Equities Analysts Offer Predictions for BBW Q2 Earnings

Build-A-Bear Workshop, Inc. (NYSE:BBW - Free Report) - Investment analysts at Northland Capmk cut their Q2 2026 earnings estimates for Build-A-Bear Workshop in a research report issued on Friday, December 6th. Northland Capmk analyst G. Gibas now expects that the specialty retailer will post earnings per share of $0.66 for the quarter, down from their previous forecast of $0.67. The consensus estimate for Build-A-Bear Workshop's current full-year earnings is $3.72 per share. Northland Capmk also issued estimates for Build-A-Bear Workshop's Q3 2026 earnings at $0.75 EPS, Q4 2026 earnings at $1.52 EPS and FY2026 earnings at $3.77 EPS.

A number of other equities analysts have also weighed in on BBW. DA Davidson boosted their price target on shares of Build-A-Bear Workshop from $40.00 to $50.00 and gave the stock a "buy" rating in a research report on Friday. StockNews.com upgraded shares of Build-A-Bear Workshop from a "hold" rating to a "buy" rating in a research report on Tuesday, December 3rd. Finally, Northland Securities boosted their price target on shares of Build-A-Bear Workshop from $38.00 to $55.00 and gave the stock an "outperform" rating in a research report on Friday.

Build-A-Bear Workshop Price Performance

BBW traded down $0.46 on Monday, reaching $40.56. 530,218 shares of the company's stock were exchanged, compared to its average volume of 236,314. The stock has a market cap of $548.37 million, a PE ratio of 10.91 and a beta of 1.54. Build-A-Bear Workshop has a twelve month low of $21.24 and a twelve month high of $47.01. The stock's fifty day moving average price is $37.18 and its 200-day moving average price is $31.09.

Build-A-Bear Workshop (NYSE:BBW - Get Free Report) last announced its earnings results on Thursday, December 5th. The specialty retailer reported $0.73 earnings per share (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 business earned $0.53 EPS.

Build-A-Bear Workshop declared that its Board of Directors has initiated a stock repurchase plan on Wednesday, September 11th that authorizes the company to repurchase $100.00 million in shares. This repurchase authorization authorizes the specialty retailer to buy up to 23.2% of its stock through open market purchases. Stock repurchase plans are often an indication that the company's management believes its stock is undervalued.

Build-A-Bear Workshop Announces Dividend

The company also recently announced 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 yield of 1.97%. The ex-dividend date of this dividend is Wednesday, November 27th. Build-A-Bear Workshop's dividend payout ratio (DPR) is presently 21.28%.

Insiders Place Their Bets

In other news, CAO Eric R. Fencl sold 17,274 shares of the business's stock in a transaction that occurred on Monday, October 7th. The shares were sold at an average price of $35.05, for a total value of $605,453.70. Following the sale, the chief accounting officer now directly owns 137,078 shares of the company's stock, valued at approximately $4,804,583.90. The trade was a 11.19 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director George Carrara sold 2,500 shares of the business's stock in a transaction that occurred on Tuesday, October 15th. The shares were sold at an average price of $36.27, for a total transaction of $90,675.00. Following the completion of the sale, the director now directly owns 18,421 shares in the company, valued at $668,129.67. This trade represents a 11.95 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 80,734 shares of company stock valued at $2,844,217 over the last ninety days. Company insiders own 7.90% of the company's stock.

Institutional Investors Weigh In On Build-A-Bear Workshop

Large investors have recently added to or reduced their stakes in the business. Pacifica Capital Investments LLC grew its holdings in Build-A-Bear Workshop by 23.4% during the 2nd quarter. Pacifica Capital Investments LLC now owns 1,229,006 shares of the specialty retailer's stock worth $31,057,000 after acquiring an additional 232,840 shares in the last quarter. De Lisle Partners LLP grew its holdings in Build-A-Bear Workshop by 25.9% during the 3rd quarter. De Lisle Partners LLP now owns 732,911 shares of the specialty retailer's stock worth $25,187,000 after acquiring an additional 150,619 shares in the last quarter. State Street Corp grew its holdings in Build-A-Bear Workshop by 34.3% during the 3rd quarter. State Street Corp now owns 372,168 shares of the specialty retailer's stock worth $12,863,000 after acquiring an additional 94,986 shares in the last quarter. Maverick Capital Ltd. grew its holdings in Build-A-Bear Workshop by 261.3% during the 3rd quarter. Maverick Capital Ltd. now owns 105,847 shares of the specialty retailer's stock worth $3,638,000 after acquiring an additional 76,551 shares in the last quarter. Finally, American Century Companies Inc. boosted its holdings in shares of Build-A-Bear Workshop by 17.2% in the 2nd quarter. American Century Companies Inc. now owns 320,832 shares of the specialty retailer's stock valued at $8,107,000 after buying an additional 47,096 shares in the last quarter. 79.30% of the stock is owned by hedge funds and other institutional investors.

Build-A-Bear Workshop Company Profile

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.