Tudor Investment Corp ET AL Boosts Stock Position in Boot Barn Holdings, Inc. $BOOT

Tudor Investment Corp ET AL boosted its holdings in Boot Barn Holdings, Inc. (NYSE:BOOT) by 18.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 37,717 shares of the company’s stock after buying an additional 5,890 shares during the quarter. Tudor Investment Corp ET AL owned approximately 0.12% of Boot Barn worth $6,250,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. ORG Partners LLC purchased a new position in Boot Barn in the third quarter valued at $25,000. Parkside Financial Bank & Trust increased its holdings in Boot Barn by 164.4% in the third quarter. Parkside Financial Bank & Trust now owns 193 shares of the company’s stock valued at $32,000 after buying an additional 120 shares during the last quarter. Salomon & Ludwin LLC purchased a new position in Boot Barn in the third quarter valued at $42,000. Independence Bank of Kentucky purchased a new position in Boot Barn in the third quarter valued at $46,000. Finally, Caitong International Asset Management Co. Ltd purchased a new position in Boot Barn in the third quarter valued at $49,000.

Key Stories Impacting Boot Barn

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

• Positive Sentiment: Jefferies upgraded BOOT from Hold to Buy, citing a valuation reset, resilient fundamentals and continued long‑term growth potential; Jefferies set a $195 price target (roughly ~30% upside vs. the recent price). Jefferies upgraded Boot Barn (Proactive) Boot Barn stock jumps 8% on Jefferies upgrade (Investing.com)
• Positive Sentiment: Market reaction: multiple reports note an intraday rally (around +8% in some outlets) and above‑average volume after the Jefferies note — this trade flow is driving near‑term price strength. Investing.com coverage of the rally
• Positive Sentiment: Analyst consensus remains constructive: a recent roundup shows an average recommendation of “Moderate Buy,” which supports momentum and gives cover for more optimistic targets. Average analyst recommendation (AMBN)
• Neutral Sentiment: Operational expansion: a local store opening in Mays Landing, NJ, was reported — small positive for footprint/omnichannel presence but unlikely to materially move near‑term earnings. Boot Barn opening in Mays Landing (local)
• Negative Sentiment: Critical coverage: a recent critical review compared Boot Barn with peers and flagged risks (valuation and competitive factors); while not dominating the tape, it could temper upside if echoed by other analysts. Critical review (AMBN)

Boot Barn Stock Performance

BOOT opened at $149.36 on Wednesday. The business’s 50-day simple moving average is $174.38 and its 200-day simple moving average is $182.00. Boot Barn Holdings, Inc. has a one year low of $86.17 and a one year high of $210.25. The stock has a market capitalization of $4.54 billion, a P/E ratio of 20.98, a price-to-earnings-growth ratio of 0.82 and a beta of 1.75.

Boot Barn (NYSE:BOOT) last posted its earnings results on Wednesday, February 4th. The company reported $2.79 EPS for the quarter, hitting analysts’ consensus estimates of $2.79. Boot Barn had a return on equity of 18.28% and a net margin of 10.10%.The business had revenue of $705.64 million for the quarter, compared to analysts’ expectations of $700.71 million. During the same quarter in the previous year, the firm earned $2.43 earnings per share. The business’s revenue was up 16.0% compared to the same quarter last year. 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, equities research analysts forecast that Boot Barn Holdings, Inc. will post 5.82 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities analysts recently commented on the company. UBS Group increased their target price on Boot Barn from $265.00 to $267.00 and gave the company 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 target price on the stock in a report on Monday. Weiss Ratings lowered Boot Barn from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, March 4th. Stephens raised Boot Barn from an “equal weight” rating to an “overweight” rating and set a $237.00 target price on the stock in a report on Friday, February 6th. Finally, Citigroup increased their target price on Boot Barn from $230.00 to $232.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Thirteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $217.00.

Boot Barn Company 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.