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

Segall Bryant & Hamill LLC increased its stake in shares of Bath & Body Works, Inc. (NYSE:BBWI) by 8.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 411,946 shares of the company’s stock after purchasing an additional 33,682 shares during the quarter. Segall Bryant & Hamill LLC owned 0.20% of Bath & Body Works worth $10,612,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of BBWI. JPMorgan Chase & Co. boosted its stake in shares of Bath & Body Works by 11.5% in the 2nd quarter. JPMorgan Chase & Co. now owns 7,080,106 shares of the company’s stock valued at $212,120,000 after buying an additional 733,000 shares during the period. Alliancebernstein L.P. raised its holdings in Bath & Body Works by 5.8% in the second quarter. Alliancebernstein L.P. now owns 5,737,796 shares of the company’s stock valued at $171,904,000 after acquiring an additional 315,738 shares in the last quarter. Cooper Creek Partners Management LLC raised its holdings in Bath & Body Works by 42.7% in the second quarter. Cooper Creek Partners Management LLC now owns 5,409,919 shares of the company’s stock valued at $162,081,000 after acquiring an additional 1,619,276 shares in the last quarter. American Century Companies Inc. lifted its stake in Bath & Body Works by 2,204.1% in the third quarter. American Century Companies Inc. now owns 5,174,370 shares of the company’s stock worth $133,292,000 after acquiring an additional 4,949,796 shares during the last quarter. Finally, AQR Capital Management LLC grew its holdings 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 acquiring an additional 210,153 shares in the last quarter. Hedge funds and other institutional investors own 95.14% of the company’s stock.

Analyst Ratings Changes

BBWI has been the topic of a number of analyst reports. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Bath & Body Works from $21.00 to $22.00 and gave the company a “hold” rating in a report on Tuesday. Guggenheim initiated coverage on Bath & Body Works in a report on Tuesday, December 9th. They issued a “neutral” rating on the stock. UBS Group raised their price target on Bath & Body Works from $21.00 to $22.00 and gave the company a “neutral” rating in a research note on Monday, February 23rd. Wells Fargo & Company decreased their price target on Bath & Body Works from $33.00 to $25.00 and set an “overweight” rating for the company in a report on Friday, November 21st. Finally, Telsey Advisory Group increased their price objective on Bath & Body Works from $17.00 to $23.00 and gave the company a “market perform” rating in a report on Friday, February 27th. Three analysts have rated the stock with a Buy rating and fourteen have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $23.86.

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

Bath & Body Works Price Performance

Shares of BBWI opened at $22.94 on Thursday. Bath & Body Works, Inc. has a 1-year low of $14.27 and a 1-year high of $35.21. The stock has a market cap of $4.70 billion, a PE ratio of 7.06, a price-to-earnings-growth ratio of 0.97 and a beta of 1.48. The firm has a fifty day moving average price of $22.32 and a 200 day moving average price of $23.59.

Bath & Body Works (NYSE:BBWI) last issued its quarterly earnings data on Wednesday, March 4th. The company reported $2.05 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.77 by $0.28. Bath & Body Works had a negative return on equity of 47.35% and a net margin of 9.50%.The company had revenue of $2.72 billion for the quarter, compared to analyst estimates of $2.59 billion. During the same quarter last year, the company posted $2.09 earnings per share. The business’s quarterly revenue was down 2.3% compared to the same quarter last year. 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. As a group, equities analysts expect that Bath & Body Works, Inc. will post 3.3 EPS for the current fiscal year.

Bath & Body Works Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Friday, February 20th will be given a dividend of $0.20 per share. The ex-dividend date of this dividend is Friday, February 20th. This represents a $0.80 annualized dividend and a yield of 3.5%. Bath & Body Works’s payout ratio is 24.62%.

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.