

Baron Focused Growth Fund rebounded in Q2 from a disappointing start to the year, with the Fund gaining 13.26% compared with a gain of 24.02% for the Russell 2500 Growth Index. We remain steadfast in our commitment to long-term investing in competitively advantaged, growth businesses. As of June 30, 2026, the Fund owned 28 investments.

Shares of Birkenstock Holding PLC (NYSE: BIRK - Get Free Report) have earned a consensus recommendation of "Moderate Buy" from the eighteen research firms that are currently covering the company, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell rating, four have given a hold rating and thirteen have assigned a

Despite many warning signs to the contrary, the S&P 500 continues to climb to fresh record high levels. The latest earnings season showed remarkably resilient performance for many standout companies, but not every quality growth name has gotten the message so far.

Birkenstock Holding PLC (BIRK) Valuation AssessmentOn August 20, 2026, Birkenstock Holding PLC (BIRK) shares fell 4.4% to a current price of $34.55. This declin

Birkenstock Group AG NYSE: BIRK reported its third-quarter earnings for its fiscal year 2026 (FY2026) on Aug. 13 and showed that consumers are still willing to pay for the brands they love. The company beat on the top line, with revenue of €719.53M ($834.33 million), ahead of expectations of €713.54M ($827.39 million).

The portfolio's return was 5.34% (net) for the reporting period. We initiated the following positions: Birkenstock Holding, Dormakaba, Hiab, Reply, SATS Ltd., and Scout24. We eliminated the following positions: Grifols Cl B ADR and Sopra Steria Group.

Birkenstock NYSE: BIRK raised its fiscal 2026 outlook after reporting third-quarter revenue growth at the high end of its annual target range, supported by broad regional demand, accelerating direct-to-consumer sales and expansion of its owned retail footprint.

Birkenstock Holding plc (BIRK) Q3 2026 Earnings Call Transcript