Telsey Advisory Group Comments on Steven Madden Q4 Earnings

Steven Madden, Ltd. (NASDAQ:SHOO) – Research analysts at Telsey Advisory Group raised their Q4 2025 earnings per share (EPS) estimates for shares of Steven Madden in a research report issued on Thursday, November 6th. Telsey Advisory Group analyst D. Telsey now forecasts that the textile maker will post earnings of $0.46 per share for the quarter, up from their previous forecast of $0.30. Telsey Advisory Group currently has a “Outperform” rating and a $45.00 target price 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 Q2 2026 earnings at $0.20 EPS and Q4 2026 earnings at $0.67 EPS.

A number of other brokerages have also weighed in on SHOO. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Steven Madden in a research note on Wednesday, October 8th. Citigroup restated a “buy” rating and issued a $41.00 price target (up from $32.00) on shares of Steven Madden in a report on Friday, October 17th. Zacks Research raised Steven Madden from a “hold” rating to a “strong-buy” rating in a research report on Thursday. Needham & Company LLC reissued a “hold” rating on shares of Steven Madden in a research report on Wednesday, July 30th. Finally, Piper Sandler boosted their price objective on shares of Steven Madden from $40.00 to $50.00 and gave the stock an “overweight” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $42.83.

Steven Madden Stock Down 0.4%

Shares of SHOO stock opened at $38.21 on Monday. The firm has a fifty day moving average of $33.36 and a 200-day moving average of $27.98. The company has a quick ratio of 1.13, a current ratio of 2.01 and a debt-to-equity ratio of 0.33. Steven Madden has a 12-month low of $19.05 and a 12-month high of $46.76. The company has a market capitalization of $2.78 billion, a price-to-earnings ratio of 30.09 and a beta of 1.31.

Steven Madden (NASDAQ:SHOO) last posted its earnings results on Wednesday, November 5th. The textile maker reported $0.43 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.44 by ($0.01). Steven Madden had a return on equity of 18.32% and a net margin of 3.92%.The business had revenue of $667.88 million for the quarter, compared to the consensus estimate of $697.89 million. During the same period in the previous year, the company posted $0.91 earnings per share. Steven Madden’s revenue for the quarter was up 6.9% compared to the same quarter last year. Steven Madden has set its Q4 2025 guidance at 0.410-0.460 EPS.

Hedge Funds Weigh In On Steven Madden

Institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in Steven Madden by 2.7% during the first quarter. Vanguard Group Inc. now owns 8,316,124 shares of the textile maker’s stock worth $221,542,000 after acquiring an additional 218,785 shares in the last quarter. Wellington Management Group LLP increased its stake in shares of Steven Madden by 1.8% during the 1st quarter. Wellington Management Group LLP now owns 4,802,603 shares of the textile maker’s stock worth $127,941,000 after purchasing an additional 84,570 shares during the last quarter. T. Rowe Price Investment Management Inc. raised its holdings in shares of Steven Madden by 4.5% in the 1st quarter. T. Rowe Price Investment Management Inc. now owns 2,452,407 shares of the textile maker’s stock valued at $65,333,000 after purchasing an additional 106,028 shares during the period. Invesco Ltd. raised its holdings in shares of Steven Madden by 50.5% in the 2nd quarter. Invesco Ltd. now owns 2,426,926 shares of the textile maker’s stock valued at $58,198,000 after purchasing an additional 814,318 shares during the period. Finally, Geode Capital Management LLC lifted its stake in Steven Madden by 1.9% in the 2nd quarter. Geode Capital Management LLC now owns 1,790,038 shares of the textile maker’s stock valued at $42,931,000 after purchasing an additional 32,604 shares during the last quarter. 99.88% of the stock is currently owned by institutional investors and hedge funds.

Steven Madden Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, December 26th. Stockholders of record on Monday, December 15th will be issued a $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Monday, December 15th. Steven Madden’s dividend payout ratio is presently 106.33%.

About Steven Madden

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.