Recent Analysts’ Ratings Updates for NIKE (NKE)

Several brokerages have updated their recommendations and price targets on shares of NIKE (NYSE: NKE) in the last few weeks:

• 9/15/2026 – NIKE was given a new $44.00 price target by Telsey Advisory Group. They now have a “market perform” rating on the stock.
• 9/14/2026 – NIKE was given a new $44.00 price target by Robert W. Baird. They now have a “neutral” rating on the stock.
• 9/14/2026 – NIKE was downgraded by Citigroup Inc. from “neutral” to “negative”.
• 9/14/2026 – NIKE was downgraded by Robert W. Baird from “strong-buy” to “hold”.
• 9/14/2026 – NIKE had its price target lowered by Citigroup Inc. from $45.00 to $39.00. They now have a “neutral” rating on the stock.
• 9/10/2026 – NIKE was given a new $31.00 price target by Morgan Stanley. They now have an “underweight” rating on the stock.
• 9/9/2026 – NIKE had its “neutral” rating reaffirmed by UBS Group AG.
• 9/8/2026 – NIKE is now covered by BMO Capital Markets. They set an “underperform” rating and a $30.00 price target on the stock.
• 9/8/2026 – NIKE was upgraded by BMO Capital Markets to “strong sell”.
• 8/31/2026 – NIKE had its “sell” rating reaffirmed by JPMorgan Chase & Co..
• 8/26/2026 – NIKE was given a new $42.00 price target by Truist Financial Corporation. They now have a “hold” rating on the stock.
• 8/25/2026 – NIKE had its “buy” rating reaffirmed by Jefferies Financial Group Inc..
• 8/25/2026 – NIKE had its “sector perform” rating reaffirmed by Royal Bank Of Canada. They now have a $45.00 price target on the stock.
• 8/19/2026 – NIKE was upgraded by Zacks Research from “strong sell” to “hold”.
• 8/4/2026 – NIKE had its “underweight” rating reaffirmed by JPMorgan Chase & Co.. They now have a $40.00 price target on the stock, down from $47.00.
• 7/29/2026 – NIKE had its “outperform” rating reaffirmed by Sanford C. Bernstein. They now have a $68.00 price target on the stock, down from $72.00.
• 7/22/2026 – NIKE had its “neutral” rating reaffirmed by Citigroup Inc..
• 7/22/2026 – NIKE had its “underperform” rating reaffirmed by BNP Paribas Exane.
• 7/17/2026 – NIKE was upgraded by Weiss Ratings from “sell (d)” to “sell (d+)”.
• 7/17/2026 – NIKE had its price target lowered by Rothschild & Co Redburn from $45.00 to $37.00. They now have a “sell” rating on the stock.
• 7/17/2026 – NIKE had its price target raised by Deutsche Bank Aktiengesellschaft from $43.00 to $45.00. They now have a “hold” rating on the stock.

NIKE Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 1st will be given a dividend of $0.41 per share. The ex-dividend date is Tuesday, September 1st. This represents a $1.64 dividend on an annualized basis and a yield of 4.5%. NIKE’s payout ratio is currently 78.47%.

Insider Transactions at NIKE

In other news, COO Venkatesh Alagirisamy sold 3,671 shares of the business’s stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $37.59, for a total transaction of $137,992.89. Following the sale, the chief operating officer directly owned 104,862 shares in the company, valued at approximately $3,941,762.58. The trade was a 3.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Matthew Friend sold 2,463 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $41.60, for a total value of $102,460.80. Following the completion of the transaction, the chief financial officer directly owned 82,165 shares of the company’s stock, valued at $3,418,064. This represents a 2.91% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 14,974 shares of company stock worth $600,126. 1.10% of the stock is currently owned by insiders.

NIKE, Inc is a global athletic footwear, apparel and equipment company headquartered near Beaverton, Oregon. The company designs, develops and markets products under the NIKE, Jordan and Converse brands, serving athletes and consumers across a broad range of sports and lifestyle categories.

NIKE’s offerings include athletic and casual footwear, sportswear, apparel, accessories and athletic equipment. The company distributes its products through company-owned retail stores, digital platforms, wholesale partners and independent distributors.