Under Armour reaches settlement in derivative lawsuits

Published 12/06/2025, 22:38
© Reuters

Under Armour (NYSE:UA), Inc. (NYSE:UAA), the $2.9 billion athletic wear company, has entered into a settlement agreement to resolve consolidated derivative lawsuits filed against certain current and former officers and directors of the company. According to InvestingPro data, the company currently appears undervalued based on its Fair Value analysis, despite facing recent challenges. The announcement was made in a Form 8-K filed with the Securities and Exchange Commission today, June 12, 2025.

The derivative lawsuits, known as the State Derivative Action (WA:ACT) and the Federal Derivative Action, were brought against Under Armour as a nominal defendant. The settlement includes the implementation of various corporate governance measures for a period of three years and a payment of $8.9 million to the company, less any plaintiffs’ counsel fees and costs, funded by insurance proceeds. The company maintains a healthy liquidity position with a current ratio of 2.1, indicating strong ability to meet short-term obligations, as revealed by InvestingPro analysis.

In return for the settlement considerations, the State Derivative Action and Federal Appeal will be dismissed, and all claims that were or could have been asserted in the actions will be released. The settlement is contingent upon final court approval, with a hearing scheduled for August 14, 2025.

The specifics of the settlement and related court proceedings are detailed in the Settlement Agreement, including Exhibits A and A-1, the Notice of Proposed Settlement and of Settlement Hearing, and the June 2025 Order. These documents are available on the company’s website and have been filed as exhibits to the Form 8-K.

This settlement aims to resolve disputes and strengthen Under Armour’s corporate governance, with the company looking forward to putting these legal matters behind it. While the stock market has yet to show a significant reaction to this news, InvestingPro data shows the stock has experienced significant volatility, declining 26.9% over the past six months despite a recent 6.7% weekly gain. Subscribers to InvestingPro can access 10 additional key insights and a comprehensive Pro Research Report for deeper analysis of Under Armour’s financial health and market position.

In other recent news, Under Armour, Inc. reported its fourth fiscal quarter results, which met earnings expectations with increased revenue and gross margin. However, the company is facing challenges due to tariffs, affecting supply and demand dynamics, and has not issued full-year 2025 guidance. Analysts at UBS maintained a Buy rating with an $8 price target, expressing optimism about Under Armour’s brand strength and growth potential. Meanwhile, Stifel adjusted its price target to $10, maintaining a Buy rating, while highlighting the company’s strong balance sheet and attractive share valuation. Truist Securities lowered its price target to $7 from $9, maintaining a Hold rating due to concerns about the company’s turnaround strategies amid economic uncertainties. Morgan Stanley (NYSE:MS) kept an Underweight rating with a $4 price target, citing the absence of full-year guidance and potential for negative mid-term EPS revisions. Lastly, BofA Securities reduced its price target to $8, maintaining a Neutral rating, acknowledging short-term challenges but also potential for future margin recovery.

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