Cannell Capital LLC Purchases New Holdings in Build-A-Bear Workshop, Inc. $BBW

Cannell Capital LLC purchased a new stake in Build-A-Bear Workshop, Inc. (NYSE:BBW - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 103,088 shares of the specialty retailer's stock, valued at approximately $3,155,524. Build-A-Bear Workshop makes up about 0.0% of Cannell Capital LLC's portfolio, making the stock its 19th largest position. Cannell Capital LLC owned about 0.82% of Build-A-Bear Workshop as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the company. BlackRock Inc. acquired a new stake in shares of Build-A-Bear Workshop during the 2nd quarter worth approximately $30,481,000. Paradigm Capital Management Inc. NY bought a new stake in Build-A-Bear Workshop in the 2nd quarter valued at $30,136,000. De Lisle Partners LLP bought a new stake in Build-A-Bear Workshop in the 2nd quarter valued at $23,466,000. Fuller & Thaler Asset Management Inc. raised its stake in shares of Build-A-Bear Workshop by 177.8% in the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 612,577 shares of the specialty retailer's stock valued at $37,533,000 after buying an additional 392,039 shares in the last quarter. Finally, Pillsbury Lake Capital LLC bought a new position in shares of Build-A-Bear Workshop during the 2nd quarter worth about $10,383,677. Institutional investors own 79.30% of the company's stock.

Build-A-Bear Workshop News Roundup

Here are the key news stories impacting Build-A-Bear Workshop this week:

• Positive Sentiment: Build-A-Bear reported fiscal second-quarter EPS of $0.70, ahead of the $0.64 analyst consensus. The company also generated $115.3 million in revenue and returned $22.7 million to shareholders through share repurchases during the first half. Build-A-Bear Workshop Reports Fiscal Second Quarter 2026 Results
• Positive Sentiment: DA Davidson maintained a “buy” rating while lowering its price target from $60 to $37. The revised target still implies potential upside from recent trading levels, although the reduction reflects more cautious expectations. Benzinga analyst price target report
• Positive Sentiment: The launch of an exclusive Sanrio Halloween collection, including Lloromannic plush characters Berry and Cherry, could support seasonal demand, customer engagement and licensing-related sales. Build-A-Bear Sanrio Halloween Collection
• Neutral Sentiment: Rosen Law Firm announced an investigation into potential securities claims, alleging that Build-A-Bear may have issued materially misleading business information. The announcement does not establish wrongdoing, but it adds legal and reputational uncertainty for investors. Rosen Law Firm investigation announcement
• Negative Sentiment: Second-quarter revenue fell 7.2% year over year to $115.3 million, below estimates near $121 million, while EPS declined from $0.94 a year earlier to $0.70. Build-A-Bear Q2 earnings and traffic report
• Negative Sentiment: Management cut fiscal-year revenue guidance to $500 million-$525 million from $530 million-$550 million, below consensus expectations of approximately $535.6 million. The company also fired its chief growth officer, intensifying concerns about execution and weakening customer traffic. Reuters Build-A-Bear outlook report

Insider Transactions at Build-A-Bear Workshop

In related news, Director George Carrara sold 3,000 shares of Build-A-Bear Workshop stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $34.52, for a total transaction of $103,560.00. Following the completion of the transaction, the director directly owned 11,277 shares of the company's stock, valued at $389,282.04. This trade represents a 21.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Sharon Price John sold 6,818 shares of the business's stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $40.03, for a total transaction of $272,924.54. Following the completion of the transaction, the director owned 181,653 shares in the company, valued at approximately $7,271,569.59. This trade represents a 3.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 4.00% of the company's stock.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on BBW shares. Weiss Ratings reiterated a "hold (c)" rating on shares of Build-A-Bear Workshop in a research report on Monday, August 17th. DA Davidson dropped their price target on shares of Build-A-Bear Workshop from $60.00 to $37.00 and set a "buy" rating for the company in a research report on Friday. Two investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $53.50.

Build-A-Bear Workshop Price Performance

Shares of BBW stock opened at $29.88 on Friday. The stock's fifty day simple moving average is $34.28 and its 200 day simple moving average is $37.99. Build-A-Bear Workshop, Inc. has a one year low of $27.50 and a one year high of $75.85. The firm has a market cap of $374.70 million, a price-to-earnings ratio of 7.41 and a beta of 1.10.

Build-A-Bear Workshop (NYSE:BBW - Get Free Report) last released its quarterly earnings data on Thursday, August 27th. The specialty retailer reported $0.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.64 by $0.06. The firm had revenue of $115.29 million during the quarter, compared to analyst estimates of $120.81 million. Build-A-Bear Workshop had a return on equity of 29.85% and a net margin of 9.96%. On average, research analysts anticipate that Build-A-Bear Workshop, Inc. will post 4.04 earnings per share for the current year.

Build-A-Bear Workshop Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Thursday, June 25th were issued a $0.23 dividend. The ex-dividend date of this dividend was Thursday, June 25th. This represents a $0.92 annualized dividend and a dividend yield of 3.1%. Build-A-Bear Workshop's dividend payout ratio is presently 21.55%.

Build-A-Bear Workshop Profile

Build-A-Bear Workshop, Inc operates a specialty retail business focused on interactive “workshop” experiences that allow customers to create customized stuffed animals. Through its in-store and online platforms, the company offers a wide range of plush toys, apparel, accessories and sound modules, enabling guests to personalize each creation. In addition to its core bear products, Build-A-Bear has expanded its portfolio to include licensed characters from leading entertainment and media franchises.

Founded in 1997 by Maxine Clark and headquartered in St.

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