Hasbro, Inc. (NASDAQ: HAS) disclosed a sale by Timothy J. Kilpin, the company’s President of Toy, Licensing & Entertainment. On February 13, 2026, Kilpin sold 7,773 shares of Hasbro common stock at $103.00 per share, resulting in a total transaction value of $800,619. Following the disposition, Kilpin directly holds 36,528 shares of Hasbro stock.
The insider transaction coincides with the company's recently reported fourth-quarter 2025 results, which topped analyst expectations. Hasbro reported earnings per share of $1.51 for the quarter, above the consensus estimate of $0.95. Revenue for the period was $1.5 billion, outpacing the projected $1.26 billion.
Market analysts responded to the stronger-than-expected performance by adjusting their assessments of the stock. UBS retained its Buy rating and set a price target of $99, citing strength in Hasbro’s gaming portfolio and an improved toy business. DA Davidson raised its price target from $80 to $110, pointing to a "broad-based" beat across segments in both sales and profits. Morgan Stanley increased its price target to $119, continued to rate the stock Overweight, and highlighted what it called the durability of Hasbro’s growth profile.
These developments - an executive share sale and a clear earnings beat accompanied by upward analyst revisions - present a mixed corporate picture: tangible insider liquidity activity on one hand, and visibly improved financial performance and external sentiment on the other. The reported figures and subsequent analyst commentary are the only corporate disclosures referenced in connection with the transaction and quarterly results.
Summary of the transaction and results
- Insider transaction: Timothy J. Kilpin sold 7,773 shares at $103.00 on February 13, 2026, totaling $800,619; he now directly owns 36,528 shares.
- Quarterly results: Q4 2025 EPS of $1.51 versus $0.95 expected; revenue of $1.5 billion versus $1.26 billion expected.
- Analyst reactions: UBS kept a Buy rating with a $99 target; DA Davidson lifted its target to $110 from $80; Morgan Stanley raised its target to $119 and maintained an Overweight rating.
Context and limitations
The report presents the specific insider sale and the company's reported quarterly performance. It does not provide additional commentary from company management about the insider transaction, nor does it include guidance or forward-looking statements from Hasbro beyond the quarter's reported results. The analyst actions described are confined to the firms and price targets listed above.