Birkenstock (NYSE: BIRK) holder keeps 10% after 12.8M-share redemption
Birkenstock Holding plc's major shareholder, CB Beteiligungs GmbH & Co. KG, and related entities, maintained a 10.2% stake in the company, holding 16,763,510 ordinary shares. This percentage was adjusted due to Birkenstock's redemption and cancellation of 12,761,613 shares in connection with a secondary offering, not due to any sale or purchase by the reporting persons. The filing also clarifies the ownership structure, including the role of CB Christian Birkenstock Stiftung and CEO Oliver Reichert's direct holdings.
Birkenstock (NYSE: BIRK) spends $500M to cancel millions of shares
Birkenstock Holding plc announced the closing of a secondary offering where a selling shareholder sold 28,146,226 ordinary shares. As part of this, Birkenstock repurchased 12,761,613 shares for approximately $500 million, which will be cancelled, reducing the total outstanding shares. The transaction was executed under an effective Form F-3 registration statement.
Birkenstock Holding plc's Equity Buyback announced on August 13, 2026, has expired.
Birkenstock Holding plc's previously announced equity buyback program, which was initiated on August 13, 2026, has now expired. The company confirmed the expiration of its plan on August 17, 2026.
Bank of America Corp DE Has $27.42 Million Position in Birkenstock Holding PLC $BIRK
Bank of America Corp DE significantly reduced its stake in Birkenstock Holding PLC (NYSE:BIRK) by 46.5% in the first quarter, selling 666,191 shares but still holding 765,230 shares valued at $27.4 million. Despite the reduction, Birkenstock maintains a "Moderate Buy" consensus rating from analysts, with 13 Buy, four Hold, and one Sell rating, and a consensus target price of $53.91. The company reported strong fiscal third-quarter revenue growth of 13.3% year-over-year, leading to raised full-year guidance, though quarterly EPS slightly missed estimates.
Birkenstock Holding (NYSE: BIRK) holder offers 25.5M shares, company redeems stock
Birkenstock Holding plc's major shareholder, BK LC Lux MidCo S.à r.l., is offering 25.5 million ordinary shares, with an option for an additional 3.8 million. Concurrently, Birkenstock will repurchase and cancel 12.76 million of these shares from the underwriter at $39.18 per share, funded by cash on hand and senior notes. This transaction is expected to reduce outstanding shares from 177.89 million to 165.13 million, with the selling shareholder retaining about a 44.75% stake.
Birkenstock Beats and Raises, Yet Stock Can't Find Its Footing
Birkenstock Holdings reported stronger-than-expected Q3 revenues and raised its full-year guidance, driven by robust growth in global direct-to-consumer and wholesale channels. Despite beating consensus estimates for revenue and adjusted EBITDA, the company's stock declined by over 2% on Friday. Analysts from Guggenheim Securities and BTIG reiterated Buy ratings, noting accelerated growth in EMEA and strong underlying demand.
Birkenstock (NYSE:BIRK) Sees Strong Trading Volume - Time to Buy?
Birkenstock (NYSE:BIRK) experienced strong trading volume, with shares trading at $40.1520 after closing at $41.00. The company reported robust fiscal third-quarter results, surpassing analyst revenue expectations and raising its full-year revenue guidance. Despite a slight miss on quarterly EPS and some valuation concerns, analysts generally maintain a "Moderate Buy" rating with an average price target of $53.28.
Baron Group (BIRK) discloses 14.7M-share, 8.01% Birkenstock ownership
Baron Capital Group, along with its subsidiaries BAMCO Inc., Baron Capital Management, Inc., and Ronald Baron, has reported beneficial ownership of 14,739,609 ordinary shares of Birkenstock Holding plc. This represents an 8.01% stake in the company, with all shares held with shared voting and dispositive power. The economic interest in these shares lies with advisory clients of BAMCO and Baron Capital Management.
Birkenstock falls after controlling shareholder L Catterton decides to trim its stake (BIRK:NYSE)
Birkenstock's stock (BIRK) fell after its controlling shareholder, L Catterton, announced a secondary offering to sell $1 billion worth of shares. The private equity firm is trimming its stake, but Birkenstock itself is not selling any shares in this offering.
BIRKENSTOCK ANNOUNCES PRICING OF SECONDARY OFFERING AND CONCURRENT SHARE REPURCHASE
Birkenstock Holding plc announced the pricing of a secondary public offering of 25,523,226 ordinary shares by a selling shareholder at $39.35 per share. Concurrently, BIRKENSTOCK has agreed to repurchase 12,761,613 of these shares, which will then be cancelled. The company will not receive any proceeds from the sale of shares by the selling shareholder.
L Catterton to sell $1B in Birkenstock shares, with $500M buyback
L Catterton is selling $1 billion worth of Birkenstock shares through an underwritten secondary offering. Concurrently, Birkenstock plans to repurchase up to $500 million of these shares, aiming to reduce its outstanding share count. This move allows L Catterton to decrease its stake while Birkenstock manages share dilution independently.
BIRK Stock Draws Mixed Analyst Calls As Price Firms Above $40
Birkenstock (BIRK) stock has seen mixed analyst calls despite trading up 14.45% due to strong consumer demand. While JPMorgan and UBS raised their price targets and maintained positive ratings, Williams Trading and Seaport Research downgraded the stock, citing limited upside. The article highlights that despite these mixed signals, the Street's average sentiment remains Overweight with a mean target in the low-$50s, suggesting continued upside potential from its current trading range.
Earnings call transcript: Birkenstock tops revenue view in Q3 2026, shares jump
Birkenstock Holding plc reported strong fiscal third-quarter 2026 results, with revenue exceeding expectations and adjusted EBITDA guidance raised for the full year. Despite a slight miss on adjusted EPS, the company's shares jumped due to robust demand across regions and channels, accelerated direct-to-consumer sales, and strong growth in closed-toe styles. Management highlighted disciplined pricing, successful capital allocation, and continued expansion in key markets like APAC and D2C channels.
Birkenstock (NYSE: BIRK) raises 2026 guidance as Q3 revenue climbs 15% cc
Birkenstock Holding plc reported strong fiscal Q3 2026 results with revenue up 15% in constant currency and raised its full-year 2026 guidance for revenue growth to 15% and Adjusted EBITDA to at least EUR 710 million. The company's performance was driven by double-digit growth across all regions and channels, particularly in direct-to-consumer sales, and it also completed a EUR 230 million accelerated share repurchase and refinanced its senior notes. Despite a GAAP net profit decline due to non-recurring costs, adjusted EPS increased, demonstrating underlying business strength and management's confidence in future growth.
Birkenstock earnings up next amid premium positioning concerns
Birkenstock Holding plc is set to report its fiscal third-quarter earnings, with analysts expecting €0.76 EPS and €715.2 million in revenue, representing significant year-over-year growth. The company faces scrutiny over its ability to maintain premium pricing power amidst competitive pressures and shifting European consumer demand. Investors will closely watch for sustained full-price sell-through rates, revenue growth mix, and management's commentary on fiscal 2026 guidance, especially after a recent earnings miss and analyst downgrades.
Will Alexandre Arnault’s Exit And New Independent Director Search Change Birkenstock Holding's (BIRK) Narrative
Birkenstock Holding announced Alexandre Arnault's resignation from its Board of Directors and is now seeking an independent replacement, signaling a move towards greater board independence. While this governance change is seen as an incremental improvement rather than a major financial swing factor, it could influence investor assessment of governance quality. The company's investment narrative continues to hinge on brand strength, profitable growth, store expansion, and margin maintenance amidst a recent share buyback program.
Will Alexandre Arnault’s Exit And New Independent Director Search Change Birkenstock Holding's (BIRK) Narrative
Birkenstock Holding plc announced that Alexandre Arnault has resigned from its Board of Directors, prompting a search for an independent replacement. This move signifies a shift toward greater board independence, which could influence how investors perceive the company's governance. While the change is an incremental improvement to governance, the article suggests that consumer demand, brand appeal, and global rollout execution remain bigger factors for short-term financial performance.
Birkenstock Holding (BIRK) Board Exit Puts Focus On Search For New Director
Birkenstock Holding announced the resignation of board member Alexandre Arnault due to professional commitments, and plans to appoint a new independent director. This change focuses attention on the company's governance and long-term direction, especially given recent stock price pressure. While not impacting product or growth directly, the appointment of an independent director could reinforce disciplined capital allocation and address concerns about growth durability and insider influence in a competitive market.
Birkenstock Holding PLC (BIRK) Stock News Today
This article provides current stock news for Birkenstock Holding PLC (BIRK) from TradingKey. It includes the stock's current price, market capitalization, and P/E ratio. The content also states that more news is coming soon, suggesting an ongoing monitoring of the company's developments, earnings, and analyst ratings.
Telsey Advisory Reaffirms Their Buy Rating on Birkenstock Holding plc (BIRK)
Telsey Advisory has reaffirmed its Buy rating on Birkenstock Holding plc (BIRK) with a $45.00 price target, citing resilient fundamentals and long-term growth. This comes as other analysts have also issued ratings, with BTIG maintaining a Buy, while Williams Trading downgraded the stock to Hold. Birkenstock recently reported quarterly revenues of $628.5 million and a net profit of $83.23 million.
Telsey Advisory Reaffirms Their Buy Rating on Birkenstock Holding plc (BIRK)
Telsey Advisory has reaffirmed its Buy rating on Birkenstock Holding plc (BIRK), setting a price target of $45.00. This comes despite a recent downgrade from Williams Trading, and follows Birkenstock's Q1 earnings report which showed revenues of $628.5 million and a net profit of $83.23 million. Other analysts have also adjusted price targets for the company recently.
Analysts Offer Insights on Consumer Cyclical Companies: Birkenstock Holding plc (BIRK), H&R Block (HRB) and Viking Holdings (VIK)
This article provides analyst insights on three consumer cyclical companies: Birkenstock Holding plc (BIRK), H&R Block (HRB), and Viking Holdings (VIK). Piper Sandler maintained a Buy rating for Birkenstock with a $50 price target, Barrington reiterated a Buy rating for H&R Block with a $50 price target, and Morgan Stanley maintained a Hold rating for Viking Holdings with a $93 price target. The piece summarizes current analyst consensus and recent rating changes for each company.
Birkenstock Holding (NYSE: BIRK) director Alexandre Arnault resigns, board seeks independent replacement
Birkenstock Holding plc announced that director Alexandre Arnault resigned from its Board of Directors effective August 6, 2026, due to professional commitments. The company is actively seeking an independent director to fill the vacancy. Despite the resignation, Financière Agache, a key strategic investor, will maintain its close relationship with Birkenstock.
BIRKENSTOCK SEEKS TO FILL VACANCY IN THE BOARD OF DIRECTORS WITH AN INDEPENDENT DIRECTOR, FOLLOWING ALEXANDRE ARNAULT'S RESIGNATION DUE TO PROFESSIONAL COMMITTMENTS
Birkenstock Holding plc announced the resignation of Alexandre Arnault from its Board of Directors, effective August 6, 2026, due to professional commitments. The company is now seeking to appoint a new independent director to fill the vacancy. Michael Chu, Chair of the Board, expressed gratitude for Arnault's five years of service and noted that Financière Agache will remain a strategic investor.
EQS-News: BIRKENSTOCK SEEKS TO FILL VACANCY IN THE BOARD OF DIRECTORS WITH AN INDEPENDENT DIRECTOR, FOLLOWING ALEXANDRE ARNAULT'S RESIGNATION DUE TO PROFESSIONAL COMMITTMENTS - boerse.de
Birkenstock Holding plc announced that Alexandre Arnault has resigned from its Board of Directors effective August 6, 2026, due to professional commitments. The company is now seeking to appoint a new independent director to fill the vacancy. Michael Chu, Chair of the Board, expressed gratitude for Arnault's five years of service and noted that Financière Agache will remain a strategic investor.
Birkenstock Holding plc Announces Resignation of Alexandre Arnault as Director, Effective August 6, 2026
Birkenstock Holding plc announced the resignation of Alexandre Arnault from its Board of Directors, effective August 6, 2026, due to professional commitments. The company is actively searching for an independent candidate to fill the vacancy. The Board will appoint a new director once a suitable individual has been identified.
Birkenstock Holding plc (BIRK) stock price, news, quote and history
This article provides a comprehensive overview of Birkenstock Holding plc (BIRK) stock, including its current price, recent performance, key financial metrics, and analyst ratings. It details the company's business in footwear and accessories, its market capitalization, earnings, and compares it with similar companies in the industry. The information is current as of August 6, 2026, offering insights into BIRK's market position and future outlook.
Birkenstock Holding PLC (BIRK) Earnings Forecast: Future EPS & Revenue Growth Estimates
Birkenstock Holding PLC (BIRK) has an earnings forecast score of 8.55, ranking 3rd in the Textiles & Apparel industry. Analysts have set an average price target of $70.00 for BIRK, with a majority recommending a "Buy" trend. The company's expected revenue for the next quarter is $823.99M, and the EPS for the upcoming quarter is projected at $0.87.
Trading the Move, Not the Narrative: (BIRK) Edition
Birkenstock Holding Plc (NASDAQ: BIRK) is currently exhibiting weak sentiment across all time horizons, supporting a short bias. Quantitative analysis reveals a mid-channel oscillation pattern and an exceptional 56.0:1 risk-reward short setup targeting a 15.8% downside with minimal risk. The article outlines distinct trading strategies for position trading, momentum breakout, and risk hedging based on AI-generated signals.
UBS lowers Birkenstock stock price target to $76 on muted outlook
UBS has lowered its price target for Birkenstock Holding plc (NYSE:BIRK) to $76 from $77, while maintaining a Buy rating. Despite anticipating a revenue and EPS beat for Q3 2026, UBS expects the market's muted outlook to prevent significant changes in estimates or the stock's P/E ratio, leading to a balanced view on upside and downside potential. The company recently closed a €900 million senior notes offering and has received mixed analyst ratings from William Blair, Goldman Sachs, and Raymond James.
UBS Trims Birkenstock Price Target to $76 From $77, Maintains Buy Rating
UBS has adjusted its price target for Birkenstock (BIRK) to $76 from $77, while reiterating a Buy rating on the stock. This update comes amidst other analyst actions, including Williams Trading downgrading Birkenstock to Hold with a reduced price target of $44. The article also lists various other analyst recommendations and related company news for Birkenstock Holding plc.
William Blair downgrades Birkenstock stock rating on brand concerns
William Blair downgraded Birkenstock Holding plc (NYSE:BIRK) from Outperform to Market Perform, lowering its price target to $44 from $46, due to concerns about the brand losing its premium positioning and consumers' reduced urgency to buy at full price. Despite these near-term headwinds and potential concerns for fiscal 2027, InvestingPro data suggests the stock is currently undervalued. This downgrade contrasts with recent positive developments like a €900 million senior notes offering and reiterated Buy ratings from Goldman Sachs and Raymond James.
Williams Trading Downgrades Birkenstock to Hold From Buy, Cuts Price Target to $44 From $46
Williams Trading has downgraded Birkenstock (BIRK) from a "Buy" to a "Hold" rating, concurrently reducing its price target from $46 to $44. This adjustment reflects a more cautious outlook on the footwear company's stock by the firm. The article also lists other recent analyst actions and company news for Birkenstock.
William Blair downgrades Birkenstock stock rating on brand concerns
William Blair has downgraded Birkenstock Holding plc (NYSE:BIRK) from Outperform to Market Perform, citing concerns about the brand losing its premium positioning and a potential decrease in consumer urgency to buy full-price goods. The firm also lowered its price target to $44 from $46, with shares currently trading around $38.72. This downgrade comes amidst other recent news for Birkenstock, including a successful €900 million senior notes offering and a revised negative outlook from S&P Global Ratings, though Goldman Sachs and Raymond James have maintained positive ratings.
Lombard Odier Asset Management Europe Ltd Sells 132,380 Shares of Birkenstock Holding PLC $BIRK
Lombard Odier Asset Management Europe Ltd significantly reduced its stake in Birkenstock Holding PLC by 47.6% in the first quarter of 2026, selling 132,380 shares and retaining 145,640 shares valued at approximately $5.2 million. Despite this sale, analysts generally maintain a "Moderate Buy" rating for BIRK with an average price target of $53.57. Birkenstock's recent quarterly results showed revenue growth but missed EPS estimates, and institutional investors collectively own 19.93% of the stock.
Birkenstock Holding Market Sentiment
This article provides an overview of Birkenstock Holding (BIRK) market sentiment, including analyst consensus, short interest, options flow, and insider activity. It highlights a "Buy" consensus from 26 analysts with an average price target of $59, and notes a 16.9% declining short float. The article also lists recent analyst actions with various ratings, price targets, and upgrades/downgrades.
Birkenstock Holding PLC (NYSE:BIRK) Receives Average Recommendation of "Moderate Buy" from Brokerages
Birkenstock Holding PLC (NYSE:BIRK) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month price target of $53.57. This sentiment comes despite the company missing quarterly EPS estimates, reporting $0.58 against a $0.70 consensus, though revenue increased 7.7% year-over-year. Insider selling by Mehdi Nico Bouyakhf, who reduced his stake by nearly 50%, is noted alongside institutional ownership of 19.93%.
Analysts Offer Insights on Consumer Cyclical Companies: Amazon (AMZN) and Birkenstock Holding plc (BIRK)
Analysts have issued bullish sentiments for Amazon (AMZN) and Birkenstock Holding plc (BIRK) in the Consumer Cyclical sector. John Blackledge of TD Cowen maintained a Buy rating on Amazon with a $350.00 price target, while Adrien Duverger from Goldman Sachs reiterated a Buy rating on Birkenstock Holding plc with a $52.50 price target. Both companies have a "Strong Buy" analyst consensus, indicating significant upside potential from current levels.
Goldman Sachs reiterates Birkenstock stock rating on growth outlook
Goldman Sachs reiterated a Buy rating and a $52.50 price target on Birkenstock Holding plc (NYSE:BIRK), citing strong double-digit revenue and earnings growth with an attractive valuation. The firm expects Birkenstock to maintain a mid-teens revenue and EPS compound annual growth rate through fiscal 2026-2028, supported by a recent $500 million share buyback. Despite a revised negative outlook from S&P Global Ratings due to expected debt increases, Raymond James also initiated coverage with an Outperform rating, highlighting impressive revenue growth.
Birkenstock Holding plc Revenue Breakdown – NYSE:BIRK
This article details Birkenstock Holding plc's revenue breakdown for the last year, showing a total of $2.46 billion USD. The "Business-to-Business" segment was the top performer, generating $1.43 billion USD, and the Americas region contributed the most with $1.20 billion USD. The report provides insights into the company's key revenue drivers by segment and geographical region.
Are Options Traders Betting on a Big Move in Birkenstock Stock?
Options traders are showing significant interest in Birkenstock Holding plc (BIRK), particularly with the August 21, 2026 $30 Call exhibiting high implied volatility. This suggests expectations of a notable price movement due to upcoming events or current market sentiment. Despite this options activity, Birkenstock holds a Zacks Rank #4 (Sell), indicating a less favorable fundamental outlook according to Zacks Investment Research.
SummitTX Capital L.P. Boosts Stock Position in Birkenstock Holding PLC $BIRK
SummitTX Capital L.P. significantly increased its stake in Birkenstock Holding PLC (NYSE:BIRK) by 1,301% in the first quarter, now owning 89,368 shares valued at approximately $3.2 million. Despite this, Birkenstock missed its recent earnings expectations, reporting $0.58 per share against an anticipated $0.70, though revenue grew 7.7% year-over-year. Analysts maintain a "Moderate Buy" consensus with an average price target of $53.57, even as some firms have lowered their targets, and an insider recently sold 60,000 shares.
Polar Asset Management Partners Inc. Acquires New Position in Birkenstock Holding PLC $BIRK
Polar Asset Management Partners Inc. has acquired a new position in Birkenstock Holding PLC, purchasing 73,400 shares valued at approximately $2.63 million in the first quarter. This move comes as institutional investors collectively own 19.93% of BIRK, and analysts maintain a "Moderate Buy" rating with an average price target of $53.57. Despite missing recent earnings estimates with an EPS of $0.58 against a $0.70 consensus, Birkenstock's revenue increased by 7.7% year-over-year to $714.4 million.
Entropy Technologies LP Takes Position in Birkenstock Holding PLC $BIRK
Entropy Technologies LP has acquired a new position in Birkenstock Holding PLC (BIRK) during the first quarter, purchasing 30,007 shares valued at approximately $1.075 million. Despite institutional growth in ownership, Birkenstock missed analyst EPS estimates in its last earnings report, though revenue increased year-over-year. Analysts generally maintain a "Moderate Buy" rating with an average price target indicating potential upside from its current share price.
BIRK|Birkenstock Holding PLC|Price:42.970|Chg%:+1.420
This article provides a comprehensive stock analysis of Birkenstock Holding PLC (BIRK) by TradingKey. It highlights the company's relatively healthy fundamentals, high growth potential, and fair valuation, ranking 1st in the Textiles & Apparel industry. The analysis also covers institutional ownership, analyst ratings with a "Buy" consensus, and identifies strengths like revenue and profit growth, alongside risks such as institutional selling and lower market activity.
Birkenstock Holding PLC (BIRK) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure of Birkenstock Holding PLC (BIRK), identifying major shareholders like L Catterton and CB Beteiligungs & GmbH Co KG, along with their respective proportions. It also breaks down shareholding by type, showing the significant presence of private equity and investment advisors. Furthermore, the report provides a historical view of institutional shareholdings and recent shareholder activity with changes in holdings for key investors.
Healthcare of Ontario Pension Plan Trust Fund Sells 400,000 Shares of Birkenstock Holding PLC $BIRK
The Healthcare of Ontario Pension Plan Trust Fund significantly reduced its stake in Birkenstock Holding PLC (NYSE:BIRK) by selling 400,000 shares, now owning 700,000 shares valued at approximately $25.1 million. This sale represents a 36.4% decrease in their holding. Despite this institutional sell-off, analyst sentiment remains "Moderate Buy" with an average price target of $53.57, even as Birkenstock missed EPS expectations in its latest quarter, reporting $0.58 versus an anticipated $0.70.
Dimensional Fund Advisors LP Has $145.08 Million Position in Birkenstock Holding PLC $BIRK
Dimensional Fund Advisors LP significantly increased its stake in Birkenstock Holding PLC by 30.9% in the first quarter, now holding 4.05 million shares valued at $145.1 million, representing 2.2% of the company. Institutional investors collectively own nearly 20% of BIRK, and analysts maintain a "Moderate Buy" consensus despite recent EPS misses and lowered price targets from some firms. The article also notes an insider sale of 30,000 shares and provides details on Birkenstock's recent financial performance and company profile.
Rice Hall James & Associates LLC Purchases 123,791 Shares of Birkenstock Holding PLC $BIRK
Rice Hall James & Associates LLC significantly increased its stake in Birkenstock Holding PLC, purchasing 123,791 additional shares to reach a total of 590,368 shares valued at $21.15 million. Other institutional investors like Royal Bank of Canada and Goldman Sachs also boosted their holdings, with institutional investors collectively owning nearly 20% of Birkenstock's stock. Despite mixed analyst sentiment and a recent earnings miss, the company holds a "Moderate Buy" consensus rating with an average target price of $53.57.
Lombard Odier Asset Management Europe Ltd Trims Stock Position in Birkenstock Holding PLC $BIRK
Lombard Odier Asset Management Europe Ltd significantly reduced its stake in Birkenstock Holding PLC by 47.6% in the first quarter, though it still holds 145,640 shares valued at $5.2 million. This comes as an insider also sold a portion of their shares. Despite missing Q1 EPS expectations, Birkenstock saw a 7.7% revenue increase and analysts currently rate the stock as a "Moderate Buy" with a consensus target price of $53.57.
