Birkenstock (NYSE:BIRK) Releases 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 earnings per share 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 NYSE BIRK opened at $36.66 on Thursday. The stock’s 50-day moving average is $43.13 and its 200 day moving average is $40.08. The stock has a market cap of $6.74 billion, a price-to-earnings ratio of 16.56, a P/E/G ratio of 1.57 and a beta of 1.30. Birkenstock has a 1-year low of $31.12 and a 1-year 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.

Birkenstock (NYSE:BIRK) last issued its quarterly earnings results on Thursday, August 13th. The company reported $0.85 EPS for the quarter, missing analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $816.95 million. Birkenstock has set its FY 2026 guidance at 2.220-2.400 EPS. On average, sell-side analysts anticipate that Birkenstock will post 2.27 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages recently commented on BIRK. Seaport Research Partners cut shares of Birkenstock from a “buy” rating to a “neutral” rating in a research report on Monday, July 20th. Williams Trading downgraded Birkenstock from a “strong-buy” rating to a “hold” rating in a report on Sunday, August 2nd. JPMorgan Chase & Co. lifted their price target on Birkenstock from $49.00 to $58.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 4th. Stifel Nicolaus set a $51.00 price target on Birkenstock in a report on Wednesday, May 13th. Finally, Zacks Research lowered shares of Birkenstock from a “hold” rating to a “strong sell” rating in a research note on Monday, August 3rd. Thirteen equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Birkenstock currently has an average rating of “Moderate Buy” and an average price target of $53.28.

Insider Transactions at Birkenstock

In other Birkenstock news, insider Mehdi Nico Bouyakhf sold 60,000 shares of Birkenstock stock in a transaction on Friday, June 5th. The stock was sold at an average price of $42.07, for a total transaction of $2,524,200.00. Following the completion of the transaction, the insider owned 61,153 shares in the company, valued at approximately $2,572,706.71. The trade was a 49.52% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Royal Bank of Canada lifted its position in Birkenstock by 310.5% in the 1st quarter. Royal Bank of Canada now owns 15,820 shares of the company’s stock valued at $725,000 after acquiring an additional 11,966 shares in the last quarter. AQR Capital Management LLC increased its holdings in shares of Birkenstock by 53.1% in the 1st quarter. AQR Capital Management LLC now owns 14,954 shares of the company’s stock worth $686,000 after purchasing an additional 5,189 shares in the last quarter. NewEdge Advisors LLC raised its stake in shares of Birkenstock by 61.0% in the first quarter. NewEdge Advisors LLC now owns 1,288 shares of the company’s stock worth $59,000 after purchasing an additional 488 shares during the last quarter. Goldman Sachs Group Inc. boosted its position in shares of Birkenstock by 27.8% during the first quarter. Goldman Sachs Group Inc. now owns 1,074,283 shares of the company’s stock valued at $49,256,000 after buying an additional 233,672 shares during the last quarter. Finally, Creative Planning purchased a new stake in shares of Birkenstock during the 2nd quarter valued at about $371,000. 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.