Diamond Hill Small-Mid Cap Strategy Q1 2026 Portfolio Activity

We do not believe Humana's current share price reflects the company's earnings power, and as industry conditions normalize, we believe it can return to target margins over the long term. We initiated a position in Antero Resources, a natural gas exploration and production company, to gain exposure given our constructive long-term outlook for US natural gas. We exited our position in First Advantage, a leader in the background check space, to pursue other opportunities with less macro exposure and AI-disruption concerns.

Seeking Alpha • 15 hours ago

Kuehn Law Encourages Investors of Bath and Body Works, Inc. to Contact Law Firm

NEW YORK, April 29, 2026 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of  Bath and Body Works, Inc. (NYSE: BBWI) breached their fiduciary duties to shareholders. According to a federal securities lawsuit, Insiders at Bath and Body Works caused the company to misrepresent or fail to disclose that (1) the Company's strategy of pursuing "adjacencies, collaborations and promotions" was not growing the customer base and/or delivering the level of growth in net sales touted; (2) the Company's strategy of "adjacencies, collaborations and promotions" faltered, the Company relied on brand collaborations "to carry quarters" and obfuscate otherwise weak underlying financial results; and (3) as a result, the Company was unlikely to meet its own previously issued financial guidance.

GlobeNewsWire • Apr 29, 2026

What's Behind The Drop In Bath And Body Works Stock?

Bath & Body Works, Inc. (NYSE:BBWI) shares slid on Wednesday after the company announced a leadership hire aimed at sharpening brand and product execution, while risk appetite stays choppy across equities, down 2.88%.

Benzinga • Apr 29, 2026

Bath & Body Works Appoints Veronique Gabai-Pinsky as Chief Brand & Product Officer

As chief brand & product officer, Gabai-Pinsky will lead brand, product, creative and design to further accelerate Bath & Body Works' transformation and innovation As chief brand & product officer, Gabai-Pinsky will lead brand, product, creative and design to further accelerate Bath & Body Works' transformation and innovation

GlobeNewsWire • Apr 29, 2026

BATH & BODY WORKS, INC. (BBWI) INVESTIGATION ALERT: Bernstein Liebhard Announces Investigation of Bath & Body Works, Inc.

NEW YORK, April 21, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP: Do you currently own shares of Bath & Body Works, Inc. (NYSE: BBWI)? Did you purchase any of your shares prior to June 4, 2024?

GlobeNewsWire • Apr 21, 2026

$1,000 and a Rocky Market: These 6 Cheap Stocks Are Exactly Where I'd Start

Even in uncertain markets, everyday consumer brands like Post Holdings, Hormel Foods, and Clorox benefit from steady demand, making them resilient long-term holds when others panic. Companies like Bath & Body Works show that cheap valuations can come with real risks, so it pays to focus on businesses with durable demand and clear execution, not just discounted stock prices.

The Motley Fool • Apr 18, 2026

Bath & Body Works says it can't compete without Amazon

Bath & Body Works is turning to Amazon as part of its turnaround effort, CEO Daniel Heaf said. The e-commerce giant is helping the mall staple reach new customers.

Business Insider • Apr 17, 2026

BBWI's International Momentum Signals Strong Global Growth Potential

Bath & Body Works' international sales jump in Q4 as store expansion accelerates, signaling rising global demand and a capital-light path to long-term growth.

Zacks Investment Research • Apr 15, 2026

Clean Up Your Portfolio With Bath & Body Works

Bath & Body Works offers compelling value, trading near industry lows with a trailing EV/EBITDA of 5.5x and a free cash flow yield of 22.3%. BBWI's debt/lease load is significant at $4 billion, but near-term maturities are manageable, while recent free cash flow has supported both debt reduction and share buybacks. Insider buying surged after the November price drop, signaling board confidence and helping establish a support level around $14.

Seeking Alpha • Apr 11, 2026

Why Is Bath & Body Works (BBWI) Down 16.7% Since Last Earnings Report?

Bath & Body Works (BBWI) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Apr 3, 2026