Junto Capital Management LP Sells 155,071 Shares of DICK’S Sporting Goods, Inc. $DKS

Junto Capital Management LP lowered its position in shares of DICK’S Sporting Goods, Inc. (NYSE:DKS) by 54.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 128,471 shares of the sporting goods retailer’s stock after selling 155,071 shares during the period. Junto Capital Management LP owned 0.16% of DICK’S Sporting Goods worth $28,549,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Clearstead Advisors LLC grew its position in shares of DICK’S Sporting Goods by 46.9% during the 3rd quarter. Clearstead Advisors LLC now owns 144 shares of the sporting goods retailer’s stock valued at $32,000 after purchasing an additional 46 shares in the last quarter. Root Financial Partners LLC purchased a new stake in shares of DICK’S Sporting Goods in the third quarter worth $33,000. Westside Investment Management Inc. boosted its stake in DICK’S Sporting Goods by 100.0% during the third quarter. Westside Investment Management Inc. now owns 152 shares of the sporting goods retailer’s stock valued at $35,000 after buying an additional 76 shares during the period. Mather Group LLC. bought a new stake in DICK’S Sporting Goods during the third quarter valued at $39,000. Finally, Cornerstone Planning Group LLC grew its position in DICK’S Sporting Goods by 7,000.0% during the third quarter. Cornerstone Planning Group LLC now owns 213 shares of the sporting goods retailer’s stock worth $47,000 after buying an additional 210 shares in the last quarter. Institutional investors own 89.83% of the company’s stock.

DICK’S Sporting Goods Stock Down 2.5%

Shares of NYSE:DKS opened at $192.60 on Monday. The stock has a market capitalization of $17.33 billion, a P/E ratio of 18.85, a price-to-earnings-growth ratio of 2.68 and a beta of 1.23. The stock’s 50-day moving average price is $205.97 and its 200-day moving average price is $214.04. The company has a current ratio of 1.53, a quick ratio of 0.47 and a debt-to-equity ratio of 0.34. DICK’S Sporting Goods, Inc. has a 12-month low of $166.37 and a 12-month high of $237.31.

DICK’S Sporting Goods (NYSE:DKS) last released its earnings results on Thursday, March 12th. The sporting goods retailer reported $3.45 earnings per share for the quarter, beating analysts’ consensus estimates of $3.43 by $0.02. The company had revenue of $6.23 billion during the quarter, compared to analyst estimates of $6.06 billion. DICK’S Sporting Goods had a return on equity of 27.12% and a net margin of 4.93%.DICK’S Sporting Goods’s revenue for the quarter was up 59.9% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.62 EPS. DICK’S Sporting Goods has set its FY 2026 guidance at 13.500-14.500 EPS. On average, equities analysts anticipate that DICK’S Sporting Goods, Inc. will post 13.89 earnings per share for the current year.

DICK’S Sporting Goods Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 10th. Shareholders of record on Friday, March 27th will be given a $1.25 dividend. The ex-dividend date is Friday, March 27th. This is an increase from DICK’S Sporting Goods’s previous quarterly dividend of $1.21. This represents a $5.00 annualized dividend and a yield of 2.6%. DICK’S Sporting Goods’s dividend payout ratio is presently 47.46%.

Key Stories Impacting DICK’S Sporting Goods

Here are the key news stories impacting DICK’S Sporting Goods this week:

• Positive Sentiment: Q4 results beat expectations: record consolidated revenue (~$6.23B) and solid comparable‑store strength; management highlighted sales momentum and progress on Foot Locker integration. Press Release
• Positive Sentiment: Barclays hiked its price target to $264 and moved DKS to “overweight,” signaling bullish analyst conviction that upside remains from the post‑earnings momentum. Benzinga
• Positive Sentiment: Board raised the quarterly dividend to $1.25 (≈3% increase; ~2.5% yield), and the company reiterated capital‑return priorities (buybacks remain a focus), which supports shareholder value over time.
• Positive Sentiment: Bullish commentary by MarketBeat argues for a late‑year inflection as integration costs fade, supporting a multi‑quarter recovery thesis. MarketBeat
• Neutral Sentiment: Morgan Stanley trimmed its target to $250 but kept an “overweight” view — a milder tweak that signals continued medium‑term support despite near‑term concerns. Benzinga
• Neutral Sentiment: Earnings call transcript and analyst writeups are available for deeper read; useful for tracking management detail on Foot Locker margins and timing of the expected profitability inflection. Earnings Call Transcript
• Neutral Sentiment: Brand/marketing initiative: the company’s Cookie Jar & A Dream Studios is premiering a documentary at SXSW — positive for brand but unlikely to move near‑term fundamentals. PR Newswire
• Negative Sentiment: Profit guidance and margin pressure: FY‑2026 adjusted EPS guidance ($13.50–$14.50) came in below some consensus/expectations and management flagged near‑term profitability drag from Foot Locker integration — a core reason for selling pressure. CNBC
• Negative Sentiment: Analyst downgrades/target cuts: Wells Fargo cut its target to $200 and moved to “equal weight,” reflecting skepticism on near‑term upside and weighing on sentiment. Benzinga
• Negative Sentiment: Profitability hit: reported GAAP profits fell materially (reported commentary noted a ~57% decline year‑over‑year), largely due to acquisition and integration costs for Foot Locker. CNBC
• Negative Sentiment: Unusual options flow: a spike in put buying signaled hedging or bearish positioning, which can amplify downward moves in the short term.

Wall Street Analyst Weigh In

DKS has been the topic of a number of research analyst reports. Morgan Stanley decreased their target price on DICK’S Sporting Goods from $260.00 to $250.00 and set an “overweight” rating on the stock in a research note on Friday. Jefferies Financial Group reissued a “hold” rating and set a $210.00 price objective on shares of DICK’S Sporting Goods in a report on Thursday. Wall Street Zen upgraded shares of DICK’S Sporting Goods from a “sell” rating to a “hold” rating in a research report on Sunday, January 25th. DA Davidson set a $260.00 target price on shares of DICK’S Sporting Goods in a research note on Monday, January 12th. Finally, Robert W. Baird set a $253.00 target price on shares of DICK’S Sporting Goods in a research report on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, DICK’S Sporting Goods presently has a consensus rating of “Moderate Buy” and a consensus target price of $236.21.

DICK’S Sporting Goods Company Profile

DICK’S Sporting Goods is a leading U.S.-based sporting goods retailer that sells a broad range of sports equipment, apparel, footwear and outdoor gear. The company operates an omnichannel business combining physical stores with digital sales, offering products for team sports, fitness, hunting and fishing, golf, and general active lifestyle categories. In addition to its flagship DICK’S stores, the company operates specialty formats such as Golf Galaxy and branded service offerings including team-sports sales and custom equipment solutions.

The company traces its roots to a single sporting goods outlet founded in 1948 and has since grown into a national retail chain serving customers across the United States.