Q4 EPS Estimate for Build-A-Bear Workshop Lowered by Analyst

Key Points

• Northland Capmk has lowered its Q4 2026 EPS estimates for Build-A-Bear Workshop from $1.51 to $1.34, while the current full-year consensus estimate stands at $3.71 per share.
• Several brokerages have raised their price targets on Build-A-Bear Workshop, with Northland Securities and DA Davidson setting new targets of $80.00 and $85.00 respectively, both maintaining positive ratings on the stock.
• The company's recent quarterly earnings beat expectations, reporting $0.94 EPS and $124.25 million in revenue, exceeding the consensus estimates of $0.67 EPS and $116.19 million in revenue.

Build-A-Bear Workshop, Inc. (NYSE:BBW - Free Report) - Equities research analysts at Northland Capmk lowered their Q4 2026 EPS estimates for shares of Build-A-Bear Workshop in a report released on Friday, August 29th. Northland Capmk analyst G. Gibas now expects that the specialty retailer will post earnings per share of $1.34 for the quarter, down from their prior forecast of $1.51. The consensus estimate for Build-A-Bear Workshop's current full-year earnings is $3.71 per share.

A number of other brokerages also recently weighed in on BBW. Northland Securities increased their price target on shares of Build-A-Bear Workshop from $60.00 to $80.00 and gave the company an "outperform" rating in a research report on Friday. DA Davidson raised their target price on shares of Build-A-Bear Workshop from $64.00 to $85.00 and gave the stock a "buy" rating in a report on Friday. Piper Sandler raised their target price on shares of Build-A-Bear Workshop from $35.00 to $39.00 and gave the stock an "overweight" rating in a report on Thursday, May 15th. Finally, Wall Street Zen downgraded shares of Build-A-Bear Workshop from a "strong-buy" rating to a "buy" rating in a report on Saturday, August 23rd. Three analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock presently has an average rating of "Buy" and an average price target of $68.00.

Build-A-Bear Workshop Price Performance

Shares of NYSE:BBW opened at $60.54 on Monday. The company has a market capitalization of $799.75 million, a price-to-earnings ratio of 13.57 and a beta of 0.72. The firm's 50 day simple moving average is $53.29 and its 200 day simple moving average is $44.80. Build-A-Bear Workshop has a fifty-two week low of $29.32 and a fifty-two week high of $70.01.

Build-A-Bear Workshop (NYSE:BBW - Get Free Report) last announced its quarterly earnings results on Thursday, August 28th. The specialty retailer reported $0.94 earnings per share for the quarter, beating analysts' consensus estimates of $0.67 by $0.27. The business had revenue of $124.25 million for the quarter, compared to the consensus estimate of $116.19 million. Build-A-Bear Workshop had a net margin of 11.34% and a return on equity of 42.37%. During the same period last year, the company posted $0.64 EPS.

Build-A-Bear Workshop Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 10th. Stockholders of record on Thursday, June 26th were issued a $0.22 dividend. The ex-dividend date was Thursday, June 26th. This represents a $0.88 dividend on an annualized basis and a dividend yield of 1.5%. Build-A-Bear Workshop's dividend payout ratio (DPR) is 19.73%.

Insider Buying and Selling at Build-A-Bear Workshop

In other news, CAO Eric R. Fencl sold 6,993 shares of Build-A-Bear Workshop stock in a transaction that occurred on Tuesday, June 3rd. The shares were sold at an average price of $48.50, for a total value of $339,160.50. Following the sale, the chief accounting officer directly owned 123,318 shares in the company, valued at $5,980,923. This trade represents a 5.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Craig Leavitt sold 8,250 shares of Build-A-Bear Workshop stock in a transaction that occurred on Thursday, June 12th. The shares were sold at an average price of $50.21, for a total transaction of $414,232.50. Following the completion of the sale, the director owned 72,392 shares in the company, valued at $3,634,802.32. This trade represents a 10.23% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 48,248 shares of company stock valued at $2,276,383 over the last ninety days. 5.80% of the stock is currently owned by company insiders.

Institutional Trading of Build-A-Bear Workshop

A number of hedge funds and other institutional investors have recently made changes to their positions in BBW. Wells Fargo & Company MN raised its holdings in shares of Build-A-Bear Workshop by 48.6% in the fourth quarter. Wells Fargo & Company MN now owns 5,835 shares of the specialty retailer's stock valued at $269,000 after purchasing an additional 1,909 shares during the last quarter. Tower Research Capital LLC TRC raised its holdings in shares of Build-A-Bear Workshop by 494.7% in the fourth quarter. Tower Research Capital LLC TRC now owns 1,689 shares of the specialty retailer's stock valued at $78,000 after purchasing an additional 1,405 shares during the last quarter. Price T Rowe Associates Inc. MD raised its holdings in shares of Build-A-Bear Workshop by 7.0% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 11,242 shares of the specialty retailer's stock valued at $518,000 after purchasing an additional 736 shares during the last quarter. The Manufacturers Life Insurance Company acquired a new stake in shares of Build-A-Bear Workshop in the fourth quarter valued at approximately $207,000. Finally, Northern Trust Corp raised its holdings in shares of Build-A-Bear Workshop by 1.4% in the fourth quarter. Northern Trust Corp now owns 121,863 shares of the specialty retailer's stock valued at $5,611,000 after purchasing an additional 1,654 shares during the last quarter. 79.30% of the stock is currently owned by institutional investors and hedge funds.

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.

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