Cannell Capital LLC Reduces Stock Position in Build-A-Bear Workshop, Inc. $BBW

Cannell Capital LLC decreased its holdings in Build-A-Bear Workshop, Inc. (NYSE:BBW) by 59.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 49,937 shares of the specialty retailer’s stock after selling 73,535 shares during the period. Cannell Capital LLC owned about 0.38% of Build-A-Bear Workshop worth $3,256,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. State of Alaska Department of Revenue bought a new stake in Build-A-Bear Workshop during the 3rd quarter valued at about $45,000. Covestor Ltd increased its position in shares of Build-A-Bear Workshop by 214.3% during the third quarter. Covestor Ltd now owns 682 shares of the specialty retailer’s stock worth $45,000 after acquiring an additional 465 shares during the period. MTM Investment Management LLC purchased a new position in shares of Build-A-Bear Workshop during the second quarter worth approximately $52,000. Jones Financial Companies Lllp raised its stake in shares of Build-A-Bear Workshop by 166.7% during the third quarter. Jones Financial Companies Lllp now owns 800 shares of the specialty retailer’s stock valued at $52,000 after acquiring an additional 500 shares in the last quarter. Finally, Canada Pension Plan Investment Board bought a new position in Build-A-Bear Workshop in the second quarter worth approximately $57,000. 79.30% of the stock is owned by hedge funds and other institutional investors.

Build-A-Bear Workshop Stock Down 1.6%

NYSE BBW opened at $40.91 on Friday. Build-A-Bear Workshop, Inc. has a 52 week low of $32.55 and a 52 week high of $75.85. The company has a 50 day moving average price of $56.03 and a 200 day moving average price of $57.63. The firm has a market cap of $529.78 million, a PE ratio of 10.25 and a beta of 1.08.

Build-A-Bear Workshop (NYSE:BBW) last announced its earnings results on Thursday, March 12th. The specialty retailer reported $1.26 earnings per share for the quarter, missing the consensus estimate of $1.27 by ($0.01). The firm had revenue of $154.51 million during the quarter, compared to analyst estimates of $155.71 million. Build-A-Bear Workshop had a net margin of 9.85% and a return on equity of 34.44%. On average, equities research analysts anticipate that Build-A-Bear Workshop, Inc. will post 3.71 earnings per share for the current fiscal year.

Build-A-Bear Workshop Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Thursday, March 26th will be paid a dividend of $0.23 per share. This is a positive change from Build-A-Bear Workshop’s previous quarterly dividend of $0.22. The ex-dividend date is Thursday, March 26th. This represents a $0.92 annualized dividend and a yield of 2.2%. Build-A-Bear Workshop’s dividend payout ratio (DPR) is presently 20.23%.

Analysts Set New Price Targets

BBW has been the subject of a number of research analyst reports. Zacks Research raised Build-A-Bear Workshop from a “strong sell” rating to a “hold” rating in a research report on Tuesday, March 3rd. Weiss Ratings restated a “buy (b)” rating on shares of Build-A-Bear Workshop in a report on Tuesday, December 23rd. Wall Street Zen downgraded shares of Build-A-Bear Workshop from a “buy” rating to a “hold” rating in a research report on Saturday, December 6th. DA Davidson reduced their price target on shares of Build-A-Bear Workshop from $85.00 to $70.00 and set a “buy” rating for the company in a report on Friday, December 5th. Finally, CJS Securities initiated coverage on shares of Build-A-Bear Workshop in a research note on Wednesday, December 10th. They set a “market outperform” rating and a $70.00 price objective on the stock. Five research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $64.75.

Build-A-Bear Workshop News Summary

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

• Positive Sentiment: Board increased the quarterly dividend to $0.23 (4.5% raise), signaling management confidence and improving yield for income-focused investors. Build‑A‑Bear Raises Quarterly Dividend, Signals Ongoing Confidence
• Positive Sentiment: Company reported record Q4 and FY2025 revenues ($154.5M Q4; $529.8M FY) and raised the quarterly dividend — underlying top‑line momentum supports valuation despite near‑term cost headwinds. Build‑A‑Bear Workshop Reports Fourth and Record Fiscal 2025 Results; Increases Quarterly Dividend
• Positive Sentiment: Company plans at least 50 new global locations in 2026 and is expanding its international partner model, which could accelerate revenue growth and leverage the brand internationally. Build‑A‑Bear signals at least 50 new global locations in 2026 while expanding international partner model
• Neutral Sentiment: Planned CEO succession: CEO Sharon Price John will retire June 11, 2026; internal COO/Experience Officer Chris Hurt is named successor — a staged transition reduces disruption risk but will be watched for execution. Build‑A‑Bear Workshop Announces Chief Executive Officer Succession
• Neutral Sentiment: The full Q4 2025 earnings call transcript is available for detail on results and management commentary; useful for investors wanting granular color on e‑commerce strategy and partner expansion. Build‑A‑Bear Workshop, Inc. (BBW) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management’s FY26 guidance calls for only mid‑single‑digit revenue growth and anticipates roughly a 1‑point operating margin hit from a assumed ~10% tariff and necessary digital re‑investment to counter declining SEO/AI search disruption — a clear near‑term margin headwind. Build‑A‑Bear Workshop: Risks Are Rising, But Compelling Valuation Keeps Me Invested
• Negative Sentiment: Q4 beat/miss noise: EPS missed consensus by $0.01 and revenue was about $1.2M below estimates; management reported ~ $6M tariff/related cost impact in Q4 — small misses plus tariff pressure likely weigh on near‑term sentiment. Build‑A‑Bear Workshop Earnings and Press Release

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.