What is Northland Securities’ Estimate for BBW Q3 Earnings?

Build-A-Bear Workshop, Inc. (NYSE:BBW) – Stock analysts at Northland Securities reduced their Q3 2027 EPS estimates for Build-A-Bear Workshop in a research report issued on Monday, August 31st. Northland Securities analyst G. Gibas now anticipates that the specialty retailer will post earnings of $0.50 per share for the quarter, down from their prior estimate of $0.79. The consensus estimate for Build-A-Bear Workshop’s current full-year earnings is $3.53 per share. Northland Securities also issued estimates for Build-A-Bear Workshop’s Q4 2027 earnings at $1.08 EPS.

A number of other research analysts also recently commented on the company. DA Davidson dropped their price objective on Build-A-Bear Workshop from $60.00 to $37.00 and set a “buy” rating on the stock in a report on Friday, August 28th. Weiss Ratings restated a “hold (c)” rating on shares of Build-A-Bear Workshop in a research note on Monday, August 17th. Finally, Zacks Research downgraded Build-A-Bear Workshop from a “hold” rating to a “strong sell” rating in a report on Monday. Two analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Build-A-Bear Workshop has an average rating of “Hold” and a consensus price target of $53.50.

Build-A-Bear Workshop Stock Performance

NYSE:BBW opened at $30.45 on Wednesday. The stock has a 50-day simple moving average of $34.23 and a 200-day simple moving average of $37.58. The stock has a market cap of $381.84 million, a P/E ratio of 7.56 and a beta of 1.05. Build-A-Bear Workshop has a 1 year low of $27.50 and a 1 year high of $75.85.

Build-A-Bear Workshop (NYSE:BBW) last posted its earnings results on Thursday, August 27th. The specialty retailer reported $0.70 EPS for the quarter, beating the consensus estimate of $0.64 by $0.06. Build-A-Bear Workshop had a return on equity of 29.85% and a net margin of 9.96%.The firm had revenue of $115.29 million for the quarter, compared to analyst estimates of $120.81 million.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of BBW. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in shares of Build-A-Bear Workshop in the second quarter valued at about $245,000. California State Teachers Retirement System grew its holdings in shares of Build-A-Bear Workshop by 61,511.8% during the second quarter. California State Teachers Retirement System now owns 414,031 shares of the specialty retailer’s stock worth $13,526,000 after buying an additional 413,359 shares during the last quarter. AXQ Capital LP grew its holdings in shares of Build-A-Bear Workshop by 26.1% during the second quarter. AXQ Capital LP now owns 8,167 shares of the specialty retailer’s stock worth $250,000 after buying an additional 1,692 shares during the last quarter. Wellington Management Group LLP increased its position in Build-A-Bear Workshop by 108.9% in the 2nd quarter. Wellington Management Group LLP now owns 21,100 shares of the specialty retailer’s stock valued at $646,000 after acquiring an additional 11,000 shares during the period. Finally, Cannell Capital LLC acquired a new position in Build-A-Bear Workshop in the 2nd quarter valued at about $3,155,524. 79.30% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, Director Sharon Price John sold 6,818 shares of the company’s stock in a transaction on Monday, August 24th. The shares were sold at an average price of $40.03, for a total value of $272,924.54. Following the completion of the sale, the director owned 181,653 shares in the company, valued at $7,271,569.59. This represents a 3.62% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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 on Friday, June 5th. The stock was sold at an average price of $34.52, for a total transaction of $103,560.00. Following the sale, the director owned 11,277 shares of the company’s stock, valued at approximately $389,282.04. This represents a 21.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 4.00% of the company’s stock.

Build-A-Bear Workshop Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, July 9th. Stockholders of record on Thursday, June 25th were given a dividend of $0.23 per share. The ex-dividend date was Thursday, June 25th. This represents a $0.92 dividend on an annualized basis and a dividend yield of 3.0%. Build-A-Bear Workshop’s dividend payout ratio (DPR) is 22.83%.

Trending Headlines about Build-A-Bear Workshop

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

• Positive Sentiment: Build-A-Bear’s latest quarterly EPS of $0.70 exceeded the $0.64 analyst consensus, providing evidence that the company continues to control costs and generate solid profitability. However, quarterly revenue of $115.3 million fell short of the $120.8 million estimate.
• Neutral Sentiment: Analysts continue to update their earnings outlook for BBW. Northland Securities projects fiscal 2028 EPS of $3.84, slightly below the current full-year consensus estimate of $3.96, suggesting expectations for growth remain restrained. Northland Securities earnings estimates
• Negative Sentiment: Small Cap Consu reduced its fiscal third-quarter 2027 EPS forecast to $0.66 from $0.87. The cut reinforces concerns that weaker traffic or product momentum could weigh on upcoming results. Small Cap Consu earnings estimate revision
• Negative Sentiment: Commentary from investor Michael Burry reportedly highlighted BBW’s weak earnings and raised questions about the company’s strategy, potentially increasing scrutiny of management’s approach to growth. Burry comments on Build-A-Bear strategy
• Negative Sentiment: Rosen Law Firm announced an investigation into potential securities claims, alleging that Build-A-Bear may have issued materially misleading business information. The investigation does not establish wrongdoing, but it creates legal and reputational risk and may weigh on the shares. Rosen Law Firm Build-A-Bear investigation

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.