GCO

GENESCO INC

NYSE · Retail-Shoe Stores · Inc. TN · CIK 0000018498
$42.50 -0.51% $461.5M
High Impact Filing (7/10)6 New Institutional Positions7 Institutional Exits
Vol
Market Cap$461.5M
Cap SizeSmall Cap
Analyst ConsensusBuy (50%)
Inst. Holders50 funds
Inst. Value$208.8M
Inst. Activity6 buys / 7 sells
SEC Reports3
Exchange NYSE·Sector Retail-Shoe Stores·Inc. TN·CIK 0000018498·Prev Close $42.72

Recent Activity

Jun 5, 2026 SEC
Genesco filed an amended 10-K/A solely to add Part III information (director biographies, executive compensation, securi
10-K/A — Impact 2/10
May 29, 2026 SEC
Genesco (GCO) reported Q1 FY2027 results that exceeded expectations, with net sales of $487M (+3% YoY) and a Non-GAAP EP
8-K — Impact 7/10
Apr 8, 2026 SEC
Genesco Inc. adopted a new Short-Term Incentive Plan (STIP) replacing its prior EVA plan and announced the appointment o
8-K — Impact 4/10
Apr 2, 2026 Insider
Ewoldsen Daniel E was granted 7,681 shares
Senior VP
Apr 2, 2026 Insider
Becker Scott E was granted 9,903 shares
SVP, Secretary & Gen Counsel
Apr 2, 2026 Insider
VAUGHN MIMI ECKEL was granted 74,832 shares
Board Chair, President & CEO
Inst.
Fund 1 Investments, LLC — TRIM
425,310 shares ($12.3M)
Inst.
MORGAN STANLEY — TRIM
208,208 shares ($6.0M)

Price Targets

$40.33 -5.1% upside Sell
Current $42.50 Low $36.00 Median $40.00 High $45.00 3 analysts
$36.00 $45.00

Analyst Ratings

Hold50% buy · 8 analysts
1Strong Buy
3Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 27, 2026 Seaport Global DOWNGRADE Buy → Neutral
Mar 9, 2026 Truist Securities MAINTAIN Hold → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-1.37 ▼ -17.1% $-1.39 — $-1.34 -20% YoY 4
Next Q $1.19 ▼ -5.4% $1.13 — $1.24 51% YoY 4
Current FY $2.25 ▲ +5.4% $2.20 — $2.30 55% YoY 4
Next FY $2.86 ▲ +4.5% $2.40 — $3.34 27% YoY 4

Latest Reports

NEUTRAL 10-K/A 2/10
Genesco filed an amended 10-K/A solely to add Part III information (director biographies, executive compensation, securi
Jun 5, 2026
BULLISH 8-K 7/10
Genesco (GCO) reported Q1 FY2027 results that exceeded expectations, with net sales of $487M (+3% YoY) and a Non-GAAP EP
May 29, 2026

Top Institutional Holders

FundValueMove
PZENA INVESTMENT MANAGEMENT LLC$31.3MADD
BlackRock, Inc.$24.6M—
DIMENSIONAL FUND ADVISORS LP$18.4M—
VANGUARD CAPITAL MANAGEMENT LLC$13.4M—
Fund 1 Investments, LLC$12.3MTRIM

Recent Insider Trades

DateInsiderTypeValue
Apr 2, 2026Ewoldsen DanielA$0.00
Apr 2, 2026Becker ScottA$0.00
Apr 2, 2026VAUGHN MIMIA$0.00
Apr 2, 2026VAUGHN MIMIF$641.1K
Apr 2, 2026Gray AndrewF$60.8K
50 institutional holders with $208.8M total value (7,202,905 shares) as of 2026-Q1. Top holders: PZENA, BlackRock,, DIMENSIONAL. Net selling activity: 7 institutions trimmed/exited vs 6 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1PZENA INVESTMENT MANAGEMENT LLC1,080,582$31.3M15.0%ADD +44.4%
2BlackRock, Inc.850,233$24.6M11.8%—
3DIMENSIONAL FUND ADVISORS LP636,312$18.4M8.8%—
4VANGUARD CAPITAL MANAGEMENT LLC463,423$13.4M6.4%—
5Fund 1 Investments, LLC425,310$12.3M5.9%TRIM -56.9%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC393,914$11.4M5.5%ADD +36.7%
7CITADEL ADVISORS LLC306,100$8.9M4.3%—
8HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND300,000$8.7M4.2%ADD +50.0%
9D. E. Shaw & Co., Inc.285,126$8.3M4.0%TRIM -25.9%
10STATE STREET CORP235,943$6.8M3.3%TRIM -29.9%
11VANGUARD PORTFOLIO MANAGEMENT LLC214,433$6.2M3.0%—
12ING GROEP NV210,000$6.1M2.9%ADD +90.9%
13MORGAN STANLEY208,208$6.0M2.9%TRIM -36.5%
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP203,472$5.9M2.8%TRIM -29.8%
15NOMURA HOLDINGS INC159,602$4.6M2.2%TRIM -59.3%
16MACKENZIE FINANCIAL CORP136,270$4.0M1.9%ADD +79.0%
17Connor, Clark & Lunn Investment Management Ltd.122,901$3.6M1.7%ADD +61.0%
18GOLDMAN SACHS GROUP INC104,235$3.0M1.4%—
19CIBC Bancorp USA Inc.100,500$2.9M1.4%—
20Russell Investments Group, Ltd.99,333$2.9M1.4%DOUBLED +457.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Fund 1 Investments, LLCTRIM986,241425,310-56.9%$12.3M2026-Q1
MORGAN STANLEYTRIM327,808208,208-36.5%$6.0M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM289,737203,472-29.8%$5.9M2026-Q1
NOMURA HOLDINGS INCTRIM392,284159,602-59.3%$4.6M2026-Q1
MACKENZIE FINANCIAL CORPADD76,133136,270+79.0%$4.0M2026-Q1
Russell Investments Group, Ltd.DOUBLED17,80499,333+457.9%$2.9M2026-Q1
MARSHALL WACE, LLPTRIM174,21851,296-70.6%$1.5M2026-Q1
Assenagon Asset Management S.A.TRIM82,44641,617-49.5%$1.2M2026-Q1
STRS OHIOADD13,70021,600+57.7%$626.2K2026-Q1
CWM, LLCDOUBLED1,5403,481+126.0%$100.9K2026-Q1
Rockefeller Capital Management L.P.DOUBLED201998+396.5%$28.9K2026-Q1
Allworth Financial LPDOUBLED58207+256.9%$6.0K2026-Q1
GROUP ONE TRADING LLCNEAR_EXIT1,032187-81.9%$5.4K2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDADD200,000300,000+50.0%$7.4M2025-Q4
MARSHALL WACE, LLPDOUBLED52,404174,218+232.5%$4.3M2025-Q4
Assenagon Asset Management S.A.ADD41,25582,446+99.8%$2.0M2025-Q4
MACKENZIE FINANCIAL CORPADD50,63976,133+50.3%$1.9M2025-Q4
Corient Private Wealth LLCDOUBLED10,08946,570+361.6%$1.2M2025-Q4
STATE OF WISCONSIN INVESTMENT BOARDADD14,91122,611+51.6%$560.1K2025-Q4
TWO SIGMA INVESTMENTS, LPADD14,77618,716+26.7%$463.6K2025-Q4
WELLS FARGO & COMPANY/MNADD7,56511,145+47.3%$276.1K2025-Q4
Rockefeller Capital Management L.P.DOUBLED13201+1446.2%$5.0K2025-Q4
NOMURA HOLDINGS INCTRIM1,245,612405,741-67.4%$11.8M2025-Q3
D. E. Shaw & Co., Inc.TRIM466,279345,677-25.9%$10.0M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD243,392332,733+36.7%$9.6M2025-Q3
5 unique insiders with 14 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 2, 2026Ewoldsen Daniel ESenior VPAWARD7,681——
Apr 2, 2026Becker Scott ESVP, Secretary & Gen CounselAWARD9,903——
Apr 2, 2026VAUGHN MIMI ECKELBoard Chair, President & CEOAWARD74,832——
Apr 2, 2026VAUGHN MIMI ECKELBoard Chair, President & CEOTAX W/H22,583$28.39$641.1K
Apr 2, 2026Gray AndrewSenior VPTAX W/H2,141$28.39$60.8K
Apr 2, 2026Ewoldsen Daniel ESenior VPTAX W/H1,527$28.39$43.4K
Apr 2, 2026Desai ParagSVP, Chief Strat & Dig OfficerTAX W/H2,188$28.39$62.1K
Apr 2, 2026Becker Scott ESVP, Secretary & Gen CounselTAX W/H1,946$28.39$55.2K
Apr 2, 2026Gray AndrewSenior VPAWARD376——
Feb 5, 2026Gray AndrewSenior VPAWARD34,579——
Feb 1, 2026VAUGHN MIMI ECKELBoard Chair, President & CEOTAX W/H6,179$28.93$178.8K
Feb 1, 2026Becker Scott ESVP, Secretary & Gen CounselTAX W/H1,062$28.93$30.7K
Feb 1, 2026Desai ParagSVP, Chief Strat & Dig OfficerTAX W/H1,193$28.93$34.5K
Feb 1, 2026Gray AndrewSenior VPTAX W/H3,854$28.93$111.5K
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.3/10.
NEUTRAL 10-K/A 2/10
Genesco filed an amended 10-K/A solely to add Part III information (director biographies, executive
Jun 5, 2026
BULLISH 8-K 7/10
Genesco (GCO) reported Q1 FY2027 results that exceeded expectations, with net sales of $487M (+3% Yo
May 29, 2026
NEUTRAL 8-K 4/10
Genesco Inc. adopted a new Short-Term Incentive Plan (STIP) replacing its prior EVA plan and announc
Apr 8, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (50% buy). Based on 8 analysts: 1 strong buy, 3 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$40.33 mean target -5.1% upside Sell (2.50)
$36.00 Low $45.00 High
MetricValue
Current Price$42.50
Target Low$36.00
Target Mean$40.33
Target Median$40.00
Target High$45.00
# Analysts3
RecommendationSell (2.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
 $-1.37 $-1.39 $-1.34 -20.0% -17.1% 1↑ 3↓ $0.5B -3.2% 4
Next Q
2026-10-31
 $1.19 $1.13 $1.24 50.9% -5.4% 2↑ 2↓ $0.6B 0.0% 4
Current FY
2027-01-31
 $2.25 $2.20 $2.30 55.2% +5.4% 4↑ 0↓ $2.4B -0.3% 4
Next FY
2028-01-31
 $2.86 $2.40 $3.34 27.2% +4.5% 4↑ 0↓ $2.5B 2.3% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-1.367
7d ago$-1.167-0.200
30d ago$-1.167-0.200
60d ago$-1.167-0.200
90d ago$-0.850-0.517
2 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 27, 2026 Seaport Global DOWNGRADE Buy Neutral
Mar 9, 2026 Truist Securities MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261340050%
May 1, 20261430063%
Apr 1, 20261430063%
Mar 1, 20261430063%
Feb 1, 20261430063%
Jan 1, 20261330057%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 29, 2026
earnings_calendar
GCO Q1 2027 Earnings Scheduled — 2026-05-29
May 21, 2026
earnings_calendar
GCO Q1 2027 Earnings Scheduled — 2026-05-21
Mar 6, 2026
earnings_calendar
GCO Q4 2026 Earnings Before Market Open — 2026-03-06
Feb 23, 2026
short_interest
FTD: GCO — 24,265 shares ($0.7M) failed to deliver
Settlement: 20260223, Price: $29.25, FTD Value: $709,751.25, GENESCO INC