JAKKS Pacific, Inc. (JAKK)

Over the past six months, JAKKS Pacific's stock price has been impacted by several events. The Q2 2025 earnings report showed a revenue decline due to increased costs in the United States, although international sales grew. The Q3 2025 earnings report revealed that the company's EPS and revenue were below analyst estimates, leading to a stock price decline. The company announced a quarterly dividend of $0.25 per share. As of November 27, 2025, JAKK was trading at $16.86, with a 52-week range between $14.86 and $35.79, experiencing a -39.79% change over the past year.

Demand for JAKKS Pacific's products is highly seasonal, with a disproportionate amount of sales and earnings occurring during the third and fourth quarters of the year. The third quarter is significant as retailers finalize inventory for Halloween and Christmas. In fiscal year 2022, JAKKS experienced "unusual seasonality," with strong demand in the earlier parts of the year, but Q4 results did not meet investor expectations. The costumes business is particularly affected by Halloween consumer demand.

JAKKS Pacific, Inc. is an American toy manufacturer that designs, develops, produces, and markets toys, leisure products, and writing instruments for children and adults worldwide. The company operates in the consumer discretionary sector, specifically within the recreational goods and consumer products industry. JAKKS Pacific's product portfolio includes action figures and accessories, dolls and accessories, plush toys, role play and dress-up items, vehicles and playsets, seasonal and outdoor products, electronic products, kids' furniture, pet products, writing instruments, and skincare and performance make-up.

JAKKS Pacific, Inc. has a global presence, operating in North America, Europe, and Asia. The company's headquarters are located in Santa Monica, California, and it has operations in the U.S., Canada, and Hong Kong. JAKKS Pacific distributes its products through major retailers in the United States and internationally and plans to expand its presence in international markets, particularly in Asia and Latin America.

JAKKS Pacific has a reputation for delivering high-quality, engaging products and is known for its innovative products and partnerships with recognizable brands. The company has expanded its product lines through strategic licensing agreements, including partnerships with Dav Pilkey for Dog Man merchandise, Epic Story Media for Wild Manes, and SEGA of America for Sonic the Hedgehog merchandise. JAKKS is committed to reducing its environmental impact by adopting sustainable practices and has launched app-connected toys that incorporate augmented reality. The company reported a strong Q3 2024 with year-over-year sales increases across its toy divisions and significant improvement in its outdoor seasonal business.

The ownership structure of JAKKS Pacific stock includes institutional, retail, and individual investors. Approximately 43.09% of the company's stock is owned by institutional investors, with major holders including BlackRock, Inc., Dimensional Fund Advisors LP, and The Vanguard Group Inc. Insiders own approximately 21.27% of the stock, with notable individual insider shareholders including Lawrence I. Rosen and Stephen G. Berman.