Northland Capmk Has Pessimistic Outlook of BBW Q2 Earnings

Build-A-Bear Workshop, Inc. (NYSE:BBW) – Research analysts at Northland Capmk lowered their Q2 2026 EPS estimates for shares of Build-A-Bear Workshop in a report released on Friday, March 14th. Northland Capmk analyst G. Gibas now expects that the specialty retailer will post earnings of $0.62 per share for the quarter, down from their prior forecast of $0.66. The consensus estimate for Build-A-Bear Workshop’s current full-year earnings is $3.71 per share.

Build-A-Bear Workshop (NYSE:BBW) last posted its quarterly earnings data on Thursday, March 13th. The specialty retailer reported $1.59 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.52 by $0.07. The firm had revenue of $150.45 million for the quarter, compared to the consensus estimate of $147.53 million. Build-A-Bear Workshop had a net margin of 10.58% and a return on equity of 38.35%.

A number of other equities analysts also recently issued reports on the stock. Northland Securities lifted their price objective on shares of Build-A-Bear Workshop from $38.00 to $55.00 and gave the stock an “outperform” rating in a report on Friday, December 6th. DA Davidson reiterated a “buy” rating and set a $50.00 target price on shares of Build-A-Bear Workshop in a research note on Friday. Finally, StockNews.com upgraded Build-A-Bear Workshop from a “hold” rating to a “buy” rating in a research note on Thursday, March 13th.

Build-A-Bear Workshop Price Performance

BBW opened at $35.22 on Monday. The company has a market capitalization of $473.30 million, a price-to-earnings ratio of 9.37 and a beta of 1.50. The firm’s fifty day moving average price is $39.88 and its two-hundred day moving average price is $38.40. Build-A-Bear Workshop has a 1 year low of $23.63 and a 1 year high of $48.23.

Institutional Investors Weigh In On Build-A-Bear Workshop

Hedge funds and other institutional investors have recently modified their holdings of the stock. USA Financial Formulas bought a new stake in shares of Build-A-Bear Workshop during the fourth quarter valued at about $27,000. Quarry LP increased its position in shares of Build-A-Bear Workshop by 346.6% during the third quarter. Quarry LP now owns 1,295 shares of the specialty retailer’s stock valued at $45,000 after buying an additional 1,005 shares during the period. New York State Teachers Retirement System purchased a new position in shares of Build-A-Bear Workshop during the fourth quarter worth about $53,000. Fortitude Family Office LLC grew its holdings in shares of Build-A-Bear Workshop by 34.1% during the fourth quarter. Fortitude Family Office LLC now owns 1,480 shares of the specialty retailer’s stock worth $68,000 after purchasing an additional 376 shares in the last quarter. Finally, Tower Research Capital LLC TRC grew its holdings in shares of Build-A-Bear Workshop by 494.7% during the fourth quarter. Tower Research Capital LLC TRC now owns 1,689 shares of the specialty retailer’s stock worth $78,000 after purchasing an additional 1,405 shares in the last quarter. 79.30% of the stock is currently owned by institutional investors.

Insider Activity at Build-A-Bear Workshop

In related news, insider J. Christopher Hurt sold 6,210 shares of the business’s stock in a transaction dated Tuesday, January 21st. The stock was sold at an average price of $39.91, for a total value of $247,841.10. Following the sale, the insider now directly owns 43,176 shares in the company, valued at approximately $1,723,154.16. The trade was a 12.57 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Vojin Todorovic sold 5,000 shares of the business’s stock in a transaction dated Tuesday, January 21st. The shares were sold at an average price of $40.08, for a total value of $200,400.00. Following the completion of the sale, the chief financial officer now owns 70,695 shares in the company, valued at $2,833,455.60. This represents a 6.61 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 161,666 shares of company stock worth $7,010,081. Company insiders own 7.90% of the company’s stock.

Build-A-Bear Workshop Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 10th. Investors of record on Thursday, March 27th will be paid a $0.22 dividend. This is a boost from Build-A-Bear Workshop’s previous quarterly dividend of $0.20. This represents a $0.88 dividend on an annualized basis and a yield of 2.50%. The ex-dividend date of this dividend is Thursday, March 27th. Build-A-Bear Workshop’s payout ratio is currently 23.10%.

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.