Junto Capital Management LP Reduces Stock Position in DICK’S Sporting Goods, Inc. $DKS

Junto Capital Management LP lessened its position in DICK’S Sporting Goods, Inc. (NYSE:DKS) by 54.7% during the third quarter, Holdings Channel.com reports. The fund owned 128,471 shares of the sporting goods retailer’s stock after selling 155,071 shares during the period. Junto Capital Management LP’s holdings in DICK’S Sporting Goods were worth $28,549,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Clearstead Advisors LLC raised its stake in shares of DICK’S Sporting Goods by 46.9% during the third quarter. Clearstead Advisors LLC now owns 144 shares of the sporting goods retailer’s stock valued at $32,000 after acquiring an additional 46 shares during the last quarter. Root Financial Partners LLC bought a new stake in shares of DICK’S Sporting Goods in the third quarter worth about $33,000. Westside Investment Management Inc. increased its holdings in DICK’S Sporting Goods by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 152 shares of the sporting goods retailer’s stock valued at $35,000 after purchasing an additional 76 shares during the period. Mather Group LLC. purchased a new position in DICK’S Sporting Goods during the 3rd quarter valued at about $39,000. Finally, Cornerstone Planning Group LLC raised its position in DICK’S Sporting Goods by 7,000.0% during the 3rd quarter. Cornerstone Planning Group LLC now owns 213 shares of the sporting goods retailer’s stock valued at $47,000 after purchasing an additional 210 shares during the last quarter. Hedge funds and other institutional investors own 89.83% of the company’s stock.

DICK’S Sporting Goods Price Performance

DKS opened at $192.60 on Monday. The company has a current ratio of 1.53, a quick ratio of 0.47 and a debt-to-equity ratio of 0.34. The company has a market cap of $17.33 billion, a price-to-earnings ratio of 18.85, a price-to-earnings-growth ratio of 2.68 and a beta of 1.23. The stock has a fifty day simple moving average of $205.97 and a two-hundred day simple moving average of $214.04. DICK’S Sporting Goods, Inc. has a 12-month low of $166.37 and a 12-month high of $237.31.

DICK’S Sporting Goods (NYSE:DKS) last announced its earnings results on Thursday, March 12th. The sporting goods retailer reported $3.45 EPS for the quarter, beating analysts’ consensus estimates of $3.43 by $0.02. The firm had revenue of $6.23 billion for the quarter, compared to analysts’ expectations of $6.06 billion. DICK’S Sporting Goods had a net margin of 4.93% and a return on equity of 27.12%. The company’s quarterly revenue was up 59.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $3.62 EPS. DICK’S Sporting Goods has set its FY 2026 guidance at 13.500-14.500 EPS. Research analysts predict that DICK’S Sporting Goods, Inc. will post 13.89 earnings per share for the current fiscal year.

DICK’S Sporting Goods Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 10th. Investors of record on Friday, March 27th will be paid a dividend of $1.25 per share. The ex-dividend date of this dividend is Friday, March 27th. This is an increase from DICK’S Sporting Goods’s previous quarterly dividend of $1.21. This represents a $5.00 annualized dividend and a yield of 2.6%. DICK’S Sporting Goods’s payout ratio is presently 47.46%.

Wall Street Analyst Weigh In

DKS has been the subject of several research analyst reports. The Goldman Sachs Group reiterated a “buy” rating on shares of DICK’S Sporting Goods in a report on Monday, January 5th. Barclays boosted their target price on DICK’S Sporting Goods from $242.00 to $264.00 and gave the company an “overweight” rating in a research note on Friday. Jefferies Financial Group reaffirmed a “hold” rating and issued a $210.00 price target on shares of DICK’S Sporting Goods in a research note on Thursday. Wall Street Zen upgraded shares of DICK’S Sporting Goods from a “sell” rating to a “hold” rating in a report on Sunday, January 25th. Finally, TD Cowen reissued a “hold” rating on shares of DICK’S Sporting Goods in a research report on Wednesday, November 26th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $236.21.

More DICK’S Sporting Goods News

Here are the key news stories impacting DICK’S Sporting Goods this week:

• Positive Sentiment: Q4 results beat expectations: record consolidated revenue (~$6.23B) and solid comparable‑store strength; management highlighted sales momentum and progress on Foot Locker integration. Press Release
• Positive Sentiment: Barclays hiked its price target to $264 and moved DKS to “overweight,” signaling bullish analyst conviction that upside remains from the post‑earnings momentum. Benzinga
• Positive Sentiment: Board raised the quarterly dividend to $1.25 (≈3% increase; ~2.5% yield), and the company reiterated capital‑return priorities (buybacks remain a focus), which supports shareholder value over time.
• Positive Sentiment: Bullish commentary by MarketBeat argues for a late‑year inflection as integration costs fade, supporting a multi‑quarter recovery thesis. MarketBeat
• Neutral Sentiment: Morgan Stanley trimmed its target to $250 but kept an “overweight” view — a milder tweak that signals continued medium‑term support despite near‑term concerns. Benzinga
• Neutral Sentiment: Earnings call transcript and analyst writeups are available for deeper read; useful for tracking management detail on Foot Locker margins and timing of the expected profitability inflection. Earnings Call Transcript
• Neutral Sentiment: Brand/marketing initiative: the company’s Cookie Jar & A Dream Studios is premiering a documentary at SXSW — positive for brand but unlikely to move near‑term fundamentals. PR Newswire
• Negative Sentiment: Profit guidance and margin pressure: FY‑2026 adjusted EPS guidance ($13.50–$14.50) came in below some consensus/expectations and management flagged near‑term profitability drag from Foot Locker integration — a core reason for selling pressure. CNBC
• Negative Sentiment: Analyst downgrades/target cuts: Wells Fargo cut its target to $200 and moved to “equal weight,” reflecting skepticism on near‑term upside and weighing on sentiment. Benzinga
• Negative Sentiment: Profitability hit: reported GAAP profits fell materially (reported commentary noted a ~57% decline year‑over‑year), largely due to acquisition and integration costs for Foot Locker. CNBC
• Negative Sentiment: Unusual options flow: a spike in put buying signaled hedging or bearish positioning, which can amplify downward moves in the short term.

About DICK’S Sporting Goods

DICK’S Sporting Goods is a leading U.S.-based sporting goods retailer that sells a broad range of sports equipment, apparel, footwear and outdoor gear. The company operates an omnichannel business combining physical stores with digital sales, offering products for team sports, fitness, hunting and fishing, golf, and general active lifestyle categories. In addition to its flagship DICK’S stores, the company operates specialty formats such as Golf Galaxy and branded service offerings including team-sports sales and custom equipment solutions.

The company traces its roots to a single sporting goods outlet founded in 1948 and has since grown into a national retail chain serving customers across the United States.