JAKKS Q3 Sales Up 20% to $254.2M; Board Declares First $0.25 Quarterly Dividend
JAKK has more than doubled off its 52-week low of $14.865.
Summary
JAKKS posted 20% Q3 sales growth to $254.2 million with $2.48 diluted EPS, and its board declared a new $0.25 per-share quarterly dividend payable December 28, 2026.
Key Events · Earnings and Guidance · JAKK
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Q3 Sales Up 20% to $254.2M
Net sales rose 20% year-over-year from $211.2 million, led by Toys/Consumer Products at $192.0 million (+23%) and Costumes at $62.2 million (+13%).
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Profitability Improved Sharply
Operating income rose 27% to $37.4 million and diluted EPS reached $2.48 versus $1.74; adjusted EBITDA was $44.4 million against $36.5 million a year ago.
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New $0.25 Quarterly Dividend
The board declared a $0.25 per-share quarterly cash dividend payable December 28, 2026 to holders of record November 27, 2026 — about $11.5 million annually on 11.45 million basic shares.
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Cash Builds to $45.1M
Cash including restricted cash was $45.1 million at September 30, 2026 versus $27.8 million a year earlier, while inventory fell to $63.8 million from $71.5 million.
Analysis · JAKK · Manufacturing
JAKKS delivered a strong holiday-build quarter: sales rose 20% to $254.2 million and operating income jumped 27% to $37.4 million, with adjusted EBITDA of $44.4 million versus $36.5 million a year ago. For holders, the bigger news is the new $0.25 quarterly dividend — roughly an $11.5 million annual payout on 11.45 million basic shares — marking a shift from pure reinvestment to returning cash. Cash stood at $45.1 million at quarter-end versus $27.8 million a year earlier, so the payout looks comfortably funded, though the December 28 payment will draw down the seasonal cash peak.
How filings like this one have moved
In the 30 days to Oct 23, 2026, 36.8% of the 1044 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.77%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, JAKK was trading at $30.30 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $338.1M. The 52-week trading range was $14.87 to $29.55. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.