Buckle (NYSE:BKE) Issues Earnings Results

Buckle (NYSE:BKE) released its quarterly earnings data on Friday. The company reported $1.59 EPS for the quarter, beating the consensus estimate of $1.51 by $0.08, Briefing.com reports. Buckle had a return on equity of 44.42% and a net margin of 16.13%.The firm had revenue of $399.14 million during the quarter, compared to the consensus estimate of $396.45 million. During the same quarter in the previous year, the company posted $1.53 earnings per share. The company’s quarterly revenue was up 5.2% on a year-over-year basis.

Here are the key takeaways from Buckle’s conference call:

• Q4 and full-year earnings improved — Q4 net income was $80.8M ($1.59/share) versus $77.2M a year ago, and full-year net income was $209.7M ($4.14) versus $195.5M, while Q4 sales rose 5.3% to $399.1M and full-year sales increased 6.6% to $1.298B.
• Profitability remained strong — Q4 gross margin was stable at 52.6% and full-year gross margin improved to 49.0%, with operating margin roughly flat to slightly higher year-over-year.
• Product momentum concentrated in women’s and kids — women’s sales grew ~12% in the quarter (now ~46% of sales) with denim up 10.5% and higher AURs, and the kids business grew about 16%.
• Inventory increased meaningfully — inventory rose ~15.5% to $139.5M, which could tie up working capital or present risk if demand softens despite management saying the increase was to support heightened denim demand.
• Healthy cash and shareholder returns, plus expansion plans — the company ended with $306.6M in cash and investments after paying $225.1M in dividends, completed $45.4M in annual capex, and plans to open 12–14 new stores and remodel 12–14 locations in fiscal 2026.

Buckle Price Performance

BKE opened at $50.20 on Friday. The firm’s fifty day moving average price is $52.32 and its two-hundred day moving average price is $55.14. The company has a market capitalization of $2.57 billion, a price-to-earnings ratio of 12.12 and a beta of 1.17. Buckle has a 1 year low of $33.12 and a 1 year high of $61.69.

Buckle News Roundup

Here are the key news stories impacting Buckle this week:

• Positive Sentiment: Q4 earnings beat: Buckle reported $1.59 EPS vs. $1.51 consensus and revenue of $399.1M (up 5.2% y/y), confirming the company is executing on sales and profitability. Buckle beats fourth quarter estimates on strong sales
• Positive Sentiment: Strong online sales and expansion plans were highlighted on the call, signaling management is pushing digital growth and selective store investments that could drive future revenue. Buckle Inc (BKE) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Healthy margins and returns: net margin ~16.1% and ROE ~44.4% signal strong profitability and efficient capital use. MarketBeat earnings summary
• Neutral Sentiment: Company issued formal press release and full fiscal-year net income details; useful for modeling but largely confirmatory of call items. Business Wire: The Buckle, Inc. Reports Fourth Quarter and Fiscal Year 2025 Net Income
• Neutral Sentiment: Full earnings call transcript and AP snapshot are available for detail on inventory, comps and guidance; no major surprise items disclosed. Earnings call transcript AP Earnings Snapshot
• Negative Sentiment: Institutional selling: Miller Value Partners exited ~72,000 shares (~$4.2M), which can pressure the stock and signal reduced confidence from a notable holder. Miller Value Partners dumps 72,000 Buckle shares
• Negative Sentiment: Technical headwinds: the stock is trading below its 50- and 200-day moving averages, which can trigger additional selling from momentum/quant strategies. MarketBeat BKE profile

Institutional Investors Weigh In On Buckle

A number of institutional investors have recently added to or reduced their stakes in the company. Charles Schwab Investment Management Inc. lifted its position in shares of Buckle by 0.4% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 1,370,398 shares of the company’s stock worth $73,207,000 after buying an additional 5,784 shares in the last quarter. State Street Corp lifted its holdings in Buckle by 4.3% during the fourth quarter. State Street Corp now owns 1,321,675 shares of the company’s stock worth $70,604,000 after acquiring an additional 54,826 shares during the period. Dimensional Fund Advisors LP boosted its position in Buckle by 0.6% in the fourth quarter. Dimensional Fund Advisors LP now owns 1,311,917 shares of the company’s stock worth $70,084,000 after purchasing an additional 8,311 shares during the last quarter. Morgan Stanley grew its stake in Buckle by 26.8% in the 4th quarter. Morgan Stanley now owns 1,244,389 shares of the company’s stock valued at $66,475,000 after purchasing an additional 263,338 shares during the period. Finally, Goldman Sachs Group Inc. increased its position in shares of Buckle by 44.9% during the 4th quarter. Goldman Sachs Group Inc. now owns 1,043,548 shares of the company’s stock valued at $55,746,000 after purchasing an additional 323,361 shares during the last quarter. 53.93% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have commented on BKE. Wall Street Zen upgraded shares of Buckle from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. UBS Group reaffirmed a “neutral” rating on shares of Buckle in a research note on Friday, January 9th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Buckle in a research report on Wednesday, January 21st. Two equities research analysts have rated the stock with a Hold rating, Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $55.00.

About Buckle

Buckle, Inc is a retailer specializing in casual apparel, footwear and accessories for young men and women. The company is known for its denim-focused collections, offering both private-label lines and curated brand-name merchandise. Its product assortment includes jeans, tops, outerwear, shoes and a variety of accessories such as belts, jewelry and handbags, all aimed at blending contemporary style with everyday comfort.

Founded in 1948 in Kearney, Nebraska, Buckle began as a single clothing store and has since expanded into a nationwide chain.