SG Americas Securities LLC Buys 3,747 Shares of Boot Barn Holdings, Inc. $BOOT

SG Americas Securities LLC grew its stake in shares of Boot Barn Holdings, Inc. (NYSE:BOOT) by 65.3% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 9,486 shares of the company’s stock after acquiring an additional 3,747 shares during the quarter. SG Americas Securities LLC’s holdings in Boot Barn were worth $1,674,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of the stock. Principal Financial Group Inc. raised its holdings in shares of Boot Barn by 132.4% during the 3rd quarter. Principal Financial Group Inc. now owns 352,816 shares of the company’s stock worth $58,469,000 after buying an additional 201,026 shares in the last quarter. Federated Hermes Inc. acquired a new position in shares of Boot Barn during the 3rd quarter worth $13,407,000. Alliance Wealth Advisors LLC UT acquired a new position in shares of Boot Barn during the 3rd quarter worth $607,000. GatePass Capital LLC acquired a new position in shares of Boot Barn during the 3rd quarter worth $1,662,000. Finally, Fieldview Capital Management LLC raised its holdings in shares of Boot Barn by 1,197.6% during the 3rd quarter. Fieldview Capital Management LLC now owns 17,634 shares of the company’s stock worth $2,922,000 after buying an additional 16,275 shares in the last quarter.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on BOOT shares. UBS Group boosted their price target on Boot Barn from $265.00 to $267.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Citigroup boosted their price target on Boot Barn from $230.00 to $232.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Jefferies Financial Group raised Boot Barn from a “hold” rating to a “buy” rating and set a $195.00 price target for the company in a report on Monday. Stephens raised Boot Barn from an “equal weight” rating to an “overweight” rating and set a $237.00 price target for the company in a report on Friday, February 6th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $235.00 target price on shares of Boot Barn in a report on Thursday, February 5th. Thirteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $217.00.

Trending Headlines about Boot Barn

Here are the key news stories impacting Boot Barn this week:

• Positive Sentiment: Jefferies upgraded BOOT from Hold to Buy and set a $195 price target, citing a valuation reset and long‑term growth potential; this upgrade underpins investor upside expectations. Boot Barn upgraded by Jefferies analysts on valuation reset
• Positive Sentiment: Market reaction: reports show Boot Barn stock jumped roughly 8% after the Jefferies upgrade, reflecting immediate positive investor sentiment and momentum trading. Boot Barn stock jumps 8% on Jefferies upgrade to buy
• Positive Sentiment: Analysts’ consensus: a separate report notes BOOT has an average recommendation of “Moderate Buy,” supporting the upgrade-driven momentum and suggesting broader analyst alignment. Boot Barn Receives Average Recommendation of Moderate Buy
• Positive Sentiment: Jefferies highlighted Boot Barn’s relative insulation from higher gas prices (lower customer discretionary-risk from fuel cost swings), which investors view as reducing a macro headwind for retail sales. Boot Barn gains after Jefferies says it is insulated from higher gas price risk
• Neutral Sentiment: Retail footprint: Boot Barn is opening a new store in Mays Landing, NJ (former Party City), a modestly positive operational expansion but unlikely to move the stock materially on its own. Boot Barn Opening in Mays Landing, NJ
• Negative Sentiment: Critical review: a recent critical take on Boot Barn (paired with commentary on other retailers) could temper sentiment if it gains traction with investors focused on margin/competitive risks. Critical Review: Boot Barn & Allbirds

Boot Barn Trading Up 10.0%

Shares of BOOT stock opened at $148.62 on Tuesday. The business’s 50-day moving average price is $174.97 and its 200-day moving average price is $182.19. Boot Barn Holdings, Inc. has a 12 month low of $86.17 and a 12 month high of $210.25. The firm has a market capitalization of $4.52 billion, a price-to-earnings ratio of 20.87, a PEG ratio of 0.82 and a beta of 1.75.

Boot Barn (NYSE:BOOT) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $2.79 EPS for the quarter, meeting analysts’ consensus estimates of $2.79. The firm had revenue of $705.64 million for the quarter, compared to analyst estimates of $700.71 million. Boot Barn had a return on equity of 18.28% and a net margin of 10.10%.The business’s revenue for the quarter was up 16.0% on a year-over-year basis. During the same period last year, the firm posted $2.43 earnings per share. Boot Barn has set its FY 2026 guidance at 7.250-7.350 EPS and its Q4 2026 guidance at 1.350-1.450 EPS. On average, sell-side analysts predict that Boot Barn Holdings, Inc. will post 5.82 earnings per share for the current fiscal year.

Boot Barn Profile

Boot Barn, Inc is a leading specialty retailer focused on western and work-related footwear, apparel and accessories. The company operates full-price and outlet retail stores under the Boot Barn and BootBarn.com brands, offering a wide assortment of cowboy boots, work boots, casual and fashion footwear, western and work apparel, hats, belts and related accessories. In addition to its brick-and-mortar network, Boot Barn maintains an e-commerce platform to serve customers seeking ranch-and-rodeo style clothing and rugged workwear from coast to coast.

Founded in 1978 in Southern California, Boot Barn began as a single store catering to ranchers, farmworkers and western enthusiasts.