JAKKS Pacific (NASDAQ:JAKK) Cut to “Strong Sell” at Zacks Research

JAKKS Pacific (NASDAQ:JAKK) was downgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a research note issued to investors on Tuesday,Zacks.com reports. Zacks Research also issued estimates for JAKKS Pacific’s Q2 2026 earnings at $0.19 EPS, Q3 2026 earnings at $2.81 EPS, Q4 2026 earnings at ($0.89) EPS, FY2026 earnings at $1.68 EPS, Q1 2027 earnings at $0.10 EPS, Q2 2027 earnings at $0.35 EPS, Q3 2027 earnings at $3.18 EPS, Q4 2027 earnings at ($0.94) EPS, FY2027 earnings at $2.69 EPS, Q1 2028 earnings at $0.28 EPS and FY2028 earnings at $4.09 EPS.

Separately, Wall Street Zen upgraded JAKKS Pacific from a “hold” rating to a “buy” rating in a report on Saturday, March 7th. One investment analyst has rated the stock with a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Reduce”.

JAKKS Pacific Trading Down 1.7%

Shares of NASDAQ JAKK opened at $21.51 on Tuesday. JAKKS Pacific has a 12-month low of $14.86 and a 12-month high of $24.45. The company has a market cap of $246.07 million, a P/E ratio of 31.17 and a beta of 1.50. The stock has a fifty day moving average price of $21.17 and a 200 day moving average price of $18.97.

JAKKS Pacific (NASDAQ:JAKK) last announced its quarterly earnings results on Thursday, April 30th. The company reported ($0.17) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.44) by $0.27. JAKKS Pacific had a return on equity of 3.26% and a net margin of 1.41%.The firm had revenue of $106.68 million during the quarter, compared to the consensus estimate of $103.80 million. On average, sell-side analysts forecast that JAKKS Pacific will post 1.56 EPS for the current fiscal year.

Institutional Trading of JAKKS Pacific

Large investors have recently modified their holdings of the business. SummerHaven Investment Management LLC acquired a new stake in shares of JAKKS Pacific during the third quarter valued at about $777,000. Pacific Ridge Capital Partners LLC grew its stake in shares of JAKKS Pacific by 19.1% during the fourth quarter. Pacific Ridge Capital Partners LLC now owns 406,289 shares of the company’s stock valued at $6,858,000 after acquiring an additional 65,156 shares in the last quarter. Gate City Capital Management LLC grew its stake in shares of JAKKS Pacific by 47.6% during the fourth quarter. Gate City Capital Management LLC now owns 782,717 shares of the company’s stock valued at $13,212,000 after acquiring an additional 252,337 shares in the last quarter. Thompson Siegel & Walmsley LLC acquired a new stake in shares of JAKKS Pacific during the fourth quarter valued at about $5,494,000. Finally, Gamco Investors INC. ET AL acquired a new stake in shares of JAKKS Pacific during the fourth quarter valued at about $990,000. 44.38% of the stock is currently owned by institutional investors and hedge funds.

Key JAKKS Pacific News

Here are the key news stories impacting JAKKS Pacific this week:

• Positive Sentiment: JAKKS Pacific announced a new DC Super-Villains fashion doll collection with Warner Bros. Discovery Global Consumer Products, sold exclusively at Walmart this month, which could strengthen its licensed-product pipeline and future sales. Article Title
• Neutral Sentiment: Zacks Research raised its Q1 2028 earnings estimate to $0.28 per share from $0.15, suggesting improved longer-term expectations, though the firm kept a Hold rating. Article Title
• Neutral Sentiment: Zacks Research also lifted its FY2028 EPS forecast to $4.09 from $4.48, but the revision was still part of a mixed set of forecast changes overall. Article Title
• Negative Sentiment: Several analysts cut estimates for near-term and medium-term earnings, including FY2026 to $1.68, FY2027 to $2.69, Q2 2027 to $0.35, Q3 2027 to $3.18, and Q4 2027 to a larger loss of $0.94 per share, which points to softer profit expectations. Article Title
• Negative Sentiment: Small Cap Consu also lowered FY2026 and FY2027 EPS estimates, along with Q2, Q3, and Q4 2026 forecasts, reinforcing concerns that earnings momentum may slow. Article Title

JAKKS Pacific Company Profile

JAKKS Pacific, Inc (NASDAQ: JAKK) is a Los Angeles–based company that designs, develops and markets a broad range of toys and consumer products. Since its founding in 1995 by industry veteran Jack Friedman, the company has built a diversified portfolio spanning three primary segments: Toys, Consumer Electronics & Seasonal, and Kids Furniture & Accessories. JAKKS Pacific specializes in both licensed and proprietary brands, collaborating with major entertainment and sports licensors to bring popular characters and franchises to market.

The company’s Toys segment includes action figures, dolls, role-play items, collectible toys and outdoor activity products.