BBWI

Bath & Body Works, Inc.

NYSE · Retail-Retail Stores, NEC · Inc. DE · CIK 0000701985
$19.40 +3.08% $3.9B
41 New Institutional Positions9 Institutional Exits
Vol
Market Cap$3.9B
Cap SizeMid Cap
Analyst ConsensusHold (39%)
Inst. Holders50 funds
Inst. Value$2.7B
Inst. Activity41 buys / 9 sells
Reddit Sentiment50° Neutral
SEC Reports4
Press Releases1
Exchange NYSE·Sector Retail-Retail Stores, NEC·Inc. DE·CIK 0000701985·Prev Close $18.82

Recent Activity

Jun 12, 2026 short_volume
Short Volume: BBWI — 65.2% short (1.0M / 1.5M)
Short: 975,107 | Exempt: 9,427 | TRF Vol: 1,495,698 | Short Ratio: 65.2% | Off-exchange volume (dark
Jun 11, 2026 SEC
Nine institutions accumulated $804.3M in BBWI positions during Q3 2025, a net increase of $52.3M after $189.8M in sellin
INST-CLUSTER — Impact 5/10
Jun 5, 2026 SEC
Bath & Body Works reported Q1 2026 adjusted EPS of $0.32, beating the $0.24 consensus by 33%, but net sales of $1.378B d
8-K — Impact 6/10
May 27, 2026 SEC
Bath & Body Works reported Q1 2026 adjusted EPS of $0.32, beating consensus of $0.29 by 10.3%, while revenue of $1.378B
PRESS-RELEASE — Impact 5/10
May 19, 2026 Insider
Mazurek Thomas E. was granted 6,616 shares
Chief Supply Chain Officer
May 19, 2026 Insider
Mazurek Thomas E. surrendered for taxes 4,127 shares
Chief Supply Chain Officer @ $16.11 ($66.5K)
May 16, 2026 Insider
Heaf Daniel surrendered for taxes 7,334 shares
CEO @ $17.09 ($125.3K)
Inst.
Point72 Asset Management, L.P. — DOUBLED
3,752,211 shares ($70.1M)

Price Targets

$25.57 +31.8% upside Strong Buy
Current $19.40 Low $19.00 Median $23.00 High $54.00 14 analysts
$19.00 $54.00

Analyst Ratings

Sell39% buy · 23 analysts
4Strong Buy
5Buy
14Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 28, 2026 Telsey Advisory Group MAINTAIN Market Perform → Market Perform
May 28, 2026 TD Cowen MAINTAIN Buy → Buy
May 28, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 28, 2026 Wells Fargo MAINTAIN Overweight → Overweight
May 28, 2026 Goldman Sachs MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.24 ▲ +20.5% $0.22 — $0.26 -35% YoY 16
Next Q $0.25 ▼ -10.5% $0.19 — $0.38 -28% YoY 16
Current FY $2.64 $2.50 — $2.90 -18% YoY 17
Next FY $2.87 $2.65 — $3.26 8% YoY 17

Top Institutional Holders

FundValueMove
FMR LLC$390.0M
BlackRock, Inc.$360.7M
VANGUARD PORTFOLIO MANAGEMENT LLC$280.5M
D. E. Shaw &$177.5M
VANGUARD CAPITAL MANAGEMENT LLC$171.0M

Recent Insider Trades

DateInsiderTypeValue
May 19, 2026Mazurek ThomasA$0.00
May 19, 2026Mazurek ThomasF$66.5K
May 16, 2026Heaf DanielF$125.3K
Mar 13, 2026Mazurek ThomasF$123.4K
Mar 13, 2026Boratto EvaF$210.2K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
4 mentions 0 bullish 0 bearish
50 institutional holders with $2.7B total value (141,877,574 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, VANGUARD. Net buying activity: 41 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC20,888,799$390.0M14.7%
2BlackRock, Inc.19,322,372$360.7M13.6%
3VANGUARD PORTFOLIO MANAGEMENT LLC15,021,767$280.5M10.6%
4D. E. Shaw & Co., Inc.9,504,593$177.5M6.7%
5VANGUARD CAPITAL MANAGEMENT LLC9,156,990$171.0M6.4%
6STATE STREET CORP6,937,586$129.5M4.9%
7ALLIANCEBERNSTEIN L.P.5,746,319$115.4M4.3%
8Point72 Asset Management, L.P.3,752,211$70.1M2.6%DOUBLED +100.3%
9BALYASNY ASSET MANAGEMENT L.P.3,362,788$62.8M2.4%
10VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.2,852,040$53.2M2.0%ADD +33.8%
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2,777,576$51.9M2.0%ADD +34.2%
12RENAISSANCE TECHNOLOGIES LLC2,732,733$51.0M1.9%DOUBLED +885.7%
13MORGAN STANLEY2,547,120$47.6M1.8%
14DIMENSIONAL FUND ADVISORS LP2,344,717$43.8M1.6%
15FULLER & THALER ASSET MANAGEMENT, INC.2,337,939$43.6M1.6%
16CITADEL ADVISORS LLC2,072,729$38.7M1.5%
17CANADA PENSION PLAN INVESTMENT BOARD2,058,151$38.4M1.4%TRIM -45.0%
18BANK OF AMERICA CORP /DE/2,050,414$38.3M1.4%ADD +26.2%
19GOLDMAN SACHS GROUP INC1,705,034$31.8M1.2%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,666,417$31.1M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Point72 Asset Management, L.P.DOUBLED1,873,2113,752,211+100.3%$70.1M2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.ADD2,132,2452,852,040+33.8%$53.2M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD2,070,1272,777,576+34.2%$51.9M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED277,2332,732,733+885.7%$51.0M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM3,741,5062,058,151-45.0%$38.4M2026-Q1
BANK OF AMERICA CORP /DE/ADD1,625,1662,050,414+26.2%$38.3M2026-Q1
Freestone Grove Partners LPDOUBLED37,6441,429,972+3698.7%$26.7M2026-Q1
Fund 1 Investments, LLCDOUBLED336,4271,270,179+277.5%$23.7M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ADD699,251937,345+34.0%$17.8M2026-Q1
ROYCE & ASSOCIATES LPADD573,951849,445+48.0%$15.9M2026-Q1
Allianz Asset Management GmbHADD632,488808,935+27.9%$15.1M2026-Q1
SEI INVESTMENTS COADD337,333547,297+62.2%$10.2M2026-Q1
DANSKE BANK A/SDOUBLED1,500485,461+32264.1%$9.1M2026-Q1
JUPITER ASSET MANAGEMENT LTDTRIM951,240356,259-62.5%$6.7M2026-Q1
Mariner, LLCADD171,741335,360+95.3%$6.3M2026-Q1
Cerity Partners LLCADD185,013334,775+80.9%$6.3M2026-Q1
Russell Investments Group, Ltd.DOUBLED114,717318,040+177.2%$5.9M2026-Q1
Nuveen, LLCTRIM588,650287,736-51.1%$5.4M2026-Q1
Trexquant Investment LPDOUBLED33,948233,037+586.5%$4.4M2026-Q1
Holocene Advisors, LPADD175,203232,259+32.6%$4.3M2026-Q1
Erste Asset Management GmbHADD140,205198,547+41.6%$3.7M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD137,310201,785+47.0%$3.3M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD93,046147,256+58.3%$2.7M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD110,068140,266+27.4%$2.6M2026-Q1
Jain Global LLCDOUBLED32,733137,875+321.2%$2.6M2026-Q1
3 unique insiders with 8 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026Mazurek Thomas E.Chief Supply Chain OfficerAWARD6,616
May 19, 2026Mazurek Thomas E.Chief Supply Chain OfficerTAX W/H4,127$16.11$66.5K
May 16, 2026Heaf DanielCEOTAX W/H7,334$17.09$125.3K
Mar 13, 2026Mazurek Thomas E.Chief Supply Chain OfficerTAX W/H6,327$19.50$123.4K
Mar 13, 2026Boratto Eva CChief Financial OfficerTAX W/H10,782$19.50$210.2K
Mar 12, 2026Mazurek Thomas E.Chief Supply Chain OfficerAWARD40,921
Mar 12, 2026Boratto Eva CChief Financial OfficerAWARD115,815
Mar 12, 2026Heaf DanielCEOAWARD212,993
Current analyst consensus: Sell (39% buy). Based on 23 analysts: 4 strong buy, 5 buy, 14 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$25.57 mean target +31.8% upside Strong Buy (2.53)
$19.00 Low $54.00 High
MetricValue
Current Price$19.40
Target Low$19.00
Target Mean$25.57
Target Median$23.00
Target High$54.00
# Analysts14
RecommendationStrong Buy (2.53)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$0.24 $0.22 $0.26 -34.7% +20.5% 13↑ 0↓ $1.5B -3.5% 16
Next Q
2026-10-31
$0.25 $0.19 $0.38 -28.3% -10.5% 3↑ 11↓ $1.5B -2.9% 16
Current FY
2027-01-31
$2.64 $2.50 $2.90 -17.7% +0.5% 7↑ 4↓ $7.1B -2.6% 17
Next FY
2028-01-31
$2.87 $2.65 $3.26 8.5% -0.0% 8↑ 4↓ $7.2B 1.9% 17

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.242
7d ago$0.204+0.037
30d ago$0.200+0.041
60d ago$0.200+0.041
90d ago$0.217+0.024
7 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 28, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
May 28, 2026 TD Cowen MAINTAIN Buy Buy
May 28, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 28, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 28, 2026 Goldman Sachs MAINTAIN Neutral Neutral
May 20, 2026 UBS MAINTAIN Neutral Neutral
May 18, 2026 TD Cowen MAINTAIN Buy Buy
Mar 5, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Mar 5, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Mar 4, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Mar 2, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 27, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Feb 23, 2026 UBS MAINTAIN Neutral Neutral
Feb 17, 2026 Citigroup DOWNGRADE Buy Neutral
Jan 9, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 8, 2026 UBS MAINTAIN Neutral Neutral
Jan 6, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202645140039%
May 1, 202645130041%
Apr 1, 202645130041%
Mar 1, 202645120043%
Feb 1, 202655110048%
Jan 1, 202655100050%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
4 mentions 0 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 9, 2026144° Neutral001
May 9, 2026144° Neutral001
Mar 30, 2026156° Neutral001
Mar 30, 2026156° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 1mo ago
Back to picks?
▲ 1 💬 1 ⚡ 0.5
r/investing Neutral 2mo ago
Market Close Report - Monday, March 30, 2026
▲ 1 💬 0 ⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: BBWI — 65.2% short (1.0M / 1.5M)
Short: 975,107 | Exempt: 9,427 | TRF Vol: 1,495,698 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: BBWI — 70.7% short (1.7M / 2.3M)
Short: 1,654,781 | Exempt: 0 | TRF Vol: 2,340,903 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: BBWI — 59.7% short (0.9M / 1.6M)
Short: 941,252 | Exempt: 0 | TRF Vol: 1,576,585 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: BBWI — 63.7% short (1.1M / 1.7M)
Short: 1,076,064 | Exempt: 151 | TRF Vol: 1,689,839 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: BBWI — 58.2% short (1.1M / 1.8M)
Short: 1,053,279 | Exempt: 1,668 | TRF Vol: 1,809,813 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: BBWI — 58.1% short (1.2M / 2.0M)
Short: 1,160,159 | Exempt: 1,035 | TRF Vol: 1,998,218 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 27, 2026
earnings
Bath & Body Works Reports First Quarter Results Exceeding Guidance and Progress Against the Consumer First Formula
<p>COLUMBUS, Ohio, May 27, 2026 (GLOBE NEWSWIRE) -- Bath &amp; Body Works, Inc. (NYSE: BBWI) today reported first quarter 2026 results.</p>
May 26, 2026
short_volume
Short Volume: BBWI — 63.4% short (2.5M / 4.0M)
Short: 2,545,978 | Exempt: 12,035 | TRF Vol: 4,017,226 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: BBWI — 59.1% short (0.9M / 1.4M)
Short: 854,139 | Exempt: 0 | TRF Vol: 1,445,171 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 19, 2026
earnings_calendar
BBWI Q1 2027 Earnings Scheduled — 2026-05-19
May 18, 2026
short_volume
Short Volume: BBWI — 55.5% short (1.9M / 3.5M)
Short: 1,920,598 | Exempt: 657 | TRF Vol: 3,460,200 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: BBWI — 7.7M shares, 102,114 trades
Week starting 2026-05-18. Total ATS volume: 7,723,594 shares across 102,114 trades.
May 15, 2026
short_volume
Short Volume: BBWI — 57.0% short (1.0M / 1.8M)
Short: 1,027,540 | Exempt: 1,870 | TRF Vol: 1,803,432 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
earnings
Bath &amp; Body Works To Report First Quarter Results On May 27, 2026
<p align="justify">COLUMBUS, Ohio, May 13, 2026 (GLOBE NEWSWIRE) -- Bath &amp; Body Works, Inc. (NYSE: BBWI) announced today that it plans to report
May 11, 2026
dark_pool
Dark Pool: BBWI — 6.2M shares, 89,465 trades
Week starting 2026-05-11. Total ATS volume: 6,188,783 shares across 89,465 trades.