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Analysis

Hasbro profit surges on Wizards of the Coast strength, announces $1 billion buyback

$HAS February 10, 2026 2 min read
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NYSE
$HAS · Earnings

Hasbro, Inc.

Staff Correspondent · February 10, 2026

Hasbro, Inc. (HAS) reported a 31% jump in fourth-quarter revenue on Tuesday, powered by record growth in its Wizards of the Coast gaming division, and announced a new $1 billion share repurchase program.
The toy and game maker’s shares were buoyed by results that showed its “Playing to Win” strategy is gaining traction, particularly in digital and tabletop gaming. For the quarter ended Dec. 28, 2025, Hasbro’s net revenue rose to $1.45 billion from $1.10 billion a year earlier.

The company’s Wizards of the Coast and Digital Gaming segment saw revenue skyrocket 86% to $630.4 million. This performance was primarily driven by MAGIC: THE GATHERING, which saw its quarterly revenue surge 141% to $502.4 million, aided by the successful Avatar: The Last Airbender set.
Licensed digital gaming also remained a bright spot, with Monopoly Go! contributing $168 million to the full-year results.
The company returned to growth, engaged 1 billion fans and made progress in evolution into a digital-first play and IP company.

Wizards of the Coast Drives Growth

Margins and Earnings

Hasbro’s adjusted operating profit for the quarter rose to $314.8 million, up from $112.7 million in the prior year period. The adjusted operating margin improved significantly to 21.8%, an approximate 12-point jump compared to the fourth quarter of 2024, driven by a favorable business mix and cost-saving initiatives.
Adjusted net earnings reached $1.51 per diluted share, comfortably beating the $0.46 reported in the same period last year.
In the Consumer Products segment, revenue grew 7% to $800 million, led by brands such as PEPPA PIG, TRANSFORMERS, and Marvel. This growth helped offset a 5% decline in the company’s smaller Entertainment division.

Cash Return and 2026 Outlook

The company’s board authorized a new $1.0 billion share repurchase program, replacing its previous 2018 authorization. Hasbro also declared a quarterly cash dividend of $0.70 per share.
Hasbro moved to strengthen its balance sheet during the quarter, spending approximately $105 million on debt reduction.
Looking ahead to 2026, Hasbro expects total revenue to grow between 3% and 5% on a constant currency basis. The company is forecasting an adjusted operating margin of 24% to 25% and adjusted EBITDA in the range of $1.40 billion to $1.45 billion.

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