Black Friday Boost: Recent chatter on X about Bath & Body Works (BBWI) has spiked following reports of strong Black Friday sales. The stock surged nearly 10% as users highlighted heavy holiday promotions and high store traffic. Many are optimistic about the company’s performance during the critical holiday season.
Insider Confidence: Discussion on X also centers on insider buying, with several posts noting directors purchasing significant shares recently. This has fueled speculation about potential undervaluation, with some users suggesting a strong upside for the stock. The insider activity is seen as a positive signal amidst mixed quarterly results.
Mixed Perspectives: Despite the optimism, some voices on X express caution, pointing to challenges like narrowing competitive moats and high debt levels. Posts reflect a divide, with concerns about long-term growth juxtaposed against short-term holiday gains. The upcoming Morgan Stanley Retail Conference presentation is also mentioned as a key event to watch.
Note: This discussion summary was generated from an AI condensation of post data.
Bath & Body Works Insider Trading Activity
Bath & Body Works insiders have traded $BBWI stock on the open market 6 times in the past 6 months. Of those trades, 6 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $BBWI stock by insiders over the last 6 months:
- JAMES KEVIN SYMANCYK purchased 22,500 shares for an estimated $350,550
- STEVEN E VOSKUIL purchased 20,000 shares for an estimated $300,700
- SARAH E NASH purchased 10,000 shares for an estimated $155,800
- STEPHEN D STEINOUR purchased 6,700 shares for an estimated $99,528
- FRANCIS HONDAL purchased 3,343 shares for an estimated $50,128
- LUCY BRADY purchased 3,469 shares for an estimated $49,961
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Bath & Body Works had revenues of $1.6B in Q3 2025. This is a decrease of -0.99% from the same period in the prior year.
You can track BBWI financials on Quiver Quantitative's BBWI stock page.
Bath & Body Works Hedge Fund Activity
We have seen 266 institutional investors add shares of Bath & Body Works stock to their portfolio, and 301 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AMERICAN CENTURY COMPANIES INC added 4,949,796 shares (+2204.1%) to their portfolio in Q3 2025, for an estimated $127,506,744
- FMR LLC added 4,763,571 shares (+38.4%) to their portfolio in Q3 2025, for an estimated $122,709,588
- VICTORY CAPITAL MANAGEMENT INC removed 4,526,152 shares (-34.7%) from their portfolio in Q3 2025, for an estimated $116,593,675
- POINT72 ASSET MANAGEMENT, L.P. removed 3,536,449 shares (-63.0%) from their portfolio in Q3 2025, for an estimated $91,098,926
- JUPITER ASSET MANAGEMENT LTD added 3,145,797 shares (+553.2%) to their portfolio in Q3 2025, for an estimated $81,035,730
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,717,960 shares (-72.0%) from their portfolio in Q3 2025, for an estimated $70,014,649
- CADIAN CAPITAL MANAGEMENT, LP removed 2,625,284 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $78,653,508
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Bath & Body Works Analyst Ratings
Wall Street analysts have issued reports on $BBWI in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 11/21/2025
- Wells Fargo issued a "Overweight" rating on 11/21/2025
- Citigroup issued a "Buy" rating on 11/21/2025
To track analyst ratings and price targets for Bath & Body Works, check out Quiver Quantitative's $BBWI forecast page.
Bath & Body Works Price Targets
Multiple analysts have issued price targets for $BBWI recently. We have seen 12 analysts offer price targets for $BBWI in the last 6 months, with a median target of $18.5.
Here are some recent targets:
- Ike Boruchow from Wells Fargo set a target price of $25.0 on 11/21/2025
- Lorraine Hutchinson from B of A Securities set a target price of $26.0 on 11/21/2025
- Alex Straton from Morgan Stanley set a target price of $18.0 on 11/21/2025
- Mark Altschwager from Baird set a target price of $19.0 on 11/21/2025
- Kate McShane from Goldman Sachs set a target price of $17.0 on 11/21/2025
- Jay Sole from UBS set a target price of $17.0 on 11/21/2025
- Paul Lejuez from Citigroup set a target price of $21.0 on 11/21/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
