JAKKS Pacific Inc. (JAKK) Stock Rises on Q1 2026 Earnings

JAKKS Pacific Inc. (JAKK) reported first-quarter 2026 results. Revenue was $106.7 million, down 5.8% year-over-year and slightly above the consensus estimate of $105.9 million.

Income statement highlights:

Gross profit: $35.6 million, down 201.1% year-over-year.

Cost of sales: $287.1 million, up 93.4% year-over-year.

Operating result: operating loss of $5.6 million, a 95.4% decline year-over-year.

Net income attributable to common shareholders: loss of $4.3 million, down 10.2% year-over-year.

Diluted earnings per share: -$0.37 per share, improving 76.2% year-over-year and beating the estimate of -$0.44 per share by roughly $0.07 per share.

Balance sheet and cash-flow highlights:

Cash from operating activities: $21.8 million, down 1,382.1% year-over-year.

Capital expenditures: $5.6 million, up 170.0% year-over-year.

Cash and cash equivalents: $62.8 million, up 6.2% year-over-year.

Total liabilities: $158.5 million, down 7.3% year-over-year.

Stock price change since market close: 2.9%.

Overall, JAKK posted a slight revenue beat and an EPS beat, while gross profit and operating results were pressured by sharply higher cost of sales and weaker margins.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

JAKKS Pacific Inc. Hedge Fund Activity

We have seen 52 institutional investors add shares of JAKKS Pacific Inc. stock to their portfolio, and 67 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

THOMPSON SIEGEL & WALMSLEY LLC added 325,466 shares (+inf%) to their portfolio in Q4 2025, for an estimated $5,493,866
GATE CITY CAPITAL MANAGEMENT, LLC added 252,337 shares (+47.6%) to their portfolio in Q4 2025, for an estimated $4,259,448
GABELLI FUNDS LLC added 129,019 shares (+inf%) to their portfolio in Q4 2025, for an estimated $2,177,840
MILLENNIUM MANAGEMENT LLC removed 73,949 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $1,248,259
PACIFIC RIDGE CAPITAL PARTNERS, LLC added 65,156 shares (+19.1%) to their portfolio in Q4 2025, for an estimated $1,099,833
ACADIAN ASSET MANAGEMENT LLC removed 60,415 shares (-97.5%) from their portfolio in Q4 2025, for an estimated $1,019,805
CROWN ADVISORS MANAGEMENT, INC. removed 60,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $1,012,799

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

JAKKS Pacific Inc. Analyst Ratings

Wall Street analysts have issued reports on $JAKK in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Small Cap Consumer Research issued a "Buy" rating on 12/16/2025

To track analyst ratings and price targets for JAKKS Pacific Inc., check out Quiver Quantitative's $JAKK forecast page.