Cannell Capital LLC Invests $3.16 Million in Build-A-Bear Workshop, Inc. $BBW

Cannell Capital LLC bought a new stake in Build-A-Bear Workshop, Inc. (NYSE:BBW) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 103,088 shares of the specialty retailer’s stock, valued at approximately $3,155,524. Build-A-Bear Workshop makes up approximately 0.0% of Cannell Capital LLC’s holdings, making the stock its 19th biggest holding.

A number of other institutional investors have also made changes to their positions in BBW. Kestra Advisory Services LLC acquired a new stake in Build-A-Bear Workshop in the 4th quarter valued at about $28,000. IFP Advisors Inc increased its holdings in shares of Build-A-Bear Workshop by 68.1% in the third quarter. IFP Advisors Inc now owns 501 shares of the specialty retailer’s stock valued at $33,000 after purchasing an additional 203 shares in the last quarter. Larson Financial Group LLC raised its position in 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 worth $35,000 after purchasing an additional 444 shares during the last quarter. Canada Pension Plan Investment Board bought a new position in Build-A-Bear Workshop in the 2nd quarter worth approximately $57,000. Finally, State of Wyoming acquired a new position in Build-A-Bear Workshop during the 2nd quarter worth $59,000. 79.30% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

BBW has been the subject of a number of recent research reports. DA Davidson dropped their target price on Build-A-Bear Workshop from $60.00 to $37.00 and set a “buy” rating for the company in a research report on Friday. Weiss Ratings reissued a “hold (c)” rating on shares of Build-A-Bear Workshop in a report on Monday, August 17th. Two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, Build-A-Bear Workshop presently has an average rating of “Moderate Buy” and an average target price of $53.50.

Insider Transactions at Build-A-Bear Workshop

In other Build-A-Bear Workshop news, Director Sharon Price John sold 6,818 shares of Build-A-Bear Workshop stock in a transaction on Monday, August 24th. The shares were 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 approximately $7,271,569.59. The trade was a 3.62% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director George Carrara sold 3,000 shares of Build-A-Bear Workshop stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $34.52, for a total value of $103,560.00. Following the completion of the sale, the director directly owned 11,277 shares in the company, valued at approximately $389,282.04. This represents a 21.01% decrease in their position. The SEC filing for this sale provides additional information. 4.00% of the stock is currently owned by company insiders.

Key Headlines Impacting Build-A-Bear Workshop

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

• Positive Sentiment: Build-A-Bear reported fiscal second-quarter EPS of $0.70, ahead of the $0.64 analyst consensus. The company also generated $115.3 million in revenue and returned $22.7 million to shareholders through share repurchases during the first half. Build-A-Bear Workshop Reports Fiscal Second Quarter 2026 Results
• Positive Sentiment: DA Davidson maintained a “buy” rating while lowering its price target from $60 to $37. The revised target still implies potential upside from recent trading levels, although the reduction reflects more cautious expectations. Benzinga analyst price target report
• Positive Sentiment: The launch of an exclusive Sanrio Halloween collection, including Lloromannic plush characters Berry and Cherry, could support seasonal demand, customer engagement and licensing-related sales. Build-A-Bear Sanrio Halloween Collection
• Neutral Sentiment: Rosen Law Firm announced an investigation into potential securities claims, alleging that Build-A-Bear may have issued materially misleading business information. The announcement does not establish wrongdoing, but it adds legal and reputational uncertainty for investors. Rosen Law Firm investigation announcement
• Negative Sentiment: Second-quarter revenue fell 7.2% year over year to $115.3 million, below estimates near $121 million, while EPS declined from $0.94 a year earlier to $0.70. Build-A-Bear Q2 earnings and traffic report
• Negative Sentiment: Management cut fiscal-year revenue guidance to $500 million-$525 million from $530 million-$550 million, below consensus expectations of approximately $535.6 million. The company also fired its chief growth officer, intensifying concerns about execution and weakening customer traffic. Reuters Build-A-Bear outlook report

Build-A-Bear Workshop Stock Up 5.1%

Shares of NYSE BBW opened at $29.88 on Friday. 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 cap of $374.70 million, a price-to-earnings ratio of 7.41 and a beta of 1.10. The company’s fifty day moving average is $34.28 and its 200-day moving average is $37.99.

Build-A-Bear Workshop (NYSE:BBW) last announced its quarterly earnings results on Thursday, August 27th. The specialty retailer reported $0.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.64 by $0.06. Build-A-Bear Workshop had a return on equity of 29.85% and a net margin of 9.96%.The company had revenue of $115.29 million during the quarter, compared to the consensus estimate of $120.81 million. On average, research analysts anticipate that Build-A-Bear Workshop, Inc. will post 4.04 EPS for the current fiscal year.

Build-A-Bear Workshop Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, July 9th. Shareholders of record on Thursday, June 25th were issued a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date was Thursday, June 25th. Build-A-Bear Workshop’s dividend payout ratio is 21.55%.

Build-A-Bear Workshop Company Profile

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.