KeyCorp Estimates Crocs’ Q4 Earnings (NASDAQ:CROX)

Crocs, Inc. (NASDAQ:CROX) – Analysts at KeyCorp issued their Q4 2025 EPS estimates for Crocs in a note issued to investors on Wednesday, January 21st. KeyCorp analyst A. Owens anticipates that the textile maker will post earnings per share of $1.89 for the quarter. KeyCorp currently has a “Sector Weight” rating on the stock. The consensus estimate for Crocs’ current full-year earnings is $13.20 per share.

Crocs (NASDAQ:CROX) last posted its quarterly earnings data on Thursday, October 30th. The textile maker reported $2.92 EPS for the quarter, topping analysts’ consensus estimates of $2.36 by $0.56. Crocs had a net margin of 4.48% and a return on equity of 43.14%. The firm had revenue of $996.30 million during the quarter, compared to analyst estimates of $960.14 million. During the same quarter last year, the business posted $3.60 EPS. The company’s revenue was down 6.2% on a year-over-year basis. Crocs has set its Q4 2025 guidance at 1.820-1.92 EPS.

Other equities research analysts also recently issued reports about the company. Wall Street Zen downgraded Crocs from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Zacks Research lowered shares of Crocs from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 30th. Barclays boosted their price objective on shares of Crocs from $81.00 to $86.00 and gave the company an “equal weight” rating in a research report on Friday, October 31st. Monness Crespi & Hardt lifted their target price on shares of Crocs from $92.00 to $100.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Finally, Bank of America lowered their price target on shares of Crocs from $99.00 to $98.00 and set a “buy” rating on the stock in a report on Tuesday, October 21st. Five analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Crocs currently has a consensus rating of “Hold” and a consensus target price of $99.25.

Crocs Price Performance

CROX opened at $85.83 on Friday. The firm has a market capitalization of $4.46 billion, a P/E ratio of 27.96 and a beta of 1.54. The stock has a fifty day moving average of $86.00 and a 200-day moving average of $86.52. The company has a quick ratio of 0.83, a current ratio of 1.40 and a debt-to-equity ratio of 0.97. Crocs has a 12-month low of $73.21 and a 12-month high of $122.84.

Insider Activity

In other Crocs news, Director John B. Replogle acquired 3,000 shares of the firm’s stock in a transaction that occurred on Tuesday, November 11th. The stock was purchased at an average cost of $74.50 per share, for a total transaction of $223,500.00. Following the completion of the acquisition, the director owned 18,417 shares of the company’s stock, valued at approximately $1,372,066.50. This trade represents a 19.46% increase in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 3.00% of the company’s stock.

Institutional Trading of Crocs

A number of institutional investors and hedge funds have recently made changes to their positions in CROX. Lisanti Capital Growth LLC bought a new position in shares of Crocs during the second quarter valued at $3,138,000. Fort Washington Investment Advisors Inc. OH boosted its position in Crocs by 20.1% in the third quarter. Fort Washington Investment Advisors Inc. OH now owns 221,091 shares of the textile maker’s stock valued at $18,472,000 after buying an additional 36,951 shares in the last quarter. Voss Capital LP bought a new stake in Crocs during the second quarter worth about $40,765,000. Lecap Asset Management Ltd. acquired a new stake in shares of Crocs during the second quarter worth approximately $1,044,000. Finally, AlphaQuest LLC increased its holdings in shares of Crocs by 9,436.6% during the second quarter. AlphaQuest LLC now owns 7,820 shares of the textile maker’s stock worth $792,000 after buying an additional 7,738 shares in the last quarter. Institutional investors and hedge funds own 93.44% of the company’s stock.

Key Stories Impacting Crocs

Here are the key news stories impacting Crocs this week:

• Positive Sentiment: Earlier strength / investor buying despite headlines — Crocs recently outperformed the market in intraday trading, showing there is still demand from buyers who view current weakness as a buying opportunity. Crocs (CROX) Exceeds Market Returns: Some Facts to Consider
• Positive Sentiment: Shares have at times risen even after the downgrade, signaling some investors are focused on Crocs’ quarterly beat and long-term brand strength. What’s Going On With Crocs Stock Today?
• Neutral Sentiment: Company set to host a Feb. 12 conference call for Q4 and full‑year 2025 results — an upcoming catalyst that should provide more clarity on demand, margins and guidance. Crocs, Inc. Announces Conference Call
• Neutral Sentiment: Operational response to softer demand — Crocs is resetting promotions, tightening wholesale inventory and diversifying product offerings in response to weaker North American demand; these actions should help margin control but may weigh near-term top-line growth. Can Crocs Sustain Growth Despite Slowing Global Footwear Demand?
• Negative Sentiment: KeyBanc downgrade and estimate cuts — KeyBanc moved to a more cautious stance (Sector Weight / lower Q4 EPS estimate) and the downgrade cites softer U.S. demand; analyst skepticism is increasing and is a main driver of today’s weakness. Assessing Crocs (CROX) Valuation After KeyBanc Downgrade And HEYDUDE Legal Scrutiny KeyBanc downgrades Crocs (CROX) Crocs Analyst Turns Bearish, Revises 2026 Estimates Lower
• Negative Sentiment: HEYDUDE legal scrutiny raises risk and valuation uncertainty — reports that the HEYDUDE acquisition is under legal scrutiny amplify downside risk and could pressure sentiment until legal clarity is reached. HEYDUDE Legal Scrutiny and Analyst Downgrade Might Change The Case For Investing In Crocs (CROX)

Crocs Company Profile

Crocs, Inc is a global footwear designer, developer and distributor best known for its lightweight, proprietary Croslite™ foam-clog construction. The company’s product portfolio encompasses a range of styles, including clogs, sandals, slides, boots and sneakers, all featuring the slip-resistant, odor-resistant and cushion-providing qualities of the Croslite material. Crocs distributes its products through an omnichannel network that includes e-commerce platforms, company-owned retail stores, authorized dealers and wholesale partners.

Founded in 2002 by Scott Seamans, Lyndon “Duke” Hanson and George Boedecker Jr., Crocs launched its first clog on the island of Vail, Colorado.