Monitor for any ATM takedown announcements or secondary offerings. The zero-utilization history suggests management may not immediately tap the shelf, but the effectiveness removes the last regulatory barrier. Watch for insider selling patterns or capital allocation updates in upcoming filings.
Price Chart
Executive Summary
JAKKS Pacific's S-3 shelf registration (File No. 333-291138) became effective on May 5, 2026, covering up to $150M in securities including a $75M ATM program. The company can now sell shares at any time, creating a potential dilution overhang, though the prior shelf had zero utilization.
Key Facts
- Shelf registration effective May 5, 2026, covering up to $150M in securities
- Includes a $75M ATM program with B. Riley Securities
- Prior shelf had zero utilization since 2022
- Cross-filing actuarial verdict: amplifier for shelf context (PMI=5.77, q=0.000, n=152)
Financial Impact
Up to $150M in potential dilution, with $75M ATM program available
Risk Factors
- Potential dilution if company sells shares under the shelf or ATM program
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| EFFECT Filing (Primary) | 9999999995-26-001492 |
| Document: 9999999995-26-001492-index.html | 9999999995-26-001492 |
| Document: 9999999995-26-001492.txt | 9999999995-26-001492 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | 8-K | $30.30 | awaiting T+60 | — | $30.52 (+0.73%) |
Oct 22, 2026 3d ago | Press Release | $31.50 | awaiting T+60 | — | $30.52 (−3.11%) |
Oct 1, 2026 24d ago | Press Release | $27.15 | awaiting T+60 | — | $30.52 (+12.41%) |
Jul 24, 2026 13w ago | 8-K | $24.50 $28.37 | ▼ −15.80% | ▼ −12.07% | $30.52 (−24.57%) |
Jul 23, 2026 13w ago | Press Release | $24.50 $28.37 | ▲ +15.80% | ▲ +12.07% | $30.52 (+24.57%) |
Jun 11, 2026 19w ago | Institutional Cluster | $22.35 $24.58 | ▲ +9.98% | ▲ +5.58% | $30.52 (+36.55%) |
May 12, 2026 23w ago | Press Release | $21.89 $25.47 | ▲ +16.35% | ▲ +11.97% | $30.52 (+39.42%) |
May 7, 2026 24w ago | Press Release | $23.28 $26.08 | ▲ +12.03% | ▲ +8.19% | $30.52 (+31.10%) |
May 6, 2026 24w ago | EFFECT | $23.03 $26.33 | ▲ +14.33% | ▲ +12.27% | $30.52 (+32.52%) |
Apr 30, 2026 25w ago | Press Release | $24.06 $26.63 | ▼ −10.68% | ▼ −7.61% | $30.52 (−26.85%) |
US Market Status
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