Telsey Advisory Group Weighs in on Birkenstock Q2 Earnings

Birkenstock Holding plc (NYSE:BIRK) – Telsey Advisory Group increased their Q2 2025 earnings per share estimates for Birkenstock in a report released on Friday, May 9th. Telsey Advisory Group analyst D. Telsey now anticipates that the company will post earnings per share of $0.58 for the quarter, up from their prior estimate of $0.54. Telsey Advisory Group currently has a “Outperform” rating and a $70.00 target price on the stock. The consensus estimate for Birkenstock’s current full-year earnings is $1.77 per share. Telsey Advisory Group also issued estimates for Birkenstock’s Q3 2025 earnings at $0.71 EPS, Q4 2025 earnings at $0.39 EPS, FY2025 earnings at $1.89 EPS and FY2026 earnings at $2.40 EPS.

A number of other equities analysts have also recently weighed in on BIRK. Stifel Nicolaus decreased their price objective on shares of Birkenstock from $70.00 to $62.00 and set a “buy” rating for the company in a research report on Thursday, April 10th. UBS Group boosted their price target on Birkenstock from $68.00 to $72.00 and gave the stock a “buy” rating in a research note on Monday, May 5th. Finally, Piper Sandler lowered their price objective on Birkenstock from $70.00 to $60.00 and set an “overweight” rating for the company in a research note on Friday, April 11th. Two research analysts have rated the stock with a hold rating, fourteen have assigned a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $66.06.

Birkenstock Price Performance

BIRK opened at $54.23 on Monday. Birkenstock has a twelve month low of $40.56 and a twelve month high of $64.78. The firm has a market cap of $10.19 billion, a price-to-earnings ratio of 43.73, a PEG ratio of 1.02 and a beta of 1.56. The company has a current ratio of 2.84, a quick ratio of 1.08 and a debt-to-equity ratio of 0.48. The company has a fifty day simple moving average of $47.63 and a 200 day simple moving average of $51.50.

Birkenstock (NYSE:BIRK) last issued its quarterly earnings data on Thursday, February 20th. The company reported $0.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.16 by $0.03. Birkenstock had a net margin of 11.73% and a return on equity of 9.52%. The company had revenue of $385.88 million during the quarter, compared to the consensus estimate of $355.80 million.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the company. Crestwood Capital Management L.P. lifted its stake in Birkenstock by 50.7% during the first quarter. Crestwood Capital Management L.P. now owns 268,103 shares of the company’s stock worth $12,293,000 after purchasing an additional 90,250 shares during the last quarter. Prudential PLC lifted its position in shares of Birkenstock by 101.4% in the 1st quarter. Prudential PLC now owns 16,010 shares of the company’s stock worth $734,000 after buying an additional 8,060 shares during the last quarter. AGF Management Ltd. boosted its holdings in shares of Birkenstock by 79.9% in the 1st quarter. AGF Management Ltd. now owns 1,179,688 shares of the company’s stock valued at $54,089,000 after buying an additional 523,961 shares during the period. Nuveen LLC acquired a new position in shares of Birkenstock in the 1st quarter valued at about $52,385,000. Finally, Virtu Financial LLC bought a new stake in shares of Birkenstock during the 1st quarter valued at about $205,000. Institutional investors and hedge funds own 19.93% of the company’s stock.

Birkenstock Company Profile

Birkenstock Holding plc manufactures and sells footwear products. It also offers sandals, shoes, closed-toe silhouettes, skincare products, and accessories. The company sells its products through e-commerce sites and a network of owned retail stores, as well as business-to-business channels. It operates in the United States, Brazil, Canada, Mexico, Europe, APMA, and internationally.