Bailard Inc. Makes New $642,000 Investment in Bath & Body Works, Inc. $BBWI

Bailard Inc. purchased a new stake in shares of Bath & Body Works, Inc. (NYSE:BBWI) in the third quarter, Holdings Channel.com reports. The institutional investor purchased 24,907 shares of the company’s stock, valued at approximately $642,000.

A number of other institutional investors have also made changes to their positions in BBWI. Norges Bank bought a new stake in Bath & Body Works during the 2nd quarter valued at approximately $57,746,000. Vaughan Nelson Investment Management L.P. acquired a new position in shares of Bath & Body Works during the third quarter worth approximately $43,113,000. Cooper Creek Partners Management LLC boosted its position in shares of 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 during the period. Franklin Resources Inc. boosted its position in shares of Bath & Body Works by 88.4% in the second quarter. Franklin Resources Inc. now owns 2,605,847 shares of the company’s stock valued at $78,071,000 after acquiring an additional 1,222,401 shares during the period. Finally, JPMorgan Chase & Co. grew its stake in shares of Bath & Body Works by 11.5% in the second quarter. JPMorgan Chase & Co. now owns 7,080,106 shares of the company’s stock worth $212,120,000 after acquiring an additional 733,000 shares during the last quarter. 95.14% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

BBWI has been the subject of several research analyst reports. Weiss Ratings reiterated a “hold (c-)” rating on shares of Bath & Body Works in a research note on Wednesday. Deutsche Bank Aktiengesellschaft started coverage on shares of Bath & Body Works in a research report on Thursday, January 8th. They set a “hold” rating and a $21.00 price objective for the company. Jefferies Financial Group started coverage on Bath & Body Works in a research report on Wednesday, January 14th. They set a “hold” rating and a $24.00 target price on the stock. Citigroup cut their price target on Bath & Body Works from $35.00 to $21.00 and set a “buy” rating for the company in a report on Friday, November 21st. Finally, Bank of America reduced their price objective on Bath & Body Works from $40.00 to $32.00 and set a “buy” rating for the company in a research report on Thursday, November 20th. Five research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat, Bath & Body Works has a consensus rating of “Hold” and a consensus target price of $23.53.

Bath & Body Works Stock Down 1.8%

NYSE:BBWI opened at $22.17 on Friday. The firm has a market capitalization of $4.54 billion, a PE ratio of 6.82, a price-to-earnings-growth ratio of 0.82 and a beta of 1.51. Bath & Body Works, Inc. has a 12-month low of $14.27 and a 12-month high of $41.87. The firm has a 50-day moving average price of $20.14 and a 200 day moving average price of $25.17.

Bath & Body Works (NYSE:BBWI) last released its quarterly earnings data on Thursday, November 20th. The company reported $0.35 earnings per share for the quarter, missing analysts’ consensus estimates of $0.40 by ($0.05). Bath & Body Works had a net margin of 9.50% and a negative return on equity of 47.35%. The company had revenue of $1.59 billion for the quarter, compared to analyst estimates of $1.64 billion. During the same period in the previous year, the firm posted $0.49 earnings per share. The firm’s revenue for the quarter was down 1.0% compared to the same quarter last year. Bath & Body Works has set its FY 2025 guidance at 2.870- EPS and its Q4 2025 guidance at 1.700- EPS. On average, research analysts expect that Bath & Body Works, Inc. will post 3.3 EPS for the current year.

Bath & Body Works Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 5th. Shareholders of record on Friday, November 21st were paid a dividend of $0.20 per share. This represents a $0.80 annualized dividend and a yield of 3.6%. The ex-dividend date was Friday, November 21st. Bath & Body Works’s dividend payout ratio is currently 24.62%.

Insider Buying and Selling

In other news, Director Lucy Brady bought 3,470 shares of Bath & Body Works stock in a transaction dated Friday, November 21st. The shares were bought at an average price of $14.40 per share, for a total transaction of $49,968.00. Following the purchase, the director owned 17,482 shares of the company’s stock, valued at approximately $251,740.80. This trade represents a 24.76% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Steven E. Voskuil bought 20,000 shares of the stock in a transaction dated Friday, November 21st. The stock was purchased at an average cost of $15.04 per share, for a total transaction of $300,800.00. Following the acquisition, the director owned 33,925 shares in the company, valued at $510,232. The trade was a 143.63% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders purchased a total of 33,513 shares of company stock valued at $500,442 in the last ninety days. Insiders own 0.26% of the company’s stock.

Bath & Body Works News Roundup

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

• Positive Sentiment: Zacks upgraded BBWI from “strong sell” to “hold,” which could temper selling pressure by some investors. Zacks Upgrade
• Neutral Sentiment: Brokerage consensus remains a “hold,” indicating analysts are not broadly bullish despite volatility. Consensus Hold
• Negative Sentiment: Multiple national law firms have filed or announced investigations and are soliciting lead plaintiffs in a securities‑class action alleging material misstatements/omissions covering June 4, 2024–Nov. 19, 2025 — raising the prospect of litigation costs, management distraction and reputational damage. Schall Law Firm Notice
• Negative Sentiment: Bleichmar Fonti & Auld and other firms cite a significant prior stock drop (reports reference a ~24% plunge) tied to the alleged disclosures, and are urging investors to contact counsel — this amplifies near‑term selling and uncertainty. BFA Fraud Alert
• Negative Sentiment: Additional plaintiff firms (Kessler Topaz, Rosen, Levi & Korsinsky, Bragar, Pomerantz, Faruqi, Kaplan Fox, and others) have issued alerts and deadline reminders for lead‑plaintiff motions (mid‑March deadlines), signaling broad, coordinated litigation activity. Kessler Topaz Alert

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.