Under Armour (NYSE:UAA) Updates FY 2026 Earnings Guidance

Under Armour (NYSE:UAA) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 0.100-0.110 for the period, compared to the consensus EPS estimate of 0.050. The company issued revenue guidance of $5.0 billion-$5.0 billion, compared to the consensus revenue estimate of $5.0 billion.

Under Armour Price Performance

Shares of UAA traded up $1.29 during mid-day trading on Friday, hitting $7.57. 28,232,963 shares of the company were exchanged, compared to its average volume of 11,204,122. Under Armour has a 1-year low of $4.13 and a 1-year high of $7.60. The company has a 50 day moving average of $5.32 and a 200-day moving average of $5.19. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.10 and a current ratio of 1.69. The stock has a market cap of $3.25 billion, a price-to-earnings ratio of -36.05, a price-to-earnings-growth ratio of 6.40 and a beta of 1.83.

Under Armour (NYSE:UAA) last issued its quarterly earnings results on Friday, February 6th. The company reported $0.09 EPS for the quarter, topping the consensus estimate of ($0.02) by $0.11. The firm had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.31 billion. Under Armour had a positive return on equity of 1.27% and a negative net margin of 1.74%.The firm’s revenue for the quarter was down 5.2% on a year-over-year basis. During the same period in the previous year, the business earned $0.08 earnings per share. Under Armour has set its FY 2026 guidance at 0.100-0.110 EPS. Analysts expect that Under Armour will post 0.3 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages recently issued reports on UAA. BTIG Research assumed coverage on shares of Under Armour in a report on Tuesday, October 14th. They issued a “neutral” rating for the company. Citigroup restated a “neutral” rating and set a $6.20 price target (up from $5.00) on shares of Under Armour in a research note on Friday, January 23rd. Weiss Ratings reiterated a “sell (d-)” rating on shares of Under Armour in a research note on Monday, December 29th. Telsey Advisory Group restated a “market perform” rating and issued a $5.00 price target on shares of Under Armour in a research note on Friday. Finally, UBS Group reissued a “buy” rating on shares of Under Armour in a research report on Friday, January 2nd. Two investment analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, fifteen have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, Under Armour currently has an average rating of “Hold” and an average target price of $6.44.

Insider Activity at Under Armour

In other news, major shareholder V Prem Et Al Watsa bought 13,182,469 shares of the firm’s stock in a transaction dated Tuesday, December 30th. The stock was acquired at an average price of $5.12 per share, for a total transaction of $67,494,241.28. Following the acquisition, the insider owned 41,958,923 shares of the company’s stock, valued at $214,829,685.76. This trade represents a 45.81% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. In the last quarter, insiders bought 42,448,155 shares of company stock valued at $219,067,338. Company insiders own 15.60% of the company’s stock.

Trending Headlines about Under Armour

Here are the key news stories impacting Under Armour this week:

• Positive Sentiment: Q3 results beat expectations: Under Armour reported EPS of $0.09 vs. a consensus loss of ($0.02) and revenue of $1.33B vs. ~$1.31B — management credited cost controls and assortment simplification for the outperformance. UNDER ARMOUR REPORTS THIRD QUARTER FISCAL 2026 RESULTS; UPDATES FISCAL 2026 OUTLOOK
• Positive Sentiment: Management raised FY2026 EPS guidance to $0.10–$0.11 (well above prior consensus of ~$0.05), signaling confidence in margins from restructuring and cost discipline — a clear catalyst for bullish positioning. Under Armour lifts full year outlook as turnaround takes shape
• Positive Sentiment: Heavy call buying: options activity showed unusually large call purchases (~20,228 calls, +209% vs. normal), suggesting speculative or hedge-driven bullish interest that amplified the move higher.
• Neutral Sentiment: Revenue still declined year-over-year (about -5.2%), but the drop was smaller than feared as holiday demand stabilized — this is supportive but keeps growth questions intact. Under Armour posts smaller drop in quarterly sales on steady holiday demand
• Neutral Sentiment: Earnings-call commentary flagged ongoing headwinds (tariffs, softer North America demand) but emphasized progress from restructuring and inventory discipline — mixed operational signals to watch in coming quarters. Under Armour, Inc. (UAA) Q3 2026 Earnings Call Transcript
• Negative Sentiment: North America sales slid and tariff pressures are pressuring margins — these are recurring execution risks that could limit upside if consumer demand softens further. Under Armour lifts annual forecasts as turnaround slows N America sales slide
• Negative Sentiment: Analyst skepticism remains: Telsey Advisory reaffirmed a “market perform” rating with a $5 price target (well below the current market level), highlighting that some sell‑side analysts see limited upside until revenue trends improve. Benzinga: Telsey Advisory Group note

Institutional Trading of Under Armour

Institutional investors have recently added to or reduced their stakes in the stock. HUB Investment Partners LLC increased its position in Under Armour by 12.9% in the 2nd quarter. HUB Investment Partners LLC now owns 21,810 shares of the company’s stock valued at $149,000 after acquiring an additional 2,489 shares during the period. M&T Bank Corp lifted its holdings in Under Armour by 23.2% in the 2nd quarter. M&T Bank Corp now owns 13,296 shares of the company’s stock valued at $91,000 after acquiring an additional 2,504 shares during the last quarter. Regal Investment Advisors LLC lifted its stake in Under Armour by 15.3% during the third quarter. Regal Investment Advisors LLC now owns 30,225 shares of the company’s stock valued at $151,000 after purchasing an additional 4,000 shares during the last quarter. Raymond James Financial Inc. lifted its position in shares of Under Armour by 8.6% during the 2nd quarter. Raymond James Financial Inc. now owns 57,409 shares of the company’s stock valued at $392,000 after acquiring an additional 4,533 shares during the last quarter. Finally, Prudential Financial Inc. boosted its position in shares of Under Armour by 27.0% in the 2nd quarter. Prudential Financial Inc. now owns 22,191 shares of the company’s stock valued at $152,000 after purchasing an additional 4,718 shares during the period. 34.58% of the stock is owned by institutional investors and hedge funds.

About Under Armour

Under Armour, Inc (NYSE: UAA) is a global designer, marketer and distributor of performance athletic apparel, footwear and accessories. The company’s product portfolio spans a range of categories including training and running shoes, performance apparel engineered to manage moisture and temperature, and a variety of accessories such as bags, socks and headwear. Under Armour positions its offerings to serve athletes at every level—from professionals to everyday fitness enthusiasts—by combining innovative fabrics, advanced footwear technology and functional design.

Founded in 1996 by Kevin Plank, a former University of Maryland football player, Under Armour initially gained recognition for its moisture-wicking T-shirts, which provided a lightweight alternative to traditional cotton.