JAKK JAKKS PACIFIC INC
Price Chart
Executive Summary
Small Cap Consumer Research initiates coverage on JAKK with a Buy rating and $24 price target, implying 11% upside from the current $21.70. The consensus mean PT is $28.50 from two analysts, suggesting this call is below average. The firm has a 33% accuracy rate (6/18 calls correct), well below the sector average. No analyst upgrades or downgrades in the past 30 days. EPS estimates are stable, with 0 revisions up or down in the last 30 days for current and next quarter. Institutional investors show mixed signals: FMR LLC both doubled and nearly exited positions, while TWO SIGMA and Bank of America added. Bottom line: low-conviction initiation from a low-accuracy firm, offset by modest institutional accumulation.
Impact Score
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-03-16 | Small Cap Consumer Research | reiterate | Buy | — |
| 2026-02-20 | Small Cap Consumer Research | reiterate | Buy | $30.00 |
| 2026-01-06 | Small Cap Consumer Research | reiterate | Buy | $30.00 |
| 2025-12-16 | Small Cap Consumer Research | reiterate | Buy | $30.00 |
| 2025-10-31 | Small Cap Consumer Research | reiterate | Buy | $30.00 |
| 2025-10-23 | Small Cap Consumer Research | reiterate | Buy | $30.00 |
| 2025-09-30 | Small Cap Consumer Research | maintain | Buy | $30.00 |
| 2025-09-09 | Small Cap Consumer Research | reiterate | Buy | $40.00 |
| 2025-07-17 | Small Cap Consumer Research | reiterate | Buy | $40.00 |
| 2025-07-09 | Small Cap Consumer Research | reiterate | Buy | $40.00 |
No analyst upgrades or downgrades in the past 30 days. EPS revisions are flat: 0 revisions up or down for Q0 and Q1 in the last 30 days. For FY0, 1 revision up in the last 7 and 30 days, none down. Earnings estimates are stabilizing after prior cuts (EPS estimate dropped from $3.19 to $3.14 in the last 7 days).
Firm Track Record — Small Cap Consumer Research
Small Cap Consumer Research accuracy: 45% on 237 calls | avg return: 3.5%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 1 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Small Cap Consumer Research | 33% | 6/18 | -2.3% | below average |
Small Cap Consumer Research has a 33% accuracy rate (6 correct out of 18 rated stocks), below average compared to sector peers. Their average return on rated stocks is -2.3%. No other firms are benchmarked, but this performance ranks among the weakest for firms covering the ticker.
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $-0.43 | $-0.84 — $-0.03 | $103.8M | ↑0 ↓0 |
| +1q | $0.36 | $0.23 — $0.49 | $129.1M | ↑0 ↓0 |
| 0y | $3.14 | $2.90 — $3.38 | $612.4M | ↑1 ↓0 |
| +1y | $3.33 | $3.14 — $3.51 | $639.1M | ↑0 ↓0 |
Cross-Platform Signals
Institutional activity shows divergence: FMR LLC both doubled a position (+146.8%, $50.8M) and nearly exited (-75%, $22.8M), suggesting internal disagreement. TWO SIGMA added $606.9M (40.8% increase), Bank of America added $632.5M (32%), and Wells Fargo added $219.6M (59.9%). No insider trades, congressional trades, or short interest data available. Institutional flow is positive in aggregate but conflicted at the fund level.
Actionable Insight
Discount this initiation: low-accuracy firm, below-consensus target, and mixed institutional signals. No actionable edge unless earnings catalyst emerges.
Documents Analyzed
Report based on filing metadata.
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $21.97 awaiting T+5 | awaiting T+5 | — | $22.50 (+2.41%) |
|
May 16, 2026
29d ago
|
ANALYST-UPGRADE
| $18.39 $18.47 | ▲ +0.41% | ▲ +2.37% | $22.50 (+22.34%) |
|
May 12, 2026
4w ago
|
Press Release
| $21.89 $21.66 | ▼ −1.05% | ▼ −1.13% | $22.50 (+2.79%) |
|
May 7, 2026
5w ago
|
Press Release
| $23.28 $21.51 | ▼ −7.60% | ▼ −9.11% | $22.50 (−3.35%) |
|
May 6, 2026
5w ago
|
EFFECT
| $23.03 $21.89 | ▼ −4.95% | ▼ −6.08% | $22.50 (−2.30%) |
|
Apr 30, 2026
6w ago
|
Press Release
| $24.06 $23.28 | ▲ +3.24% | ▲ +5.59% | $22.50 (+6.48%) |
|
Apr 30, 2026
6w ago
|
S-3/A
| $21.52 $23.03 | ▲ +6.99% | ▲ +5.26% | $22.50 (+4.54%) |
|
Apr 16, 2026
8w ago
|
ANALYST-UPGRADE
| $21.56 $22.60 | ▲ +4.82% | ▲ +3.84% | $22.50 (+4.36%) |
|
Apr 16, 2026
8w ago
|
Press Release
| $21.56 $22.60 | ▲ +4.82% | ▲ +3.84% | $22.50 (+4.36%) |
|
Mar 4, 2026
14w ago
|
Press Release
| $20.82 $20.42 | ▼ −1.92% | ▼ −0.59% | $22.50 (+8.07%) |
US Market Status
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