BIRK
Birkenstock Holding plcPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R May 13 Birkenstock reported fiscal Q2 2026 revenue of EUR 618M (+8% reporte…
- S Jun 5 to Jun 8 2 days of insider sells: $3.8M by 1 insider, avg $42.55
- A Jul 1 Raymond James initiates
- A Jul 20 Seaport Global downgrades
- R Aug 13 Birkenstock reported strong Q3 FY2026 results with revenue of €719.5…
- S Aug 17 1 insider sell $1.1B at $39.18
- A Sep 9 BMO Capital initiates
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders sold $1.1B.
- InstitutionsMIXED
Q2 2026: 25 added (1 new), 21 trimmed or exited. Largest new: Mediolanum International Funds $31.2M.
- AnalystsBULLISH
23 of 28 rate it Buy or better.
- TrendRANGE
2% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BAMCO INC /NY/ | ADD | $634.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | $177.7M |
| FMR LLC | TRIM | $119.9M |
| NORGES BANK | DOUBLED | $93.8M |
| GOLDMAN SACHS GROUP INC | ADD | $71.5M |
| BANK OF AMERICA CORP /DE/ | ADD | $49.3M |
| PRIMECAP MANAGEMENT CO/CA/ | ADD | $39.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | $36.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
28 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 16, 2026 | Raymond James MAINTAIN | Outperform |
| Sep 9, 2026 | BMO Capital INITIATE | Market Perform |
| Aug 14, 2026 | Telsey Advisory Group MAINTAIN | Outperform |
| Aug 14, 2026 | Bernstein MAINTAIN | Market Perform |
| Aug 14, 2026 | Evercore ISI Group MAINTAIN | Outperform |
| Aug 14, 2026 | Guggenheim REITERATE | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | Kumar Nisha Director | AWARD | 2,275 sh |
| Oct 1, 2026 | Kennedy Ruth Anne Francis Director | AWARD | 2,275 sh |
| Oct 1, 2026 | Pitcher Anne Director | AWARD | 2,275 sh |
| Aug 17, 2026 | Chu James Michael Director | SELL | $1.1B |
| Jun 8, 2026 | Bouyakhf Mehdi Nico President EMEA | SELL | $1.3M |
| Jun 5, 2026 | Bouyakhf Mehdi Nico President EMEA | SELL | $2.5M |
| Apr 29, 2026 | Arnault Alexandre Director | EXERCISE | 1,623 sh |
| Apr 29, 2026 | Arnault Alexandre Director | TAX W/H | $25.9K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
8 filings · 2 bullish · 0 bearish · 4 mixed · 2 neutral- MIXED 6-KAug 13, 2026
Birkenstock reported strong Q3 FY2026 results with revenue of €719.5M, up 13% YoY (15% constant…
The core business is performing well with 15% constant-currency revenue growth, but reported earnings are depressed by non-recurring financing charges. Watch for the Q4 FY2026 print to see if…
- NEUTRAL 6-KJul 15, 2026
Birkenstock Holding plc announced via press release that its fiscal third quarter 2026 (ended June…
The earnings date is now confirmed for August 13, 2026. Monitor for any pre-announcements or analyst estimate revisions ahead of the release. The stock may trade with low volatility until the…
- BULLISH 6-KJun 22, 2026
Birkenstock's indirect subsidiary closed a €900 million offering of 4.500% Senior Notes due 2033…
Debt refinancing lowers interest expense and extends maturities—positive for credit quality. Monitor for share repurchase execution, which would further support equity value. The stock may see…
- MIXED 6-KJun 16, 2026
Birkenstock priced €900M in 4.500% Senior Notes due 2033, with proceeds used to redeem existing…
The debt offering and buybacks signal management's confidence in cash flow, but tariff and FX headwinds are material and quantifiable. Monitor upcoming Q3/FY26 earnings for margin realization and…
All BIRK filing & press-release reports (8)
- 6-K reportAug 13, 2026
- 6-K reportJul 15, 2026
- 6-K reportJun 22, 2026
- 6-K reportJun 16, 2026
- 6-K reportJun 16, 2026
- 6-K reportJun 15, 2026
- 6-K reportMay 13, 2026
- 6-K reportApr 13, 2026