13FPulse
BB

BBWI BATH & BODY WORKS INC

2026Q2 · CUSIP 070830104 · Sector: Consumer

Funds left

Funds are exiting, but the price is holding

Funds that own it
458
Institutions that reported holding it to the SEC
Net decrease in holders
9
Last quarter 467 → now 458
How unusual is that
Bottom 20%
Stronger than only 14% of US stocks
What the filings say, in one paragraph

458 funds held BBWI at the end of 2026Q2, down 9 from the quarter before. Buying has faded, though the price is holding up. On the business itself, revenue over the last 12 months was $7.2B(YoY -2.2%), the P/E is 4.9x. BBWI has had 6 buying rushes in its history, and the price moved -20.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q3: holders=1 2014Q4: holders=1 2015Q1: holders=1 2015Q2: holders=1 2015Q3: holders=1 2015Q4: holders=1 2016Q1: holders=1 2016Q2: holders=1 2016Q3: holders=1 2016Q4: holders=1 2018Q1: holders=1 2018Q2: holders=1 2018Q3: holders=1 2018Q4: holders=1 2019Q1: holders=1 2019Q3: holders=1 2019Q4: holders=1 2020Q1: holders=1 2020Q2: holders=1 2020Q3: holders=1 2020Q4: holders=1 2021Q1: holders=1 2021Q2: holders=12 2021Q3: holders=514 2021Q4: holders=566 2022Q1: holders=489 2022Q2: holders=486 2022Q3: holders=472 2022Q4: holders=514 2023Q1: holders=493 2023Q2: holders=482 2023Q3: holders=469 2023Q4: holders=487 2024Q1: holders=507 2024Q2: holders=521 2024Q3: holders=471 2024Q4: holders=485 2025Q1: holders=468 2025Q2: holders=475 2025Q3: holders=474 2025Q4: holders=446 2026Q1: holders=467 2026Q2: holders=458 -502 -251 +0 +251 +502 0298595 14Q315Q418Q119Q320Q422Q123Q224Q325Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20%
2024Q2 Top 20% -6.5% +20.4%
2024Q1 Top 20% -31.4% -36.5%
2022Q4 Top 10% -12.2% -13.9%
2021Q4 Top 10% -22.3% -26.4%
2021Q3 Top 1% in the market -29.7% -46.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
205
Change in large funds
+11
Total value they hold
$4.7B
Funds buying for the first time
76
Funds that sold out entirely
85
Price change that quarter
+15.6%
Funds holding puts (bearish)
10
Funds holding calls (bullish)
13

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
4.9
EPS (TTM)
$3.80
EPS YoY
+13.8%
Revenue (TTM)
$7.2B
Revenue YoY
-2.2%
Net margin
10.8%
ROE
Debt ratio
120.5%
FCF (TTM)
$1.0B
Dividend (TTM)
$0.80
Quarterly Revenue & EPS
2021-10-30: EPS 0.33 2022-01-29: EPS 2.28 2022-04-30: EPS 0.64 2022-07-30: EPS 0.52 2022-10-29: EPS 0.40 2023-01-28: EPS 1.89 2023-04-29: EPS 0.35 2023-07-29: EPS 0.43 2023-10-28: EPS 0.52 2024-02-03: EPS 2.54 2024-05-04: EPS 0.38 2024-08-03: EPS 0.68 2024-11-02: EPS 0.49 2025-02-01: EPS 2.06 2025-05-03: EPS 0.49 2025-08-02: EPS 0.30 2025-11-01: EPS 0.37 2026-01-31: EPS 1.95 2026-05-02: EPS 0.90 2026-08-01: EPS 0.58 0B 2.4B 4.9B $B 0.00 1.40 2.79 2016201720182019202020212022202320242025202608/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 9 4 9 13 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-433M488M1.4B 20162017201820192020202120222023202420252026
Latest quarter $195M (2026-05-02)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-08-01 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.