JAKKS Pacific, Inc. (JAKK)

In the past six months, JAKKS Pacific's stock has been influenced by several events, including strong first-quarter 2025 earnings reported on April 29, 2025, which led to a stock price surge. The Board of Directors approved a quarterly dividend of $0.25 per share, payable on June 27, 2025. The company announced its Second Quarter 2025 Earnings Call for July 24, 2025. The company is expected to release its Q3 2025 results after market close on Thursday, October 30, 2025, with analysts anticipating earnings of $3.14 per share and revenue of $228.24 million. As of October 20, 2025, the stock price was $19.39 per share, representing a decline of 24.58% from October 21, 2024. Short-term forecasts as of October 26, 2025, suggest a neutral sentiment.

Demand for JAKKS Pacific's products exhibits seasonality, with the third quarter typically being the largest shipping quarter due to retailers securing inventory for Halloween and Christmas. The company aims to expand and "counter-seasonalize" its product lines to spread earnings across all four quarters. The toy industry can experience "unusual seasonality," and the Costumes segment can be affected by fluctuations in Halloween consumer demand.

JAKKS Pacific, Inc. is a global company that designs, produces, markets, sells, and distributes a wide array of toys, consumer goods, children's furniture, costumes, sporting goods, and home furnishings, operating primarily through its Toys/Consumer Products and Costumes segments. The company's major products include action figures, toy vehicles, dolls, infant and pre-school products, role-play items, children's furniture, and seasonal products, leveraging partnerships with major brands like Warner Bros., Disney, and Nintendo, and its proprietary brands include AirTitans, Disguise, and Fly Wheels.

JAKKS Pacific, Inc. is headquartered in Santa Monica, California, and sells its products worldwide. It has a distribution and logistics facility in Rotterdam, The Netherlands, for European distribution, and an office in Mexico City for direct sales in the Mexican market and customer support in Latin America. The company also works with key distributor partners globally.

JAKKS Pacific has maintained an active brand presence through new product launches and licensing agreements, including the debut of "The Wizard of Oz" product line and the annual fall launch of Super Mario™ toys in October 2025. Disguise's Pokémon Costumes won "Best Licensed Dress-Up Range" at the Licensing Awards in September 2025. JAKKS Pacific also announced a new Baby Doll Initiative, Disney Darlings, in collaboration with Disney and continues to expand its offerings with licensed properties such as Disney's Moana 2 and Bendy and the Ink Machine. In July 2024, JAKKS launched a new lifestyle seasonal line featuring Element, Roxy, Quiksilver skateboards, helmets, knee pads, and Juicy Couture & Roxy roller skates, with plans to expand this line in 2025 to include branded volleyballs, floaties, and beach accessories.

JAKKS Pacific, Inc. has a mixed ownership structure, with approximately 41.74% of the company's stock owned by institutional investors, 20.92% by insiders, and 37.34% by public companies and individual investors. Major institutional shareholders include BlackRock, Inc., Dimensional Fund Advisors Lp, Vanguard Group Inc, Philosophy Capital Management LLC, and Pacific Ridge Capital Partners, LLC. Lawrence I. Rosen is noted as owning the most shares among individual investors.