Bath & Body Works (NYSE:BBWI) Updates FY 2026 Earnings Guidance

Bath & Body Works (NYSE:BBWI) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 2.400-2.650 for the period, compared to the consensus EPS estimate of 2.740. The company issued revenue guidance of -. Bath & Body Works also updated its Q1 2026 guidance to 0.240-0.300 EPS.

Bath & Body Works Trading Up 1.8%

NYSE:BBWI opened at $22.43 on Wednesday. The company has a market capitalization of $4.59 billion, a P/E ratio of 6.90, a price-to-earnings-growth ratio of 0.97 and a beta of 1.48. The firm has a 50-day moving average price of $22.25 and a two-hundred day moving average price of $23.59. Bath & Body Works has a twelve month low of $14.27 and a twelve month high of $35.21.

Bath & Body Works (NYSE:BBWI) last released its earnings results on Wednesday, March 4th. The company reported $2.05 earnings per share for the quarter, topping the consensus estimate of $1.76 by $0.29. The firm 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 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, equities research analysts predict that Bath & Body Works will post 3.3 earnings per share for the current year.

Bath & Body Works Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Stockholders 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 dividend on an annualized basis and a dividend yield of 3.6%. Bath & Body Works’s dividend payout ratio (DPR) is presently 24.62%.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the company. Robert W. Baird set a $20.00 price target on Bath & Body Works in a research report on Wednesday, December 17th. Citigroup lowered shares of Bath & Body Works from a “buy” rating to a “neutral” rating and boosted their target price for the company from $21.00 to $25.00 in a research note on Tuesday, February 17th. Guggenheim initiated coverage on shares of Bath & Body Works in a report on Tuesday, December 9th. They set a “neutral” rating on the stock. Weiss Ratings restated a “hold (c-)” rating on shares of Bath & Body Works in a research report on Wednesday, January 21st. Finally, JPMorgan Chase & Co. lowered their price objective on shares of Bath & Body Works from $26.00 to $15.00 and set a “neutral” rating for the company in a research report on Thursday, November 20th. Three investment analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $23.86.

Key Headlines Impacting Bath & Body Works

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

• Positive Sentiment: PEEPS collaboration and spring merchandising interest could help drive seasonal traffic and basket uplift, a potential short‑term retail tailwind. BBWI Valuation / PEEPS collaboration
• Neutral Sentiment: Deutsche Bank raised its price target from $21 to $22 but kept a “hold” rating (small change). Deutsche Bank adjusts PT
• Neutral Sentiment: Barclays lifted its target from $20 to $21 and kept an “equal weight” rating — another modest analyst tweak rather than an upgrade. Barclays raises PT
• Neutral Sentiment: Bath & Body Works released fourth‑quarter and full‑year 2025 results and issued the 2026 guidance package; details are in the company press release. Q4 and FY2025 results & 2026 guidance
• Negative Sentiment: FY‑2026 EPS guidance came in at $2.40–$2.65 versus consensus ~$2.74 — a modest miss that signals more constrained full‑year profit expectations.
• Negative Sentiment: Q1‑2026 EPS guidance was cut sharply to $0.24–$0.30 versus consensus ~$1.17, flagging an earnings shortfall early in the year and driving the immediate negative reaction.
• Negative Sentiment: Numerous law firms announced or promoted class‑action filings and lead‑plaintiff deadlines related to the company (multiple notices/deadlines through March 13–16), increasing legal overhang and headline risk. Pomerantz investor alert
• Negative Sentiment: Cooper Creek liquidated ~5.0M shares in Q4 (≈$129M stake decline), a significant institutional sale that can pressure the stock and signal reduced conviction from a prior holder. Cooper Creek liquidation

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of BBWI. Geneos Wealth Management Inc. raised its position in Bath & Body Works by 217.7% in the first quarter. Geneos Wealth Management Inc. now owns 1,169 shares of the company’s stock worth $35,000 after acquiring an additional 801 shares in the last quarter. Danske Bank A S acquired a new position in shares of Bath & Body Works in the 3rd quarter worth approximately $39,000. Global Retirement Partners LLC bought a new stake in shares of Bath & Body Works in the 4th quarter worth approximately $31,000. Advisory Services Network LLC acquired a new stake in Bath & Body Works during the third quarter valued at approximately $48,000. Finally, Parallel Advisors LLC lifted its position in shares of Bath & Body Works by 42.6% during the 4th quarter. Parallel Advisors LLC now owns 1,897 shares of the company’s stock valued at $38,000 after acquiring an additional 567 shares during the last quarter. Institutional investors own 95.14% of the company’s stock.

Bath & Body Works Company Profile

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.