NIKE, Inc. · Stock — Consumer · graded on the House framework — is the payout covered, is the yield real or a trap, and does it compound or just pay? Snapshot · October 2026
NKENIKE, Inc.Stock — Consumer
Yield
~2.4%
Indicated
Dividend
$0.40/qtr
$1.60/yr indicated
Payout ratio
~35%
Of EPS, normalized
Pays
Quarterly
House verdict
Real payer — earnings in a slump. Nike has paid a dividend since 1985 and raised it every year since 2003 — a streak that ran straight through the 2008 crisis and COVID. The flag is the present, not the past: revenue and margins are sliding in a multi-year reset, and the payout ratio has climbed toward ~57% of reported earnings (fiscal 2026) at the trough. Free cash flow still covers the dividend more than twice over, but until earnings stabilize the House reads the raise streak as intact, not accelerating.
✓Payout-coverage check:Indicated dividend of about $2.4B/yr against roughly $5.5B of trailing free cash flow — covered ~2.3× even in the reset.
✓Yield check:~2.4% is real, earned yield — no special dividends inflating it. But it is cyclical-consumer income: the check survives on brand cash generation, not on contract-like revenue.
NKE in the House
Room: Consumer Reliability. Not one of the House's current holdings — in Order a New House it takes a seat in this room and carries the room's 19% target. Target 19% — the House's biggest room. Broad, quality-screened dividend payers: the reliable base the income is built on.
Every card is graded the same way and re-checked against the company's own filings. The Weekly House Score reports whatever crosses a House threshold; the House Tracker is the spreadsheet the framework itself runs on.
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Figures are the October 2026 snapshot, checked against company filings and announcements — not a live feed, and not financial advice. Read the full disclaimers.
