Toy Industry Rivalry Intensifies as Hasbro Gains Momentum
Hasbro reported a strong 14% revenue increase in fiscal year 2025, reaching $4.7 billion, largely due to its Wizards of the Coast division's 45% growth. This performance contrasts with Mattel's 1% sales decline, highlighting a shift in market dynamics with Hasbro gaining significant momentum. Mattel is attempting a digital transformation through a gaming joint venture acquisition to adapt to changing consumer preferences and intensified competition.
Hasbro amends $1.1 billion revolving credit facility, extends maturity to 2031
Hasbro has amended its $1.1 billion revolving credit facility, extending its maturity date to February 20, 2031. This agreement provides financial flexibility with potential for incremental commitments and sets interest rates based on market benchmarks and the company's financial health. Despite a recent loss per share, analysts predict a return to profitability, and the stock has shown strong returns over the past year.
Hasbro Gets Patriotic with the New Transformers Star Eagle Figure
Hasbro is releasing a new Transformers Deluxe Class Star Eagle figure to commemorate the USA's 250th anniversary in 2026. This Walmart exclusive figure transforms from robot to eagle in 22 steps, features a patriotic red, white, and blue color scheme, and is a redeco of the previous Transformers Airazor figure. It will be available for pre-order at $27.99 during March 2026 Collector Con and on Hasbro Pulse.
Live Nation's Q4 Earnings & Revenues Beat Estimates, Stock Up
Live Nation Entertainment (LYV) reported strong fourth-quarter 2025 results, with earnings and revenues surpassing Zacks Consensus Estimates, leading to a 3.5% stock increase in after-hours trading. The company's performance was driven by global touring demand, increased fan engagement, and expanding venue infrastructure. Live Nation also provided a positive 2026 outlook, projecting high-single- to low-double-digit growth in fan attendance and continued expansion of its global venue portfolio.
Hasbro CEO: ‘We’re beyond experimentation’ with AI
Hasbro is actively integrating AI into various operations, including financial planning, forecasting, and supply chain management, moving past the experimental phase. CEO Chris Cocks stated the company adopts a "human-centric, creator-led approach" and partners with firms like Google Gemini and OpenAI. This initiative is expected to free up over a million hours of "lower-value work," allowing employees to focus on innovation and creativity, while AI-assisted design has already reduced toy concept-to-prototype time by 80%.
Hasbro CEO: ‘We’re beyond experimentation’ with AI
Hasbro is extensively integrating AI across various business functions, including financial planning, supply chain, and daily operations, moving beyond experimental phases. CEO Chris Cocks emphasizes a human-centric approach, allowing teams discretion in AI use and partnering with tech giants like Google Gemini and OpenAI. This integration is expected to save over a million hours of lower-value work, redirecting employee focus towards innovation, and has already significantly reduced prototyping time for toys.
The Top 5 Analyst Questions From Mattel's Q4 Earnings Call
Mattel's Q4 earnings missed Wall Street expectations, primarily due to weaker December U.S. sales and a promotional retail environment, leading to a negative market reaction. Despite this, management discussed strategic investments in digital and entertainment, and addressed inventory levels and consumer trends during the earnings call. The article highlights the top five questions posed by analysts, focusing on growth drivers, acquisitions, sales shortfalls, consumer trends, and SG&A sustainability.
Hasbro president Kilpin sells $800k in shares
Hasbro President, Toy, Lic & Ent Timothy J. Kilpin sold 7,773 shares of common stock for $800,619 on February 13, 2026, retaining 36,528 shares. This insider transaction follows Hasbro’s strong Q4 2025 results, which significantly beat analyst expectations with higher-than-projected EPS and revenue. Several analyst firms, including UBS, DA Davidson, and Morgan Stanley, have subsequently raised their price targets for Hasbro, reflecting positive market sentiment.
Ex-Dividend Reminder: Aebi Schmidt Holding, Hasbro and Energizer Holdings
Aebi Schmidt Holding AG (AEBI), Hasbro, Inc. (HAS), and Energizer Holdings Inc (ENR) are scheduled to trade ex-dividend on February 19, 2026, for their upcoming quarterly dividends. Based on their recent stock prices, shares of AEBI, HAS, and ENR are expected to open lower by 0.16%, 0.68%, and 1.32% respectively, holding all other factors constant. The article also provides historical dividend charts and mentions the current estimated annualized yields for these companies.
Super Mario Galaxy movie toys land Feb. 20, film in theaters April 1
JAKKS Pacific has renewed its global toy partnership with Universal Products & Experiences, Illumination, and Nintendo for an upcoming line of toys inspired by "The Super Mario Galaxy Movie," set to release on April 1, 2026. The new toy collection, available for pre-order and launching at retail on February 20, 2026, includes articulated figures, mini figures, playsets, and plush, building on the success of prior Super Mario movie merchandise that drove double-digit growth for JAKKS Pacific. The announcement anticipates a mild positive market reaction, with investors looking to the retail performance of the new toy line.
5 Must-Read Analyst Questions From Hasbro's Q4 Earnings Call
This article highlights five key analyst questions from Hasbro's Q4 2025 earnings call, covering topics such as the sustainability of Magic: The Gathering's growth, Wizards' margin outlook, licensing revenue slowdowns, Hasbro's AI strategy, and operating margin headwinds. The report notes Hasbro's strong financial performance with significant revenue and EPS beats, driven by consumer products and Wizards of the Coast. Future catalysts include new entertainment tie-ins, sustained player engagement, cost savings, and digital gaming expansion.
Hasbro's Improved Portfolio Mix Supports Structurally Higher Operating Margins Ahead
Hasbro is expected to achieve structurally higher operating margins due to an improved portfolio mix, supported by its leading position in the North American retail toy industry and diversified business model. The company's expansion into self-published video games and continued focus on its "Play to Win" goals are projected to drive annual operating margin expansion of 50-100 basis points between 2025 and 2027. This strategy leverages its strong brands and digital properties to enhance profitability despite macroeconomic volatility.
We Think You Can Look Beyond Mattel's (NASDAQ:MAT) Lackluster Earnings
Mattel's recent earnings report was disappointing, but an analysis by Simply Wall St suggests this is due to a US$74m reduction from unusual, likely one-off, items. The company's underlying earnings potential appears sound, with earnings per share growing at 12% annually over the last three years. Investors are encouraged to look beyond the headline numbers and consider the impact of these unusual items when evaluating Mattel's future profitability.
Hasbro has Reportedly Shut Down G.I. Joe Snake Eyes Game Makers, Atomic Arcade
Hasbro's Atomic Arcade, the studio developing a G.I. Joe Snake Eyes game, has reportedly been shut down, leading to layoffs. While a former employee announced the closure on LinkedIn, Hasbro has issued a statement clarifying that the Snake Eyes game is not canceled, and they are evaluating its future. This news follows a trend of recent studio shutdowns and layoffs across the gaming industry.
Hasbro has Reportedly Shut Down G.I. Joe Snake Eyes Game Makers, Atomic Arcade [Update]
Hasbro's Atomic Arcade studio, which was developing a G.I. Joe Snake Eyes game, has reportedly been shut down, according to a former programmer. Hasbro later issued a statement clarifying that the game is "not cancelled" and they are currently evaluating the path forward. This news follows a trend of recent studio shutdowns and layoffs across the gaming industry.
Cibc World Market Inc. Purchases Shares of 38,326 Hasbro, Inc. $HAS
Cibc World Market Inc. recently acquired 38,326 shares of Hasbro, Inc. ($2.9 million) in the third quarter, while institutional investors now own 91.83% of the company. Hasbro reported strong quarterly earnings, beating analyst expectations, which led to multiple analyst price target increases and a "Moderate Buy" consensus rating. Despite recent insider stock sales by the CFO and an EVP, the company declared a quarterly dividend of $0.70.
Hasbro Is ‘Inspiring a Lifetime of Play’ at 2026 Toy Fair With Premier Collaborations, Entertainment Announcements and New Products
Hasbro is showcasing a dynamic slate of product reveals and franchise milestones at the 2026 North American International Toy Fair, emphasizing new storytelling and pop culture integration. Key announcements include major licensing partnerships with Warner Bros. Discovery for Harry Potter, Legendary Entertainment for Street Fighter, and Amazon MGM Studios for Voltron. The company is also unveiling new products across popular brands like PEPPA PIG (featuring George with a hearing aid), MONOPOLY, FURBY, BABY ALIVE, BEYBLADE X, NERF, TRANSFORMERS, MAGIC: THE GATHERING, and Marvel and Star Wars inspired lines.
Hasbro Is ‘Inspiring a Lifetime of Play’ at 2026 Toy Fair® With Premier Collaborations, Entertainment Announcements and New Products
Hasbro is attending the 2026 North American International Toy Fair with a variety of new product reveals and franchise milestones, showcasing updates across popular brands like BABY ALIVE, DUNGEONS & DRAGONS, MONOPOLY, NERF, PEPPA PIG, and TRANSFORMERS. The company is also announcing new licensing partnerships with Warner Bros. Discovery Global Consumer Products for Harry Potter, Legendary Entertainment for Street Fighter, and Amazon MGM Studios for Voltron, expanding its global influence. Hasbro's focus is on "Inspiring a Lifetime of Play" through products and experiences that blend pop culture, storytelling, and innovative play.
Hasbro CEO Discusses AI's Impact on Toy Development
Hasbro's CEO, Chris Cocks, highlights AI's transformative role in toy development, predicting one million work hours saved and an 80% reduction in design-to-production time when combined with 3D printing. The company plans to target collector and adult markets with new AI-driven toy categories, enhancing innovation and consumer experience. Analyst views are mixed but recent upgrades by Citi and Roth Capital suggest positive sentiment regarding Hasbro's performance and strategic direction.
Insider Sell: Gina Goetter Sells Shares of Hasbro Inc (HAS)
Gina Goetter, CFO of Hasbro Inc, sold 12,429 shares of the company on February 12, 2026. This transaction leaves her with 68,221 shares. Hasbro Inc's stock is considered significantly overvalued based on its GuruFocus Value, trading at $103.46 per share against a GF Value of $61.01.
Hasbro Rerating Around Wizards Strength Buyback And New Licensing Deals
Hasbro (NasdaqGS:HAS) reported strong fourth-quarter results, driven by record growth in Magic: The Gathering and a 31% increase in net revenue. The company announced new licensing deals with Harry Potter and Voltron and a $1 billion share repurchase program, indicating a strategic shift towards higher-value gaming and entertainment brands. Investors are encouraged to monitor the durability of Wizards of the Coast's momentum, the effectiveness of cost savings, and the impact of the dividend and buyback on the company's financial health, especially considering flagged risks related to dividend coverage and debt levels.
Hasbro (NASDAQ:HAS) EVP Tarrant Sibley Sells 15,148 Shares
Hasbro EVP Tarrant Sibley sold 15,148 shares of HAS stock on February 12th for over $1.59 million, reducing his position by approximately 23%. This sale follows strong quarterly earnings where Hasbro beat EPS and revenue estimates, pushing the stock to a one-year high and leading to several analyst price-target increases. The company also declared a $0.70 quarterly dividend, and various institutional investors have adjusted their holdings in Hasbro.
Hasbro CMO Bunge sells $252k in shares
Hasbro's Chief Marketing Officer, Jason M. Bunge, sold 2,380 shares of the company's common stock for approximately $252,341 on February 12, 2026. This transaction occurred near Hasbro's 52-week high, following a 75% price gain over the past year. Despite recent unprofitability, analysts project Hasbro to return to profitability this year, with the company maintaining dividend payments for 46 consecutive years.
Wynn Resorts Q4 Earnings Miss Estimates, Revenues Up Y/Y
Wynn Resorts reported mixed fourth-quarter 2025 results, with adjusted earnings per share of $1.17 missing the Zacks Consensus Estimate of $1.33, while revenues of $1.87 billion beat estimates and increased 1.5% year over year. The company saw strong performance in Macau and Las Vegas, with the Wynn Al Marjan Island project on track for a 2027 opening. Various segments, including Wynn Palace, Wynn Macau, Las Vegas operations, and Encore Boston Harbor, showed varied financial results in casino, room, and food and beverage revenues.
Mohawk's Q4 Earnings Beat Estimates, Sales Miss, Margins Down Y/Y
Mohawk Industries (MHK) reported mixed fourth-quarter 2025 results, with earnings surpassing analyst estimates but net sales slightly missing them. While both earnings and sales increased year-over-year, adjusted gross and operating margins contracted. The company's performance was influenced by strong demand in public and non-residential construction, offset by weakness in residential markets, and it anticipates sales and earnings improvement in 2026.
Trump Media deadline puts some shareholders’ token perks at risk
Trump Media (DJT) has reminded brokers of the February 13, 2026 deadline to submit data for Objecting Beneficial Owners (OBOs) to facilitate the distribution of digital tokens to shareholders as of the February 2, 2026 record date. These tokens, which are not equity, non-transferable, and have no cash value, require brokers to provide OBO details like name, address, and share balance to BetaNXT. Failure to do so may prevent eligible shareholders from receiving tokens or associated benefits.
Top Research Reports for Alphabet, Caterpillar & T-Mobile
This article summarizes Zacks' latest research reports on 16 major stocks, including Alphabet, Caterpillar, and T-Mobile. It highlights each company's recent performance and future prospects, such as Alphabet's growth in AI and cloud, Caterpillar's strong backlog, and T-Mobile's postpaid customer additions, while also noting
Hasbro Stock Still Has Room to Run
Hasbro is experiencing significant growth driven by its popular games like "Dungeons & Dragons" and "Magic: The Gathering." This success has positioned Hasbro favorably, contrasting with Mattel which owns competing iconic brands like Barbie and Hot Wheels. The article suggests that Hasbro's stock has further potential for appreciation due to this strong performance in the gaming sector.
Ancora Holdings could see multiple ways to win in Warner Bros. fight
Cleveland-based activist investor Ancora Holdings Group is making waves in the Warner Bros. Discovery Inc. takeover fight, advocating for a rejection of Netflix's offer in favor of Paramount Skydance Corp. The firm, known for its strategic activism, seeks "multiple ways to win" in high-profile M&A situations, distinguishing itself through both aggressive public campaigns and behind-the-scenes collaborations. Ancora's activist fund, Bellator, saw a significant gain in 2025, solidifying its reputation as a top-tier activist firm with $11 billion in assets under management.
ING Groep NV Purchases 74,490 Shares of Hasbro, Inc. $HAS
ING Groep NV significantly increased its stake in Hasbro, Inc. by 202.6%, purchasing an additional 74,490 shares to hold a total of 111,266 shares valued at $8.44 million. This move follows Hasbro's strong Q4 performance, which beat earnings estimates, announced a $1 billion buyback, and benefited from successful ventures like Magic: The Gathering and a new Harry Potter licensing deal. Despite positive analyst upgrades, the company faces potential risks, including a lawsuit concerning Magic card overprinting and management's caution regarding tariff headwinds and soft retail demand.
Hasbro (HAS) Hits 6-Year High on ‘Buy’ Reco
Hasbro Inc. (NASDAQ:HAS) reached a six-year high on Tuesday after Roth MKM reaffirmed its "buy" recommendation with a $105 price target, despite the company reporting a significant net loss in 2025. While Hasbro's net revenues increased, it posted a $322.4 million net loss for 2025, though the fourth quarter showed a reversal to net income. The company remains optimistic about 2026, forecasting revenue growth, and announced a $0.70 cash dividend and a $1 billion share repurchase plan.
Hasbro’s CEO Steers Toymaker Toward Grown-Ups, Tariff-Free Fun
Hasbro CEO Chris Cocks is shifting the company's focus towards video games and the collector card game Magic: The Gathering. This strategy aims to reduce Hasbro's exposure to tariffs traditionally associated with toy manufacturing. Moving forward, up to 80% of Hasbro’s business and 95% of its investment will be in the "collector/gamified" sector, with about 10 video games currently in development.
Monness, Crespi, Hardt Adjusts Price Target on Hasbro to $120 From $90, Maintains Buy Rating
Monness, Crespi, Hardt has raised its price target for Hasbro (HAS) from $90 to $120, while reiterating a Buy rating on the stock. This adjustment comes amidst a flurry of analyst activity following Hasbro's recent strong Q4 results that seem to indicate a robust growth trajectory. Other firms like DA Davidson, Citigroup, Goldman Sachs, and Jefferies also increased their price targets for Hasbro, predominantly maintaining positive ratings.
Is Grainger Stock Overvalued in 2026 After a 15% Rally Last Year?
W.W. Grainger (GWW) guided 2026 sales to $19 billion with a 15-16% operating margin. Despite a 15% rally in 2025 and J.P.Morgan raising its price target, TIKR's valuation model suggests GWW stock is overvalued with an annualized return of 7.5% over 2.9 years, falling short of a typical 10% equity hurdle rate, prompting a "Sell" signal. Key assumptions for the model include 6.4% revenue growth, 15.8% operating margins, and a 25.3x exit P/E multiple.
Hasbro, Inc. (NASDAQ:HAS) Q4 2025 Earnings Call Transcript
Hasbro, Inc. reported strong Q4 2025 and full-year 2025 earnings, exceeding revenue and operating profit expectations, driven by exceptional performance in Wizards of the Coast and a return to growth in consumer products. The company highlighted its "Playing to Win" strategy, focusing on "Play and Partnership," which has enabled it to reach over 1 billion people annually and secure major new licensing deals. Hasbro also detailed its strategic investments in digital gaming, AI integration for productivity, and its positive outlook for continued growth and capital allocation priorities into 2026.
Is Hasbro printing too many Magic: The Gathering cards? What a lawsuit alleges.
Hasbro is facing a new lawsuit from shareholders Joseph Crocono and Ultan McGlone, who allege that company executives, including CEO Christian Cocks, mismanaged the production of Magic: The Gathering cards. The lawsuit claims that overproduction led to a decrease in the cards' value and a drop in Hasbro's stock prices. The shareholders accuse the leadership of abusing control and wasting corporate assets.
Roth Capital Adjusts Hasbro PT to $120 From $105, Maintains Buy Rating
Roth Capital has increased its price target for Hasbro (HAS) from $105 to $120, while reiterating a "Buy" rating on the stock. This adjustment comes amidst other analyst upgrades for Hasbro, suggesting a positive sentiment surrounding the toy and game company's financial outlook. The company specializes in the design, production, and marketing of games and toys, with a significant part of its revenue coming from franchise brands.
Allianz Asset Management GmbH Has $4.81 Million Holdings in Hasbro, Inc. $HAS
Allianz Asset Management GmbH has increased its stake in Hasbro, Inc. by 24.4%, now holding 63,432 shares valued at approximately $4.81 million. This increase follows Hasbro's strong Q4 earnings beat, which included $1.51 EPS versus a $0.99 consensus, and the announcement of a $1 billion share buyback program and a multi-year global Harry Potter toy licensing deal. Despite positive catalysts, the company faces risks such as elevated leverage and a FY2026 revenue forecast below some Street estimates, though it has maintained a $0.70 quarterly dividend.
Hasbro profit surges on Wizards of the Coast strength, announces $1 billion buyback
Hasbro reported a significant 31% increase in fourth-quarter revenue, driven largely by the exceptional performance of its Wizards of the Coast gaming division, which saw an 86% revenue skyrocket. The company announced a new $1 billion share repurchase program and a quarterly cash dividend, alongside a positive outlook for 2026 with projected revenue growth and improved operating margins. This strong performance, especially from brands like MAGIC: THE GATHERING, indicates success in Hasbro's "Playing to Win" strategy.
Hasbro Inc (HAS) Trading 7.06% Higher on Feb 10
Shares of Hasbro Inc (HAS) surged 7.06% in mid-day trading on February 10, reaching an intraday high of $105.35 before closing at $103.52. This places the stock 1.74% below its 52-week high and significantly above its 52-week low. Wall Street analysts predict an average target price of $96.43, implying a slight downside, while GuruFocus estimates a GF Value of $58.45, suggesting a more substantial downside.
Toy story: Mattel slides after sluggish results for the holiday quarter (MAT:NASDAQ)
Mattel, Inc. (MAT) shares dropped in postmarket trading after the company reported sluggish results for the crucial holiday quarter, missing analyst estimates despite a 7% year-over-year increase in net sales. The decline was attributed to lower-than-expected December U.S. billings and a decrease in adjusted gross margins, which fell to 46.0% from 50.8% due to higher discounts, inflation, unfavorable forex, and tariffs. Looking forward, Mattel anticipates full-year sales growth of 3%-6% and plans to focus on a brand-centric strategy involving innovation, partnerships, and entertainment expansion.
Regency Centers CEO Palmer sells $1.99 million in stock
Regency Centers President and CEO Lisa Palmer sold 26,000 shares of common stock for $1.99 million on February 10, 2026, and also gifted 6,233 shares. This transaction leaves her with 107,690 shares in the company after the sale and 133,690 after the gift. In other news, the company reported a significant EPS beat for Q4 2025 but missed revenue expectations, and a board member announced retirement.
Hasbro, Inc. (NASDAQ:HAS) Plans Quarterly Dividend of $0.70
Hasbro, Inc. (NASDAQ:HAS) announced a quarterly dividend of $0.70 per share, payable on March 4th to shareholders of record on February 18th. The company's dividend payout ratio stands at 60.1% and is expected to be 56.2% next year, with analysts forecasting EPS of $4.98. Hasbro's shares traded up 7.4% at mid-day on Tuesday, reaching $103.96, and the company recently outperformed analyst earnings estimates.
Hasbro's digital gaming unit ‘blows away' expectations
Hasbro Inc. reported strong 2025 earnings, driven by significant growth in its gaming and digital segments, indicating success for CEO Chris Cocks' "Playing to Win" turnaround strategy. Cocks highlighted the company's progress during an analyst call, promising a "new era of growth and profitability" focused on "play and partnership." The strong performance suggests that Hasbro is effectively leveraging its digital gaming assets to boost financial results.
Altria’s 6.5% Dividend Has Been Raised For 20 Years, But Will it Continue?
Altria (NYSE: MO) offers a high dividend yield of 6.36% and has raised its dividend for over two decades. While its earnings payout ratio is stretched above 100%, the dividend is well-covered by free cash flow, which was $9.07 billion in 2025 against $6.96 billion in dividends, resulting in a 77% free cash flow payout ratio. However, the company faces concerns with $25.7 billion in total debt and negative shareholder equity of -$3.5 billion, leading to a moderate risk assessment for its dividend safety.
Hasbro posts record profit as CEO's turnaround plan pays off
Hasbro has reported a record profit with a 36% jump, indicating that CEO Chris Cocks' turnaround plan is succeeding. The toy and game giant's shares hit a 52-week high following earnings that "blow away" expectations. Hasbro is also implementing a full move to the Boston Seaport District, where it plans to employ up to 700 people, and anticipates saving a million people-hours of work this year through artificial intelligence.
Hasbro Says Higher Toy Prices Didn’t Dent Holiday Demand
Hasbro reported a strong fourth-quarter profit and a 31% jump in revenue, as consumers were willing to pay higher prices for toys during the holiday season. CEO Chris Cocks noted that price increases, introduced in the second half of last year and expanded this year, successfully passed on tariff costs without significantly impacting demand, especially in entertainment- and collectible-driven categories.
Hasbro Inc. stock outperforms competitors on strong trading day
Hasbro Inc. (HAS) saw its stock rally by 7.48% to $104.00 on Tuesday, marking its second consecutive day of gains. This performance occurred on a mixed trading day where the Dow Jones Industrial Average rose by 0.10%, but the S&P 500 Index declined by 0.33%.
What's Going On With Hasbro Stock?
Hasbro's stock surged after reporting strong Q4 earnings, significantly beating analyst expectations with adjusted EPS of $1.51 and revenue of $1.45 billion. The company also announced a new multi-year licensing partnership with Warner Bros. Discovery Global Consumer Products for the Harry Potter universe, starting in 2027. Hasbro provided optimistic fiscal-year 2026 revenue guidance and a $1 billion share repurchase program, leading to a 6.59% increase in HAS shares.
Hasbro Q4 Earnings and Revenues Beat Estimates, Stock Up
Hasbro, Inc. reported strong fourth-quarter fiscal 2025 results, with both earnings and revenues surpassing Zacks Consensus Estimates, leading to a 2% pre-market stock increase. The company's "Playing to Win" strategy, disciplined execution, and cost-saving initiatives contributed to the improvement, with Wizards of the Coast and record Magic revenues being key drivers. Hasbro also reaffirmed its commitment to shareholder returns, including a planned $1 billion share repurchase, and provided a positive outlook for 2026.
