Aristides Capital LLC Takes $1.05 Million Position in Bath & Body Works, Inc. $BBWI

Aristides Capital LLC acquired a new stake in Bath & Body Works, Inc. (NYSE:BBWI) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 40,565 shares of the company’s stock, valued at approximately $1,045,000.

Other large investors have also recently bought and sold shares of the company. American Century Companies Inc. lifted its position in shares of Bath & Body Works by 2,204.1% in the third quarter. American Century Companies Inc. now owns 5,174,370 shares of the company’s stock worth $133,292,000 after buying an additional 4,949,796 shares during the last quarter. Jupiter Asset Management Ltd. lifted its holdings in Bath & Body Works by 553.2% in the 3rd quarter. Jupiter Asset Management Ltd. now owns 3,714,499 shares of the company’s stock worth $95,685,000 after purchasing an additional 3,145,797 shares during the last quarter. Norges Bank acquired a new stake in Bath & Body Works in the 2nd quarter worth approximately $57,746,000. Vaughan Nelson Investment Management L.P. bought a new stake in Bath & Body Works during the third quarter worth approximately $43,113,000. Finally, Cooper Creek Partners Management LLC boosted its position in Bath & Body Works by 42.7% during the second quarter. Cooper Creek Partners Management LLC now owns 5,409,919 shares of the company’s stock worth $162,081,000 after purchasing an additional 1,619,276 shares during the period. 95.14% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. UBS Group lifted their price target on shares of Bath & Body Works from $21.00 to $22.00 and gave the company a “neutral” rating in a research report on Monday, February 23rd. Telsey Advisory Group upped their price objective on shares of Bath & Body Works from $23.00 to $25.00 and gave the stock a “market perform” rating in a report on Thursday, March 5th. Morgan Stanley reiterated an “equal weight” rating and issued a $18.00 target price (down from $43.00) on shares of Bath & Body Works in a research note on Friday, November 21st. Weiss Ratings reiterated a “hold (c-)” rating on shares of Bath & Body Works in a report on Wednesday, January 21st. Finally, Bank of America set a $26.00 target price on shares of Bath & Body Works in a research report on Monday, November 24th. Three investment analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the stock. Based on data from MarketBeat, Bath & Body Works has a consensus rating of “Hold” and a consensus price target of $24.00.

Key Stories Impacting Bath & Body Works

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

• Positive Sentiment: Telsey Advisory raised its target for Bath & Body Works (BBWI) to $25 while keeping a Market Perform rating — a modest positive signal that some analysts see valuation upside, but the unchanged rating limits near‑term bullish impact. Telsey Advisory Raises Bath & Body Works (BBWI) Target to $25, Maintains Market Perform Rating
• Negative Sentiment: Widespread securities‑fraud class action notices and lead‑plaintiff solicitations have been issued by numerous law firms, citing alleged misstatements during a class period from June 4, 2024 to Nov 19, 2025; multiple firms are urging investors to file before mid‑March deadlines (March 13–16). This increases the likelihood of litigation, potential settlements, legal costs, and investor uncertainty—common near‑term downward pressure on shares. Representative notices: Glancy Prongay Wolke & Rotter; Pomerantz; Bernstein Liebhard; Schall Law Firm; DJS Law Group; Rosen; Bragar Eagel & Squire; Bronstein Gewirtz & Grossman; Faruqi & Faruqi; Levi & Korsinsky.
  Glancy Prongay Wolke & Rotter LLP deadline alert
  Pomerantz investor alert
  Bernstein Liebhard reminder
  
  Schall Law Firm notice
  DJS Law Group notice

Bath & Body Works Trading Down 6.4%

BBWI opened at $18.77 on Friday. Bath & Body Works, Inc. has a 1-year low of $14.27 and a 1-year high of $34.66. The stock has a market capitalization of $3.84 billion, a price-to-earnings ratio of 5.96, a P/E/G ratio of 2.00 and a beta of 1.48. The business has a 50 day moving average of $22.39 and a 200-day moving average of $23.24.

Bath & Body Works (NYSE:BBWI) last announced its earnings results on Wednesday, March 4th. The company reported $2.05 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.77 by $0.28. The business had revenue of $2.72 billion for the quarter, compared to analyst estimates of $2.59 billion. Bath & Body Works had a net margin of 8.90% and a negative return on equity of 45.60%. Bath & Body Works’s revenue was down 2.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.09 earnings per share. Bath & Body Works has set its Q1 2026 guidance at 0.240-0.300 EPS and its FY 2026 guidance at 2.400-2.650 EPS. Equities analysts predict that Bath & Body Works, Inc. will post 3.3 EPS for the current year.

Bath & Body Works Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 6th. Stockholders of record on Friday, February 20th were issued a dividend of $0.20 per share. The ex-dividend date was Friday, February 20th. This represents a $0.80 annualized dividend and a dividend yield of 4.3%. Bath & Body Works’s payout ratio is presently 25.40%.

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.