Vanguard Group Inc. Raises Stock Holdings in Steven Madden, Ltd. $SHOO

Vanguard Group Inc. increased its holdings in shares of Steven Madden, Ltd. (NASDAQ:SHOO) by 2.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,283,806 shares of the textile maker’s stock after acquiring an additional 200,013 shares during the quarter. Vanguard Group Inc. owned approximately 0.11% of Steven Madden worth $277,342,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. EverSource Wealth Advisors LLC increased its position in shares of Steven Madden by 86.6% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,045 shares of the textile maker’s stock valued at $25,000 after purchasing an additional 485 shares during the last quarter. SBI Securities Co. Ltd. bought a new position in Steven Madden during the third quarter valued at about $31,000. Parkside Financial Bank & Trust increased its holdings in Steven Madden by 616.8% during the third quarter. Parkside Financial Bank & Trust now owns 2,136 shares of the textile maker’s stock worth $72,000 after buying an additional 1,838 shares during the last quarter. State of Wyoming increased its holdings in Steven Madden by 117.3% during the third quarter. State of Wyoming now owns 3,800 shares of the textile maker’s stock worth $127,000 after buying an additional 2,051 shares during the last quarter. Finally, Nisa Investment Advisors LLC raised its position in Steven Madden by 172.2% in the third quarter. Nisa Investment Advisors LLC now owns 5,523 shares of the textile maker’s stock worth $185,000 after acquiring an additional 3,494 shares during the period. Institutional investors own 99.88% of the company’s stock.

Key Steven Madden News

Here are the key news stories impacting Steven Madden this week:

• Positive Sentiment: Analyst re-affirmations: BTIG kept a “buy” and Telsey Advisory Group kept an “outperform,” each with a $50 price target (roughly ~38% upside vs current levels), giving fundamental support to the stock. Read More.
• Positive Sentiment: Short interest fell sharply in February (down ~24% to ~3.38M shares, ~4.8% of float), reducing immediate short-selling pressure and potential downside from short-covering dynamics.
• Neutral Sentiment: Q4 results were mixed: EPS beat estimates ($0.48 vs. $0.46) and revenue grew ~29.6% year-over-year, but top-line slightly missed consensus ($753.7M vs. ~$758.5M). The transcript notes the company’s plans to refocus on organic growth and continued aggressive pricing strategies — strategic positives but execution still in progress. Read More.
• Neutral Sentiment: Needham set a new $41 price target — modestly above current levels — signaling some near-term upside is still seen by certain sell-side analysts. Read More.
• Neutral Sentiment: Coverage pieces discuss management’s stated objective to return to organic growth and maintain aggressive pricing; these are strategic themes that could boost margins if demand holds, but they create execution risk in a soft consumer environment. Read More.
• Negative Sentiment: Analyst downgrade and gap down: at least one downgrade was reported that triggered an intra-session gap and additional selling pressure. Read More.
• Negative Sentiment: Management withheld FY26 profit guidance, citing lingering tariff risks — this increased uncertainty about next-year earnings and was a key catalyst for the downward move. Read More.
• Neutral Sentiment: Market write-ups summarizing the day’s selloff note the combination of the withheld guidance + downgrade as the main reasons SHOO traded lower. Read More.

Steven Madden Stock Down 2.1%

Shares of NASDAQ SHOO opened at $36.10 on Friday. The company has a quick ratio of 1.08, a current ratio of 1.90 and a debt-to-equity ratio of 0.26. The company has a market cap of $2.62 billion, a P/E ratio of 58.23 and a beta of 1.11. Steven Madden, Ltd. has a 52 week low of $19.05 and a 52 week high of $46.88. The business has a 50-day simple moving average of $41.81 and a two-hundred day simple moving average of $37.47.

Steven Madden (NASDAQ:SHOO) last announced its quarterly earnings results on Wednesday, February 25th. The textile maker reported $0.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.46 by $0.02. Steven Madden had a net margin of 1.76% and a return on equity of 13.60%. The firm had revenue of $753.70 million for the quarter, compared to the consensus estimate of $758.53 million. During the same period in the prior year, the firm posted $0.55 earnings per share. The company’s revenue for the quarter was up 29.6% on a year-over-year basis. Research analysts anticipate that Steven Madden, Ltd. will post 2.66 earnings per share for the current fiscal year.

Steven Madden Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Wednesday, March 11th will be given a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Wednesday, March 11th. Steven Madden’s payout ratio is 135.48%.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on the stock. BTIG Research reissued a “buy” rating and set a $50.00 target price on shares of Steven Madden in a research report on Thursday. Weiss Ratings reissued a “hold (c)” rating on shares of Steven Madden in a research report on Thursday, January 22nd. Wall Street Zen upgraded Steven Madden from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Jefferies Financial Group downgraded Steven Madden from a “hold” rating to an “underperform” rating and set a $30.00 price target for the company. in a research note on Thursday, February 5th. Finally, Zacks Research cut Steven Madden from a “strong-buy” rating to a “hold” rating in a research note on Thursday, February 5th. Five analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Steven Madden currently has a consensus rating of “Hold” and an average target price of $43.43.

Steven Madden Profile

Steven Madden, Inc (NASDAQ: SHOO) is a New York–based designer and marketer of fashion footwear, handbags and accessories. The company’s product portfolio spans a range of contemporary and lifestyle brands for women, men and children, including its core Steve Madden label as well as the Madden Girl and Dolce Vita brands. In addition to footwear, the company licenses its trademarks for use on apparel, eyewear and other fashion accessories.

Steven Madden distributes its products through multiple channels, including wholesale partners, e-commerce platforms and its own brick-and-mortar retail stores.