Jupiter Asset Management Ltd. Raises Holdings in Bath & Body Works, Inc. $BBWI

Jupiter Asset Management Ltd. boosted its stake in Bath & Body Works, Inc. (NYSE:BBWI) by 553.2% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,714,499 shares of the company’s stock after buying an additional 3,145,797 shares during the quarter. Bath & Body Works makes up about 0.8% of Jupiter Asset Management Ltd.’s holdings, making the stock its 23rd biggest position. Jupiter Asset Management Ltd.’s holdings in Bath & Body Works were worth $95,685,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in BBWI. First Horizon Corp acquired a new position in Bath & Body Works in the 3rd quarter valued at about $29,000. Geneos Wealth Management Inc. grew its position in shares of Bath & Body Works by 217.7% in the first quarter. Geneos Wealth Management Inc. now owns 1,169 shares of the company’s stock valued at $35,000 after purchasing an additional 801 shares during the period. Carolina Wealth Advisors LLC acquired a new position in Bath & Body Works in the third quarter valued at $54,000. Parkside Financial Bank & Trust lifted its position in Bath & Body Works by 24.6% during the second quarter. Parkside Financial Bank & Trust now owns 1,842 shares of the company’s stock worth $55,000 after buying an additional 364 shares during the period. Finally, Westfuller Advisors LLC acquired a new stake in Bath & Body Works in the 3rd quarter worth about $56,000. Hedge funds and other institutional investors own 95.14% of the company’s stock.

Bath & Body Works News Summary

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

• Positive Sentiment: Bath & Body Works launched an authorized storefront on Amazon to sell products through Amazon’s platform and logistics network — CEO Daniel Heaf said the move is about meeting customers where they are, which could broaden distribution, capture additional online sales and reduce channel friction. Bath & Body Works starts selling on Amazon
• Positive Sentiment: Coverage highlights the company’s partnership push (including Disney‑related merchandising) and dividend moves as signs of a more disciplined brand and capital strategy — this may support investor confidence in growth initiatives and shareholder returns. Does Bath & Body Works’ Disney Push and Dividend Signal a Refined Brand and Capital Strategy?
• Neutral Sentiment: Bath & Body Works set its fourth quarter and fiscal 2025 earnings release for March 4, 2026 (pre‑market) with a conference call — this date is likely to be the next major catalyst for the stock as investors re‑evaluate guidance, margins and e‑commerce trends. Bath & Body Works to Report Fourth Quarter and Fiscal 2025 Results on March 4, 2026
• Neutral Sentiment: Preview coverage notes the company is expected to announce quarterly results soon — analysts and traders may be positioning ahead of the report, amplifying intra‑day moves. Bath & Body Works (BBWI) Expected to Announce Quarterly Earnings on Thursday
• Negative Sentiment: A wave of class‑action notices and law‑firm alerts has been filed/issued alleging securities fraud tied to a June 4, 2024–Nov 19, 2025 class period; multiple firms are soliciting lead plaintiffs with deadlines in mid‑March — this raises legal risk, potential settlement exposure and management distraction. Pomerantz investor alert Law Offices of Frank R. Cruz notice

Bath & Body Works Trading Up 1.0%

NYSE BBWI opened at $24.15 on Friday. The stock has a market cap of $4.94 billion, a P/E ratio of 7.43, a PEG ratio of 1.05 and a beta of 1.54. The company’s fifty day simple moving average is $21.72 and its 200-day simple moving average is $23.99. Bath & Body Works, Inc. has a 52 week low of $14.27 and a 52 week high of $41.87.

Bath & Body Works (NYSE:BBWI) last released its quarterly earnings results on Thursday, November 20th. The company reported $0.35 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.40 by ($0.05). Bath & Body Works had a negative return on equity of 47.35% and a net margin of 9.50%.The firm had revenue of $1.59 billion for the quarter, compared to analysts’ expectations of $1.64 billion. During the same period last year, the firm earned $0.49 EPS. The business’s quarterly revenue was down 1.0% on a year-over-year basis. On average, research analysts expect that Bath & Body Works, Inc. will post 3.3 EPS for the current fiscal year.

Bath & Body Works Dividend Announcement

The firm also recently announced 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. This represents a $0.80 dividend on an annualized basis and a dividend yield of 3.3%. The ex-dividend date of this dividend is Friday, February 20th. Bath & Body Works’s payout ratio is presently 24.62%.

Analysts Set New Price Targets

A number of equities analysts have weighed in on BBWI shares. UBS Group increased their price target on shares of Bath & Body Works from $17.00 to $21.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Deutsche Bank Aktiengesellschaft assumed coverage on Bath & Body Works in a research note on Thursday, January 8th. They set a “hold” rating and a $21.00 price target for the company. Morgan Stanley reaffirmed an “equal weight” rating and set a $18.00 price target (down from $43.00) on shares of Bath & Body Works in a research report on Friday, November 21st. Jefferies Financial Group initiated coverage on shares of Bath & Body Works in a research note on Wednesday, January 14th. They issued a “hold” rating and a $24.00 target price on the stock. Finally, Robert W. Baird set a $20.00 price target on shares of Bath & Body Works in a research report on Wednesday, December 17th. Four investment analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $23.21.

Bath & Body Works 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.