Market Cap
$369.4M
GCO
GENESCO INC
$34.73 ▼ -0.23%
Prev close $34.81Market cap$369.4M
ConsensusHold
12-mo target$39.67 (+14.2%)
▲ Neutral
Analyst conviction 5/10
High Impact Filing (7/10)18 New Institutional Positions10 Institutional Exits
Snapshot
The big-picture read on GCO right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Buy (50%)
Inst. Holders
50 funds
Inst. Value
$289.4M
Inst. Activity
18 buys / 10 sells
Insider Activity
$110.0K buy / $0.00 sell
Insider Net $
$110.0K
SEC Reports
7
Price chart 30d +3.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 21, 2026 Insider
Sep 3, 2026 SEC Collins Jonathan M. bought 295 shares
SVP Finance and CFO @ $33.84 ($10.0K)
Genesco reported Q2 FY2027 results that exceeded expectations, with GAAP EPS of $0.32 (including $22.5M in tariff refund
8-K — Impact 6/10
Sep 3, 2026 earnings_calendar
Aug 6, 2026 SEC GCO Q2 2027 Earnings Scheduled — 2026-09-03
Genesco announced the retirement of Parag Desai, Chief Strategy and Digital Officer, effective October 31, 2026, with a
8-K — Impact 2/10
Aug 3, 2026 Insider
Collins Jonathan M. was granted 11,424 shares
SVP Finance and CFO
Jul 24, 2026 Insider
Jul 13, 2026 SEC MARTINEZ ANGEL R was granted 3,905 shares
Director
Genesco urges shareholders to vote FOR only its nine director nominees on the WHITE proxy card ahead of the July 21, 202
DEFA14A — Impact 5/10
Jun 30, 2026 Inst.
Fund 1 Investments, LLC — ADD
609,963 shares ($20.6M)
Analyst ratings buy % -12.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
50% rate it Buy or better · 8 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 4, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| May 27, 2026 | Seaport Global | DOWNGRADE | Neutral | 51% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 3 | 4 | 0 | 0 | 50% | |
| Aug 1, 2026 | 1 | 3 | 4 | 0 | 0 | 50% | |
| Jul 1, 2026 | 1 | 3 | 4 | 0 | 0 | 50% | |
| Jun 1, 2026 | 1 | 3 | 4 | 0 | 0 | 50% | |
| May 1, 2026 | 1 | 4 | 3 | 0 | 0 | 63% | |
| Apr 1, 2026 | 1 | 4 | 3 | 0 | 0 | 63% | |
| Mar 1, 2026 | 1 | 4 | 3 | 0 | 0 | 63% | |
| Feb 1, 2026 | 1 | 4 | 3 | 0 | 0 | 63% |
Price targets
Where 3 covering analysts think GCO trades over the next 12 months.
$39.67 +14.2% upside Buy
Current$34.73 Low$36.00 Median$38.00 High$45.00 3 analysts
$36.00$45.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 1 bullish, 0 bearish, 2 mixed, 4 neutral · avg impact 4.3/10.
MIXED8-K6/10
Genesco reported Q2 FY2027 results that exceeded expectations, with GAAP EPS of $0.32 (including $22
Sep 3, 2026
NEUTRAL8-K2/10
Genesco announced the retirement of Parag Desai, Chief Strategy and Digital Officer, effective Octob
Aug 6, 2026
MIXEDDEFA14A5/10
Genesco urges shareholders to vote FOR only its nine director nominees on the WHITE proxy card ahead
Jul 13, 2026
NEUTRAL8-K4/10
Genesco appointed Jonathan Collins as CFO, effective August 3, 2026, ending CEO Mimi Vaughn's interi
Jul 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 3, 2026
earnings_calendar
GCO Q2 2027 Earnings Scheduled — 2026-09-03
Aug 31, 2026
short_interest_report
Short Interest: GCO up 23% to 1.1M shares
Settlement 2026-08-31 | Days to cover: 4.56 | ≈9.89% of shares outstanding (est.)
Aug 27, 2026
earnings_calendar
GCO Q2 2027 Earnings Scheduled — 2026-08-27
Aug 10, 2026
ftd
FTD: GCO — 50,000 shares ($1.9M) failed to deliver
Settlement: 20260810, Price: $37.98, FTD Value: $1,899,000, GENESCO INC
Aug 7, 2026
ftd
FTD: GCO — 20,000 shares ($0.8M) failed to deliver
Settlement: 20260807, Price: $38.49, FTD Value: $769,800, GENESCO INC
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.93 | $0.91–$0.94 | 17.4% | -22.2% | 0↑ 4↓ | $0.6B | 4 |
| Next Q | $4.24 | $4.15–$4.42 | 13.3% | -3.7% | 1↑ 3↓ | $0.8B | 4 |
| Current FY | $2.36 | $2.30–$2.40 | 62.9% | +5.0% | 3↑ 0↓ | $2.4B | 4 |
| Next FY | $2.95 | $2.50–$3.35 | 24.9% | +3.1% | 3↑ 0↓ | $2.4B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.927 | — |
| 7d ago | $1.190 | -0.262 |
| 30d ago | $1.192 | -0.265 |
| 60d ago | $1.192 | -0.265 |
| 90d ago | $1.192 | -0.265 |
Institutional ownership
Which big funds own GCO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $289.4M total value (8,577,974 shares) as of 2026-Q2. Top holders: PZENA, BlackRock,, DIMENSIONAL. Net buying activity: 18 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 1,098,722 | $37.1M | 12.8% | — |
| BlackRock, Inc. | 909,991 | $30.7M | 10.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 658,734 | $22.2M | 7.7% | — |
| Fund 1 Investments, LLC | 609,963 | $20.6M | 7.1% | ADD +43.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 404,847 | $13.7M | 4.7% | — |
| CITADEL ADVISORS LLC | 369,700 | $12.5M | 4.3% | — |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 300,000 | $10.1M | 3.5% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 299,520 | $10.1M | 3.5% | — |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 282,840 | $9.6M | 3.3% | ADD +30.9% |
| D. E. Shaw & Co., Inc. | 255,006 | $8.6M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Fund 1 Investments, LLC | ADD | 425,310 | 609,963 | +43.4% | $20.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | 216,138 | 282,840 | +30.9% | $9.6M |
| NOMURA HOLDINGS INC | ADD | 159,602 | 203,602 | +27.6% | $6.9M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 27,214 | 195,969 | +620.1% | $6.6M |
| AMERIPRISE FINANCIAL INC | ADD | 55,446 | 98,735 | +78.1% | $3.3M |
| UBS Group AG | TRIM | 132,639 | 82,426 | -37.9% | $2.8M |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 13,367 | 76,217 | +470.2% | $2.2M |
| CIBC Bancorp USA Inc. | TRIM | 100,500 | 50,533 | -49.7% | $1.7M |
| JPMORGAN CHASE & CO | DOUBLED | 8,182 | 38,403 | +369.4% | $1.3M |
| Nuveen, LLC | ADD | 24,107 | 34,687 | +43.9% | $1.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 30 transactions. Net $110.0K — $110.0K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Collins Jonathan M. | SVP Finance and CFO | BUY | 295 | $33.84 | $10.0K |
| Aug 3, 2026 | Collins Jonathan M. | SVP Finance and CFO | AWARD | 11,424 | — | — |
| Jul 24, 2026 | MARTINEZ ANGEL R | Director | AWARD | 3,905 | — | — |
| Jul 24, 2026 | MARSHALL THURGOOD JR | Director | AWARD | 3,905 | — | — |
| Jul 24, 2026 | Lambros John F | Director | AWARD | 3,905 | — | — |
| Jul 24, 2026 | Barsh Joanna | Director | AWARD | 3,905 | — | — |
| Jul 24, 2026 | SANDFORT GREGORY A | Director | AWARD | 3,905 | — | — |
| Jul 24, 2026 | Bilunas Matthew M | Director | AWARD | 3,905 | — | — |
| Jul 24, 2026 | Bojanowski Carolyn | Director | AWARD | 3,905 | — | — |
| Jul 24, 2026 | Meixelsperger Mary E | Director | AWARD | 3,905 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for GCO.
Shares short
1,282,363
Settlement Sep 15, 2026
Change vs prior
+16.7%
Semi-monthly cycle
Days to cover
4.7
At avg daily volume
Of shares outstanding
≈11.8%
Estimate — not % of float
All GCO filing & press-release reports (7)
- 8-K reportSep 3, 2026
- 8-K reportAug 6, 2026
- DEFA14A reportJul 13, 2026
- 8-K reportJul 3, 2026
- 10-K/A reportJun 5, 2026
- 8-K reportMay 29, 2026
- 8-K reportApr 8, 2026