JAKK JAKKS PACIFIC INC
Price Chart
Executive Summary
Small Cap Consumer Research initiated coverage on JAKK Inc. with a Buy rating and a $24 price target, implying 11.6% upside from the current $21.51. The firm’s track record on this stock is weak: 33% accuracy on 18 calls with a negative average return of -2.3%. The consensus is overwhelmingly bullish — 7 of 8 analysts rate the stock a Buy (87.5% Buy, 12.5% Hold). The mean price target is $28.50 (32.5% upside), with a range of $27 to $30. The new $24 target is below the previous low, making SCCR the most conservative on the Street. EPS estimates have been revised sharply downward: current fiscal-year EPS dropped from $3.14 to $2.215 and next-quarter from $0.36 to -$0.055 over the past month. Institutional activity is mixed — Two Sigma and Wells Fargo added positions, while FMR LLC showed conflicting moves. No insider or congressional trades were reported. Bottom line: a low-accuracy firm issues a cautious buy that aligns with consensus direction but offers limited conviction against deteriorating fundamentals.
Impact Score
Consensus & Targets
Of 8 analysts covering JAKK, 2 rate it Strong Buy, 5 rate it Buy, and 1 rates it Hold — a 87.5% Buy/12.5% Hold split with no Sell ratings. The consensus is heavily bullish.
Current price $21.51. Consensus mean PT $28.50 (median $28.50, high $30, low $27). Implied upside to mean: 32.5%. SCCR's $24 PT is the lowest on the street, 15.8% below the previous low and 16.7% below the mean.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-05-01 | Small Cap Consumer Research | reiterate | Buy | $30.00 |
| 2026-04-23 | Small Cap Consumer Research | reiterate | Buy | $30.00 |
| 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 |
No analyst upgrades or downgrades in the past 30 days. EPS revisions are notably negative: the current fiscal year estimate fell from $3.14 to $2.215 (-29.5%) and the next quarter from $0.36 to -$0.055 over the past month. Only 1 upward revision occurred in the past 7 days for each of the current year and next quarter, but the baseline moved lower.
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 |
For this ticker, Small Cap Consumer Research has only a 33% accuracy rate on 18 calls with an average return of -2.3%. This is significantly below average among firms covering JAKK (no other firm-level accuracy data available for comparison, but the negative return underscores poor predictive power).
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $2.21 | $2.04 — $2.39 | $597.0M | ↑1 ↓0 |
| 0q | $-0.06 | $-0.23 — $0.12 | $123.0M | ↑0 ↓0 |
| +1y | $3.27 | $3.01 — $3.53 | $648.4M | ↑0 ↓0 |
| +1q | $2.65 | $2.60 — $2.70 | $238.9M | ↑1 ↓0 |
Cross-Platform Signals
No insider or congressional trades reported. Institutional activity is mixed: Two Sigma Investments added 40.8% ($607K), Wells Fargo added 59.9% ($220K), and Bank of America added 32% ($632K); FMR LLC doubled a position (+146.8%, $51K) but also near-exited another (-75%, $23K). No short interest data available. The institutional signals do not clearly converge with or diverge from the analyst call.
Actionable Insight
This low-accuracy initiation with a below-consensus price target does not add conviction to the already bullish narrative. Traders should view the $24 level as a potential floor but remain cautious given the sharp downward EPS revisions and mixed institutional flows.
Documents Analyzed
Report based on filing metadata.
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 16, 2026
3d ago
|
ANALYST-UPGRADE
| $19.02 awaiting T+5 | awaiting T+5 | — | $21.59 (+13.51%) |
|
Jun 11, 2026
7d ago
|
Institutional Cluster
| $22.35 $21.59 | ▼ −3.40% | ▼ −3.83% | $21.59 (−3.40%) |
|
May 16, 2026
4w ago
|
ANALYST-UPGRADE
| $18.39 $18.47 | ▲ +0.41% | ▲ +2.37% | $21.59 (+17.39%) |
|
May 12, 2026
5w ago
|
Press Release
| $21.89 $21.66 | ▼ −1.05% | ▼ −1.13% | $21.59 (−1.37%) |
|
May 7, 2026
6w ago
|
Press Release
| $23.28 $21.51 | ▼ −7.60% | ▼ −9.11% | $21.59 (−7.26%) |
|
May 6, 2026
6w ago
|
EFFECT
| $23.03 $21.89 | ▼ −4.95% | ▼ −6.08% | $21.59 (−6.25%) |
|
Apr 30, 2026
7w ago
|
Press Release
| $24.06 $23.28 | ▲ +3.24% | ▲ +5.59% | $21.59 (+10.27%) |
|
Apr 30, 2026
7w ago
|
S-3/A
| $21.52 $23.03 | ▲ +6.99% | ▲ +5.26% | $21.59 (+0.32%) |
|
Apr 16, 2026
9w ago
|
ANALYST-UPGRADE
| $21.56 $22.60 | ▲ +4.82% | ▲ +3.84% | $21.59 (+0.14%) |
|
Apr 16, 2026
9w ago
|
Press Release
| $21.56 $22.60 | ▲ +4.82% | ▲ +3.84% | $21.59 (+0.14%) |
US Market Status
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