Bath & Body Works, Inc. · Retail Stores, NEC

BBWI

Low riskNext report: Around Nov 19 (est.)

View price ↗

The short version

A profitable company with steady sales.

Going well

Pays a 3.7% dividend yield
Profitable
Brings in more cash than it spends

Money moves

Insiders sold $14 in the last 30 days
Institutions added 1.7% to their holdings in the quarter ending June 2026 (235 bought, 244 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$21.38+1.9% that day

Company value: $4.3B; Share price times all shares
Price vs profit (P/E): 5.6x; You pay about $6 for each $1 of yearly profit
Price vs sales: 0.60x; Company value is 0.60 times a year of sales
Dividend yield: 3.7%; Yearly dividend as a share of today's price
Cash vs value: 18%; Cash as a share of company value
Debt vs value: 90%; Debt as a share of company value

From BBWI's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Aug '26

$1.5B-2.3% vs a year earlier

Oct '23Tap a barAug '26

Last 12 months: $7.2B, down 2.2% from the 12 months before. Over 5 years, sales grew about 2.5% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of BBWI. Starting points are the company's recent numbers.

Sales growth-2% a yearRecently: -2.2% a yearProfit margin11%Last 12 months: 10.8%P/E at the end8xToday: 5.6x. Many steady companies trade at 12x to 25xShare count change-3% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$6.5B

Profit in 5 years$717M

Price these guesses point to$33.12+55% vs $21.38 todayAbout +9.1% a year, before dividends

What today's price needs: with a 11% margin and a 8x P/E, sales could shrink about 10% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/6Mixed

MissDebt under half of equityNot relying on borrowed money.Owes more than it owns
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.8.9%
MissProfitable every yearSteady profits, not one good year.9 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$865.0M
PassShare count not growingNot diluting owners. Falling means buybacks.-10.3% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.43.7%

Revenue: $7.3B; -0.2% vs prior year
5-year growth: +2.5%/yr; revenue, per year
Total debt: $3.9B
Current ratio: 1.27x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Aug 1, 2026

Reported Aug 26

Revenue: $1.5B; -2.3% YoY
EPS: $0.58; vs $0.30
Op. margin: 14.3%; +4.2 pts
Gross margin: 45.7%; +4.4 pts
Free cash flow: $23.0M
Share count: -4.3%; vs a year ago

Insider rating

Last 90 days

50Mixed

1 insider sold $14 (not pre-planned)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 0.5
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+1.7%

Institutions added 1.7% to their holdings. 235 bought, 244 sold. 2 quarters of net buying in a row.

Shares held by institutions207.0M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-3.9%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

Owes more than it owns

Shares outstandingLatest reported

202M

Earnings reports

Last 12

Next reportAround Nov 19 (est.)Estimated from the same quarter last year

Results filedAug 26
Results filedMay 27
Results filedMar 4
Results filedNov 20, 2025
Results filedAug 28, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Aug 12 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$141 insider, 0 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Sarah E NashDirector	Sell	1	$20.57	$14	299K	Oct 16Filing ↗
-0% of their holdings Not a pre-planned sale Filed 4 days after

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

SoldSarah E NashDirector

1 shares at $20.57 · $14

-0% of holdings
Now owns 299,101 shares
Not a pre-planned sale
Filed 4 days after trade

Oct 16Form 4 ↗

Leadership changeSep 23 · Form 8-K ↗

Stock awardDaniel HeafCEO, Director

591,366 shares

Now owns 591,366 shares
Performance Rights
Filed 2 days after trade

Sep 21Form 4 ↗

Earnings resultsAug 26 · Form 8-K ↗Quarterly reportAug 26 · Form 10-Q ↗5%+ holder update (passive)Aug 12 · Form SCHEDULE 13G/A ↗

Stock awardAnn AberChief Legal Officer &Corp Secy

12,940 shares

Now owns 12,940 shares
Filed 2 days after trade

Aug 10Form 4 ↗

New insiderJul 21 · Form 3 ↗Investor disclosureJul 20 · Form 8-K ↗New insiderJun 15 · Form 3 ↗New insiderJun 15 · Form 3 ↗New insiderJun 15 · Form 3 ↗New insiderJun 15 · Form 3 ↗Shareholder vote resultsJun 15 · Form 8-K ↗

Stock awardTom JavitchInterim CFO

10,309 shares

+21% of holdings
Now owns 59,003 shares
Filed 3 days after trade

Jun 12Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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