Birkenstock Q3 EPS Estimate Reduced by Telsey Advisory Group

Key Points

• Analysts at Telsey Advisory Group have lowered their Q3 2025 earnings per share estimate for Birkenstock from $0.69 to $0.67.
• Birkenstock has a consensus "Buy" rating with various brokerages setting target prices around $70.00 to $75.00.
• The company's recent quarterly earnings report showed a 19.3% increase in revenue year-over-year, with earnings per share of $0.58, beating expectations.

Birkenstock Holding PLC (NYSE:BIRK - Free Report) - Research analysts at Telsey Advisory Group cut their Q3 2025 earnings estimates for shares of Birkenstock in a note issued to investors on Tuesday, August 5th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings per share of $0.67 for the quarter, down from their prior estimate of $0.69. Telsey Advisory Group currently has a "Outperform" rating and a $70.00 price target 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 Q4 2025 earnings at $0.38 EPS and FY2026 earnings at $2.28 EPS.

Birkenstock (NYSE:BIRK - Get Free Report) last posted its quarterly earnings data on Thursday, May 15th. The company reported $0.58 earnings per share for the quarter, topping analysts' consensus estimates of $0.57 by $0.01. Birkenstock had a net margin of 12.86% and a return on equity of 10.22%. The company had revenue of $623.54 million for the quarter, compared to analyst estimates of $567.84 million. During the same period in the prior year, the company posted $0.38 EPS. The firm's revenue for the quarter was up 19.3% on a year-over-year basis.

BIRK has been the topic of a number of other reports. Bank of America raised their target price on shares of Birkenstock from $70.00 to $73.00 and gave the stock a "buy" rating in a research report on Friday, May 16th. Evercore ISI raised their target price on shares of Birkenstock from $65.00 to $70.00 and gave the stock an "outperform" rating in a research report on Monday, May 19th. The Goldman Sachs Group raised shares of Birkenstock from a "neutral" rating to a "buy" rating and set a $60.00 target price on the stock in a research report on Thursday, July 24th. William Blair reaffirmed an "outperform" rating on shares of Birkenstock in a research report on Tuesday, June 3rd. Finally, UBS Group set a $77.00 target price on shares of Birkenstock and gave the stock a "buy" rating in a research report on Tuesday, August 5th. Thirteen investment analysts have rated the stock with a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Buy" and a consensus price target of $68.58.

Birkenstock Trading Down 0.6%

Birkenstock stock traded down $0.31 during midday trading on Wednesday, reaching $48.20. The stock had a trading volume of 1,235,681 shares, compared to its average volume of 1,886,562. The company has a quick ratio of 1.34, a current ratio of 3.06 and a debt-to-equity ratio of 0.47. Birkenstock has a 52-week low of $40.56 and a 52-week high of $64.78. The firm has a market cap of $9.05 billion, a price-to-earnings ratio of 33.94, a price-to-earnings-growth ratio of 1.15 and a beta of 1.31. The company has a fifty day moving average of $50.86 and a 200 day moving average of $50.91.

Hedge Funds Weigh In On Birkenstock

Institutional investors have recently bought and sold shares of the business. GAMMA Investing LLC boosted its stake in Birkenstock by 34.5% in the second quarter. GAMMA Investing LLC now owns 908 shares of the company's stock valued at $45,000 after acquiring an additional 233 shares in the last quarter. Signaturefd LLC lifted its stake in shares of Birkenstock by 66.5% during the first quarter. Signaturefd LLC now owns 841 shares of the company's stock worth $39,000 after buying an additional 336 shares during the period. Connable Office Inc. lifted its stake in shares of Birkenstock by 7.8% during the second quarter. Connable Office Inc. now owns 4,767 shares of the company's stock worth $234,000 after buying an additional 344 shares during the period. Legal & General Group Plc lifted its stake in shares of Birkenstock by 12.3% during the fourth quarter. Legal & General Group Plc now owns 3,158 shares of the company's stock worth $179,000 after buying an additional 347 shares during the period. Finally, Malaga Cove Capital LLC lifted its stake in shares of Birkenstock by 3.5% during the fourth quarter. Malaga Cove Capital LLC now owns 12,108 shares of the company's stock worth $686,000 after buying an additional 407 shares during the period. 19.93% of the stock is owned by hedge funds and other institutional investors.

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.