Pillsbury Lake Capital LLC Acquires Shares of 339,225 Build-A-Bear Workshop, Inc. $BBW

Pillsbury Lake Capital LLC purchased a new position in Build-A-Bear Workshop, Inc. (NYSE:BBW) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 339,225 shares of the specialty retailer’s stock, valued at approximately $10,383,677. Build-A-Bear Workshop comprises 0.0% of Pillsbury Lake Capital LLC’s holdings, making the stock its 18th largest holding. Pillsbury Lake Capital LLC owned 2.71% of Build-A-Bear Workshop as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Miller Value Partners LLC acquired a new stake in shares of Build-A-Bear Workshop in the second quarter worth approximately $4,088,000. Chase Investment Counsel Corp bought a new stake in shares of Build-A-Bear Workshop in the 2nd quarter worth $1,224,000. Crown Advisors Management Inc. acquired a new position in Build-A-Bear Workshop in the second quarter worth approximately $3,061,000. Paradigm Capital Management Inc. NY acquired a new position in Build-A-Bear Workshop in the second quarter worth about $30,136,000. Finally, De Lisle Partners LLP bought a new position in Build-A-Bear Workshop during the second quarter worth about $23,466,000. 79.30% of the stock is owned by institutional investors.

Build-A-Bear Workshop News Roundup

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

• Positive Sentiment: Build-A-Bear reported fiscal second-quarter EPS of $0.70, exceeding analysts’ $0.64 consensus estimate. The company also maintained solid profitability, with a 10.48% net margin and 32.15% return on equity. Build-A-Bear Workshop Reports Fiscal Second Quarter 2026 Results
• Positive Sentiment: The company launched an exclusive Sanrio Halloween collection featuring Lloromannic characters Berry and Cherry in select countries. The collaboration could support seasonal traffic, customer engagement and licensing-driven sales. Build-A-Bear Sanrio Halloween Collection
• Neutral Sentiment: DA Davidson lowered its price target from $60 to $37 but retained a “buy” rating. The revised target still implies potential upside, although the cut reflects a more cautious valuation outlook. DA Davidson price target update
• Negative Sentiment: Second-quarter revenue fell 7.2% year over year to $115.3 million, missing estimates near $121 million. Diluted EPS also declined from $0.94 to $0.70 despite the quarterly earnings beat. Build-A-Bear Q2 results and guidance
• Negative Sentiment: Build-A-Bear reduced fiscal 2026 revenue guidance to $500 million-$525 million from $530 million-$550 million, below the roughly $535.6 million analyst consensus. Management also cited weak traffic and dismissed its chief growth officer, intensifying concerns about execution and demand. Build-A-Bear lowers revenue outlook

Insider Buying and Selling at Build-A-Bear Workshop

In related news, Director Sharon Price John sold 6,818 shares of the company’s stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $40.03, for a total transaction of $272,924.54. Following the sale, the director directly owned 181,653 shares of the company’s stock, valued at approximately $7,271,569.59. This represents a 3.62% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director George Carrara sold 3,000 shares of the stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $34.52, for a total value of $103,560.00. Following the transaction, the director directly owned 11,277 shares in the company, valued at approximately $389,282.04. This represents a 21.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 4.00% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. DA Davidson lowered their target price on shares of Build-A-Bear Workshop from $60.00 to $37.00 and set a “buy” rating on the stock in a report on Friday. Weiss Ratings reiterated a “hold (c)” rating on shares of Build-A-Bear Workshop in a research note on Monday, August 17th. Three equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Build-A-Bear Workshop presently has an average rating of “Moderate Buy” and an average target price of $62.33.

Build-A-Bear Workshop Stock Performance

Shares of BBW stock traded up $1.44 during midday trading on Friday, hitting $29.88. 2,181,802 shares of the company were exchanged, compared to its average volume of 430,595. The firm has a market capitalization of $374.70 million, a P/E ratio of 7.00 and a beta of 1.10. Build-A-Bear Workshop, Inc. has a 52 week low of $27.50 and a 52 week high of $75.85. The firm’s 50 day moving average price is $34.33 and its two-hundred day moving average price is $38.05.

Build-A-Bear Workshop (NYSE:BBW) last issued its earnings results on Thursday, August 27th. The specialty retailer reported $0.70 EPS for the quarter, topping the consensus estimate of $0.64 by $0.06. Build-A-Bear Workshop had a return on equity of 32.15% and a net margin of 10.48%.The business had revenue of $115.29 million during the quarter, compared to the consensus estimate of $120.81 million. Analysts expect that Build-A-Bear Workshop, Inc. will post 4.04 EPS for the current year.

Build-A-Bear Workshop Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 9th. Investors of record on Thursday, June 25th were issued a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date of this dividend was Thursday, June 25th. Build-A-Bear Workshop’s dividend payout ratio is currently 21.55%.

Build-A-Bear Workshop Company Profile

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.