JAKKS Pacific, Inc. (JAKK) AI Stock Analysis

Headquartered in Santa Monica, California, JAKKS Pacific, Inc. develops, produces, markets, and distributes toys, consumables, electronics, and related products. It operates through two primary segments: Toys/Consumer Products and Costumes. The Toys/Consumer Products segment features action figures, toy vehicles, dolls, infant and preschool products, role play items, furniture, and seasonal outdoor toys based on proprietary brands and entertainment licenses. The Costumes segment supplies Halloween and everyday dress-up costumes and accessories for all ages. Distribution takes place through internal sales teams, independent representatives, and partnerships with major retail chains, toy stores, department stores, and specialty retailers.

JAKKS Pacific grew annual revenue from $621.1M in FY2021 to a peak of $796.2M in FY2022 before declining to $711.6M in FY2023, $691.0M in FY2024, and $570.7M in FY2025. This generated a 5-year revenue CAGR of 2.0% from FY2020 to FY2025. Operating margins compressed from 8.3% in FY2023 to 5.7% in FY2024 and 2.5% in FY2025, with net income falling to $9.9M in FY2025. For the trailing twelve months ended June 30, 2026, revenue stood at $584.2M with a net profit margin of 2.8% and an operating margin of -0.1%. In the quarter ended June 30, 2026, revenue grew 16.9% year-over-year, while earnings dropped 62.5%.

As of June 30, 2026, JAKKS Pacific held $60.6M in cash and short-term investments against total debt of $46.6M, resulting in net cash of $14.0M. Its current ratio stood at 1.72, with a debt-to-equity ratio of 0.19 on shareholders' equity of $247.9M. In FY2025, the company generated $8.5M in operating cash flow while free cash flow was -$1.1M. Cash allocation in FY2025 included $9.6M for capital expenditures, $5.7M for share buybacks, and $11.2M in dividends paid.

At $28.53, JAKKS Pacific has a market capitalization of $326.5M and an enterprise value of $266.6M. The stock trades at a trailing P/E of 20.2x, which is above the 18.0x median of its US-listed Consumer Cyclical peers. However, its forward P/E of 8.1x and EV/EBITDA of 7.5x sit below peer group medians of 14.1x and 11.1x, respectively. The stock trades at a price-to-sales multiple of 0.6x compared to 0.7x for peers. Over the past year, the stock returned 53.6%, outpacing the 16.8% return of the S&P 500.

JAKKS Pacific pays a quarterly dividend with an annual forward dividend of $1.00 per share, representing a dividend yield of 3.51%. The dividend payout ratio stands at 83.3%, and the company has paid dividends for 2 consecutive years. The last ex-dividend date was August 28, 2026.

Wall Street analysts hold 1 Strong Buy and 1 Buy rating on the stock, with 0 Hold or Sell recommendations. The mean price target is $28.50, which is 0.1% below the last close of $28.53. For FY2026 ending December 31, 2026, consensus estimates project revenue of $599.7M and EPS of $1.99, an increase of 22.8%. For FY2027, 2 analysts expect EPS to rise 64.1% to $3.27 on revenue of $651.2M. The company beat EPS estimates in 2 of the past 4 quarters, with the next earnings date scheduled for October 22, 2026.

This page is an AI-written research summary of JAKKS Pacific, Inc. (JAKK). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: JAKK income statement, JAKK balance sheet, JAKK key metrics, JAKK analyst forecast, JAKK chart. See the JAKK stock overview for the latest quote and news.