Buckle (NYSE:BKE) Releases Quarterly Earnings Results

Buckle (NYSE:BKE) announced its earnings results on Friday. The company reported $1.59 earnings per share for the quarter, topping analysts’ consensus estimates of $1.51 by $0.08, Briefing.com reports. The firm had revenue of $399.14 million for the quarter, compared to the consensus estimate of $396.45 million. Buckle had a return on equity of 44.42% and a net margin of 16.13%.The company’s revenue was up 5.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.53 EPS.

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 Stock Down 0.9%

NYSE BKE opened at $50.20 on Friday. The company has a market cap of $2.57 billion, a PE ratio of 12.30 and a beta of 1.17. Buckle has a 52 week low of $33.12 and a 52 week high of $61.69. The firm’s 50-day simple moving average is $52.32 and its two-hundred day simple moving average is $55.14.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of BKE. Steward Partners Investment Advisory LLC bought a new position in shares of Buckle in the fourth quarter worth $231,000. CIBC Bancorp USA Inc. bought a new stake in Buckle during the third quarter valued at $243,000. Sherbrooke Park Advisers LLC purchased a new position in Buckle during the third quarter worth about $219,000. Boothbay Fund Management LLC purchased a new position in Buckle during the third quarter worth about $254,000. Finally, Inceptionr LLC bought a new position in Buckle in the 3rd quarter worth about $239,000. 53.93% of the stock is owned by institutional investors.

Key Buckle News

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

Analyst Upgrades and Downgrades

BKE has been the topic of several research analyst reports. Weiss Ratings reissued a “hold (c+)” rating on shares of Buckle in a research report on Wednesday, January 21st. Wall Street Zen raised shares of Buckle from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Finally, UBS Group restated a “neutral” rating on shares of Buckle in a research report on Friday, January 9th. Two analysts have rated the stock with a Hold rating, According to MarketBeat, the stock has an average rating of “Hold” and a consensus 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.