62,642 Shares in Build-A-Bear Workshop, Inc. $BBW Bought by Formula Growth Ltd.

Formula Growth Ltd. acquired a new stake in Build-A-Bear Workshop, Inc. (NYSE:BBW) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 62,642 shares of the specialty retailer’s stock, valued at approximately $1,917,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Kestra Advisory Services LLC acquired a new position in shares of Build-A-Bear Workshop during the 4th quarter worth about $28,000. IFP Advisors Inc raised its position in shares of Build-A-Bear Workshop by 68.1% in the 3rd quarter. IFP Advisors Inc now owns 501 shares of the specialty retailer’s stock valued at $33,000 after acquiring an additional 203 shares during the period. Larson Financial Group LLC raised its position in shares of Build-A-Bear Workshop by 453.1% in the 3rd quarter. Larson Financial Group LLC now owns 542 shares of the specialty retailer’s stock valued at $35,000 after acquiring an additional 444 shares during the period. Canada Pension Plan Investment Board bought a new position in Build-A-Bear Workshop during the 2nd quarter worth approximately $57,000. Finally, State of Wyoming acquired a new position in Build-A-Bear Workshop during the second quarter valued at approximately $59,000. Institutional investors and hedge funds own 79.30% of the company’s stock.

Analysts Set New Price Targets

BBW has been the subject of several research analyst reports. DA Davidson reissued a “buy” rating and issued a $60.00 price target on shares of Build-A-Bear Workshop in a report on Friday, May 29th. Weiss Ratings reiterated a “hold (c)” rating on shares of Build-A-Bear Workshop in a report on Monday, August 17th. Three analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $70.00.

Insider Activity

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

Trending Headlines about Build-A-Bear Workshop

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

• Positive Sentiment: Fiscal second-quarter diluted EPS was $0.70, exceeding the reported analyst consensus of $0.64, while the company returned $22.7 million to shareholders through share repurchases during the first half of fiscal 2026. Build-A-Bear Workshop Reports Fiscal Second Quarter 2026 Results
• Neutral Sentiment: A director sold 6,818 shares for approximately $273,000 under a pre-arranged Rule 10b5-1 trading plan. Because the sale was scheduled in advance and the director retained a substantial stake, it is unlikely to be the primary driver of the selloff. Build-A-Bear Workshop Director Sharon Price John Sells Shares
• Negative Sentiment: Second-quarter revenue fell 7.2% year over year to $115.3 million, below the approximately $121.1 million analyst estimate. Pre-tax income declined to $11.6 million from $15.3 million, and EPS fell from $0.94 a year earlier, indicating pressure on both demand and profitability. Build-A-Bear Stock Sinks as Weak Traffic, Guidance Cut Hit Sentiment
• Negative Sentiment: Management cut fiscal 2026 revenue guidance to $500 million–$525 million from $530 million–$550 million, below the roughly $535.6 million consensus estimate. This was the company’s second revenue-guidance reduction this year and reflected weaker expected traffic. Build-A-Bear Cuts Outlook, Fires Executive After Sales Fall
• Negative Sentiment: Build-A-Bear also fired its chief growth officer. The executive departure, combined with soft traffic and the lowered outlook, intensified concerns about the company’s growth strategy and prompted unusually heavy trading in BBW. Build-A-Bear Shares on Track for Biggest Drop Ever on Weak Revenue Outlook

Build-A-Bear Workshop Stock Down 27.2%

Build-A-Bear Workshop stock opened at $28.45 on Friday. The company has a 50 day moving average of $34.33 and a 200-day moving average of $38.05. Build-A-Bear Workshop, Inc. has a twelve month low of $27.50 and a twelve month high of $75.85. The stock has a market capitalization of $356.83 million, a PE ratio of 6.66 and a beta of 1.10.

Build-A-Bear Workshop (NYSE:BBW) last issued its quarterly earnings data on Thursday, August 27th. The specialty retailer reported $0.70 EPS for the quarter, topping analysts’ consensus estimates of $0.64 by $0.06. The business had revenue of $115.29 million for the quarter, compared to analyst estimates of $120.81 million. Build-A-Bear Workshop had a net margin of 10.48% and a return on equity of 32.15%. Equities analysts anticipate that Build-A-Bear Workshop, Inc. will post 4.04 EPS for the current fiscal year.

Build-A-Bear Workshop Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, July 9th. Shareholders of record on Thursday, June 25th were paid 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 3.2%. Build-A-Bear Workshop’s dividend payout ratio (DPR) is currently 21.55%.

About Build-A-Bear Workshop

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.