BIRK Birkenstock Holding plc
XNYS 32.75 DelayedStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
BIRK
$32.75
—
Key stats
$32.75
- 52-Week Range
- $29.93 – $50.73
- YTD
- -21.59%
- IV Rank (30D)
- 28.68
- Straddle Price
- $3.50
- P/C Vol Ratio
- 0.73
- Market Cap
- $5.6B
- Open
- $32.70
- Day Range
- $32.41 – $33.29
- Volume
- 1,060,267
- Prev Close
- $33.68
Fair Value
+3.1% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.12% |
| Beta vs SPY | 1.11 |
| Cost of Equity (CAPM) | 11.25% (VRP-adj) |
| WACC | 5.26% |
| Volatility Risk Premium | +23.1pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Debt / Equity | 0.41 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $33.69 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $33.46 |
| Bollinger Width / SMA20 | 27.4% (drives anchor stability) |
| Net Debt | $0.9B |
Peers used for multiples: ANF, DECK, LULU, NKE, NVDA, RACE, RL, TPR
Blended Fair Value
$33.69
Deviation
+3.1%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 15.0× · 7 peers |
| Peer EV/EBITDA | n/a | 0% | median 11.4× · 7 peers |
| Peer P/B | n/a | 0% | median 5.1× · 7 peers |
| Peer P/S | n/a | 0% | median 2.1× · 7 peers |
| Market Anchor (SMA50) | $33.69 | 100% | stability 13% (BB-width) |
| Options Expected (B-L 30d) | $33.55 | 0% | 8 strikes · skew +0.08 |
As of 2026-10-23 · updated
Related
About
- Industry (SIC)
- FOOTWEAR, (NO RUBBER) (3140) · industry map
- Exchange
- XNYS
- Market Cap
- $5.6B
- Employees
- 8,000
- List Date
- 2023-10-11
- CIK
- 0001977102
- Homepage
- https://www.birkenstock-holding.com
Birkenstock is a German footwear brand known for comfort-focused, timeless designs, with 76% of 2022 sales coming from its top five iconic models. Products are made in Europe using sustainable, mostly locally sourced materials. The brand combines orthopedic function with everyday style, appealing to a broad audience. The Americas account for 52% of sales, EMEA 37%, with the remainder coming from Asia-Pacific, which has also the higher future growth expectations.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|
| Jan | -- | -2.09% | 3.23% | -9.60% | -2.82% |
| Feb | -- | 7.16% | -11.20% | 12.08% | 2.68% |
| Mar | -- | -1.21% | -4.60% | -15.73% | -7.18% |
| Apr | -- | -3.91% | 11.03% | 8.49% | 5.20% |
| May | -- | 28.15% | 6.45% | 16.43% | 17.01% |
| Jun | -- | -7.36% | -9.88% | -4.16% | -7.13% |
| Jul | -- | 6.75% | 2.16% | -10.30% | -0.46% |
| Aug | -- | -14.14% | 6.08% | -10.21% | -6.09% |
| Sep | -- | -1.12% | -10.33% | -5.37% | -5.61% |
| Oct | -2.81% | -4.11% | -13.65% | -0.91%* | -5.37% |
| Nov | 19.87% | 12.70% | 10.09% | -- | 14.22% |
| Dec | 0.58% | 10.00% | -6.24% | -- | 1.45% |
| Total | 17.18% | 27.39% | -19.32% | -21.94% | 0.83% |
* Only 4 year(s) of data available.
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $33.42
SMA 50: $33.53
SMA 200: $38.43
Current: $32.77
EMA 12: $33.29
EMA 26: $33.38
MACD: -0.0879 | Signal: -0.0279
BEARISH
ADX (14): 13.38
RANGE
+DI: 24.28
−DI: 18.28
Momentum Oscillators
RSI (14): 46.73
NEUTRAL
Stoch %K: 23.76
Stoch %D: 18.27
Williams %R: -76.25
Volume & Volatility
BB Upper: $34.98
BB Lower: $31.86
NEUTRAL
OBV: -81,542,759
Vol SMA 20: 1,871,540
Vol ROC: 16.97%
ATR: $1.30
True Range: $1.27
HV 20: 41.3%
HV 30: 40.2%
HV 60: 47.3%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report
SYMBOL: BIRK
Executive Summary Overall Assessment: BEARISH (Confidence Level: 6/10)
Key Drivers:
- Weak technical signals, including bearish MACD and RSI below 50
- Negative news sentiment, with two out of six recent headlines carrying negative sentiment
- High volatility, reflected in beta above market average
Primary Risks:
- Technical breakdown, given the bearish momentum indicators
- Continued negative news flow, which could exacerbate price declines
Investment Thesis: The stock is experiencing a technical correction, driven by weak fundamental data and negative news sentiment. While there are some positive signs, such as the recent price bounce, the overall trend remains bearish.
Recent News Sentiment Impact: The negative news headlines have contributed to the bearish tone, particularly "Trump-Xi Talk Fails to Deliver Chip Deal" and "S&P 500 Valuation Looks Stretched."
Technical Analysis
- Trend Direction: Bearish (Short-term), Neutral (Medium-term)
- Support/Resistance Levels:
- Lower Bollinger Band ($36.69): Critical support level
- SMA 200 ($40.62): Key resistance level
- Momentum Signals:
- RSI (14) below 50: Bearish momentum signal
- MACD signal below signal line: Bearish momentum signal
- Bollinger Bands: Neutral signal, with price near the lower band
- Volume Analysis: Volume is increasing, suggesting growing institutional interest
News & Sentiment Analysis
- Recent Headlines Summary: Two out of six recent headlines carry negative sentiment, indicating a bearish tone.
- Sentiment Assessment: Overall news sentiment is Negative (4/6).
- Catalyst Identification: No imminent catalysts identified.
Risk & Volatility Assessment
- Beta Interpretation: Beta above market average (1.18), suggesting high volatility and risk
- Volatility Regime: High volatility, with IV rank at 29.5% (Medium)
- Options Market Signals:
- IV premium vs HV30: Positive, indicating implied richness
- Put/Call Volume Ratio: Bullish sentiment (0.62)
- Downside Protection: Support levels and risk management considerations are essential
Market Context & Positioning
- Sector Performance: BIRK is underperforming the Consumer Discretionary sector
- Institutional Activity: Increasing volume suggests growing institutional interest
- Correlation Analysis: Correlated with the market, but amplifying movements (0.31)
- Relative Valuation: Trading within a range, with no clear overvaluation or undervaluation
Key Levels & Action Items
- Critical Price Levels: Lower Bollinger Band ($36.69) and SMA 200 ($40.62)
- Breakout/Breakdown Levels: None identified
- Time-Sensitive Catalysts: No imminent catalysts identified
- Risk Management: Consider stop-loss levels near the lower Bollinger Band and adjust position sizing accordingly
Additional Comments:
- The recent price bounce is not sufficient to change the overall bearish assessment.
- Continued negative news flow could exacerbate price declines, while positive headlines may lead to a short-term rally.
- Risk management is crucial in this high-volatility environment.
This comprehensive analysis provides an objective view of the stock's technical and fundamental data, highlighting key drivers, primary risks, and investment thesis. The report also includes actionable insights for risk management and position sizing considerations.
Generated
News
All BIRK news →
Lidl must also compensate Birkenstock and pay its legal fees, according to the court ruling
BIRK Options Activity & IV Rank
BIRK IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 50.2%
7-DTE IV: —
Expected Move: $3.50
7-DTE Move: $3.50
Days to Exp: 28 (2026-11-20)
Options Flow
Call Volume: 106
Put Volume: 77
P/C Volume: 0.726
NEUTRAL
Call OI: 9,188
Put OI: 2,275
P/C OI: 0.248
Total OI: 11,463
ATM Options Pricing
ATM Call: $1.95
ATM Put: $1.55
Call %: 6.0%
Put %: 4.7%
Chain Summary
Chain Volume: 2,799
Chain OI: 38,171
Last Updated: 10/23/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 58th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
58%
vs own history
GEX tilt
+0.51
OI-weighted, today
Vanna tilt
+0.64
δ-sensitivity to IV
Charm tilt
-0.73
δ-decay vs time
Vanna tilt +0.64: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.73: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 22 ATM contracts, 15k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
6%
+0.4
pts
EXTREME
ATM 48.0% / Wing 48.5%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)28.7MediumOct 23
Straddle Price (30 DTE)$3.50Oct 23
Beta Analysis
Risk Metrics
Beta: 1.3185
Alpha: -31.63%
Correlation: 0.3199
R-Squared: 10.2%
Stock Volatility: 52.5%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own BIRK
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Rockefeller Capital Management Family office Rockefeller family | $8K | #4077 of 4729 | +18.0% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
BIRK Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 186,507,512 (as of 2025-09-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
16 filers$105.00M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | UBS Group AG Custodian | $43.03M | 40.98% | 2026-06-30 |
| 2 | IMC-Chicago, LLC Custodian | $17.68M | 16.84% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $15.14M | 14.42% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $13.12M | 12.50% | 2026-06-30 |
| 5 | Jane Street Group, LLC Custodian | $3.94M | 3.75% | 2026-06-30 |
| 6 | Walleye Trading LLC | $3.80M | 3.62% | 2026-06-30 |
| 7 | Polar Asset Management Partners Inc. | $2.15M | 2.05% | 2026-06-30 |
| 8 | PEAK6 LLC | $1.14M | 1.08% | 2026-06-30 |
| 9 | GROUP ONE TRADING LLC Custodian | $1.06M | 1.01% | 2026-06-30 |
| 10 | Simplex Trading, LLC Custodian | $959.57K | 0.91% | 2026-06-30 |
| 11 | Walleye Capital LLC | $873.51K | 0.83% | 2026-06-30 |
| 12 | Barclays PLC Custodian | $860.60K | 0.82% | 2026-06-30 |
| 13 | Wolverine Trading, LLC Custodian | $741.85K | 0.71% | 2025-09-30 |
| 14 | Point72 Asset Management, L.P. | $240.97K | 0.23% | 2026-06-30 |
| 15 | TUDOR INVESTMENT CORP ET AL | $223.76K | 0.21% | 2026-06-30 |
| 16 | Advisory Services Network, LLC Custodian | $34.42K | 0.03% | 2026-06-30 |
23 filers$184.21M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | J. Goldman & Co LP | $33.95M | 18.43% | 2026-06-30 |
| 2 | COOPER CREEK PARTNERS MANAGEMENT LLC | $33.35M | 18.10% | 2026-06-30 |
| 3 | Goldman Sachs Group Inc Custodian | $22.41M | 12.17% | 2026-06-30 |
| 4 | National Bank of Canada Custodian | $19.29M | 10.47% | 2026-06-30 |
| 5 | Susquehanna International Group, LLP Custodian | $10.97M | 5.96% | 2026-06-30 |
| 6 | Interval Partners, LP | $9.67M | 5.25% | 2026-06-30 |
| 7 | Jane Street Group, LLC Custodian | $9.54M | 5.18% | 2026-06-30 |
| 8 | Caption Management, LLC | $7.75M | 4.20% | 2026-06-30 |
| 9 | Citadel Advisors LLC Custodian | $7.01M | 3.81% | 2026-06-30 |
| 10 | CRAMER ROSENTHAL MCGLYNN LLC | $6.85M | 3.72% | 2026-06-30 |
| 11 | Simplex Trading, LLC Custodian | $4.11M | 2.23% | 2026-06-30 |
| 12 | IMC-Chicago, LLC Custodian | $3.61M | 1.96% | 2026-06-30 |
| 13 | Twin Tree Management, LP | $3.55M | 1.92% | 2026-06-30 |
| 14 | Sculptor Capital LP | $3.48M | 1.89% | 2026-06-30 |
| 15 | Walleye Trading LLC | $2.19M | 1.19% | 2026-06-30 |
| 16 | Wolverine Trading, LLC Custodian | $1.54M | 0.83% | 2025-09-30 |
| 17 | Daiwa Securities Group Inc. | $1.32M | 0.71% | 2026-06-30 |
| 18 | GROUP ONE TRADING LLC Custodian | $1.18M | 0.64% | 2026-06-30 |
| 19 | JPMorgan Chase & Co Custodian | $1.09M | 0.59% | 2026-06-30 |
| 20 | Jefferies Financial Group Inc. | $520.66K | 0.28% | 2026-06-30 |
| 21 | Walleye Capital LLC | $473.33K | 0.26% | 2026-06-30 |
| 22 | Two Sigma Investments, LP Custodian | $228.06K | 0.12% | 2026-06-30 |
| 23 | Point72 Asset Management, L.P. | $159.21K | 0.09% | 2026-06-30 |
BIRK Insider Trading (Form 4)
Latest: 2026-10-02Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Anne Pitcher | Director | Grant (A) | +2,275 RSU | — | EDGAR | |
| 2026-10-02 | Ruth Anne Francis Kennedy | Director | Grant (A) | +2,275 RSU | — | EDGAR | |
| 2026-10-02 | Nisha Kumar | Director | Grant (A) | +2,275 RSU | — | EDGAR | |
| 2026-08-17 | James Michael Chu | Director | Sell (S) | −28,146,226 | $39.18 | -$1.10B | EDGAR |
| 2026-06-09 | Mehdi Nico Bouyakhf | President EMEA | Sell (S) | −90,000 | $42.55 | -$3.83M | EDGAR |
| 2026-04-30 | Anne Pitcher | Director | Mixed | +1,298 | $37.50 | -$12.2K | EDGAR |
| 2026-04-30 | Ruth Anne Francis Kennedy | Director | Mixed | +879 | $37.50 | -$27.9K | EDGAR |
| 2026-04-30 | Nisha Kumar | Director | Mixed | +933 | $37.50 | -$25.9K | EDGAR |
| 2026-04-30 | Alexandre Arnault | Director | Mixed | +933 | $37.50 | -$25.9K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
BIRK Insider Holdings
6 insiders · @ $32.77
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | James Michael Chu | Director | 71,270,287 | $2.34B | -$1.10B | 1 | 2026-08-17 |
| 2 | Mehdi Nico Bouyakhf | President EMEA | 31,153 | $1.02M | -$3.83M | 1 | 2026-06-09 |
| 3 | Ruth Anne Francis Kennedy | Director | 6,484 | $212.4K | $0 | 2 | 2026-10-02 |
| 4 | Anne Pitcher | Director | 3,473 | $113.8K | $0 | 2 | 2026-10-02 |
| 5 | Nisha Kumar | Director | 2,747 | $90.0K | $0 | 2 | 2026-10-02 |
| 6 | Alexandre Arnault | Director | 2,747 | $90.0K | $0 | 1 | 2026-04-30 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
BIRK Board & Officers
As of SEC filings through Oct 2, 2026Directors 7
- Alexandre Arnault · since Mar 18, 2026
- Anne Pitcher · since Mar 18, 2026
- James Michael Chu · since Mar 18, 2026
- Nikhil Thukral · since Mar 18, 2026
- Nisha Kumar · since Mar 18, 2026
- Oliver Reichert · since Mar 18, 2026
- Ruth Anne Francis Kennedy · since Mar 18, 2026
Officers 9
- Oliver Reichert · Chief Executive Officer · since Mar 18, 2026
- David Kahan · President Americas · since Mar 18, 2026
- Mehdi Nico Bouyakhf · President EMEA · since Mar 18, 2026
- Ivica Krolo · Chief Financial Officer · since Mar 18, 2026
- Christian Heesch · Chief Legal Officer · since Mar 18, 2026
- Jochen Gutzy · Chief Communications Officer · since Mar 18, 2026
- Klaus Baumann · Chief Sales Officer · since Mar 18, 2026
- Markus Baum · Chief Product Officer · since Mar 18, 2026
- Volker Bach · Principal Accounting Officer · since Mar 18, 2026
Changes in the last 10 years (16)
| Mar 18, 2026 | Volker Bach became Principal Accounting Officer |
| Mar 18, 2026 | Ruth Anne Francis Kennedy became a director |
| Mar 18, 2026 | Oliver Reichert became a director |
| Mar 18, 2026 | Oliver Reichert became Chief Executive Officer |
| Mar 18, 2026 | Nisha Kumar became a director |
| Mar 18, 2026 | Nikhil Thukral became a director |
| Mar 18, 2026 | Mehdi Nico Bouyakhf became President EMEA |
| Mar 18, 2026 | Markus Baum became Chief Product Officer |
| Mar 18, 2026 | Klaus Baumann became Chief Sales Officer |
| Mar 18, 2026 | Jochen Gutzy became Chief Communications Officer |
| Mar 18, 2026 | James Michael Chu became a director |
| Mar 18, 2026 | Ivica Krolo became Chief Financial Officer |
| Mar 18, 2026 | David Kahan became President Americas |
| Mar 18, 2026 | Christian Heesch became Chief Legal Officer |
| Mar 18, 2026 | Anne Pitcher became a director |
| Mar 18, 2026 | Alexandre Arnault became a director |
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
BIRK Proposed Insider Sales (Form 144)
Latest: 2026-06-05
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-06-05 | Mehdi Nico Bouyakhf | Officer | 121,153 | $5.21M | 2026-06-05 | Citigroup Centre | — | EDGAR |
| 2025-06-10 | Mehdi Nico Bouyakhf | Officer | 40,000 | $2.24M | 2025-06-10 | Citadel Securities Americas LLC | — | EDGAR |
| 2025-06-06 | Christian Heesch | Officer | 18,750 | $1.05M | 2025-06-06 | Virtu Europe Trading Ltd. | — | EDGAR |
| 2025-06-06 | Klaus Baumann | Officer | 98,131 | $5.42M | 2025-06-06 | UBS Securities LLC | — | EDGAR |
| 2025-06-03 | Jochen Gutzy | Officer | 30,000 | $1.64M | 2025-06-03 | UBS Securities LLC | — | EDGAR |
| 2024-09-13 | Klaus Baumann | Officer | 30,000 | $1.39M | 2024-09-13 | UBS Securities LLC | — | EDGAR |
| 2024-09-12 | Erik Massmann | Officer | 35,000 | $1.57M | 2024-09-12 | Wolfgang Steubing AG | — | EDGAR |
| 2024-08-30 | Kahan David | Officer | 161,153 | $8.20M | 2024-08-30 | Commonwealth financial Network | — | EDGAR |
| 2024-08-30 | Christian Heesch | Officer | 25,000 | $1.55M | 2024-08-30 | Virtu Europe Trading Ltd. | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
43 ETFs hold BIRK
25 shown · $153.54M total exposure · 0.01% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.16% | $49.0M | — | 2026-10-21 |
| 2 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.08% | $26.1M | — | 2026-10-21 |
| 3 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.09% | $24.7M | — | 2026-10-21 |
| 4 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.02% | $13.9M | — | 2026-10-21 |
| 5 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.01% | $7.1M | $57.2B | 2026-10-21 |
| 6 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.00% | $3.8M | $84.8B | 2026-10-21 |
| 7 | DFUV Dimensional US Marketwide Value ETF | Dimensional | 0.02% | $3.4M | $15.8B | 2026-10-21 |
| 8 | FXD First Trust Consumer Discretionary AlphaDEX® Fund | First Trust | 1.16% | $3.0M | $256.3M | 2026-10-21 |
| 9 | SPDW State Street® SPDR® Portfolio Developed World ex-US ETF | SPDR (State Street) | 0.01% | $2.6M | $41.2B | 2026-10-21 |
| 10 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.02% | $2.6M | $15.7B | 2026-10-21 |
| 11 | MSSM Morgan Stanley Pathway Small-Mid Cap Equity ETF | Nport | 0.33% | $2.5M | — | 2026-05-31 |
| 12 | JHMM John Hancock Multifactor Mid Cap ETF | Nport | 0.03% | $1.7M | — | 2026-06-30 |
| 13 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.02% | $1.6M | — | 2026-10-21 |
| 14 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.02% | $1.5M | — | 2026-10-21 |
| 15 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.05% | $1.5M | — | 2026-07-31 |
| 16 | VT Vanguard Total World Stock ETF | Vanguard | 0.00% | $1.5M | — | 2026-09-30 |
| 17 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $1.4M | — | 2026-10-21 |
| 18 | IWB iShares Russell 1000 ETF | iShares (BlackRock) | 0.00% | $1.2M | $48.6B | 2026-10-21 |
| 19 | VONV Vanguard Russell 1000 Value ETF | Vanguard | 0.00% | $1.1M | — | 2026-09-30 |
| 20 | SMMD iShares Russell 2500 ETF | iShares (BlackRock) | 0.02% | $995,456 | $4.1B | 2026-10-21 |
| 21 | EQAL Invesco Russell 1000 Equal Weight ETF | Invesco | 0.06% | $523,519 | — | 2026-10-21 |
| 22 | PLGI PL Growth and Income ETF | Nport | 0.93% | $476,170 | — | 2026-06-30 |
| 23 | IWV iShares Russell 3000 ETF | iShares (BlackRock) | 0.00% | $467,218 | $20.4B | 2026-10-21 |
| 24 | JHSC John Hancock Multifactor Small Cap ETF | Nport | 0.06% | $443,596 | — | 2026-06-30 |
| 25 | DFSU Dimensional US Sustainability Core 1 ETF | Dimensional | 0.02% | $387,258 | $2.4B | 2026-10-21 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
—
TTM Revenue
—
TTM Net Income
—
TTM Op. Cash Flow
—
Quarterly figures (2 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q4 '25 | 2025-09-30 | — | — | — | — |
| Q4 '24 | 2024-09-30 | — | — | — | — |
Q4 2025 • period ending 2025-09-30 • filed 2025-12-18
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
6.54M
SI % of Float
13.59%
Days to Cover
2.86
Short Vol Ratio
46.1%
Free Float
48.12M
Float %
29.1%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-08-18