Access Investment Management LLC Takes Position in Bath & Body Works, Inc. $BBWI

Access Investment Management LLC acquired a new stake in shares of Bath & Body Works, Inc. (NYSE:BBWI) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 136,105 shares of the company’s stock, valued at approximately $3,506,000. Access Investment Management LLC owned approximately 0.07% of Bath & Body Works at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in BBWI. Royal Bank of Canada lifted its position in Bath & Body Works by 92.8% in the first quarter. Royal Bank of Canada now owns 59,877 shares of the company’s stock valued at $1,815,000 after buying an additional 28,815 shares during the last quarter. Goldman Sachs Group Inc. increased its stake in shares of Bath & Body Works by 15.7% during the first quarter. Goldman Sachs Group Inc. now owns 645,970 shares of the company’s stock worth $19,586,000 after acquiring an additional 87,529 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Bath & Body Works by 7.0% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 562,757 shares of the company’s stock valued at $17,063,000 after buying an additional 36,684 shares during the period. Intech Investment Management LLC purchased a new position in shares of Bath & Body Works in the 1st quarter valued at about $1,155,000. Finally, Geneos Wealth Management Inc. lifted its position in shares of Bath & Body Works by 217.7% during the 1st 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. 95.14% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Bath & Body Works

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

• Neutral Sentiment: Context on recent operating results and analyst commentary — a recent industry roundup revisits Bath & Body Works’ Q3 earnings and may inform investor views on fundamentals rather than litigation. Reflecting on beauty and cosmetics retailer stocks’ Q3 earnings: Bath and Body Works (NYSE:BBWI)
• Negative Sentiment: Multiple securities class actions filed / law firms soliciting plaintiffs — firms (e.g., Gainey McKenna & Egleston, Kessler Topaz, Glancy Prongay Wolke & Rotter and others) say suits were filed on behalf of investors who bought BBWI between June 4, 2024 and Nov 19, 2025, alleging material misstatements/omissions tied to a sharp Nov. 19 share drop. These notices increase litigation risk and could lead to settlements, higher legal costs, management distraction and investor uncertainty. Gainey McKenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against Bath & Body Works, Inc. (BBWI) Kessler Topaz Meltzer & Check, LLP Encourages Bath & Body Works, Inc. Investors with Losses to Contact the Firm Deadline Alert: Glancy Prongay Wolke & Rotter LLP
• Negative Sentiment: Deadlines and scale — several firms cite lead‑plaintiff filing deadlines in mid‑March (March 13–16, 2026). The breadth of solicitations (many firms contacting investors) suggests sustained media/legal attention, which can prolong volatility and keep a risk premium on the shares until claims are resolved or dismissed. Faruqi & Faruqi, LLP Investigates Claims

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on BBWI shares. Raymond James Financial reiterated a “market perform” rating on shares of Bath & Body Works in a report on Wednesday, November 12th. Bank of America cut their price target on Bath & Body Works from $40.00 to $32.00 and set a “buy” rating for the company in a report on Thursday, November 20th. Deutsche Bank Aktiengesellschaft assumed coverage on shares of Bath & Body Works in a research report on Thursday, January 8th. They issued a “hold” rating and a $21.00 target price on the stock. Jefferies Financial Group began coverage on Bath & Body Works in a research note on Wednesday, January 14th. They set a “hold” rating and a $24.00 price target for the company. Finally, Wells Fargo & Company decreased their price target on shares of Bath & Body Works from $33.00 to $25.00 and set an “overweight” rating for the company in a research report on Friday, November 21st. Five research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $23.53.

Bath & Body Works Price Performance

Shares of BBWI stock opened at $21.79 on Friday. Bath & Body Works, Inc. has a 12-month low of $14.27 and a 12-month high of $41.87. The business has a 50 day simple moving average of $20.39 and a 200 day simple moving average of $24.72. The firm has a market capitalization of $4.46 billion, a price-to-earnings ratio of 6.70, a price-to-earnings-growth ratio of 0.75 and a beta of 1.51.

Bath & Body Works (NYSE:BBWI) last released its earnings results on Thursday, November 20th. The company reported $0.35 earnings per share for the quarter, missing analysts’ consensus estimates of $0.40 by ($0.05). Bath & Body Works had a negative return on equity of 47.35% and a net margin of 9.50%.The firm had revenue of $1.59 billion during the quarter, compared to analyst estimates of $1.64 billion. During the same quarter last year, the company earned $0.49 earnings per share. The business’s revenue for the quarter was down 1.0% on a year-over-year basis. Bath & Body Works has set its FY 2025 guidance at 2.870- EPS and its Q4 2025 guidance at 1.700- EPS. On average, equities analysts anticipate that Bath & Body Works, Inc. will post 3.3 EPS for the current fiscal year.

Bath & Body Works Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, December 5th. Investors of record on Friday, November 21st were paid a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a yield of 3.7%. The ex-dividend date of this dividend was Friday, November 21st. Bath & Body Works’s dividend payout ratio is presently 24.62%.

Insider Transactions at Bath & Body Works

In related news, Director Lucy Brady bought 3,470 shares of the firm’s stock in a transaction on Friday, November 21st. The shares were purchased at an average price of $14.40 per share, with a total value of $49,968.00. Following the completion of the purchase, the director owned 17,482 shares in the company, valued at $251,740.80. This represents a 24.76% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, Director Stephen D. Steinour bought 6,700 shares of the company’s stock in a transaction on Friday, November 21st. The stock was purchased at an average price of $14.86 per share, with a total value of $99,562.00. Following the completion of the transaction, the director directly owned 48,175 shares of the company’s stock, valued at approximately $715,880.50. The trade was a 16.15% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders purchased 33,513 shares of company stock valued at $500,442 over the last three months. 0.26% of the stock is currently owned by corporate insiders.

About Bath & Body Works

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.