Bath & Body Works (NYSE:BBWI) Issues FY 2025 Earnings Guidance

Key Points

• Bath & Body Works has issued FY 2025 earnings guidance of $3.350-3.600 per share, which is below the consensus estimate of $3.460.
• The company also announced a quarterly dividend of $0.20 per share, resulting in an annualized dividend yield of 2.5%.
• Wall Street analysts maintain a consensus rating of "Moderate Buy" for Bath & Body Works, with a consensus price target of $42.53.

Bath & Body Works (NYSE:BBWI - Get Free Report) issued an update on its FY 2025 earnings guidance on Thursday morning. The company provided EPS guidance of 3.350-3.600 for the period, compared to the consensus EPS estimate of 3.460. The company issued revenue guidance of -, compared to the consensus revenue estimate of $7.5 billion. Bath & Body Works also updated its Q3 2025 guidance to 0.370-0.45 EPS.

Analyst Ratings Changes

BBWI has been the subject of several analyst reports. Citigroup reduced their price objective on shares of Bath & Body Works from $42.00 to $40.00 and set a "buy" rating for the company in a research note on Tuesday, August 19th. UBS Group cut their price objective on Bath & Body Works from $36.00 to $32.00 and set a "neutral" rating on the stock in a report on Friday. The Goldman Sachs Group dropped their price objective on Bath & Body Works from $44.00 to $43.00 and set a "buy" rating on the stock in a research note on Friday, May 30th. Wall Street Zen cut Bath & Body Works from a "buy" rating to a "hold" rating in a research report on Saturday, August 9th. Finally, JPMorgan Chase & Co. raised their price objective on Bath & Body Works from $40.00 to $46.00 and gave the company an "overweight" rating in a research note on Monday, July 28th. Twelve research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $41.62.

Bath & Body Works Stock Down 0.4%

Shares of NYSE:BBWI traded down $0.13 during midday trading on Monday, reaching $29.23. 6,942,370 shares of the company traded hands, compared to its average volume of 5,505,582. Bath & Body Works has a 12 month low of $24.94 and a 12 month high of $41.87. The firm's fifty day moving average price is $30.63 and its two-hundred day moving average price is $30.74. The firm has a market capitalization of $6.03 billion, a price-to-earnings ratio of 8.67, a price-to-earnings-growth ratio of 0.98 and a beta of 1.49.

Bath & Body Works (NYSE:BBWI - Get Free Report) last posted its quarterly earnings data on Thursday, August 28th. The company reported $0.37 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $0.37. Bath & Body Works had a negative return on equity of 48.43% and a net margin of 9.88%.The firm had revenue of $1.55 billion during the quarter, compared to analysts' expectations of $1.55 billion. During the same period in the prior year, the business earned $0.37 EPS. The company's revenue for the quarter was down .8% compared to the same quarter last year. Bath & Body Works has set its Q3 2025 guidance at 0.370-0.45 EPS. FY 2025 guidance at 3.350-3.600 EPS. Analysts forecast that Bath & Body Works will post 3.3 earnings per share for the current year.

Bath & Body Works Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, September 5th. Stockholders of record on Friday, August 22nd will be given a $0.20 dividend. The ex-dividend date of this dividend is Friday, August 22nd. This represents a $0.80 annualized dividend and a dividend yield of 2.7%. Bath & Body Works's dividend payout ratio is currently 23.74%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in BBWI. Balyasny Asset Management L.P. increased its position in Bath & Body Works by 63.0% during the 2nd quarter. Balyasny Asset Management L.P. now owns 1,120,926 shares of the company's stock valued at $33,583,000 after buying an additional 433,309 shares in the last quarter. Alliancebernstein L.P. boosted its stake in Bath & Body Works by 5.8% during the 2nd quarter. Alliancebernstein L.P. now owns 5,737,796 shares of the company's stock valued at $171,904,000 after purchasing an additional 315,738 shares during the last quarter. Amundi boosted its stake in Bath & Body Works by 134.1% during the 2nd quarter. Amundi now owns 409,496 shares of the company's stock valued at $13,423,000 after purchasing an additional 234,545 shares during the last quarter. AQR Capital Management LLC boosted its stake in Bath & Body Works by 5.3% during the 2nd quarter. AQR Capital Management LLC now owns 4,203,326 shares of the company's stock valued at $125,322,000 after purchasing an additional 210,153 shares during the last quarter. Finally, Makaira Partners LLC boosted its stake in Bath & Body Works by 12.2% during the 2nd quarter. Makaira Partners LLC now owns 1,839,039 shares of the company's stock valued at $55,098,000 after purchasing an additional 200,000 shares during the last quarter. Institutional investors own 95.14% of the company's stock.

About Bath & Body Works

Bath & Body Works, Inc is a specialty retailers and home to America's Favorite Fragrances, offering a breadth of exclusive fragrances for the body and home, including the selling collections for fine fragrance mist, body lotion and body cream, 3-wick candles, home fragrance diffusers and liquid hand soap.