JAKK · NASDAQ · Leisure

JAKKS Pacific (JAKK)

Builds licensed toys, kids' products, and Disguise costumes for mass retail.

$24.22
vs last close−0.59 (−2.40%)
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JAKKS Pacific, Inc.JAKK
Consumer Discretionary

Sells licensed and proprietary toys, kids' products, and Disguise costumes through mass and specialty retail channels. Revenue is anchored in Toys/Consumer Products, while the model depends on entertainment licenses, large retail customers, and third-party manufacturers mainly in China.

Designs, develops, produces, markets, and distributes children's toys and related consumer products worldwide. Toys/Consumer Products spans action figures, vehicles, play sets, plush, dolls, role play, ride-ons, outdoor toys, games, and kids' furniture; Costumes operates under the Disguise brand for dress-up costumes and accessories.

Turns licensed entertainment properties and owned challenger brands into retail programs. The portfolio includes Nintendo, Sonic the Hedgehog, Disney, Bluey, and other properties alongside proprietary names such as AirTitans, Fly Wheels, Perfectly Cute, ReDo Skateboard Co., Sky Ball, and JAKKS Wild Games.

Sales remain mostly North American with a meaningful international base. The business depends on renewed licenses, large retail buyers, cancellable purchase orders, and third-party manufacturers located principally in China.

Company facts

CEOStephen G. Berman
ListedMay 1, 1996
ExchangeNASDAQ
HeadquartersSanta Monica, CA
CountryUnited States
Employees652
CIK0001009829
ISINUS47012E4035

Market cap$283.9M
EPS (ttm)
P/E (ttm)
ROE
P/B1.15
P/S
Dividend yieldDiv yield4.03%
Beta0.91vs XLY 0.82

Price target$41.00+65.3%Average of 16 analysts
ConsensusHold9 of 16 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

No analyst notes in the last 24 months.

Next report
Oct 29, 26
in 36 days
EPS estimate
$2.34
Revenue estimate
$226.6M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported−$0.67−$0.03$0.03$1.80−$0.18−$0.17$0.25Pending
Estimate−$0.05−$0.72−$0.38$2.60−$1.01−$0.44−$0.06$2.34
Surprise−1,240.0%+95.8%+107.9%−30.8%+82.2%+60.9%+554.5%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$130.7M$113.3M$119.1M$211.2M$127.1M$106.7M$139.2MPending
Estimate$131.1M$93.3M$265.2M$117.4M$117.3M$103.8M$123.0M$226.6M
Surprise−0.2%+21.4%−55.1%+80.0%+8.3%+2.8%+13.2%
Estimate$2.34
ReportedDue Oct 29, 2026
Estimate$226.6M
ReportedDue Oct 29, 2026
View details

Debt to equity18.80%
Current ratio171.50%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$321.6M$130.7M$113.3M$119.1M$211.2M$127.1M$106.7M$139.2M
Net income$52.3M−$9.1M−$2.4M−$2.3M$19.9M−$5.3M−$4.3M$5.9M
Net margin16.3%0.0%0.0%0.0%9.4%0.0%0.0%4.2%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$68.1M−$14.7M−$3.8M−$2.8M$29.4M−$8.6M−$5.6M−$142.0K
YoY growth+9.1%Loss narrowedLoss narrowedTurned loss−56.9%Loss narrowedLoss widenedLoss narrowed

Balance sheet, Jun 30, 2026Cash & short-term investments $60.6M · Total debt $46.6M · Total assets $448.5M · Shareholders' equity $247.9M

Revenue
$139.2M
Operating income
−$142.0K
Net income
$5.9M
View details

Dividend yield
4.03%
Next ex-date
Nov 28, 26
estimated · in 66 days
Annual dividend
$1.00
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Mar '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$0.25$0.25$0.25$0.25$0.25$0.25$0.25
Annual yield0.93%2.48%4.22%6.09%4.57%4.53%3.93%
Ex-dateMar 3May 30Aug 29Nov 28Feb 27May 29Aug 28
Payment dateMar 31Jun 27Sep 30Dec 29Mar 30Jun 29Sep 28
View details

Institutions60.55%6.93M shares
108 holders · as of Jun 30, 2026
Insiders37.78%4.32M shares
9 holders · as of Sep 11, 2026
Other1.67%190.7K shares
remainder

11.45M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
NAME(S) (S) ( Lawrence I. RosenInsider
16.75%1.92Mfiled Feb 9, 2023
Lawrence I. RosenInsider10 percent owner
16.61%1.90Mfiled Mar 24, 2025
Gate City Capital Management, LLCInstitution
9.24%1.06Mas of Jun 30, 2026
BlackRock, Inc.Institution
5.63%644,540as of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
5.15%589,286as of Jun 30, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

  • Mattel

    Broad toy rival across dolls, vehicles, preschool, and licensed play.

  • Hasbro

    Large toy, games, IP, role-play, and licensed-products competitor.

  • Funko

    Licensed pop-culture products peer in figures, plush, and fan merchandise.

  • Build-A-Bear Workshop

    Plush and licensed-character retail competitor with narrower category overlap.

Compare

CompanyPriceChange
JAKKS Pacific$24.22−2.40%$283.9M+16.9%
Mattel$13.21+0.00%$3.84B9.99.90.7+10.5%
Hasbro$86.10−0.93%$12.26B15.614.12.5+16.2%
Funko$5.34−5.07%$313.8M43.60.3+7.4%
Build-A-Bear Workshop$26.23−0.53%$330.6M6.57.60.6−7.2%
Median9.912.00.7+8.9%