Telsey Advisory Group Issues Positive Forecast for Bath & Body Works (NYSE:BBWI) Stock Price

Key Points

• Telsey Advisory Group raised its price target on Bath & Body Works to $25 (from $23) while maintaining a "market perform" rating, implying about an 8.7% upside from the prior close.
• Q4 results topped estimates (EPS $2.05 vs. $1.77; revenue $2.72B vs. $2.59B), but management's weak guidance (Q1 EPS $0.24–$0.30; FY EPS $2.40–$2.65) has been the main drag on forward sentiment.
• The consensus remains a Hold with an average target of $24; the stock trades near $22.99, with a market cap of $4.71B and a P/E of 7.07.

Bath & Body Works (NYSE:BBWI - Get Free Report) had its target price raised by analysts at Telsey Advisory Group from $23.00 to $25.00 in a report released on Thursday, Marketbeat.com reports. The brokerage presently has a "market perform" rating on the stock. Telsey Advisory Group's price target points to a potential upside of 8.74% from the company's previous close.

Other equities analysts have also issued research reports about the company. Morgan Stanley reissued an "equal weight" rating and set a $18.00 price objective (down from $43.00) on shares of Bath & Body Works in a research note on Friday, November 21st. Deutsche Bank Aktiengesellschaft lifted their price target on Bath & Body Works from $21.00 to $22.00 and gave the stock a "hold" rating in a report on Tuesday. The Goldman Sachs Group cut shares of Bath & Body Works from a "buy" rating to a "neutral" rating and lowered their price target for the company from $39.00 to $17.00 in a research report on Thursday, November 20th. UBS Group raised their price objective on shares of Bath & Body Works from $21.00 to $22.00 and gave the stock a "neutral" rating in a research report on Monday, February 23rd. Finally, Jefferies Financial Group initiated coverage on shares of Bath & Body Works in a research note on Wednesday, January 14th. They set a "hold" rating and a $24.00 target price on the stock. Three analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the stock. According to data from MarketBeat, Bath & Body Works has a consensus rating of "Hold" and an average target price of $24.00.

Bath & Body Works Price Performance

Bath & Body Works stock traded down $0.02 during midday trading on Thursday, reaching $22.99. The company had a trading volume of 173,941 shares, compared to its average volume of 5,074,134. The firm's fifty day simple moving average is $22.32 and its 200-day simple moving average is $23.59. Bath & Body Works has a 12-month low of $14.27 and a 12-month high of $35.21. The company has a market capitalization of $4.71 billion, a P/E ratio of 7.07, a P/E/G ratio of 0.97 and a beta of 1.48.

Bath & Body Works (NYSE:BBWI - Get Free Report) last announced its quarterly earnings data on Wednesday, March 4th. The company reported $2.05 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.77 by $0.28. Bath & Body Works had a net margin of 9.50% and a negative return on equity of 47.35%. The company had revenue of $2.72 billion during the quarter, compared to analysts' expectations of $2.59 billion. During the same quarter in the prior year, the company earned $2.09 EPS. Bath & Body Works's revenue was down 2.3% compared to the same quarter last year. Bath & Body Works has set its Q1 2026 guidance at 0.240-0.300 EPS and its FY 2026 guidance at 2.400-2.650 EPS. On average, analysts expect that Bath & Body Works will post 3.3 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in BBWI. First Horizon Corp acquired a new stake in shares of Bath & Body Works in the 3rd quarter valued at $29,000. Global Retirement Partners LLC acquired a new stake in shares of Bath & Body Works during the fourth quarter worth about $31,000. Activest Wealth Management acquired a new stake in shares of Bath & Body Works in the 4th quarter worth $32,000. Geneos Wealth Management Inc. lifted its holdings in Bath & Body Works by 217.7% in the first quarter. Geneos Wealth Management Inc. now owns 1,169 shares of the company's stock valued at $35,000 after acquiring an additional 801 shares during the period. Finally, Parallel Advisors LLC increased its holdings in Bath & Body Works by 42.6% in the fourth quarter. Parallel Advisors LLC now owns 1,897 shares of the company's stock valued at $38,000 after buying an additional 567 shares in the last quarter. Hedge funds and other institutional investors own 95.14% of the company's stock.

Key Stories Impacting Bath & Body Works

Here are the key news stories impacting Bath & Body Works this week:

• Positive Sentiment: Q4 results topped estimates — adjusted EPS $2.05 vs. consensus ~$1.77 and revenue $2.72B vs. ~$2.59B, which helped lift the stock after the release. Earnings press release
• Positive Sentiment: Management said the "Consumer First" strategy and product/brand initiatives are showing progress, giving investors some confidence that a turnaround is underway (but they cautioned it will take time). Business Insider summary
• Neutral Sentiment: Deutsche Bank nudged its price target slightly higher (to $22) while keeping a Hold rating — a modest signal but not a strong upgrade that would drive sentiment materially. Deutsche Bank PT note
• Neutral Sentiment: Earnings materials (slide deck and call transcript) are available and show the company leaning into product and channel investments — useful for diligence but not an immediate catalyst. Earnings presentation
• Negative Sentiment: Guidance materially disappointed: Q1 EPS guided to $0.24–$0.30 (well below Street ~$1.17) and FY EPS to $2.40–$2.65 (below consensus ~$2.74) — this is the main driver of negative forward-looking sentiment. Guidance in press release
• Negative Sentiment: Company warned of a steeper annual sales decline as budget‑conscious consumers pull back on premium fragrance/candle spending — sales trends are the core operational risk. Reuters on sales outlook
• Negative Sentiment: Multiple law firms have filed or solicited plaintiffs for securities‑class actions covering June 4, 2024–Nov 19, 2025, with lead plaintiff deadlines in mid March — increased litigation risk and potential distraction/liability for management. PR Newswire class action notice

Bath & Body Works Company Profile

Bath & Body Works, Inc is a leading specialty retailer focused on personal care, home fragrance and complementary products. Through its flagship Bath & Body Works brand, the company offers a diverse assortment of shower gels, lotions, fragrance mists, candles and home fragrance items. Its product portfolio also includes the White Barn Candle Co range of premium scented candles and diffusers. Bath & Body Works serves consumers through a combination of brick-and-mortar stores and e-commerce platforms, delivering seasonal collections, limited-edition releases and signature scent lines.

Founded in 1990 as part of Limited Brands (now L Brands), Bath & Body Works opened its first store in New Albany, Ohio, and quickly expanded across the United States.

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