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Deckers Brands Falls After Revenue Miss and Lower Sales Outlook

Investivoq PriceTracker

Deckers Brands (DECK) is down 5.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The selloff appears tied to a mixed fiscal second-quarter report in which profit rose, but revenue missed expectations and full-year sales guidance was reduced. Investors also seem concerned that some of the earnings strength was helped by tariff refunds, while growth in HOKA and direct-to-consumer trends showed signs of slowing.

Details:

  • Deckers reported fiscal second-quarter net sales of about $1.48 billion, up 3.5% from a year earlier, with HOKA sales up 6.8% and UGG sales up 3.5%.
  • Direct-to-consumer net sales fell 1.8%, and comparable direct-to-consumer sales declined 6.4%, pointing to softer demand in an important channel.
  • The company cut its full-year sales outlook to about $5.70 billion to $5.73 billion, down from its prior view of about $5.86 billion to $5.91 billion, and lowered its HOKA growth outlook to a high-single-digit increase.
  • Diluted EPS guidance was raised, but the updated outlook includes a benefit from tariff net refunds, which may have made investors focus more heavily on the weaker top-line outlook. A same-day brokerage downgrade likely added pressure.

    • Sources:

    Deckers Brands Investor Relations, SEC, Benzinga

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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    $DECK Hedge Fund Activity

    We have seen 425 institutional investors add shares of $DECK stock to their portfolio, and 425 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • BLACKROCK, INC. removed 1,252,987 shares (-8.5%) from their portfolio in Q2 2026, for an estimated $124,409,079
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,236,001 shares (+inf%) to their portfolio in Q2 2026, for an estimated $122,722,539
    • AQR CAPITAL MANAGEMENT LLC removed 1,205,863 shares (-30.7%) from their portfolio in Q2 2026, for an estimated $119,730,137
    • ALYESKA INVESTMENT GROUP, L.P. removed 1,122,690 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $111,471,890
    • NORGES BANK removed 881,827 shares (-36.2%) from their portfolio in Q2 2026, for an estimated $87,556,602
    • D. E. SHAW & CO., INC. removed 870,441 shares (-51.5%) from their portfolio in Q2 2026, for an estimated $86,426,086
    • FMR LLC removed 846,443 shares (-13.8%) from their portfolio in Q2 2026, for an estimated $84,043,325

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $DECK Congressional Stock Trading

    Members of Congress have traded $DECK stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

    Here’s a breakdown of recent trading of $DECK stock by members of Congress over the last 6 months:

    • REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 09/18.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $DECK Price Targets

    Multiple analysts have issued price targets for $DECK recently. We have seen 8 analysts offer price targets for $DECK in the last 6 months, with a median target of $121.0.

    Here are some recent targets:

    • Adrienne Yih from Barclays set a target price of $141.0 on 05/26/2026
    • Tom Nikic from Needham set a target price of $138.0 on 05/22/2026
    • Joseph Civello from Truist Securities set a target price of $125.0 on 05/22/2026
    • Jay Sole from UBS set a target price of $161.0 on 05/22/2026
    • Jenny Liu from KGI Securities set a target price of $117.0 on 05/22/2026
    • Anna Andreeva from Piper Sandler set a target price of $100.0 on 05/18/2026
    • Ike Boruchow from Wells Fargo set a target price of $90.0 on 05/08/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.