Northland Capmk Has Bearish Forecast for BBW Q2 Earnings

Build-A-Bear Workshop, Inc. (NYSE:BBW) – Investment analysts at Northland Capmk cut their Q2 2026 earnings estimates for shares of Build-A-Bear Workshop in a research report issued on Friday, December 6th. Northland Capmk analyst G. Gibas now forecasts that the specialty retailer will post earnings per share of $0.66 for the quarter, down from their previous forecast of $0.67. The consensus estimate for Build-A-Bear Workshop’s current full-year earnings is $3.72 per share. Northland Capmk also issued estimates for Build-A-Bear Workshop’s Q3 2026 earnings at $0.75 EPS, Q4 2026 earnings at $1.52 EPS and FY2026 earnings at $3.77 EPS.

Build-A-Bear Workshop (NYSE:BBW) last announced its earnings results on Thursday, December 5th. The specialty retailer reported $0.73 EPS for the quarter, topping the consensus estimate of $0.70 by $0.03. Build-A-Bear Workshop had a net margin of 10.36% and a return on equity of 37.81%. During the same period in the prior year, the firm posted $0.53 EPS.

Several other research analysts also recently issued reports on BBW. StockNews.com upgraded shares of Build-A-Bear Workshop from a “hold” rating to a “buy” rating in a report on Tuesday, December 3rd. DA Davidson boosted their price objective on shares of Build-A-Bear Workshop from $40.00 to $50.00 and gave the stock a “buy” rating in a report on Friday. Finally, Northland Securities boosted 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.

Build-A-Bear Workshop Stock Performance

NYSE:BBW opened at $41.02 on Monday. The firm’s 50-day moving average is $37.18 and its 200-day moving average is $31.09. Build-A-Bear Workshop has a 52-week low of $21.24 and a 52-week high of $47.01. The company has a market cap of $554.59 million, a price-to-earnings ratio of 10.91 and a beta of 1.53.

Build-A-Bear Workshop Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 9th. Shareholders of record on Wednesday, November 27th will be given a $0.20 dividend. The ex-dividend date of this dividend is Wednesday, November 27th. This represents a $0.80 dividend on an annualized basis and a yield of 1.95%. Build-A-Bear Workshop’s dividend payout ratio (DPR) is presently 21.28%.

Build-A-Bear Workshop declared that its board has authorized a stock buyback plan on Wednesday, September 11th that authorizes the company to repurchase $100.00 million in shares. This repurchase authorization authorizes the specialty retailer to buy up to 23.2% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s leadership believes its shares are undervalued.

Insiders Place Their Bets

In related news, CAO Eric R. Fencl sold 17,274 shares of the business’s stock in a transaction that occurred on Monday, October 7th. The shares were sold at an average price of $35.05, for a total transaction of $605,453.70. Following the completion of the sale, the chief accounting officer now directly owns 137,078 shares of the company’s stock, valued at $4,804,583.90. The trade was a 11.19 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Sharon Price John sold 48,325 shares of the business’s stock in a transaction that occurred on Tuesday, October 8th. The stock was sold at an average price of $35.19, for a total transaction of $1,700,556.75. Following the sale, the chief executive officer now directly owns 416,679 shares of the company’s stock, valued at approximately $14,662,934.01. This trade represents a 10.39 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 80,734 shares of company stock valued at $2,844,217. Insiders own 7.90% of the company’s stock.

Institutional Investors Weigh In On Build-A-Bear Workshop

A number of institutional investors and hedge funds have recently modified their holdings of BBW. Renaissance Technologies LLC increased its stake in Build-A-Bear Workshop by 7.4% in the second quarter. Renaissance Technologies LLC now owns 256,979 shares of the specialty retailer’s stock valued at $6,494,000 after purchasing an additional 17,772 shares in the last quarter. De Lisle Partners LLP increased its stake in Build-A-Bear Workshop by 25.9% in the third quarter. De Lisle Partners LLP now owns 732,911 shares of the specialty retailer’s stock valued at $25,187,000 after purchasing an additional 150,619 shares in the last quarter. Maverick Capital Ltd. bought a new stake in Build-A-Bear Workshop in the second quarter valued at approximately $740,000. Koss Olinger Consulting LLC bought a new stake in Build-A-Bear Workshop in the second quarter valued at approximately $504,000. Finally, Quest Partners LLC increased its stake in Build-A-Bear Workshop by 209.8% in the second quarter. Quest Partners LLC now owns 8,098 shares of the specialty retailer’s stock valued at $205,000 after purchasing an additional 5,484 shares in the last quarter. 79.30% of the stock is owned by institutional investors.

Build-A-Bear Workshop Company Profile

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.