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

CSM Advisors LLC reduced its position in Build-A-Bear Workshop, Inc. (NYSE:BBW) by 13.1% in the 3rd quarter, Holdings Channel reports. The firm owned 104,985 shares of the specialty retailer’s stock after selling 15,890 shares during the quarter. CSM Advisors LLC’s holdings in Build-A-Bear Workshop were worth $6,847,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently bought and sold shares of the company. Ameritas Investment Partners Inc. increased its holdings in Build-A-Bear Workshop by 19.4% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 1,270 shares of the specialty retailer’s stock valued at $65,000 after buying an additional 206 shares during the period. SkyView Investment Advisors LLC raised its stake in shares of Build-A-Bear Workshop by 2.1% in the 2nd quarter. SkyView Investment Advisors LLC now owns 17,065 shares of the specialty retailer’s stock valued at $915,000 after buying an additional 356 shares in the last quarter. Rafferty Asset Management LLC lifted its holdings in shares of Build-A-Bear Workshop by 6.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 7,284 shares of the specialty retailer’s stock worth $376,000 after acquiring an additional 414 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Build-A-Bear Workshop by 6.4% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,533 shares of the specialty retailer’s stock worth $280,000 after acquiring an additional 456 shares during the period. Finally, Covestor Ltd boosted its position in shares of Build-A-Bear Workshop by 214.3% during the 3rd quarter. Covestor Ltd now owns 682 shares of the specialty retailer’s stock valued at $45,000 after acquiring an additional 465 shares in the last quarter. Institutional investors and hedge funds own 79.30% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently weighed in on BBW shares. DA Davidson lowered their target price on shares of Build-A-Bear Workshop from $85.00 to $70.00 and set a “buy” rating on the stock in a research note on Friday, December 5th. Weiss Ratings restated a “buy (b)” rating on shares of Build-A-Bear Workshop in a research note on Tuesday, December 23rd. Zacks Research raised Build-A-Bear Workshop from a “strong sell” rating to a “hold” rating in a report on Tuesday, March 3rd. CJS Securities began coverage on Build-A-Bear Workshop in a research note on Wednesday, December 10th. They issued a “market outperform” rating and a $70.00 price objective on the stock. Finally, Wall Street Zen cut Build-A-Bear Workshop from a “buy” rating to a “hold” rating in a report on Saturday, December 6th. Five research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $64.75.

Build-A-Bear Workshop Stock Performance

Shares of NYSE:BBW opened at $40.91 on Friday. The company’s fifty day moving average is $56.03 and its 200-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. The company has a market capitalization of $529.78 million, a PE ratio of 10.25 and a beta of 1.08.

Build-A-Bear Workshop (NYSE:BBW) last announced its earnings results on Thursday, March 12th. The specialty retailer reported $1.26 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 firm had revenue of $154.51 million for the quarter, compared to analyst estimates of $155.71 million. On average, analysts forecast that Build-A-Bear Workshop, Inc. will post 3.71 EPS for the current year.

Build-A-Bear Workshop Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders 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 of this dividend is Thursday, March 26th. Build-A-Bear Workshop’s payout ratio is currently 20.23%.

Build-A-Bear Workshop News Summary

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 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.