Fox Run Management L.L.C. Takes Position in Bath & Body Works, Inc. $BBWI

Fox Run Management L.L.C. acquired a new position in Bath & Body Works, Inc. (NYSE:BBWI) in the 3rd quarter, HoldingsChannel.com reports. The firm acquired 29,660 shares of the company’s stock, valued at approximately $764,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. JPMorgan Chase & Co. boosted its position in Bath & Body Works by 11.5% in the second quarter. JPMorgan Chase & Co. now owns 7,080,106 shares of the company’s stock valued at $212,120,000 after buying an additional 733,000 shares during the last quarter. Alliancebernstein L.P. lifted its stake in Bath & Body Works by 5.8% during the 2nd quarter. Alliancebernstein L.P. now owns 5,737,796 shares of the company’s stock valued at $171,904,000 after acquiring an additional 315,738 shares during the period. Cooper Creek Partners Management LLC lifted its stake in Bath & Body Works by 42.7% during the 2nd 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 period. AQR Capital Management LLC boosted its holdings in shares of Bath & Body Works by 5.3% in the 2nd quarter. AQR Capital Management LLC now owns 4,203,326 shares of the company’s stock valued at $125,322,000 after acquiring an additional 210,153 shares during the last quarter. Finally, GMT Capital Corp increased its stake in shares of Bath & Body Works by 8.8% in the second quarter. GMT Capital Corp now owns 4,067,000 shares of the company’s stock worth $121,847,000 after acquiring an additional 329,300 shares during the period. Institutional investors and hedge funds own 95.14% of the company’s stock.

Bath & Body Works Stock Down 2.5%

BBWI stock opened at $22.73 on Friday. Bath & Body Works, Inc. has a 52-week low of $14.27 and a 52-week high of $37.29. The firm has a market cap of $4.65 billion, a P/E ratio of 7.00, a PEG ratio of 1.03 and a beta of 1.54. The company’s 50-day simple moving average is $22.13 and its 200-day simple moving average is $23.76.

Bath & Body Works Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Friday, February 20th will be given a dividend of $0.20 per share. The ex-dividend date is Friday, February 20th. This represents a $0.80 dividend on an annualized basis and a yield of 3.5%. Bath & Body Works’s dividend payout ratio is currently 24.62%.

Analysts Set New Price Targets

BBWI has been the subject of a number of research reports. Telsey Advisory Group boosted their target price on shares of Bath & Body Works from $17.00 to $23.00 and gave the company a “market perform” rating in a research report on Friday. Weiss Ratings reiterated a “hold (c-)” rating on shares of Bath & Body Works in a research note on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft assumed coverage on Bath & Body Works in a research note on Thursday, January 8th. They issued a “hold” rating and a $21.00 target price on the stock. Citigroup lowered Bath & Body Works from a “buy” rating to a “neutral” rating and raised their target price for the stock from $21.00 to $25.00 in a report on Tuesday, February 17th. Finally, Zacks Research raised Bath & Body Works from a “strong sell” rating to a “hold” rating in a report on Tuesday, January 20th. Three 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 stock has an average rating of “Hold” and a consensus target price of $23.71.

Bath & Body Works News Summary

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

• Positive Sentiment: Telsey Advisory Group raised its price target on BBWI from $17 to $23 and kept a “market perform” rating, signaling modest analyst confidence in the company’s near-term outlook (small upside vs. current price). This can provide some support to the stock if other news is neutral. Telsey price target note
• Positive Sentiment: Bath & Body Works launched a limited-time PEEPS® fragrance and gifting collection — a seasonal product tie-in that can help drive traffic and gift-season sales if consumer demand is solid. Product collaborations are usually modest near-term positives rather than transformational. PEEPS collaboration
• Neutral Sentiment: Zacks published a preview of Wall Street projections for Bath & Body Works’ fiscal Q4 results and key metrics. Analysts’ consensus expectations for revenue, comp sales and margins will be important when BBWI reports; the preview itself doesn’t move the stock but sets the bar for the upcoming earnings reaction. Zacks Q4 preview
• Negative Sentiment: Multiple law firms (Rosen, Faruqi & Faruqi, Pomerantz, Bernstein Liebhard, The Gross Law Firm and others) have issued shareholder alerts about a securities class action covering purchases between June 4, 2024 and November 19, 2025 and are urging investors to file by mid-March deadlines (March 13–16, 2026). Heightened litigation activity increases legal and settlement risk and can weigh on the stock, especially while deadlines and potential lead-plaintiff developments are pending. See representative notices: Rosen notice Faruqi notice Gross Law Firm notice

Bath & Body Works Profile

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.