Ruffer LLP Makes New $3.43 Million Investment in Bath & Body Works, Inc. $BBWI

Ruffer LLP bought a new position in shares of Bath & Body Works, Inc. (NYSE:BBWI) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 170,505 shares of the company’s stock, valued at approximately $3,429,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in shares of Bath & Body Works by 342.8% during the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 117,633 shares of the company’s stock worth $2,410,000 after acquiring an additional 91,070 shares during the period. Evergreen Capital Management LLC bought a new position in shares of Bath & Body Works during the 4th quarter worth approximately $341,000. Krilogy Financial LLC boosted its stake in shares of Bath & Body Works by 153.0% during the 4th quarter. Krilogy Financial LLC now owns 28,040 shares of the company’s stock worth $601,000 after acquiring an additional 16,959 shares during the period. Bayforest Capital Ltd bought a new position in shares of Bath & Body Works during the 4th quarter worth approximately $265,000. Finally, First Horizon Corp boosted its stake in shares of Bath & Body Works by 96.3% during the 4th quarter. First Horizon Corp now owns 2,218 shares of the company’s stock worth $45,000 after acquiring an additional 1,088 shares during the period. 95.14% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts have recently commented on BBWI shares. Barclays lifted their target price on Bath & Body Works from $20.00 to $21.00 and gave the stock an “equal weight” rating in a research note on Monday, March 2nd. Deutsche Bank Aktiengesellschaft lifted their target price on Bath & Body Works from $21.00 to $22.00 and gave the stock a “hold” rating in a research note on Tuesday, March 3rd. Weiss Ratings reiterated a “hold (c-)” rating on shares of Bath & Body Works in a research note on Monday. UBS Group lifted their target price on Bath & Body Works from $21.00 to $22.00 and gave the stock a “neutral” rating in a research note on Monday, February 23rd. Finally, Jefferies Financial Group initiated coverage on Bath & Body Works in a research note on Wednesday, January 14th. They set a “hold” rating and a $24.00 target price for the company. Three analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $23.00.

Bath & Body Works Price Performance

BBWI opened at $20.45 on Wednesday. The business has a fifty day simple moving average of $20.47 and a 200 day simple moving average of $21.41. The company has a market capitalization of $4.11 billion, a PE ratio of 6.49, a price-to-earnings-growth ratio of 2.09 and a beta of 1.50. Bath & Body Works, Inc. has a 1 year low of $14.27 and a 1 year high of $34.66.

Bath & Body Works (NYSE:BBWI) last released its quarterly earnings results on Wednesday, March 4th. The company reported $2.05 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.77 by $0.28. The business had revenue of $2.72 billion during the quarter, compared to the consensus estimate of $2.59 billion. Bath & Body Works had a negative return on equity of 45.60% and a net margin of 8.90%.The firm’s quarterly revenue was down 2.3% on a year-over-year basis. During the same period in the previous year, the company posted $2.09 EPS. Bath & Body Works has set its Q1 2026 guidance at 0.240-0.300 EPS and its FY 2026 guidance at 2.400-2.650 EPS. Equities analysts anticipate that Bath & Body Works, Inc. will post 2.6 earnings per share for the current fiscal year.

Bath & Body Works Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, March 6th. Stockholders of record on Friday, February 20th were given a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a dividend yield of 3.9%. The ex-dividend date was Friday, February 20th. Bath & Body Works’s dividend payout ratio is presently 25.40%.

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.