Bath & Body Works (BBWI) Expected to Announce Quarterly Earnings on Thursday

Bath & Body Works (NYSE:BBWI) is expected to be announcing its Q4 2026 results before the market opens on Thursday, February 26th. Analysts expect Bath & Body Works to post earnings of $1.76 per share and revenue of $2.5942 billion for the quarter. Individuals may review the information on the company’s upcoming Q4 2026 earning report for the latest details on the call scheduled for Wednesday, March 4, 2026 at 8:30 AM ET.

Bath & Body Works (NYSE:BBWI) last released its earnings results on Thursday, November 20th. The company reported $0.35 earnings per share for the quarter, missing the consensus estimate of $0.40 by ($0.05). The firm had revenue of $1.59 billion during the quarter, compared to analysts’ expectations of $1.64 billion. Bath & Body Works had a negative return on equity of 47.35% and a net margin of 9.50%.The business’s revenue was down 1.0% on a year-over-year basis. During the same period last year, the business earned $0.49 earnings per share. On average, analysts expect Bath & Body Works to post $3 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Bath & Body Works Stock Performance

Shares of NYSE:BBWI opened at $23.95 on Thursday. The firm has a 50 day simple moving average of $21.64 and a 200 day simple moving average of $23.99. Bath & Body Works has a 52 week low of $14.27 and a 52 week high of $41.87. The company has a market cap of $4.90 billion, a PE ratio of 7.37, a price-to-earnings-growth ratio of 1.09 and a beta of 1.54.

Bath & Body Works Announces Dividend

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 issued a $0.20 dividend. The ex-dividend date is Friday, February 20th. This represents a $0.80 dividend on an annualized basis and a dividend yield of 3.3%. Bath & Body Works’s dividend payout ratio is presently 24.62%.

Trending Headlines about Bath & Body Works

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

• Positive Sentiment: Disney-branded product push and dividend discussion could support revenue growth and signal disciplined capital allocation; analyst write-ups note the Disney Princess launch and the company’s dividend moves as evidence of a refined brand and capital strategy that can improve investor confidence and category momentum. Does Bath & Body Works’ (BBWI) Disney Push and Dividend Signal a Refined Brand and Capital Strategy?
• Neutral Sentiment: Management set the fiscal Q4 and full-year 2025 earnings release and conference call for March 4, giving investors a near-term catalyst where guidance, margins, and comp trends will matter most. Bath & Body Works to Report Fourth Quarter and Fiscal 2025 Results on March 4, 2026
• Neutral Sentiment: Brokerage coverage is tepid — consensus sits at “Hold,” and recent valuation commentary highlights a gap between DCF-based fair value and the market price; that keeps upside tempered until the March results. Bath & Body Works, Inc. (NYSE:BBWI) Given Consensus Recommendation of “Hold” by Brokerages
• Negative Sentiment: Widespread securities-class-action notices from multiple law firms (Rosen, Pomerantz, Bernstein Liebhard, Gross, Levi & Korsinsky, others) allege investor harm from statements covering June 4, 2024–Nov 19, 2025 and highlight March lead-plaintiff deadlines — legal overhang increases uncertainty and can weigh on the stock and investor sentiment. The Gross Law Firm Notifies Bath & Body Works, Inc. Investors of a Class Action Lawsuit and Upcoming Deadline – BBWI
• Negative Sentiment: Citigroup/Citi downgrades citing risks that FY26 will expose cracks in the core business — analyst downgrade increases selling pressure and raises concerns about revenue/margin durability. Citigroup downgrades Bath & Body Works (BBWI)

Analyst Ratings Changes

A number of brokerages have recently weighed in on BBWI. UBS Group lifted their price target on Bath & Body Works from $17.00 to $21.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. Telsey Advisory Group cut Bath & Body Works from an “outperform” rating to a “market perform” rating and lowered their target price for the company from $38.00 to $17.00 in a research note on Friday, November 21st. The Goldman Sachs Group lowered shares of Bath & Body Works from a “buy” rating to a “neutral” rating and reduced their price target for the stock from $39.00 to $17.00 in a research report on Thursday, November 20th. Raymond James Financial reaffirmed a “market perform” rating on shares of Bath & Body Works in a research report on Wednesday, November 12th. Finally, Guggenheim initiated coverage on shares of Bath & Body Works in a research note on Tuesday, December 9th. They issued a “neutral” rating on the stock. Four research analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the stock. Based on data from MarketBeat.com, Bath & Body Works has an average rating of “Hold” and a consensus price target of $23.21.

Insider Buying and Selling at Bath & Body Works

In related news, Director Francis Hondal bought 3,343 shares of the firm’s stock in a transaction on Friday, November 21st. The stock was purchased at an average price of $14.99 per share, with a total value of $50,111.57. Following the completion of the transaction, the director directly owned 21,554 shares of the company’s stock, valued at $323,094.46. This trade represents a 18.36% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Lucy Brady purchased 3,470 shares of the stock in a transaction on 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 acquisition, the director owned 17,482 shares of the company’s stock, valued at approximately $251,740.80. The trade was a 24.76% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have purchased 33,513 shares of company stock worth $500,442. Company insiders own 0.26% of the company’s stock.

Institutional Trading of Bath & Body Works

Large investors have recently modified their holdings of the company. Geneos Wealth Management Inc. raised its holdings in Bath & Body Works by 217.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,169 shares of the company’s stock worth $35,000 after acquiring an additional 801 shares during the period. Danske Bank A S acquired a new stake in shares of Bath & Body Works in the third quarter valued at about $39,000. Global Retirement Partners LLC bought a new position in shares of Bath & Body Works in the fourth quarter worth about $31,000. Advisory Services Network LLC acquired a new position in shares of Bath & Body Works during the 3rd quarter worth about $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 worth $38,000 after purchasing an additional 567 shares during the last quarter. 95.14% of the stock is owned by institutional investors.

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.