Telsey Advisory Group Issues Positive Forecast for Bath & Body Works (NYSE:BBWI) Stock Price

Bath & Body Works (NYSE:BBWI) had its price objective increased by Telsey Advisory Group from $23.00 to $25.00 in a research report sent to investors on Thursday, Marketbeat reports. Telsey Advisory Group currently has a market perform rating on the stock.

BBWI has been the topic of several other reports. Barclays boosted their price target on Bath & Body Works from $20.00 to $21.00 and gave the company an “equal weight” rating in a research note on Monday. Bank of America set a $26.00 price target on shares of Bath & Body Works in a report on Monday, November 24th. Citigroup lowered shares of Bath & Body Works from a “buy” rating to a “neutral” rating and upped their price objective for the company from $21.00 to $25.00 in a report on Tuesday, February 17th. Deutsche Bank Aktiengesellschaft raised their target price on Bath & Body Works from $21.00 to $22.00 and gave the company a “hold” rating in a research note on Tuesday. Finally, UBS Group upped their price target on Bath & Body Works from $21.00 to $22.00 and gave the stock a “neutral” rating in a research note on Monday, February 23rd. Three equities research analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $24.00.

Bath & Body Works Stock Down 3.2%

BBWI stock opened at $22.27 on Thursday. The firm has a market cap of $4.56 billion, a price-to-earnings ratio of 7.07, a PEG ratio of 0.97 and a beta of 1.48. The company’s fifty day simple moving average is $22.37 and its 200 day simple moving average is $23.58. Bath & Body Works has a 12-month low of $14.27 and a 12-month high of $35.21.

Bath & Body Works (NYSE:BBWI) last posted its quarterly earnings data on Wednesday, March 4th. The company reported $2.05 earnings per share for the quarter, topping the consensus estimate of $1.77 by $0.28. Bath & Body Works had a negative return on equity of 45.60% and a net margin of 8.90%.The firm had revenue of $2.72 billion during the quarter, compared to analyst estimates of $2.59 billion. During the same period last year, the company posted $2.09 EPS. The business’s quarterly revenue was down 2.3% on a year-over-year basis. 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. Research analysts expect that Bath & Body Works will post 3.3 earnings per share for the current year.

Bath & Body Works Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Investors 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 3.6%. The ex-dividend date of this dividend is Friday, February 20th. Bath & Body Works’s dividend payout ratio (DPR) is presently 25.40%.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the business. AQR Capital Management LLC raised its stake in shares of Bath & Body Works by 132.5% during the 4th quarter. AQR Capital Management LLC now owns 11,445,928 shares of the company’s stock worth $229,834,000 after purchasing an additional 6,523,960 shares during the period. JPMorgan Chase & Co. increased its holdings in Bath & Body Works by 11.5% during the second quarter. JPMorgan Chase & Co. now owns 7,080,106 shares of the company’s stock worth $212,120,000 after buying an additional 733,000 shares during the last quarter. Alliancebernstein L.P. raised its position in Bath & Body Works by 2.2% in the third quarter. Alliancebernstein L.P. now owns 5,861,444 shares of the company’s stock worth $150,991,000 after acquiring an additional 123,648 shares during the period. Cooper Creek Partners Management LLC boosted its stake in 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 last quarter. Finally, American Century Companies Inc. increased its stake in shares of Bath & Body Works by 2,204.1% during the 3rd quarter. American Century Companies Inc. now owns 5,174,370 shares of the company’s stock worth $133,292,000 after purchasing an additional 4,949,796 shares during the last quarter. Institutional investors own 95.14% of the company’s stock.

Key Headlines Impacting Bath & Body Works

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

• Positive Sentiment: Q4 beat — BBWI reported Q4 EPS of $2.05 vs. $1.77 consensus and revenue of $2.72B vs. $2.59B, which pushed shares higher as investors rewarded the upside and management highlighted progress on its “Consumer First” strategy. Read More.
• Positive Sentiment: Analysts lift forecasts and price targets — multiple shops raised estimates and outlooks after the print; Telsey raised its price target to $25 (market perform), supporting near‑term upside. Read More.
• Neutral Sentiment: Research stance mixed — some firms (e.g., Barclays) kept non‑bullish/hold ratings despite the beat, indicating cautious sentiment among parts of the sell‑side. Read More.
• Neutral Sentiment: Minor price target tweaks — a few banks nudged targets modestly higher (Deutsche Bank/others), but changes are incremental relative to the stock’s volatility. Read More.
• Negative Sentiment: Weaker forward guidance — management set FY‑2026 EPS of $2.40–$2.65 (below the ~2.74 consensus) and Q1 EPS guidance of $0.24–$0.30 (well under street expectations), which undercuts the positive Q4 print and pressures forward valuation. Read More.
• Negative Sentiment: Soft sales outlook — the company warned of a steeper annual sales decline as customers pare back discretionary spending on premium scented products, signaling demand risks for the coming year. Read More.
• Negative Sentiment: Legal overhang — multiple law firms have filed or announced investigations into potential securities claims covering purchases between June 4, 2024 and Nov 19, 2025 and are soliciting lead plaintiffs ahead of deadlines in mid‑March; this increases uncertainty and could be a near‑term drag. Read More.

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.