JAKKS Pacific (NASDAQ:JAKK) Announces Earnings Results

JAKKS Pacific (NASDAQ:JAKK) posted its earnings results on Thursday. The company reported $2.68 earnings per share for the quarter, beating analysts’ consensus estimates of $2.34 by $0.34, reports. The company had revenue of $254.22 million for the quarter, compared to the consensus estimate of $226.58 million. JAKKS Pacific had a return on equity of 4.33% and a net margin of 2.77%.

Here are the key takeaways from JAKKS Pacific’s conference call:

• Q3 net sales rose 20% to $254 million, with year-to-date sales up 13%. North America grew 28% in the quarter, while dolls, role play and dress-up increased 29% and action play and collectibles rose 19%.
• Financial performance improved, with adjusted EBITDA increasing to $44.4 million from $36.5 million and adjusted EPS rising to $2.68 from $1.80. Cash increased to $45 million, inventory declined to $64 million, and the board approved a $0.25-per-share dividend.
• Management cited ongoing pressure from higher resin, diesel, product and freight costs, while tariff guidance remains unresolved. Selling expenses are also expected to rise as the company increases holiday promotional activity.
• Management expressed confidence in 2027, citing major entertainment releases including Sonic the Hedgehog 4, The Simpsons movie and Frozen 3, international expansion, growing private-label sales, and a new strategic focus on anime, manga, VTubers and digital entertainers.

JAKKS Pacific Trading Up 1.8%

NASDAQ JAKK traded up $0.52 on Friday, hitting $30.06. 47,159 shares of the company traded hands, compared to its average volume of 92,149. The company has a market capitalization of $343.87 million, a price-to-earnings ratio of 21.66 and a beta of 1.32. The business’s 50 day moving average price is $25.88 and its 200-day moving average price is $24.00. JAKKS Pacific has a 52-week low of $14.86 and a 52-week high of $32.16.

JAKKS Pacific Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, December 28th. Investors of record on Friday, November 27th will be given a dividend of $0.25 per share. The ex-dividend date is Friday, November 27th. This represents a $1.00 annualized dividend and a yield of 3.3%. JAKKS Pacific’s payout ratio is 71.94%.

Analyst Ratings Changes

A number of equities research analysts have issued reports on JAKK shares. Zacks Research upgraded JAKKS Pacific from a “strong sell” rating to a “hold” rating in a research note on Monday, October 12th. Weiss Ratings reiterated a “hold (c)” rating on shares of JAKKS Pacific in a research note on Friday, September 11th. Finally, Wall Street Zen upgraded shares of JAKKS Pacific from a “buy” rating to a “strong-buy” rating in a research note on Sunday, August 23rd. Two investment analysts have rated the stock with a Hold rating. According to MarketBeat, the stock has a consensus rating of “Hold”.

JAKKS Pacific News Summary

Here are the key news stories impacting JAKKS Pacific this week:

• Positive Sentiment: Q3 results exceeded expectations: JAKKS reported earnings of $2.68 per share, up from $1.80 a year earlier and above analyst estimates of $2.34–$2.54. Revenue rose 20% year over year to $254.22 million, surpassing the $226.58 million consensus forecast. JAKKS Pacific Reports Third Quarter 2026 Financial Results
• Positive Sentiment: New quarterly dividend announced: The board declared a $0.25-per-share quarterly cash dividend, equivalent to $1.00 annually and a yield of approximately 3.2%. Shareholders of record on November 27 will receive payment on December 28. The dividend may improve the stock’s appeal to income-focused investors. JAKKS Pacific Earnings Report
• Positive Sentiment: Retail distribution news: New Buddy the Elf and Jovie dolls are coming to Walmart, providing additional holiday-season retail exposure for JAKKS Pacific’s products. Buddy the Elf and Jovie Dolls at Walmart
• Neutral Sentiment: Management discussed the quarter and business outlook during the Q3 earnings call, giving investors additional context on operating performance and future expectations. JAKKS Pacific Q3 2026 Earnings Call Transcript

JAKKS Pacific Company Profile

JAKKS Pacific, Inc is a toy and consumer products company that develops, manufactures and markets toys, games and related products for children and families. Its portfolio includes action figures, dolls, vehicles, playsets, role-play and dress-up products, plush toys, preschool items, games, and seasonal and outdoor products.

The company sells products under its own brands and through licensing and entertainment partnerships. Its offerings have included products based on well-known movie, television, video game and character properties, as well as proprietary brands such as Maui and Airwalk.