SHOO Steven Madden, Ltd. - Common Stock
NASDAQ · Textiles, Apparel & Luxury Goods · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 31, 2026
$45.97
· of 52w range
· above low
· to high
$31.3352w low
$49.7052w high
Market Cap (MRQ)
$3.36B
P/E (TTM)
23.0
EPS (TTM)
$2.00
Revenue (TTM)
$2.74B
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52W Range
$31–$50
Analyst Rating
BUY
Price Target
$52
P/E
23.0
ROE
16.5%
Net Profit Margin
5.3%
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SHOO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$45.97
Market Cap (MRQ)
$3.36B
P/E (TTM)
23.0
EPS (TTM)
$2.00
Revenue (TTM)
$2.74B
Div Yield
1.8%
ROE (TTM)
16.5%
Debt/Equity (MRQ)
0.1
52W Range
$31–$50
SHOO Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Oct. 12, 2018 | 3-for-2 | Forward |
| Oct. 2, 2013 | 3-for-2 | Forward |
| June 1, 2011 | 3-for-2 | Forward |
| May 3, 2010 | 3-for-2 | Forward |
| May 26, 2006 | 3-for-2 | Forward |
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$2.53B2023-12-31 → 2025-12-31
EPS$0.632023-12-31 → 2025-12-31
Free Cash Flow$120M2023-12-31 → 2025-12-31
Net margin5.3%2023-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | SHOO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 23.0 | · | 12.5 | Overvalued | |
| P/S (TTM) | 1.2 | · | 1.3 | Fair value | |
| P/B (MRQ) | 3.6 | · | 3.7 | Fair value | |
| EV / EBITDA | 30.5 | · | · | · | |
| Price / FCF (TTM) | 15.0 | · | · | · | |
| Price / Cash Flow (TTM) | 12.7 | · | 12.7 | Overvalued | |
| EV / Revenue | 1.4 | · | · | · | |
| EV / FCF | 29.1 | · | · | · | |
| Price / Tangible Book (MRQ) | 5.1 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | SHOO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 46.1% | · | 46.5% | In line | |
| Operating Margin (TTM) | 7.5% | · | 12.3% | Weak | |
| EBITDA Margin (TTM) | 8.9% | · | 9.3% | Weak | |
| Pretax Margin (TTM) | 7.0% | · | 8.2% | Weak | |
| Net Profit Margin (TTM) | 5.3% | · | 6.7% | Weak | |
| ROA (TTM) | 7.8% | · | 4.8% | Weak | |
| ROE (TTM) | 16.5% | · | 9.1% | Weak | |
| ROIC | 4.6% | · | 4.6% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | SHOO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.1 | · | 0.5 | Low debt | |
| Current Ratio (MRQ) | 1.9 | · | 2.0 | Low liquidity | |
| Quick Ratio | 0.2 | · | 0.8 | Low liquidity | |
| Long-Term Debt / Equity (MRQ) | 0.1 | · | 0.4 | Low debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | SHOO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 11.0% | · | · | · | |
| Revenue CAGR 3Y | 6.1% | · | · | · | |
| Revenue CAGR 5Y | 16.1% | · | · | · | |
| EPS YoY | -73.2% | · | · | · | |
| Net Income YoY | -72.1% | · | · | · | |
| EPS CAGR 3Y | -39.0% | · | · | · | |
| Net Income CAGR 3Y | -39.1% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | SHOO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.5 | · | 1.1 | Top tier | |
| Inventory Turnover | 4.4 | · | 4.1 | In line | |
| Revenue / Employee | ≈$603.4K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield1.8%
Payout Ratio124.4%
Annualized Payout≈$0.84
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 11, 2026 | $0.21 | USD | ≈2.0% |
| Jun 8, 2026 | $0.21 | USD | ≈1.9% |
| Mar 11, 2026 | $0.21 | USD | ≈2.5% |
| Dec 15, 2025 | $0.21 | USD | ≈1.9% |
| Sep 12, 2025 | $0.21 | USD | ≈2.7% |
| Jun 9, 2025 | $0.21 | USD | ≈3.2% |
| Mar 10, 2025 | $0.21 | USD | ≈3.0% |
| Dec 13, 2024 | $0.21 | USD | ≈1.9% |
| Sep 13, 2024 | $0.21 | USD | ≈1.8% |
| Jun 10, 2024 | $0.21 | USD | ≈1.9% |
| Mar 7, 2024 | $0.21 | USD | ≈2.0% |
| Dec 14, 2023 | $0.21 | USD | ≈2.0% |
| Sep 14, 2023 | $0.21 | USD | ≈2.6% |
| Jun 9, 2023 | $0.21 | USD | ≈2.5% |
| Mar 9, 2023 | $0.21 | USD | ≈2.4% |
| Dec 15, 2022 | $0.21 | USD | ≈2.6% |
| Sep 15, 2022 | $0.21 | USD | ≈2.7% |
| Jun 10, 2022 | $0.21 | USD | ≈2.0% |
| Mar 10, 2022 | $0.21 | USD | ≈1.7% |
| Dec 16, 2021 | $0.15 | USD | ≈1.3% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
12.0%
Next Report
Nov 03, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 28, 2026 | $0.44 | $0.33 | 34.4% |
| March 31, 2026 | May 13, 2026 | $0.45 | $0.39 | 14.3% |
| Dec. 31, 2025 | $0.48 | $0.48 | 0.38% | |
| Sept. 30, 2025 | $0.43 | $0.45 | -3.7% | |
| June 30, 2025 | $0.20 | $0.21 | -3.2% | |
| March 31, 2025 | $0.60 | $0.46 | 29.9% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.53B | $2.28B | $1.98B | $2.12B | $1.87B | $1.20B | $1.79B | |
| Cost of Revenue | $1.48B | $1.35B | $1.15B | $1.25B | $1.10B | $737M | $1.10B | |
| Gross Profit | $1.05B | $937M | $832M | $874M | $767M | $465M | $686M | |
| Operating Expenses | · | · | · | · | · | $415M | $503M | |
| Operating Income | $81M | $225M | $213M | $282M | $244M | $-32M | $177M | |
| Pretax Income | $78M | $230M | $221M | $282M | $242M | $-30M | $181M | |
| Income Tax | $29M | $55M | $47M | $65M | $50M | $-12M | $40M | |
| Net Income | $49M | $176M | $174M | $217M | $192M | $-18M | $142M | |
| EPS (Basic) | $0.63 | $2.38 | $2.34 | $2.84 | $2.43 | $-0.23 | $1.78 | |
| EPS (Diluted) | $0.63 | $2.35 | $2.30 | $2.77 | $2.34 | $-0.23 | $1.69 | |
| Shares (Diluted) | 71,181,000 | 71,963,000 | 74,565,000 | 78,069,000 | 81,628,000 | 78,635,000 | 83,646,000 | |
| EBITDA | $114M | $245M | $229M | $302M | $259M | $-14M | $198M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $112M | $190M | $205M | $275M | $219M | $248M | $264M | |
| Short-term Investments | $0 | $13M | $15M | $15M | $44M | $39M | $41M | |
| Receivables | $7M | $5M | $5M | $8M | $365M | $253M | $216M | |
| Inventory | $417M | $258M | $229M | $229M | $255M | $101M | $137M | |
| Prepaid Expense | $47M | $34M | $29M | $23M | $21M | $17M | $22M | |
| Current Assets | $1.00B | $895M | $855M | $844M | $945M | $698M | $719M | |
| PP&E (Net) | $116M | $57M | $47M | $41M | $36M | $43M | $66M | |
| PP&E (Gross) | $304M | $222M | $205M | $191M | $179M | $179M | $176M | |
| Accum. Depreciation | $177M | $153M | $145M | $136M | $129M | $121M | $110M | |
| Goodwill | $255M | $184M | $180M | $168M | $168M | $168M | $171M | |
| Intangibles | $281M | $113M | $126M | $101M | $112M | $115M | $163M | |
| Other Non-current Assets | $23M | $22M | $16M | $12M | $4M | $5M | $3M | |
| Total Assets | $1.91B | $1.41B | $1.35B | $1.26B | $1.36B | $1.14B | $1.28B | |
| Accounts Payable | $197M | $207M | $161M | $131M | $137M | $74M | $62M | |
| Accrued Liabilities | $259M | $142M | $155M | $139M | $243M | $118M | $170M | |
| Current Liabilities | $526M | $414M | $378M | $321M | $435M | $236M | $281M | |
| Capital Leases | $193M | $110M | $99M | $79M | $80M | $99M | $133M | |
| Deferred Tax | $36M | $5M | $9M | $4M | $3M | $3M | $6M | |
| Total Liabilities | $1.01B | $536M | $500M | $414M | $535M | $347M | $437M | |
| Long-term Debt | $234M | $0 | · | · | · | · | · | |
| Total Debt | $234M | · | · | · | · | · | · | |
| Common Stock | $7.0K | $7.0K | $7.0K | $8.0K | $8.0K | $8.0K | $6.0K | |
| Paid-in Capital | $654M | $614M | $586M | $520M | $496M | $478M | $454M | |
| Retained Earnings | $1.77B | $1.79B | $1.68B | $1.57B | $1.42B | $1.28B | $1.31B | |
| Treasury Stock | $1.53B | $1.51B | $1.41B | $1.22B | $1.08B | $952M | $906M | |
| AOCI | $-29M | $-48M | $-29M | $-36M | $-30M | $-29M | $-30M | |
| Stockholders' Equity | $866M | $848M | $830M | $832M | $812M | $777M | $829M | |
| Liabilities + Equity | $1.91B | $1.41B | $1.35B | $1.26B | $1.36B | $1.14B | $1.28B | |
| Shares Outstanding | 72,674,000 | 72,157,000 | 73,681,000 | 76,796,000 | 80,557,000 | 82,616,000 | 83,520,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $33M | $20M | $16M | $21M | $15M | $17M | $21M | |
| Stock-based Comp | $30M | $27M | $24M | $24M | $22M | $23M | $23M | |
| Deferred Tax | $-5M | $-5M | $6M | $4M | $1M | $-8M | $5M | |
| Amort. of Intangibles | · | · | · | · | · | · | $6M | |
| Other Non-cash | $55M | $-20M | $10M | $2M | $-72M | $31M | $43M | |
| Operating Cash Flow | $162M | $198M | $229M | $268M | $159M | $44M | $234M | |
| CapEx | $43M | $26M | $19M | $16M | $7M | $7M | $18M | |
| Investing Cash Flow | $-401M | $-39M | $-100M | $6M | $-3M | $-5M | $-28M | |
| Net Debt Issued | $-228M | · | · | · | · | · | · | |
| Stock Repurchased | $14M | $98M | $142M | $149M | $123M | $47M | $102M | |
| Net Stock Activity | $-14M | $-98M | $-142M | $-149M | $-123M | $-47M | $-102M | |
| Dividends Paid | $61M | $61M | $63M | $66M | $49M | $12M | $48M | |
| Financing Cash Flow | $157M | $-168M | $-201M | $-216M | $-185M | $-57M | $-142M | |
| Net Change in Cash | $-78M | $-15M | $-70M | $55M | $-28M | $-16M | $64M | |
| Taxes Paid | $46M | $51M | $46M | $65M | $47M | $5M | $30M | |
| Free Cash Flow | $120M | $172M | $210M | $252M | $153M | $38M | $215M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 41.4% | 41.0% | 42.0% | 41.2% | 41.1% | 38.6% | 38.4% | |
| Operating Margin | 3.2% | 9.8% | 10.8% | 13.3% | 13.1% | -2.6% | 9.9% | |
| Net Margin | 1.9% | 7.7% | 8.8% | 10.2% | 10.3% | -1.5% | 7.9% | |
| Pretax Margin | 3.1% | 10.1% | 11.1% | 13.3% | 13.0% | -2.5% | 10.1% | |
| EBITDA Margin | 4.5% | 10.7% | 11.5% | 14.2% | 13.9% | -1.2% | 11.1% | |
| ROA | 2.9% | 12.3% | 13.2% | 17.5% | 14.5% | -1.6% | 11.0% | |
| ROE | 5.7% | 20.9% | 20.9% | 25.9% | 23.9% | -2.4% | 17.0% | |
| ROIC | 4.6% | 20.2% | 20.3% | 26.1% | 23.8% | -2.5% | 16.7% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | 2.2 | 2.3 | 2.6 | 2.2 | 3.0 | 2.6 | |
| Quick Ratio | 0.2 | 0.5 | 0.6 | 1.7 | 1.4 | 2.3 | 1.9 | |
| Debt / Equity | 0.3 | · | · | · | · | · | · | |
| LT Debt / Equity | 0.3 | · | · | · | · | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.6 | 1.5 | 1.7 | 1.4 | 1.1 | 1.4 | |
| Inventory Turnover | 4.4 | 5.1 | 5.3 | 5.3 | 4.8 | 7.0 | 7.7 | |
| Receivables Turnover | · | · | · | 16.5 | 9.9 | 9.1 | 7.0 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $11.92 | $11.75 | $11.26 | $10.83 | $10.08 | $9.40 | $9.92 | |
| Revenue / Share | $35.60 | $31.72 | $26.58 | $27.18 | $22.86 | $15.28 | $21.37 | |
| Cash Flow / Share | $2.28 | $2.75 | $3.07 | $3.43 | $1.95 | $0.56 | $2.79 | |
| Cash / Share | $1.55 | $2.63 | $2.78 | $3.58 | $2.72 | $3.00 | $3.16 | |
| Dividend Paid / Share | $0.84 | $0.84 | $0.84 | $0.84 | $0.60 | $0.15 | $0.57 | |
| EPS (TTM) | $0.63 | $2.35 | $2.30 | $2.77 | $2.34 | $-0.23 | $1.69 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 11.0% | 15.2% | -6.6% | 13.7% | 55.3% | · | · | |
| Revenue CAGR 3Y | 6.1% | 7.0% | 18.1% | · | · | · | · | |
| Revenue CAGR 5Y | 16.1% | · | · | · | · | · | · | |
| EPS YoY | -73.2% | 2.2% | -17.0% | 18.4% | · | · | · | |
| EPS CAGR 3Y | -39.0% | 0.14% | · | · | · | · | · | |
| Net Income YoY | -72.1% | 1.1% | -19.9% | 12.9% | · | · | · | |
| Net Income CAGR 3Y | -39.1% | -2.9% | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 37.4% | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.53B | $2.28B | $1.98B | $2.12B | $1.87B | $1.20B | $1.79B | |
| Net Income TTM | $49M | $176M | $174M | $217M | $192M | $-18M | $142M | |
| Market Cap | $3.03B | $3.07B | $3.09B | $2.45B | $3.74B | $2.92B | $3.59B | |
| Enterprise Value | $3.15B | · | · | · | · | · | · | |
| P/E | 66.1 | 18.1 | 18.3 | 11.5 | 19.9 | -153.6 | 25.4 | |
| P/S | 1.2 | 1.3 | 1.6 | 1.2 | 2.0 | 2.4 | 2.0 | |
| P/B | 3.5 | 3.6 | 3.7 | 3.0 | 4.6 | 3.8 | 4.3 | |
| P / Tangible Book | 9.2 | 5.6 | 5.9 | 4.4 | 7.0 | 5.9 | · | |
| P / Cash Flow | 18.7 | 15.5 | 13.5 | 9.2 | 23.5 | 66.0 | 15.4 | |
| P / FCF | 25.3 | 17.8 | 14.8 | 9.8 | 24.5 | 77.5 | 16.7 | |
| EV / EBITDA | 27.6 | · | · | · | · | · | · | |
| EV / FCF | 26.3 | · | · | · | · | · | · | |
| EV / Revenue | 1.2 | · | · | · | · | · | · | |
| Dividend Yield | 2.0% | 2.0% | 2.0% | 2.7% | 1.3% | 0.43% | 1.4% | |
| Earnings Yield | 1.5% | 5.5% | 5.5% | 8.7% | 5.0% | -0.65% | 3.9% | |
| Payout Ratio | 124.4% | 34.7% | 36.3% | 30.4% | 25.5% | -67.7% | 34.3% | |
| Annual Payout | $61M | $61M | $63M | $66M | $49M | $12M | $48M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $666M | $653M | $754M | $668M | $559M | $554M | $582M | $625M | $524M | $552M | $520M | $553M | $445M | $464M | $471M | $557M | |
| Cost of Revenue | $356M | $296M | $434M | $390M | $333M | $327M | $347M | $365M | $306M | $328M | $305M | $320M | $255M | $269M | $272M | $327M | |
| Gross Profit | $310M | $357M | $320M | $277M | $226M | $226M | $235M | $260M | $217M | $225M | $215M | $233M | $190M | $195M | $199M | $229M | |
| Operating Expenses | · | · | · | · | · | · | · | · | · | · | · | $150M | $146M | $149M | · | $151M | |
| Operating Income | $39M | $99M | $36M | $31M | $-40M | $53M | $47M | $75M | $47M | $57M | $40M | $83M | $44M | $47M | $40M | $79M | |
| Pretax Income | $38M | $95M | $32M | $26M | $-35M | $54M | $48M | $76M | $48M | $58M | $41M | $85M | $46M | $49M | $40M | $80M | |
| Income Tax | $10M | $23M | $7M | $5M | $4M | $13M | $10M | $19M | $11M | $14M | $4M | $20M | $11M | $12M | $8M | $18M | |
| Net Income | $28M | $72M | $26M | $21M | $-39M | $40M | $39M | $55M | $37M | $45M | $37M | $65M | $35M | $37M | $32M | $62M | |
| EPS (Basic) | $0.39 | $1.01 | $0.33 | $0.29 | $-0.56 | $0.57 | $0.49 | $0.78 | $0.50 | $0.61 | $0.50 | $0.88 | $0.47 | $0.49 | $0.44 | $0.81 | |
| EPS (Diluted) | $0.38 | $1.00 | $0.33 | $0.29 | $-0.56 | $0.57 | $0.49 | $0.77 | $0.49 | $0.60 | $0.49 | $0.87 | $0.46 | $0.48 | $0.42 | $0.79 | |
| Shares (Basic) | 71,292,000 | 71,163,000 | · | 70,906,000 | 70,870,000 | 70,773,000 | · | 70,806,000 | 71,458,000 | 72,292,000 | · | 72,943,000 | 73,613,000 | 74,498,000 | · | 75,598,000 | |
| Shares (Diluted) | 72,164,000 | 71,876,000 | · | 71,157,000 | 70,870,000 | 71,055,000 | · | 71,569,000 | 72,004,000 | 72,865,000 | · | 74,071,000 | 74,883,000 | 75,855,000 | · | 77,396,000 | |
| EBITDA | $49M | $108M | · | $43M | $-32M | $59M | · | $80M | $47M | $61M | · | $83M | $44M | $50M | · | $79M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | $112M | · | $112M | $145M | $190M | · | · | · | · | · | · | · | · | $139M | |
| Short-term Investments | $0 | $0 | $0 | $140.0K | $140.0K | $2M | $13M | $11M | $12M | $12M | · | $15M | $16M | $14M | · | $9M | |
| Receivables | $8M | $6M | · | $6M | $6M | $4M | · | $4M | $3M | $5M | · | $5M | $6M | $7M | · | $9M | |
| Inventory | $377M | $379M | $417M | $476M | $437M | $239M | $258M | $269M | $242M | $202M | · | $206M | $208M | $180M | · | $244M | |
| Prepaid Expense | $55M | $140M | $47M | $57M | $54M | $35M | $34M | $28M | $28M | $28M | · | $24M | $24M | $22M | · | $26M | |
| Current Assets | $930M | $1.05B | $1.00B | $1.09B | $998M | $886M | $895M | $945M | $860M | $807M | · | $854M | $828M | $768M | · | $817M | |
| PP&E (Net) | $114M | $112M | $116M | $112M | $104M | $66M | $57M | $53M | $49M | $47M | · | $45M | $42M | $42M | · | $37M | |
| PP&E (Gross) | · | · | $304M | · | · | · | $222M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $177M | · | · | · | $153M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $256M | $254M | $255M | $274M | $267M | $187M | $184M | $182M | $183M | $181M | $180M | $169M | $169M | $168M | $168M | $168M | |
| Intangibles | $275M | $276M | $281M | $277M | $282M | $113M | $113M | $108M | $123M | $124M | · | $100M | $101M | $101M | · | $103M | |
| Other Non-current Assets | $23M | $23M | $23M | $21M | $22M | $22M | $22M | $20M | $16M | $16M | · | $11M | $11M | $12M | · | $4M | |
| Total Assets | $1.84B | $1.95B | $1.91B | $2.00B | $1.90B | $1.43B | $1.41B | $1.46B | $1.38B | $1.30B | · | $1.29B | $1.27B | $1.21B | · | $1.23B | |
| Accounts Payable | $202M | $196M | $197M | $254M | $236M | $217M | $207M | $226M | $190M | $170M | · | $141M | $130M | $102M | · | $99M | |
| Accrued Liabilities | $203M | $194M | $259M | $238M | $181M | $110M | $142M | $150M | $143M | $109M | · | $130M | $134M | $112M | · | $120M | |
| Current Liabilities | $488M | $471M | $526M | $572M | $497M | $395M | $414M | $453M | $406M | $333M | · | $332M | $318M | $257M | · | $280M | |
| Capital Leases | $194M | $192M | $193M | $190M | $189M | $121M | $110M | $119M | $113M | $103M | · | $92M | $96M | $96M | · | $80M | |
| Deferred Tax | $37M | $36M | $36M | $40M | $39M | $5M | $5M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $864M | $1.01B | $1.01B | $1.11B | $1.03B | $524M | $536M | $597M | $543M | $461M | · | $439M | $429M | $367M | · | $374M | |
| Long-term Debt | $125M | · | · | · | $293M | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $125M | $286M | · | $294M | $293M | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | · | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | |
| Paid-in Capital | $680M | $661M | $654M | $637M | $629M | $622M | $614M | $608M | $600M | $592M | · | $579M | $534M | $527M | · | $514M | |
| Retained Earnings | $1.84B | $1.83B | $1.77B | $1.76B | $1.76B | $1.81B | $1.79B | $1.77B | $1.73B | $1.71B | · | $1.66B | $1.61B | $1.59B | · | $1.56B | |
| Treasury Stock | $1.55B | $1.54B | $1.53B | $1.51B | $1.51B | $1.51B | $1.51B | $1.50B | $1.48B | $1.44B | · | $1.37B | $1.29B | $1.26B | · | $1.19B | |
| AOCI | $-36M | $-39M | $-29M | $-35M | $-40M | $-45M | $-48M | $-38M | $-37M | $-31M | $-29M | $-33M | $-31M | $-35M | · | $-40M | |
| Stockholders' Equity | $940M | $913M | $866M | $851M | $833M | $875M | $848M | $834M | $808M | $825M | · | $837M | $825M | $821M | · | $842M | |
| Liabilities + Equity | $1.84B | $1.95B | $1.91B | $2.00B | $1.90B | $1.43B | $1.41B | $1.46B | $1.38B | $1.30B | · | $1.29B | $1.27B | $1.21B | · | $1.23B | |
| Shares Outstanding | 73,168,000 | 73,062,000 | 72,674,000 | 72,661,000 | 72,651,000 | 72,575,000 | 72,157,000 | 72,192,000 | 72,606,000 | 73,324,000 | 73,681,000 | 74,610,000 | 75,303,000 | 76,011,000 | 76,796,000 | 77,906,000 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $9M | $8M | $11M | $9M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $3M | $5M | $5M | |
| Stock-based Comp | $8M | $7M | $7M | $7M | $8M | $7M | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | |
| Deferred Tax | $-27.0K | $32.0K | · | · | $-441.0K | $441.0K | · | · | · | $410.0K | $6M | $0 | $0 | $0 | $6M | $-428.0K | |
| Amort. of Intangibles | $1M | $2M | · | $2M | $1M | $1M | · | $1M | $1M | $941.0K | · | $463.0K | $461.0K | $423.0K | · | $2M | |
| Other Non-cash | · | $-144M | · | · | · | $-73M | · | · | · | $-71M | · | · | · | $-60M | · | · | |
| Operating Cash Flow | $205M | $-55M | $91M | $23M | $66M | $-19M | $104M | $444.0K | $110M | $-16M | $151M | $-5M | $96M | $-13M | $201M | $26M | |
| CapEx | $9M | $6M | $10M | $15M | $8M | $10M | $9M | $7M | $5M | $4M | $6M | $6M | $4M | $4M | $6M | $5M | |
| Investing Cash Flow | $-10M | $-6M | $-8M | $-15M | $-377M | $-1M | $-23M | $-7M | $-6M | $-5M | $-86M | $-5M | $-6M | $-2M | $-17M | $15M | |
| Net Debt Issued | · | $-42M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $985.0K | $7M | $5M | $169.0K | $428.0K | $8M | $3M | $20M | $38M | $37M | $38M | $40M | $26M | $38M | $37M | $35M | |
| Net Stock Activity | · | $-7M | · | · | · | $-8M | · | · | · | $-37M | · | · | $-26M | $-38M | · | $-35M | |
| Dividends Paid | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $16M | $16M | $16M | $16M | $16M | $16M | |
| Financing Cash Flow | $-178M | $26M | $-80M | $-12M | $275M | $-26M | $-27M | $-35M | $-53M | $-53M | $-54M | $-56M | $-41M | $-50M | $-50M | $-51M | |
| Net Change in Cash | $18M | $-35M | $4M | $-3M | $-33M | $-45M | $51M | $-41M | $49M | $-73M | $13M | $-66M | $48M | $-65M | $136M | $-12M | |
| Free Cash Flow | · | $-61M | · | · | · | $-29M | · | · | · | $-20M | · | · | · | $-17M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 46.5% | 54.7% | · | 41.5% | 40.4% | 40.9% | · | 41.5% | 41.5% | 40.7% | · | 42.1% | 42.6% | 42.1% | · | 41.2% | |
| Operating Margin | 5.9% | 15.1% | · | 4.7% | -7.2% | 9.7% | · | 11.9% | 8.9% | 10.3% | · | 15.0% | 9.9% | 10.0% | · | 14.1% | |
| Net Margin | 4.2% | 11.0% | · | 3.1% | -6.9% | 7.4% | · | 9.1% | 7.1% | 8.1% | · | 11.8% | · | 7.9% | · | · | |
| Pretax Margin | 5.7% | 14.6% | · | 4.0% | -6.2% | 9.8% | · | 12.2% | 9.2% | 10.5% | · | 15.3% | 10.3% | 10.5% | · | 14.4% | |
| EBITDA Margin | 7.3% | 16.6% | · | 6.4% | -5.7% | 10.6% | · | 12.8% | 8.9% | 11.1% | · | 15.0% | 9.9% | 10.8% | · | 14.1% | |
| ROA | 1.5% | 4.2% | · | 1.2% | -2.4% | 3.0% | · | 4.1% | 2.8% | 3.5% | · | 5.2% | · | 3.0% | · | · | |
| ROE | 3.1% | 8.0% | · | 2.4% | -4.7% | 4.9% | · | 6.8% | 4.5% | 5.4% | · | 7.8% | · | 4.4% | · | · | |
| ROIC | 2.7% | 6.2% | · | 2.3% | -4.0% | 4.6% | · | 6.7% | 4.4% | 5.3% | · | 7.6% | 4.1% | 4.3% | · | 7.2% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | 2.2 | · | 1.9 | 2.0 | 2.2 | · | 2.1 | 2.1 | 2.4 | · | 2.6 | 2.6 | 3.0 | · | 2.9 | |
| Quick Ratio | 0.0 | 0.0 | · | 0.0 | 0.2 | 0.4 | · | 0.0 | 0.0 | 0.0 | · | 0.1 | 0.1 | 0.1 | · | 0.6 | |
| Debt / Equity | 0.1 | 0.3 | · | 0.3 | 0.4 | · | · | · | · | · | · | · | · | · | · | · | |
| LT Debt / Equity | 0.1 | 0.3 | · | 0.3 | 0.3 | · | · | · | · | · | · | · | · | · | · | · |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | · | 0.4 | 0.3 | 0.4 | · | 0.5 | 0.4 | 0.4 | · | 0.4 | 0.3 | 0.4 | · | 0.4 | |
| Inventory Turnover | 0.9 | 1.0 | · | 1.0 | 1.0 | 1.5 | · | 1.5 | 1.4 | 1.7 | · | 1.4 | 1.0 | 1.3 | · | 1.5 | |
| Receivables Turnover | 94.8 | 130.9 | · | 128.9 | 122.7 | 122.9 | · | 145.6 | 113.1 | 91.4 | · | 84.1 | 46.5 | 48.5 | · | 55.0 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $12.84 | $12.50 | · | $11.71 | $11.47 | $12.06 | · | $11.55 | $11.13 | $11.25 | · | $11.22 | $10.95 | $10.80 | · | $10.81 | |
| Revenue / Share | $9.23 | $9.09 | · | $9.39 | $7.89 | $7.79 | · | $8.73 | $7.27 | $7.58 | · | $7.46 | $5.95 | $6.11 | · | $7.19 | |
| Cash Flow / Share | · | $-0.77 | · | · | · | $-0.27 | · | · | · | $-0.22 | · | · | · | $-0.17 | · | · | |
| Cash / Share | · | · | · | · | $1.54 | $1.99 | · | · | · | · | · | · | · | · | · | $1.79 | |
| Dividend Paid / Share | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | |
| EPS (TTM) | $2.00 | $1.06 | · | $0.79 | $1.27 | $2.32 | · | $2.35 | $2.45 | $2.42 | · | $2.23 | $2.15 | $2.31 | · | $3.16 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.74B | $2.63B | · | $2.36B | $2.32B | $2.28B | · | $2.22B | $2.15B | $2.07B | · | $1.93B | $1.94B | $2.03B | · | $2.23B | |
| Net Income TTM | $146M | $79M | · | $61M | $95M | $172M | · | $174M | $184M | $182M | · | $169M | $166M | $179M | · | $252M | |
| Market Cap | $3.08B | $2.48B | · | $2.43B | $1.74B | $1.93B | · | $3.54B | $3.07B | $3.10B | · | $2.37B | $2.46B | $2.74B | · | $2.08B | |
| Enterprise Value | · | · | · | · | $1.92B | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 21.1 | 32.0 | · | 42.4 | 18.9 | 11.5 | · | 20.8 | 17.3 | 17.5 | · | 14.2 | 15.2 | 15.6 | · | 8.4 | |
| P/S | 1.1 | 0.9 | · | 1.0 | 0.8 | 0.8 | · | 1.6 | 1.4 | 1.5 | · | 1.2 | 1.3 | 1.4 | · | 0.9 | |
| P/B | 3.3 | 2.7 | · | 2.9 | 2.1 | 2.2 | · | 4.2 | 3.8 | 3.8 | · | 2.8 | 3.0 | 3.3 | · | 2.5 | |
| P / Tangible Book | 7.5 | 6.5 | · | 8.1 | 6.1 | 3.4 | · | 6.5 | 6.1 | 6.0 | · | 4.2 | 4.4 | 5.0 | · | 3.6 | |
| P / Cash Flow | · | -44.8 | · | · | · | -102.7 | · | · | · | -197.4 | · | · | · | -206.1 | · | · | |
| EV / Revenue | · | · | · | · | 0.8 | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend Yield | 2.0% | 2.5% | · | 2.5% | 3.5% | 3.1% | · | 1.7% | 2.0% | 2.0% | · | 2.7% | 2.6% | 2.4% | · | 3.0% | |
| Earnings Yield | 4.8% | 3.1% | · | 2.4% | 5.3% | 8.7% | · | 4.8% | 5.8% | 5.7% | · | 7.0% | 6.6% | 6.4% | · | 11.8% | |
| Payout Ratio | · | 21.3% | · | · | · | 36.8% | · | · | · | 34.6% | · | · | · | 43.6% | · | · | |
| Annual Payout | $61M | $61M | · | $61M | $61M | $61M | · | $61M | $62M | $63M | · | $64M | $65M | $65M | · | $62M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Revenue | $2.53B | · | · | $2.28B | · |
| Gross Margin % | 41.4% | · | · | 41.0% | · |
| Operating Margin % | 3.2% | · | · | 9.8% | · |
| Net Income | $49M | · | · | $176M | · |
| Diluted EPS | $0.63 | · | · | $2.35 | · |
| Metric | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Debt / Equity | 0.3 | · | · | · | · |
| Current Ratio | 1.9 | · | · | 2.2 | · |
| Quick Ratio | 0.2 | · | · | 0.5 | · |
| Metric | 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $120M | · | · | $172M | · |
Institutional owners (13F) 322 filers · $3.3B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
322
Value held
$3.3B
New positions
55
Exited positions
30
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 55 (-7 vs prior Q) | 30 (-24 vs prior Q) | 125 (+32 vs prior Q) | 81 (-17 vs prior Q) | -1.5M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $476,166,017 | 11,310,357 | 14.24% | Shares |
| VANGUARD GROUP INC | $340,658,172 | 8,181,032 | 10.19% | Shares |
| FMR LLC | $299,702,356 | 7,118,821 | 8.96% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $192,829,451 | 4,580,272 | 5.77% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $138,534,892 | 3,290,615 | 4.14% | Shares |
| STATE STREET CORP | $121,919,411 | 2,895,948 | 3.65% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $113,057,000 | 2,685,433 | 3.38% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $101,670,319 | 2,414,873 | 3.04% | Shares |
| GOLDMAN SACHS GROUP INC | $95,696,465 | 2,273,075 | 2.86% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $80,334,202 | 1,907,811 | 2.40% | Shares |
| MORGAN STANLEY | $72,294,677 | 1,717,210 | 2.16% | Shares |
| Nuveen, LLC | $68,060,165 | 1,616,631 | 2.04% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $60,681,173 | 1,441,358 | 1.81% | Shares |
| Invesco Ltd. | $54,506,954 | 1,294,702 | 1.63% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53,030,128 | 1,259,623 | 1.59% | Shares |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $49,890,563 | 1,185,049 | 1.49% | Shares |
| CRAMER ROSENTHAL MCGLYNN LLC | $46,961,624 | 1,115,478 | 1.40% | Shares |
| CITADEL ADVISORS LLC | $45,281,160 | 1,075,562 | 1.35% | Shares |
| J. Goldman & Co LP | $39,604,607 | 940,727 | 1.18% | Shares |
| Balyasny Asset Management L.P. | $39,333,020 | 934,276 | 1.18% | Shares |
| D. E. Shaw & Co., Inc. | $38,323,798 | 910,304 | 1.15% | Shares |
| Allspring Global Investments Holdings, LLC | $35,594,144 | 856,040 | 1.06% | Shares |
| NORTHERN TRUST CORP | $35,015,370 | 831,719 | 1.05% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $34,867,220 | 828,200 | 1.04% | Call option |
| BANK OF AMERICA CORP /DE/ | $26,630,693 | 632,558 | 0.80% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $26,343,738 | 625,742 | 0.79% | Shares |
| Bank of New York Mellon Corp | $25,617,806 | 608,499 | 0.77% | Shares |
| DEPRINCE RACE & ZOLLO INC | $25,107,303 | 596,373 | 0.75% | Shares |
| SCOPUS ASSET MANAGEMENT, L.P. | $25,069,413 | 595,473 | 0.75% | Shares |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $23,932,587 | 568,470 | 0.72% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $22,032,067 | 523,327 | 0.66% | Shares |
| Nixon Capital, LLC | $18,652,963 | 443,063 | 0.56% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $18,206,271 | 432,453 | 0.54% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17,609,420 | 418,276 | 0.53% | Shares |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $17,573,193 | 417,414 | 0.53% | Shares |
| JANUS HENDERSON GROUP PLC | $17,472,797 | 515,113 | 0.52% | Shares |
| FRANKLIN RESOURCES INC | $15,603,865 | 370,638 | 0.47% | Shares |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $15,055,818 | 357,620 | 0.45% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $15,041,657 | 357,284 | 0.45% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $14,687,427 | 348,870 | 0.44% | Shares |
| Aberdeen Group plc | $12,719,336 | 302,122 | 0.38% | Shares |
| Fisher Asset Management, LLC | $12,630,038 | 300,000 | 0.38% | Shares |
| Nicholas Investment Partners, LP | $12,227,819 | 290,447 | 0.37% | Shares |
| Leeward Investments, LLC - MA | $12,140,377 | 288,370 | 0.36% | Shares |
| Qube Research & Technologies Ltd | $11,755,288 | 279,223 | 0.35% | Shares |
| JANE STREET GROUP, LLC | $10,811,533 | 256,806 | 0.32% | Shares |
| Public Sector Pension Investment Board | $10,571,773 | 251,111 | 0.32% | Shares |
| ALGERT GLOBAL LLC | $10,473,175 | 248,769 | 0.31% | Shares |
| J. Goldman & Co LP | $10,061,900 | 239,000 | 0.30% | Call option |
| AQR CAPITAL MANAGEMENT LLC | $9,769,246 | 232,049 | 0.29% | Shares |
Activists & 5%+ owners 14 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Steven Madden ×8 filings | Aug. 17, 2023 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Feb. 21, 2008 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Nov. 2, 2007 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Oct. 18, 2007 | · | Initial filing | Capital structure | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Aug. 12, 2005 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | July 25, 2005 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Feb. 3, 2005 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Jan. 12, 2005 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Jan. 3, 2005 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Dec. 20, 2004 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Dec. 13, 2004 | · | Initial filing | Capital structure | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Nov. 18, 2004 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Nov. 12, 2004 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | July 30, 2004 | · | Initial filing | Capital structure | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 35 insiders · 12 officers · 9 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Edward R. Rosenfeld | Chief Executive Officer | March 15, 2026 A | 823,330 | 0 | 0 | $0 |
| Zine Mazouzi | Chief Financial Officer | March 15, 2026 F | 65,922 | 0 | 1 | $-526,485 |
| Jeffrey Silverman | President | Dec. 21, 2007 D | · | 0 | 0 | $0 |
| John Mccann | President | Jan. 3, 2005 A | 20,000 | 0 | 0 | $0 |
| Awadhesh K Sinha | Chief Operating Officer | Dec. 15, 2021 F | 55,507 | 0 | 0 | $0 |
| Lisa Keith | EVP, Gen. Counsel, Secretary | Aug. 1, 2026 F | 25,149 | 0 | 2 | $-206,045 |
| Christina Ciglar | Chief Product Officer | June 9, 2026 S | 35,200 | 0 | 1 | $-230,277 |
| Karla Frieders | Chief Merchandising Officer | June 1, 2025 F | 82,391 | 0 | 0 | $0 |
| Michael Paradise | EVP - General Counsel | June 5, 2019 F | 28,921 | 0 | 0 | $0 |
| Robert Schmertz | Brand Director | March 20, 2015 A | 330,694 | 0 | 0 | $0 |
| Joseph Masella | Co-Pres. (Sales) Adesso Madden | Dec. 16, 2009 M | 0 | 0 | 0 | $0 |
| Mark Jankowski | Executive VP of Production | Nov. 12, 2003 S | 5,000 | 0 | 0 | $0 |
| Peter Migliorini | Director | June 15, 2026 S | 16,830 | 0 | 2 | $-307,620 |
| Maria Teresa Kumar | Director | May 20, 2026 A | 12,224 | 0 | 0 | $0 |
| Ravi Sachdev | Director | May 20, 2026 A | 87,053 | 0 | 0 | $0 |
| Rose Peabody Lynch | Director | May 20, 2026 A | 29,127 | 0 | 0 | $0 |
| Robert Garrett Smith | Director | May 21, 2025 A | 20,184 | 0 | 0 | $0 |
| Richard Randall | Director | June 3, 2019 A | 38,070 | 0 | 0 | $0 |
| John L Madden | Director | March 2, 2015 S | 36,012 | 0 | 0 | $0 |
| Marc S Cooper | Director | May 25, 2007 A | 1,500 | 0 | 0 | $0 |
| Charles Koppelman | Director | Dec. 5, 2003 P | 220,500 | 0 | 0 | $0 |
| Steven Madden | 10% owner | April 29, 2015 J | 3,985,076 | 0 | 0 | $0 |
| Harold Kahn | 10% owner | Oct. 16, 2007 M | 3,000 | 0 | 0 | $0 |
| Arian Simone Reed | · | Aug. 5, 2026 S | 8,196 | 0 | 6 | $-399,465 |
| Amelia Varela | · | Aug. 5, 2026 S | 194,632 | 0 | 3 | $-1,802,100 |
| Mitchell S Klipper | · | Aug. 5, 2026 S | 32,555 | 0 | 1 | $-190,180 |
| Peter Allan Davis | · | Aug. 4, 2026 S | 5,126 | 0 | 3 | $-178,495 |
| Ferrara Al | · | Aug. 4, 2026 S | 26,197 | 0 | 1 | $-189,083 |
| Arvind Dharia | · | Dec. 15, 2020 F | 84,046 | 0 | 0 | $0 |
| Thomas H Schwartz | · | July 1, 2020 A | 15,298 | 0 | 0 | $0 |
| Walter Yetnikoff | · | Aug. 13, 2008 M | 3,000 | 0 | 0 | $0 |
| Jamie Karson | · | May 13, 2008 S | 48,700 | 0 | 0 | $0 |
| Jeffrey Birnbaum | · | Nov. 13, 2007 M | 16,500 | 0 | 0 | $0 |
| Richard Olicker | · | Feb. 28, 2006 S | 1,200 | 0 | 0 | $0 |
| Heywood Wilansky | · | July 21, 2003 S | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 51 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PSCD · Invesco Exchange-Traded Fund Trust … | 1.47% | 7,398 SH | Oct. 1, 2026 | Daily |
| SCOW · Pacer Funds Trust | 0.77% | 285 NS | July 31, 2026 | N-PORT |
| XSMO · Invesco Exchange-Traded Fund Trust | 0.76% | 483,835 SH | Oct. 1, 2026 | Daily |
| ROSC · Lattice Strategies Trust | 0.25% | 3,311 NS | July 31, 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.21% | 26,982 NS | July 31, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.21% | 10,989 SH | Oct. 1, 2026 | Daily |
| IWO · iShares Trust | 0.20% | 688,022 SH | Sept. 11, 2026 | Daily |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.19% | 48,717 SH | Aug. 19, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.18% | 79,857 SH | Oct. 1, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.18% | 78,450 SH | Aug. 19, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.17% | 255,492 SH | Aug. 19, 2026 | Daily |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.15% | 68,236 SH | Aug. 19, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.15% | 2,752 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.13% | 19,505 NS | July 31, 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0.13% | 46,104 NS | July 31, 2026 | N-PORT |
| VCR · VANGUARD WORLD FUND | 0.11% | 179,665 SH | Aug. 19, 2026 | Daily |
| RSSL · Global X Funds | 0.11% | 35,123 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.10% | 1,880,826 SH | Sept. 11, 2026 | Daily |
| ISCG · iShares Trust | 0.10% | 22,639 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.09% | 422,112 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.08% | 54,882 SH | Sept. 11, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.08% | 253,303 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.08% | 255,147 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.07% | 1,063,966 SH | Aug. 19, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.07% | 20,720 NS | July 31, 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.05% | 8,694 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.04% | 1,674,856 SH | Aug. 19, 2026 | Daily |
| SMDX · Tidal Trust III | 0.04% | 1,018 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 837,914 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.03% | 4,355 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.02% | 2,472 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.02% | 63,912 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.02% | 8,684 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 154,544 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.01% | 27,696 SH | Oct. 1, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.01% | 9,032 NS | July 31, 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0.01% | 283,162 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 16,091 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 4,266 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 17,275 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 20,984 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 95,742 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 19,824 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 2,321,184 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 57,033 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 6,151 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 4,456,933 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 387,753 SH | Sept. 9, 2026 | Daily |
| IJS · iShares Trust | · | 286,354 SH | Sept. 8, 2026 | Daily |
| XJR · iShares Trust | · | 10,125 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 3,239 SH | Sept. 11, 2026 | Daily |
SHOO Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 16 analysts
BUY
Median target
$55.00
+19.6%
4 25.0%
Strong Buy
9 56.2%
Buy
2 12.5%
Hold
0 0.0%
Sell
1 6.2%
Strong Sell
12-Month Price Target
10 analysts · 2026-10-02Mean target $52.40 +14.0%
Now
Current price $45.97
Low$36.00
Mean$52.40
High$60.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| SHOO | $3.03B | 66.1 | 11.0% | 1.9% | 5.7% | 41.4% |
| NKE | · | 22.0 | 0.19% | 6.7% | 21.5% | 42.9% |
| DECK | $14.01B | 14.3 | 9.8% | 18.7% | 41.2% | 57.7% |
| CROX | $4.29B | -57.0 | -1.5% | -2.0% | -6.0% | 58.3% |
| WWW | · | 16.0 | 6.8% | 5.1% | 26.6% | 47.3% |
| RCKY | $220M | 9.9 | 6.2% | 4.6% | 9.1% | 40.9% |
| BIRD | · | -0.4 | -19.7% | -50.7% | -144.1% | 41.0% |
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Source: SEC 10-Q filed Jul 31, 2026