Birkenstock’s (BIRK) “Outperform” Rating Reiterated at Telsey Advisory Group

Telsey Advisory Group restated their outperform rating on shares of Birkenstock (NYSE:BIRK) in a report published on Thursday morning,Benzinga reports. Telsey Advisory Group currently has a $60.00 target price on the stock.

BIRK has been the topic of several other research reports. UBS Group restated a “buy” rating on shares of Birkenstock in a research note on Friday, December 19th. Deutsche Bank Aktiengesellschaft set a $50.00 price objective on shares of Birkenstock in a report on Thursday, January 8th. Williams Trading raised shares of Birkenstock to a “hold” rating in a research report on Friday, December 19th. Stifel Nicolaus lowered their price target on shares of Birkenstock from $66.00 to $58.00 and set a “buy” rating on the stock in a research note on Thursday, December 18th. Finally, Sanford C. Bernstein reduced their price objective on shares of Birkenstock from $55.00 to $50.00 and set a “market perform” rating for the company in a research note on Thursday, January 15th. Sixteen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $60.18.

Birkenstock Trading Up 0.1%

BIRK stock opened at $37.76 on Thursday. The firm has a market cap of $6.94 billion, a P/E ratio of 18.07, a P/E/G ratio of 1.49 and a beta of 1.17. The company has a current ratio of 2.81, a quick ratio of 1.26 and a debt-to-equity ratio of 0.47. Birkenstock has a 1-year low of $36.78 and a 1-year high of $62.50. The business’s 50 day moving average is $42.02 and its 200-day moving average is $44.67.

Birkenstock (NYSE:BIRK) last released its earnings results on Thursday, December 18th. The company reported $0.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.40 by $0.20. The firm had revenue of $617.67 million during the quarter, compared to analysts’ expectations of $521.12 million. Birkenstock had a return on equity of 13.02% and a net margin of 16.70%.The company’s revenue was up 15.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.29 EPS. Birkenstock has set its FY 2026 guidance at 2.220-2.40 EPS. Equities analysts anticipate that Birkenstock will post 1.77 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Birkenstock

Several hedge funds have recently bought and sold shares of BIRK. Morse Asset Management Inc acquired a new position in Birkenstock during the third quarter worth approximately $28,000. Activest Wealth Management boosted its stake in shares of Birkenstock by 77,500.0% during the 3rd quarter. Activest Wealth Management now owns 776 shares of the company’s stock worth $35,000 after acquiring an additional 775 shares during the period. GAMMA Investing LLC increased its holdings in shares of Birkenstock by 34.5% during the 2nd quarter. GAMMA Investing LLC now owns 908 shares of the company’s stock worth $45,000 after acquiring an additional 233 shares during the last quarter. Quarry LP raised its stake in Birkenstock by 99.2% in the 3rd quarter. Quarry LP now owns 988 shares of the company’s stock valued at $45,000 after acquiring an additional 492 shares during the period. Finally, NewEdge Advisors LLC raised its stake in Birkenstock by 61.0% in the 1st quarter. NewEdge Advisors LLC now owns 1,288 shares of the company’s stock valued at $59,000 after acquiring an additional 488 shares during the period. 19.93% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Birkenstock

Here are the key news stories impacting Birkenstock this week:

• Positive Sentiment: BTIG reaffirmed a “buy” rating and set a $65 price target, signaling strong upside potential from institutional analysts. Article Title
• Positive Sentiment: Telsey Advisory Group reaffirmed an “outperform” rating with a $60 target, reinforcing investor confidence in Birkenstock’s long-term growth prospects. Article Title
• Positive Sentiment: Coverage asking whether Birkenstock is “becoming a Wall Street darling” suggests growing investor interest and multiple analysts focusing on the name, which can support multiple bids. Is Birkenstock becoming a Wall Street darling?
• Neutral Sentiment: Fashion press is amplifying brand momentum through a high-profile bridal collaboration (Danielle Frankel), which supports brand awareness but has uncertain near-term revenue impact. LA Times article
• Neutral Sentiment: Additional lifestyle and fashion outlets are highlighting the bridal collection, helpful for brand equity but likely modest for near-term financials. LifestyleAsia article
• Neutral Sentiment: Vogue coverage positions the collaboration within fashion trends — positive PR, limited immediate earnings signal. Vogue article
• Negative Sentiment: Investor Day content prompted caution: management tempered its growth outlook, which can cap near-term multiple expansion and pressure sentiment despite analyst enthusiasm. Birkenstock tempers growth outlook at Investor Day presentation
• Negative Sentiment: Full Analyst/Investor Day transcript provides details behind the tempered tone (investment cadence, margin/SG&A plans, and regional dynamics) that likely drove some investor caution. Investor Day Transcript

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.