Bath & Body Works, Inc. $BBWI Shares Purchased by Segall Bryant & Hamill LLC

Segall Bryant & Hamill LLC raised its stake in shares of Bath & Body Works, Inc. (NYSE:BBWI) by 8.9% in the 3rd quarter, Holdings Channel reports. The fund owned 411,946 shares of the company’s stock after acquiring an additional 33,682 shares during the quarter. Segall Bryant & Hamill LLC’s holdings in Bath & Body Works were worth $10,612,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. JPMorgan Chase & Co. increased its holdings in shares of Bath & Body Works by 11.5% in the second quarter. JPMorgan Chase & Co. now owns 7,080,106 shares of the company’s stock valued at $212,120,000 after purchasing an additional 733,000 shares during the period. Alliancebernstein L.P. lifted its holdings in shares of Bath & Body Works by 5.8% during the second quarter. Alliancebernstein L.P. now owns 5,737,796 shares of the company’s stock worth $171,904,000 after purchasing an additional 315,738 shares during the period. Cooper Creek Partners Management LLC grew its position in Bath & Body Works by 42.7% in the 2nd quarter. Cooper Creek Partners Management LLC now owns 5,409,919 shares of the company’s stock valued at $162,081,000 after buying an additional 1,619,276 shares during the last quarter. American Century Companies Inc. increased its stake in Bath & Body Works by 2,204.1% in the 3rd quarter. American Century Companies Inc. now owns 5,174,370 shares of the company’s stock valued at $133,292,000 after buying an additional 4,949,796 shares during the period. Finally, AQR Capital Management LLC raised its position in Bath & Body Works by 5.3% during the 2nd quarter. AQR Capital Management LLC now owns 4,203,326 shares of the company’s stock worth $125,322,000 after buying an additional 210,153 shares during the last quarter. 95.14% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts have recently commented on BBWI shares. Raymond James Financial restated a “market perform” rating on shares of Bath & Body Works in a research note on Wednesday, November 12th. Jefferies Financial Group assumed coverage on shares of Bath & Body Works in a research report on Wednesday, January 14th. They issued a “hold” rating and a $24.00 price objective for the company. Wells Fargo & Company lowered their price objective on Bath & Body Works from $33.00 to $25.00 and set an “overweight” rating on the stock in a report on Friday, November 21st. JPMorgan Chase & Co. cut their target price on Bath & Body Works from $26.00 to $15.00 and set a “neutral” rating for the company in a research note on Thursday, November 20th. Finally, Barclays raised their price target on Bath & Body Works from $20.00 to $21.00 and gave the company an “equal weight” rating in a report on Monday. Three investment analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the stock. According to MarketBeat.com, Bath & Body Works has an average rating of “Hold” and a consensus target price of $23.86.

Bath & Body Works Price Performance

NYSE BBWI opened at $22.94 on Thursday. The business has a 50 day moving average price of $22.32 and a 200 day moving average price of $23.59. The company has a market capitalization of $4.70 billion, a P/E ratio of 7.06, a PEG ratio of 0.97 and a beta of 1.48. Bath & Body Works, Inc. has a 1-year low of $14.27 and a 1-year high of $35.21.

Bath & Body Works (NYSE:BBWI) last posted its earnings results on Wednesday, March 4th. The company reported $2.05 EPS for the quarter, topping analysts’ consensus estimates of $1.77 by $0.28. The company had revenue of $2.72 billion for the quarter, compared to the consensus estimate of $2.59 billion. Bath & Body Works had a negative return on equity of 47.35% and a net margin of 9.50%.Bath & Body Works’s quarterly revenue was down 2.3% compared to the same quarter last year. During the same period in the previous year, the business earned $2.09 earnings per share. Bath & Body Works has set its Q1 2026 guidance at 0.240-0.300 EPS and its FY 2026 guidance at 2.400-2.650 EPS. On average, research analysts expect that Bath & Body Works, Inc. will post 3.3 earnings per share for the current fiscal year.

Bath & Body Works Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 6th. Investors of record on Friday, February 20th will be paid a $0.20 dividend. This represents a $0.80 dividend on an annualized basis and a yield of 3.5%. The ex-dividend date of this dividend is Friday, February 20th. Bath & Body Works’s dividend payout ratio is presently 24.62%.

Key Stories Impacting Bath & Body Works

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

• Positive Sentiment: Q4 beat on the top and bottom lines: adjusted EPS $2.05 vs. consensus ~$1.77 and revenue $2.72B vs. ~$2.59B; markets interpreted the beat as evidence the turnaround can work, helping shares trade higher. Bath & Body Works shares rise as Q4 beats estimates
• Positive Sentiment: Management says its “Consumer First” strategy and product/brand refocus are making progress, signaling potential medium‑term margin and sales benefits if execution continues — but they warned the shift will take time. Bath & Body Works Says Strategy Shift Making Progress But ‘Will Take Time’
• Neutral Sentiment: Analyst action: Deutsche Bank nudged its price target slightly higher to $22 (maintained Hold), a modest signal but not a clear catalyst. Deutsche Bank adjusts PT to $22 from $21
• Neutral Sentiment: Earnings call / analysis coverage published (transcript and quick takes) — useful for detail on same-store trends, promotions and inventory but largely confirm management’s cautious tone. Bath & Body Works Charts Turnaround Amid 2026 Squeeze
• Negative Sentiment: Guidance disappointed: FY 2026 EPS guide of $2.40–$2.65 below consensus (~$2.74) and Q1 guide of $0.24–$0.30 far below expectations — this is the primary near‑term negative catalyst as it signals tougher comps and a slower recovery. Company press release with results and 2026 guidance
• Negative Sentiment: Management warned annual sales will decline more steeply as consumers cut back on discretionary home‑fragrance and premium items — a demand risk that could pressure revenue and margins. Bath & Body Works forecasts steeper decline in annual sales (Reuters)
• Negative Sentiment: Legal risk: multiple law firms have filed or announced investigations/class actions alleging securities issues covering a June 2024–Nov 2025 period; this raises potential litigation costs, distraction and overhang on the stock. Bragar Eagel & Squire investor alert on BBWI

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.