Equities Analysts Set Expectations for BBW FY2026 Earnings

Build-A-Bear Workshop, Inc. (NYSE:BBW) – Equities research analysts at DA Davidson decreased their FY2026 earnings estimates for shares of Build-A-Bear Workshop in a research note issued on Friday, December 6th. DA Davidson analyst M. Baker now expects that the specialty retailer will earn $3.99 per share for the year, down from their prior estimate of $4.00. DA Davidson has a “Buy” rating and a $50.00 price target on the stock. The consensus estimate for Build-A-Bear Workshop’s current full-year earnings is $3.72 per share.

A number of other research firms have also commented on BBW. Northland Securities increased their price objective on Build-A-Bear Workshop from $38.00 to $55.00 and gave the company an “outperform” rating in a research note on Friday, December 6th. StockNews.com lowered shares of Build-A-Bear Workshop from a “buy” rating to a “hold” rating in a report on Wednesday.

Build-A-Bear Workshop Stock Performance

Shares of NYSE:BBW opened at $41.34 on Monday. The business’s fifty day moving average price is $37.48 and its two-hundred day moving average price is $31.25. The stock has a market cap of $558.83 million, a PE ratio of 10.99 and a beta of 1.54. Build-A-Bear Workshop has a one year low of $21.24 and a one year high of $47.01.

Build-A-Bear Workshop (NYSE:BBW) last released its quarterly earnings results on Thursday, December 5th. The specialty retailer reported $0.73 EPS for the quarter, beating the consensus estimate of $0.70 by $0.03. Build-A-Bear Workshop had a net margin of 10.58% and a return on equity of 38.40%. During the same period last year, the firm earned $0.53 EPS.

Institutional Trading of Build-A-Bear Workshop

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Fortitude Family Office LLC boosted its holdings in Build-A-Bear Workshop by 705.8% in the third quarter. Fortitude Family Office LLC now owns 1,104 shares of the specialty retailer’s stock valued at $38,000 after acquiring an additional 967 shares during the last quarter. Quarry LP raised its holdings in shares of Build-A-Bear Workshop by 346.6% in the 3rd quarter. Quarry LP now owns 1,295 shares of the specialty retailer’s stock worth $45,000 after purchasing an additional 1,005 shares during the period. Allspring Global Investments Holdings LLC lifted its stake in shares of Build-A-Bear Workshop by 211.8% in the 2nd quarter. Allspring Global Investments Holdings LLC now owns 4,889 shares of the specialty retailer’s stock valued at $124,000 after purchasing an additional 3,321 shares in the last quarter. Nisa Investment Advisors LLC grew its holdings in shares of Build-A-Bear Workshop by 17.6% during the 3rd quarter. Nisa Investment Advisors LLC now owns 5,812 shares of the specialty retailer’s stock worth $201,000 after purchasing an additional 871 shares during the period. Finally, Hohimer Wealth Management LLC acquired a new stake in Build-A-Bear Workshop during the 3rd quarter worth approximately $230,000. 79.30% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Build-A-Bear Workshop

In other news, CEO Sharon Price John sold 48,325 shares of the stock in a transaction dated Tuesday, October 8th. The shares were sold at an average price of $35.19, for a total transaction of $1,700,556.75. Following the transaction, the chief executive officer now directly owns 416,679 shares in the company, valued at $14,662,934.01. This represents a 10.39 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Eric R. Fencl sold 17,274 shares of the firm’s stock in a transaction that occurred on Monday, October 7th. The stock was sold at an average price of $35.05, for a total transaction of $605,453.70. Following the completion of the sale, the chief accounting officer now directly owns 137,078 shares in the company, valued at $4,804,583.90. This represents a 11.19 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 92,281 shares of company stock worth $3,311,358 over the last quarter. 7.90% of the stock is currently owned by insiders.

Build-A-Bear Workshop declared that its Board of Directors has authorized a share repurchase plan on Wednesday, September 11th that allows the company to buyback $100.00 million in outstanding shares. This buyback authorization allows the specialty retailer to purchase up to 23.2% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.

Build-A-Bear Workshop Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 9th. Shareholders of record on Wednesday, November 27th will be paid a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.94%. The ex-dividend date is Wednesday, November 27th. Build-A-Bear Workshop’s dividend payout ratio is presently 21.28%.

About Build-A-Bear Workshop

Build-A-Bear Workshop, Inc operates as a multi-channel retailer of plush animals and related products in the United States, Canada, the United Kingdom, Ireland, and internationally. The company operates through three segments: Direct-to-Consumer, Commercial, and International Franchising. Its merchandise comprises various styles of plush products to be stuffed, pre-stuffed plush products, and sounds and scents that can be added to the stuffed animals, as well as range of clothing, shoes and accessories, and other toy and novelty items, including family sleepwear.