not open-market sales but were instead tax-withholding activities, with shares valued at $36.10 each. After these dispositions, Rosenfeld directly held 738,659 shares, in addition to 234,000 shares held indirectly by a family trust, for which he disclaims beneficial ownership.
Steven Madden, Ltd. (NASDAQ:SHOO) Sees Large Drop in Short Interest
Steven Madden, Ltd. (NASDAQ:SHOO) experienced a significant 24.2% decrease in short interest in February, with total short interest falling to 3,376,499 shares, representing 4.8% of outstanding shares and a 1.4-day short-interest ratio. Analyst sentiment is mixed, with a "Hold" consensus rating and an average price target of $43.43. The company recently reported Q4 earnings that beat EPS estimates but slightly missed revenue expectations, and declared a quarterly dividend of $0.21.
Vanguard Group Inc. Purchases 200,013 Shares of Steven Madden, Ltd. $SHOO
Vanguard Group Inc. increased its stake in Steven Madden, Ltd. by 2.5% in the third quarter, purchasing an additional 200,013 shares and bringing its total holdings to 8.28 million shares valued at $277.3 million. Despite mixed Q4 results and management withholding FY26 profit guidance due to tariff risks, Steven Madden declared a $0.21 quarterly dividend and maintains a consensus "Hold" rating from analysts. The stock has seen both positive and negative sentiment recently, including short interest declines and analyst downgrades.
Steve Madden Ltd. Misses Lowered EPS Forecast for 2023
Steve Madden Ltd. reported fourth-quarter revenue increased by 10.4 percent to $519.7 million, exceeding expectations. However, for the full year 2023, the company's adjusted diluted EPS of $2.45 per share missed its updated forecast of approximately $2.40. Looking ahead to 2024, the company predicts an 11 to 13 percent revenue increase and diluted EPS in the range of $2.55 to $2.65.
Steve Madden Halts Profit Forecast Amid Supreme Court Tariff Uncertainty
Steve Madden (SHOO) has decided to withhold its full-year 2026 profit guidance due to significant uncertainty caused by a U.S. Supreme Court ruling that struck down emergency tariff powers. CEO Edward Rosenfeld stated that tariffs heavily impact earnings, making a profit outlook currently imprudent, although the company reaffirmed its 9-11% sales growth guidance for 2026. This decision led to a 5.9% drop in Steve Madden shares as companies re-evaluate financial projections amidst shifting trade policies.
US' Steven Madden's 2025 revenue rises 11% on Kurt Geiger boost
Steven Madden, Ltd. reported an 11% increase in revenue to $2,534.1 million in 2025, largely due to the acquisition of Kurt Geiger. However, profitability declined due to higher operating costs and tariff pressures, with operating expenses rising to 38.2% of revenue. The company expects revenue growth of 9-11% for 2026 but withheld earnings guidance due to ongoing uncertainty regarding US tariff policy.
Neumeier Poma Investment Counsel LLC Has $31.97 Million Stake in Steven Madden, Ltd. $SHOO
Neumeier Poma Investment Counsel LLC significantly increased its stake in Steven Madden, Ltd. (SHOO) by 155.9% in Q3, now holding 955,010 shares valued at $31.97 million. This makes SHOO its 18th-biggest holding, representing 1.31% of the company's stock. Despite a Q4 EPS beat and revenue growth driven by an acquisition, the stock faced a pullback due to ambiguous profit guidance and tariff uncertainties, leading to analyst re-ratings.
Needham Maintains Buy on SHOO Steven Madden, Ltd. Feb 25, 2026
Needham maintained a Buy rating on Steven Madden, Ltd. (SHOO) on February 25, 2026, while lowering its price target to $41. This indicates continued confidence in the company's strategy but signals tempered expectations for near-term sales or margins. Meyka AI gives SHOO a B+ grade, aligning with a solid mid-cap retail thesis despite caution on immediate execution.
Steve Madden Q4 Earnings Dip Despite 29 Percent Revenue Hike
Steven Madden, Ltd. reported a 12.7 percent dip in adjusted Q4 earnings, despite a 29 percent revenue increase to $753.7 million, exceeding guidance. The revenue growth was driven by the flagship Steve Madden brand and the acquisition of Kurt Geiger London. The company anticipates a 9 to 11 percent revenue increase for 2026 but is not providing earnings guidance due to tariff uncertainties.
Steven Madden Yanked Guidance After Supreme Court Tariff Ruling
Steven Madden Ltd. has pulled its profit guidance due to the sudden and significant changes in US trade policy following a Supreme Court tariff ruling and President Trump's subsequent announcement of new duties. CEO Edward Rosenfeld stated that the uncertainty makes it impossible to responsibly forecast earnings, though the company did issue revenue guidance. The shoe and accessories maker, which relies heavily on imports, has been shifting some of its supply chain away from China to countries like Cambodia and Vietnam.
Steven Madden outlines 9–11% revenue growth target for 2026 amid tariff headwinds and brand momentum
NULL
Earnings fall despite sales growth at Steve Madden (NASDAQ: SHOO)
Steve Madden (NASDAQ: SHOO) reported strong sales growth in 2025 but experienced a sharp decline in profits, primarily due to increased operating expenses and costs associated with the acquisition of Kurt Geiger. Despite the earnings drop, the company declared a quarterly dividend of $0.21 per share and projected a revenue increase of 9% to 11% for 2026, though it withheld earnings guidance due to tariff uncertainties. The Kurt Geiger acquisition significantly boosted revenue but also contributed to higher expenses, reflecting inventory step-up, acquisition-related compensation, and legal settlements.
Steven Madden's revenue surges, profitability dips amid tariff concerns
Steven Madden, Ltd. reported a significant revenue increase in Q4 2025 and for the full year, boosted by its footwear business and the acquisition of Kurt Geiger. Despite the revenue growth, net income declined due to higher operating expenses and the impact of new tariffs. The company provided a revenue growth outlook for 2026 but withheld earnings guidance due to tariff policy uncertainties.
Steven Madden, Ltd. (NASDAQ:SHOO) Plans $0.21 Quarterly Dividend
Steven Madden, Ltd. (NASDAQ: SHOO) has declared a quarterly dividend of $0.21 per share, equating to an annualized dividend and yield of 2.3%. The dividend is well-supported by the company's earnings, with a trailing payout ratio of 42.2% and an expected future payout ratio of 29.9%. Despite beating EPS estimates, the company's stock experienced a 4.1% drop following its latest quarterly earnings announcement, which included revenue slightly below analyst estimates.
