Birkenstock (NYSE:BIRK) Updates FY 2026 Earnings Guidance

Birkenstock (NYSE:BIRK) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.220-2.400 for the period, compared to the consensus estimate of 2.270. The company issued revenue guidance of $2.8 billion-$2.8 billion, compared to the consensus revenue estimate of $2.7 billion.

Birkenstock Stock Performance

Shares of BIRK stock opened at $36.66 on Thursday. Birkenstock has a 12 month low of $31.12 and a 12 month high of $53.53. The company has a current ratio of 2.95, a quick ratio of 1.19 and a debt-to-equity ratio of 0.45. The firm has a market capitalization of $6.74 billion, a price-to-earnings ratio of 16.56, a PEG ratio of 1.57 and a beta of 1.30. The business’s 50-day moving average price is $43.13 and its 200-day moving average price is $40.08.

Birkenstock (NYSE:BIRK) last announced its quarterly earnings results on Thursday, August 13th. The company reported $0.85 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.86 by ($0.01). Birkenstock had a net margin of 16.26% and a return on equity of 12.95%. The business had revenue of $821.18 million during the quarter, compared to analyst estimates of $816.95 million. Birkenstock has set its FY 2026 guidance at 2.220-2.400 EPS. Equities research analysts forecast that Birkenstock will post 2.27 EPS for the current year.

Analyst Ratings Changes

Several analysts have recently commented on the company. Morgan Stanley set a $41.00 target price on Birkenstock in a research note on Thursday, May 14th. Stifel Nicolaus set a $51.00 price objective on Birkenstock in a research note on Wednesday, May 13th. William Blair downgraded Birkenstock from an “outperform” rating to a “market perform” rating and set a $44.00 price objective for the company. in a report on Monday, August 3rd. Seaport Research Partners lowered Birkenstock from a “buy” rating to a “neutral” rating in a report on Monday, July 20th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $41.00 price target on shares of Birkenstock in a research report on Thursday, May 14th. Thirteen equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Birkenstock has a consensus rating of “Moderate Buy” and a consensus price target of $53.28.

Insider Activity

In other news, insider Mehdi Nico Bouyakhf sold 30,000 shares of the firm’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $43.50, for a total transaction of $1,305,000.00. Following the completion of the sale, the insider directly owned 31,153 shares of the company’s stock, valued at $1,355,155.50. This trade represents a 49.06% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website.

Institutional Trading of Birkenstock

Several hedge funds and other institutional investors have recently modified their holdings of the business. Morse Asset Management Inc bought a new position in Birkenstock in the 3rd quarter worth about $28,000. Quarry LP lifted its holdings in shares of Birkenstock by 99.2% in the third quarter. Quarry LP now owns 988 shares of the company’s stock worth $45,000 after buying an additional 492 shares in the last quarter. Kestra Advisory Services LLC purchased a new stake in shares of Birkenstock in the fourth quarter worth about $42,000. GW&K Investment Management LLC boosted its position in shares of Birkenstock by 77.4% in the fourth quarter. GW&K Investment Management LLC now owns 1,114 shares of the company’s stock valued at $46,000 after acquiring an additional 486 shares during the period. Finally, NewEdge Advisors LLC lifted its stake in Birkenstock by 61.0% in the 1st quarter. NewEdge Advisors LLC now owns 1,288 shares of the company’s stock worth $59,000 after purchasing an additional 488 shares in the last quarter. Institutional investors own 19.93% of the company’s stock.

About Birkenstock

Birkenstock Group AG, listed on the New York Stock Exchange under the symbol BIRK, is a global footwear manufacturer renowned for its anatomically contoured footbeds and iconic sandal designs. The company’s core product lines include classic models such as the Arizona, Boston and Madrid, alongside a range of clogs, shoes and orthotic insoles. In addition to footwear, Birkenstock offers complementary accessories, including socks and leather care products, reinforcing its commitment to foot health and comfort.

Birkenstock reaches consumers through a diversified distribution network that combines direct-to-consumer channels—such as branded retail stores and e-commerce platforms—with wholesale partnerships spanning specialty footwear retailers, department stores and select online marketplaces.