Great point about the dividends. This means the stock is going lower now
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For fiscal year 2026, NIKE brought in a net income of $3.1 billion while distributing $2.4 billion in cash dividends. That $3.1 billion net income was heavily padded by a $986 million one-time tariff recovery benefit. If you strip out this non-recurring gain, NIKE's adjusted core earnings per share (EPS) sits around $1.58, which actually falls short of covering its annualized $1.64 dividend commitment.
Sh-t, you are right. Once they run out of employees to cut. The dividend would be next.
If they cut the dividend the stock is toast.
This is the only positive things about Nike stock
when will nike blunder and crash & burn I wonder?
"adi can never have a nuclear we-pon folks. my good friend Tim Apple told me they were 2 weeks away from creating a nuclear launch, can you believe it? I SAY NO MORE, PRAISE BE TO ALLAH THAT WE WILL REMOVE THEM FROM US! Thank you for your attention to this matter!"
@an Me, too. Adidas is only at 2%. lol
The dividend is the only reason to own this dog of a stock. The dividend provides the price floor as long as they don’t cut it. From growth company to dividend payer like Att. Massive mismanagement.
5% on Nike stocks I will take that deal.
Hey OP, your comparison is neither clever nor accurate. Unlike the issuer of those Treasury bonds, Nike doesn’t need to “print money”; it generates billions in operating cash, has about $9B in cash and short-term investments, and paid $2.4B in dividends last year. The real question isn’t about Nike’s ability to generate cash but whether Nike can restore growth and margins.
Comparing a profitable company that has a huge cash-generating business to a government running a $1,900,000,000,000 annual deficit (which has to continuously increase its yield to entice increasingly skeptical bond buyers) isn’t exactly the slam dunk you think it is. On the contrary it’s a totally bizarre non sequitur.
You feeling OK, guy??
OP here. Nike stock is sinking faster than the US debt is growing. The US can print their way out of trouble; Nike can’t. I will take that risk that Nike can come out of it
You are a clear loser if you think these are mutually exclusive investment products
OP, calling Nike’s 5% yield ‘as good as a 10Y bond’ is an interesting way to admit you’ve noticed the yield but haven’t noticed the valuation.
Dunno about you, but I try avoiding investments where the yield is necessary because the bond issuer is $40,000,000,000,000 in debt and living on borrowed time.
Moreover, given this “sort of relevant” difference, comparing Nike’s 4.5% dividend to a Treasury yield is like comparing a fixer-upper home to a parking lot because both have roofs.
OP, your low-effort posts would be more tolerable if they at least had some intelligence or wit attached. As it is however, you really do sound like a terminated employee who’s having difficulty coming to grasp with his new reality.
There’s professional help for that if you would only make the wise decision to seek it.
EH better start figuring out how we’re going to go against the macro trend. Good ceos do that! Best way to do it is Nike AI, or shoe Ai. Works for so many companies!