SHOO · NASDAQ · Apparel - Footwear & Accessories

Steve Madden (SHOO)

Designs trend-driven footwear and accessories across wholesale, stores and e-commerce.

$44.18
vs last close+1.35 (+3.14%)
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Steven Madden, Ltd.SHOO
Consumer Discretionary

Designs and sources fashion footwear, handbags, accessories and apparel for wholesale customers and its own stores, concessions and websites, while earning smaller licensing royalties. A multi-brand portfolio led by Steve Madden and Kurt Geiger relies on outsourced overseas manufacturing and rapid response to fashion trends.

Designs, sources and markets fashion footwear, handbags, accessories and apparel through Wholesale Footwear, Wholesale Accessories/Apparel, Direct-to-Consumer and Licensing. The portfolio spans Steve Madden, Kurt Geiger London, Dolce Vita, Betsey Johnson, Carvela, Blondo and ATM, alongside Anne Klein licensed products and retailer private labels. Wholesale remains the largest channel, while stores, concessions and e-commerce provide direct sales across North America, the UK, Europe and other international markets.

Builds assortments around rapid trend sensing, small-scale retail and online testing, and flexible outsourced production. The Kurt Geiger acquisition expanded the group in accessories, international markets and direct-to-consumer distribution. All products are made by independent overseas manufacturers, with most purchases concentrated in China and Cambodia, leaving sourcing, ocean freight and U.S. tariff policy as core operating dependencies.

Company facts

CEOEdward R. Rosenfeld
ListedDec 13, 1993
ExchangeNASDAQ
HeadquartersLong Island City, NY
CountryUnited States
Employees6,300
CIK0000913241
ISINUS5562691080

Market cap$3.13B
EPS (ttm)$2.00
P/E (ttm)21.42
ROE16.1%
P/B3.33
P/S1.14
Dividend yieldDiv yield1.96%
Beta1.61vs XLY 0.72

Price target$55.50+29.6%Average of 31 analysts
ConsensusBuy21 of 31 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 8, 2026BMO CapitalInitiate
Rating: Target:
Rating: OutperformTarget: $60
Sep 8, 2026Capital One FinancialTarget
Target:
Target: $60
Aug 5, 2026Piper SandlerReiterate
Rating: Target: $50
Rating: OverweightTarget: $55
Aug 3, 2026Williams TradingTarget
Target: $48
Target: $56
Jul 31, 2026Piper SandlerReiterate
Rating: Target: $40
Rating: OverweightTarget: $50

Next report
Nov 4, 26
in 43 days
EPS estimate
$0.75
Revenue estimate
$776.8M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Jul '25Nov '25Feb '26May '26Jul '26Nov '26
Reported$0.55$0.60$0.20$0.43$0.48$0.45$0.44Pending
Estimate$0.53$0.46$0.24$0.44$0.46$0.42$0.32$0.75
Surprise+3.8%+30.4%−16.7%−2.3%+4.3%+7.1%+37.1%

RevenueReportedEstimate

Feb '25May '25Jul '25Nov '25Feb '26May '26Jul '26Nov '26
Reported$582.3M$553.5M$559.0M$667.9M$749.8M$649.7M$662.9MPending
Estimate$550.4M$594.3M$699.7M$757.9M$753.0M$646.6M$635.4M$776.8M
Surprise+5.8%−6.9%−20.1%−11.9%−0.4%+0.5%+4.3%
Estimate$0.75
ReportedDue Nov 4, 2026
Estimate$776.8M
ReportedDue Nov 4, 2026
View details

Debt to equity40.10%
Current ratio190.60%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$624.7M$582.3M$553.5M$559.0M$667.9M$753.7M$649.7M$665.9M
Net income$55.3M$34.8M$40.4M−$39.5M$20.5M$23.2M$71.8M$27.7M
Net margin8.8%6.0%7.3%0.0%3.1%3.1%11.1%4.2%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$74.6M$46.7M$53.5M−$40.3M$31.4M$36.2M$95.7M$39.3M
YoY growth−9.9%+17.1%−5.7%Turned loss−58.0%−22.6%+78.9%Turned profit

Balance sheet, Jun 30, 2026Cash & short-term investments $94.7M · Total debt $377.1M · Total assets $1.84B · Shareholders' equity $939.6M

Revenue
$665.9M
Operating income
$39.3M
Net income
$27.7M
View details

Dividend yield
1.96%
Next ex-date
Dec 11, 26
estimated · in 80 days
Annual dividend
$0.84
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Dividend$0.21$0.21$0.21$0.21$0.21$0.21$0.21$0.21
Annual yield1.92%3.00%3.22%2.70%1.90%2.47%1.85%1.96%
Ex-dateDec 13Mar 10Jun 9Sep 12Dec 15Mar 11Jun 8Sep 11
Payment dateDec 27Mar 21Jun 20Sep 23Dec 26Mar 20Jun 19Sep 24
View details

Institutions≈ 101.89%74.56M shares
311 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders2.00%1.46M shares
15 holders · as of Aug 5, 2026
Adds to103.89%

73.18M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 103.89%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
15.46%11.31Mas of Jun 30, 2026
FMR LLCInstitution
9.73%7.12Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
6.26%4.58Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.50%3.29Mas of Jun 30, 2026
State Street CorpInstitution
3.96%2.90Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 5, 2026Mitchell S. Klipperdirector−3,918$48.54
Aug 5, 2026Arian Simone Reeddirector−1,250$48.76
Aug 5, 2026Amelia Vareladirector, officer: President−15,000$48.59
Aug 4, 2026Peter Allan Davisdirector−525$48.31
Aug 4, 2026Al Ferraradirector−3,918$48.26
View details

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Compare

CompanyPriceChange
Steve Madden$44.18+3.14%$3.13B21.418.41.1+18.6%
Caleres$12.65+6.21%$400.1M7.46.50.1+5.6%
Designer Brands$6.27+0.80%$315.8M22.212.40.1−1.2%
Deckers Brands$80.50+0.33%$10.93B11.410.52.0+5.7%
Tapestry$112.73−0.30%$22.85B15.614.22.9+8.9%
Capri$15.19+6.11%$1.64B11.08.10.5−3.5%
Crocs$124.29+0.49%$5.93B10.78.61.5+2.6%
Wolverine Worldwide$19.91+2.21%$1.60B15.011.30.8+6.8%
Birkenstock$32.09+2.38%$5.76B14.912.12.2+9.9%
Median13.110.91.1+5.7%