← BackSTEVEN MADDEN, LTD. · Footwear,SHOO
Low riskNext report: Nov 5 (confirmed)
The short versionA profitable company with growing sales.
Going well
- Sales up 19% in the latest quarter vs a year ago
- Profitable
- Sales up 11% last year
Money moves
- No insider buying or selling in the last 30 days
- Institutions cut 2.7% from their holdings in the quarter ending June 2026 (177 bought, 108 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$42.74-1.0% that day
- Company value
- $3.1B
- Share price times all shares
- Price vs profit (P/E)
- 21.4x
- You pay about $21 for each $1 of yearly profit
- Price vs sales
- 1.1x
- Company value is 1.1 times a year of sales
- Dividend yield
- 2.0%
- Yearly dividend as a share of today's price
- Cash vs value
- 4%
- Cash as a share of company value
- Debt vs value
- 7%
- Debt as a share of company value
From SHOO's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$665.9M+19% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $2.7B, up 18% from the 12 months before. Over 5 years, sales grew about 16% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.5.2%
- PassDebt under half of equityNot relying on borrowed money.0.27x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.1.8%
- MissProfitable every yearSteady profits, not one good year.9 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$119.5M
- PassShare count not growingNot diluting owners. Falling means buybacks.-8.8% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.41.4%
- Revenue
- $2.5B
- +11.0% vs prior year
- 5-year growth
- +16.1%/yr
- revenue, per year
- Total debt
- $234.2M
- 0.27x equity
- Current ratio
- 1.90x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $665.9M
- +19.1% YoY
- EPS
- $0.38
- vs -$0.56
- Op. margin
- 5.9%
- +13.1 pts
- Gross margin
- 46.5%
- +6.1 pts
- Free cash flow
- $196.1M
- Share count
- +1.8%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 1.2
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady-2.7%Institutions cut 2.7% from their holdings. 177 bought, 108 sold. 3 quarters of net selling in a row.
Shares held by institutions73.5M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-1.0%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.1x · $124.8M debtShares outstandingLatest reported
73M- Results filedJul 30
- Results filedMay 6
- Results filedFeb 25
- Results filedNov 5, 2025
- Results filedJul 30, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
5%+ holder update (passive)Oct 7 · Form SCHEDULE 13G/A ↗New insiderOct 1 · Form 3 ↗5%+ holder update (passive)Aug 6 · Form SCHEDULE 13G/A ↗Planned insider saleAug 5 · Form 144 ↗Planned insider saleAug 5 · Form 144 ↗Planned insider saleAug 5 · Form 144 ↗SoldMitchell S KlipperDirector
3,918 shares at $48.54 · $190K
- -11% of holdings
- Now owns 32,555 shares
- Not a pre-planned sale
- Filed same day
SoldArian Simone ReedDirector
1,250 shares at $48.76 · $61K
- -13% of holdings
- Now owns 8,196 shares
- Not a pre-planned sale
- Filed same day
SoldAmelia VarelaPresident, Director
15,000 shares at $48.59 · $729K
- -7% of holdings
- Now owns 194,632 shares
- Not a pre-planned sale
- Filed same day
Planned insider saleAug 4 · Form 144 ↗Planned insider saleAug 4 · Form 144 ↗SoldPeter Allan DavisDirector
525 shares at $48.31 · $25K
- -9% of holdings
- Now owns 5,126 shares
- Not a pre-planned sale
- Filed same day
SoldAl FerraraDirector
3,918 shares at $48.26 · $189K
- -13% of holdings
- Now owns 26,197 shares
- Not a pre-planned sale
- Filed same day
Shares withheld for taxesLisa KeithEVP, Gen. Counsel, Secretary
581 shares at $46.08 · $27K
- -2% of holdings
- Now owns 25,149 shares
- Filed 2 days after trade
Quarterly reportJul 31 · Form 10-Q ↗