Bath & Body Works (BBWI) to Release 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. Interested persons can find conference call details on the company’s upcoming Q4 2026 earning report page for the latest details on the call scheduled for Wednesday, March 4, 2026 at 8:30 AM ET.

Bath & Body Works (NYSE:BBWI) last posted its quarterly earnings results 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). The company had revenue of $1.59 billion for 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 for the quarter was down 1.0% on a year-over-year basis. During the same period in the prior year, the business earned $0.49 EPS. 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 Trading Down 2.9%

Shares of BBWI opened at $23.95 on Thursday. The stock’s fifty day simple moving average is $21.64 and its 200 day simple moving average is $23.99. Bath & Body Works has a twelve month low of $14.27 and a twelve month high of $41.87. The firm has a market capitalization of $4.90 billion, a P/E ratio of 7.37, a price-to-earnings-growth ratio of 1.09 and a beta of 1.54.

Bath & Body Works Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 6th. Stockholders of record on Friday, February 20th will be paid a $0.20 dividend. This represents a $0.80 annualized dividend 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 currently 24.62%.

Insiders Place Their Bets

In other Bath & Body Works news, Director Steven E. Voskuil bought 20,000 shares of the business’s stock in a transaction on Friday, November 21st. The shares were bought at an average cost of $15.04 per share, with a total value of $300,800.00. Following the transaction, the director directly owned 33,925 shares in the company, valued at approximately $510,232. This trade represents a 143.63% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Lucy Brady purchased 3,470 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was bought at an average cost of $14.40 per share, for a total transaction of $49,968.00. Following the completion of the acquisition, the director directly owned 17,482 shares of the company’s stock, valued at $251,740.80. This represents a 24.76% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have bought 33,513 shares of company stock worth $500,442 in the last quarter. Company insiders own 0.26% of the company’s stock.

Institutional Investors Weigh In On Bath & Body Works

Several institutional investors and hedge funds have recently bought and sold shares of the business. Global Retirement Partners LLC acquired a new stake in Bath & Body Works in the fourth quarter worth $31,000. Geneos Wealth Management Inc. raised its position in shares of Bath & Body Works by 217.7% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,169 shares of the company’s stock worth $35,000 after buying an additional 801 shares in the last quarter. Parallel Advisors LLC boosted its holdings in shares of Bath & Body Works by 42.6% in the fourth quarter. Parallel Advisors LLC now owns 1,897 shares of the company’s stock valued at $38,000 after acquiring an additional 567 shares in the last quarter. Danske Bank A S acquired a new position in shares of Bath & Body Works during the third quarter valued at approximately $39,000. Finally, Advisory Services Network LLC bought a new stake in Bath & Body Works during the third quarter worth approximately $48,000. Institutional investors and hedge funds own 95.14% of the company’s stock.

Bath & Body Works News Roundup

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 Upgrades and Downgrades

Several research analysts recently commented on BBWI shares. UBS Group raised their price target on shares of Bath & Body Works from $17.00 to $21.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. Bank of America set a $26.00 target price on shares of Bath & Body Works in a research note on Monday, November 24th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Bath & Body Works in a research report on Wednesday, January 21st. Citigroup lowered Bath & Body Works from a “buy” rating to a “neutral” rating and raised their price objective for the company from $21.00 to $25.00 in a research report on Tuesday. Finally, Deutsche Bank Aktiengesellschaft initiated coverage on Bath & Body Works in a research note on Thursday, January 8th. They set a “hold” rating and a $21.00 price objective on the stock. Four research analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $23.21.

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.