CSM Advisors LLC Has $6.85 Million Position in Build-A-Bear Workshop, Inc. $BBW

CSM Advisors LLC lowered its stake in shares of Build-A-Bear Workshop, Inc. (NYSE:BBW) by 13.1% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 104,985 shares of the specialty retailer’s stock after selling 15,890 shares during the quarter. CSM Advisors LLC owned about 0.80% of Build-A-Bear Workshop worth $6,847,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Thrivent Financial for Lutherans lifted its stake in shares of Build-A-Bear Workshop by 5,113.6% in the second quarter. Thrivent Financial for Lutherans now owns 752,320 shares of the specialty retailer’s stock worth $38,789,000 after buying an additional 737,890 shares during the last quarter. Marshall Wace LLP grew its stake in Build-A-Bear Workshop by 69.9% in the 3rd quarter. Marshall Wace LLP now owns 237,927 shares of the specialty retailer’s stock valued at $15,515,000 after buying an additional 97,917 shares during the last quarter. Balyasny Asset Management L.P. acquired a new position in Build-A-Bear Workshop in the 2nd quarter valued at $4,908,000. LSV Asset Management raised its holdings in Build-A-Bear Workshop by 97.2% in the 2nd quarter. LSV Asset Management now owns 161,100 shares of the specialty retailer’s stock worth $8,306,000 after acquiring an additional 79,413 shares during the period. Finally, Qube Research & Technologies Ltd raised its holdings in Build-A-Bear Workshop by 35.8% in the 2nd quarter. Qube Research & Technologies Ltd now owns 230,777 shares of the specialty retailer’s stock worth $11,899,000 after acquiring an additional 60,784 shares during the period. Institutional investors and hedge funds own 79.30% of the company’s stock.

Wall Street Analysts Forecast Growth

BBW has been the subject of a number of recent analyst reports. Zacks Research upgraded shares of Build-A-Bear Workshop from a “strong sell” rating to a “hold” rating in a report on Tuesday, March 3rd. Wall Street Zen lowered Build-A-Bear Workshop from a “buy” rating to a “hold” rating in a research note on Saturday, December 6th. CJS Securities started coverage on Build-A-Bear Workshop in a research report on Wednesday, December 10th. They set a “market outperform” rating and a $70.00 price objective for the company. DA Davidson lowered their target price on Build-A-Bear Workshop from $85.00 to $70.00 and set a “buy” rating on the stock in a report on Friday, December 5th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Build-A-Bear Workshop in a research report on Tuesday, December 23rd. Five investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Build-A-Bear Workshop presently has a consensus rating of “Moderate Buy” and a consensus target price of $64.75.

Key Build-A-Bear Workshop News

Here are the key news stories impacting Build-A-Bear Workshop this week:

• Positive Sentiment: Board increased the quarterly dividend to $0.23 (4.5% raise), signaling management confidence and improving yield for income-focused investors. Build‑A‑Bear Raises Quarterly Dividend, Signals Ongoing Confidence
• Positive Sentiment: Company reported record Q4 and FY2025 revenues ($154.5M Q4; $529.8M FY) and raised the quarterly dividend — underlying top‑line momentum supports valuation despite near‑term cost headwinds. Build‑A‑Bear Workshop Reports Fourth and Record Fiscal 2025 Results; Increases Quarterly Dividend
• Positive Sentiment: Company plans at least 50 new global locations in 2026 and is expanding its international partner model, which could accelerate revenue growth and leverage the brand internationally. Build‑A‑Bear signals at least 50 new global locations in 2026 while expanding international partner model
• Neutral Sentiment: Planned CEO succession: CEO Sharon Price John will retire June 11, 2026; internal COO/Experience Officer Chris Hurt is named successor — a staged transition reduces disruption risk but will be watched for execution. Build‑A‑Bear Workshop Announces Chief Executive Officer Succession
• Neutral Sentiment: The full Q4 2025 earnings call transcript is available for detail on results and management commentary; useful for investors wanting granular color on e‑commerce strategy and partner expansion. Build‑A‑Bear Workshop, Inc. (BBW) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Management’s FY26 guidance calls for only mid‑single‑digit revenue growth and anticipates roughly a 1‑point operating margin hit from a assumed ~10% tariff and necessary digital re‑investment to counter declining SEO/AI search disruption — a clear near‑term margin headwind. Build‑A‑Bear Workshop: Risks Are Rising, But Compelling Valuation Keeps Me Invested
• Negative Sentiment: Q4 beat/miss noise: EPS missed consensus by $0.01 and revenue was about $1.2M below estimates; management reported ~ $6M tariff/related cost impact in Q4 — small misses plus tariff pressure likely weigh on near‑term sentiment. Build‑A‑Bear Workshop Earnings and Press Release

Build-A-Bear Workshop Price Performance

NYSE BBW opened at $40.91 on Friday. The firm has a market capitalization of $529.78 million, a price-to-earnings ratio of 10.25 and a beta of 1.08. The company’s fifty day moving average is $56.03 and its two-hundred day moving average is $57.63. Build-A-Bear Workshop, Inc. has a 52-week low of $32.55 and a 52-week high of $75.85.

Build-A-Bear Workshop (NYSE:BBW) last posted its quarterly earnings data on Thursday, March 12th. The specialty retailer reported $1.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.27 by ($0.01). Build-A-Bear Workshop had a return on equity of 34.44% and a net margin of 9.85%.The company had revenue of $154.51 million for the quarter, compared to the consensus estimate of $155.71 million. As a group, sell-side analysts expect that Build-A-Bear Workshop, Inc. will post 3.71 earnings per share for the current fiscal year.

Build-A-Bear Workshop Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Thursday, March 26th will be paid a dividend of $0.23 per share. This is a positive change from Build-A-Bear Workshop’s previous quarterly dividend of $0.22. This represents a $0.92 annualized dividend and a yield of 2.2%. The ex-dividend date is Thursday, March 26th. Build-A-Bear Workshop’s dividend payout ratio is presently 20.23%.

About Build-A-Bear Workshop

Build-A-Bear Workshop, Inc operates a specialty retail business focused on interactive “workshop” experiences that allow customers to create customized stuffed animals. Through its in-store and online platforms, the company offers a wide range of plush toys, apparel, accessories and sound modules, enabling guests to personalize each creation. In addition to its core bear products, Build-A-Bear has expanded its portfolio to include licensed characters from leading entertainment and media franchises.

Founded in 1997 by Maxine Clark and headquartered in St.