BBW at a glance
BUILD-A-BEAR WORKSHOP INC (BBW, SEC CIK 1113809) filed its latest 10-K annual report on April 16, 2026, a 10-Q quarterly report on September 10, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as August 25, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), BUILD-A-BEAR WORKSHOP INC (BBW) reported revenue of $529.8 million (up 6.7% from FY2025) and net income of $52.2 million. Diluted EPS was $3.99.
- As of June 30, 2026, 24 institutional investment managers tracked by SignalX reported holding BUILD-A-BEAR WORKSHOP INC (BBW) shares worth $129.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by John Sharon Price on August 24, 2026 of 6,818 shares at $40.03 per share.
- In the last 90 days, BBW insiders reported 0 open-market purchases ($0) and 1 open-market sale ($273K) on Form 4, a net sale of $273K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $529.8M
- +6.7% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$273K
- 13F holders
- 24 funds
- $129.4M · −2 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 1, 2026
Management Discussion & Analysis
- Q2 revenue $115.3M, down 7.2% YoY from $124.3M, driven by retail sales decline
- Retail sales $106.5M vs $114.6M; existing stores impact $(10.9)M, digital sales impact $(1.1)M
- Retail gross margin 54.0% vs 57.6%; consolidated gross margin 54.2% vs 57.6%
- SG&A $51.4M, or 44.6% of revenue, vs $56.4M, or 45.4% YoY
- Fiscal 2026 outlook reflects approximately 12.5% effective tariff rate and continued trade-policy uncertainty
Risk Factors
- No material risk-factor changes from the 2025 Form 10-K
- Share-repurchase authorization risk: $44,722,547 remaining under the $100 million program
- Equity-market exposure: 158,047 shares purchased at average $35.93 during the quarter
AI summary of the BBW 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Quarterly cash dividend of $0.23 per share declared on September 9, 2026
- Record date September 24, 2026; payment date October 8, 2026
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 covers fiscal-year 2026 results, with the substantive financial data contained in attached Exhibit 99.1
- Forward-looking statements subject to execution, demographic, economic, cost, and industry risks
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Chief Growth Officer David Henderson terminated without cause effective August 26, 2026
- $501,500 cash severance payable over 12 months, beginning 30 days after termination
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Voin Todorovic promoted to Chief Administrative Officer while retaining Chief Financial Officer role, effective June 11, 2026
- Expanded remit consolidates finance and administrative oversight under a longtime executive serving as CFO since September 2014
AI summaries of BBW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BBW
Don't miss the next BBW filing
- Alerts as it files. A push when BBW files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BBW, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| John Sharon Price | Sell | Aug 24, 2026 | 6,818 | $40.03 |
| Fundler Yevgeny | F | Aug 4, 2026 | 156 | $34.28 |
| John Sharon Price | G | Jul 1, 2026 | 10,000 | - |
| John Sharon Price | D | Jun 12, 2026 | 23,336 | - |
| Iyengar Narayan Raghu | A | Jun 11, 2026 | 2,663 | - |
| John Sharon Price | A | Jun 11, 2026 | 2,663 | - |
| GOLDMAN JAMES A | A | Jun 11, 2026 | 2,663 | - |
| Johnson Richard A | A | Jun 11, 2026 | 2,663 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $496.4M | $529.8M |
| Gross Profit | $264.4M | $272.5M | $295.6M |
| Net Income | - | $51.8M | $52.2M |
| Gross Margin | - | 54.9% | 55.8% |
| Net Margin | - | 10.4% | 9.9% |
| Balance Sheet | |||
| Total Assets | $272.3M | $290.0M | $345.5M |
| Equity | - | $139.1M | $155.0M |
| ROE | - | 37.2% | 33.7% |
| Per Share | |||
| EPS | $3.65 | $3.80 | $3.99 |
| Cash Flow | |||
| Operating CF | - | $47.1M | $65.1M |
| CapEx | $18.3M | $19.3M | $25.5M |
Source: XBRL data in BUILD-A-BEAR WORKSHOP INC (BBW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BBW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 24 | $129.4M |
| Q1 2026 | 26 | $148.2M |
| Q4 2025 | 26 | $257.8M |
| Q3 2025 | 27 | $271.2M |
| Q2 2025 | 29 | $197.8M |
| Q1 2025 | 23 | $105.7M |
| Q4 2024 | 18 | $124.7M |
| Q3 2024 | 16 | $71.0M |
- T. Rowe Price Group+280.5K (+72%)
- Goldman Sachs Group+123.0K (+80%)
- BlackRock+75.2K (+8%)
- Dimensional Fund Advisors+74.2K (+20%)
- State Street Corp+14.2K (+4%)
- Millennium Management−222.9K (-61%)
- Morgan Stanley−40.8K (-27%)
- Bank of America Corp−35.5K (-27%)
- Invesco Ltd−24.7K (-44%)
- Vanguard Capital Management LLC−16.0K (-3%)
- Citadel Advisors LLC+49.1K
- D.E. Shaw & Co−21.1K
- Franklin Resources−5.4K
- U.S. Bancorp−24
Source: 13F-HR filings on SEC EDGAR (aggregated from 189 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BBW filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Sep 10, 2026 | Aug 1, 2026 | Analysis | |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 4 | Aug 25, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| SC 13G | Aug 13, 2026 | - | - | |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 10-Q | Jun 11, 2026 | May 2, 2026 | Analysis | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - | |
| 4 | Jun 5, 2026 | - | - |
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BBW SEC filings: frequently asked questions
Are BBW insiders buying or selling?
In the last 90 days, BUILD-A-BEAR WORKSHOP INC (BBW) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $272,949 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BBW stock?
As of June 30, 2026, the largest BUILD-A-BEAR WORKSHOP INC (BBW) holders among the 13F filers tracked by SignalX were BlackRock ($30.5 million), T. Rowe Price Group ($20.5 million), Vanguard Capital Management LLC ($16.2 million), Dimensional Fund Advisors ($13.5 million), State Street Corp ($11.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BBW's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), BUILD-A-BEAR WORKSHOP INC (BBW) reported revenue of $529.8 million (up 6.7% from FY2025) and net income of $52.2 million. Diluted EPS was $3.99. The figures come from the XBRL data in the 10-K.
What did BBW report in its latest 8-K?
BUILD-A-BEAR WORKSHOP INC (BBW) filed an 8-K on September 9, 2026 reporting Item 8.01 (Other Events). Quarterly cash dividend of $0.23 per share declared on September 9, 2026.
What are the latest BBW SEC filings?
BUILD-A-BEAR WORKSHOP INC (BBW) filed its latest 10-K annual report on April 16, 2026, a 10-Q quarterly report on September 10, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on August 25, 2026.
What is BBW's SEC CIK number?
BUILD-A-BEAR WORKSHOP INC (BBW)'s SEC Central Index Key (CIK) is 1113809. EDGAR lists every BBW filing under that number.
Ask anything about BBW
The research agent reads BBW's filings, financials, insider trades and 13F holders, then answers with sources.