BBY

BEST BUY CO INC

NYSE · Retail-Radio, Tv & Consumer Electronics Stores · Inc. MN · CIK 0000764478
$78.53 +1.85% $16.6B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)34 New Institutional Positions16 Institutional Exits
Vol
Market Cap$16.6B
Cap SizeLarge Cap
Analyst ConsensusSell (27%)
Inst. Holders50 funds
Inst. Value$8.3B
Inst. Activity34 buys / 16 sells
Insider Activity0B / 8S
Insider Net $-$7.2M
Reddit Sentiment44° Neutral
SEC Reports4
Exchange NYSE·Sector Retail-Radio, Tv & Consumer Electronics Stores·Inc. MN·CIK 0000764478·Prev Close $77.10

Recent Activity

Jun 11, 2026 short_volume
Short Volume: BBY — 59.0% short (0.5M / 0.8M)
Short: 490,999 | Exempt: 99 | TRF Vol: 832,319 | Short Ratio: 59.0% | Off-exchange volume (dark pool
Jun 5, 2026 SEC
Best Buy reported Q1 FY27 results with revenue of $8.936B (above guidance of ~1% comp growth, actual 2.0%) and GAAP dilu
8-K — Impact 5/10
Jun 2, 2026 SEC
Two BBY insiders sold a combined $2.24M in open-market sales on May 29, 2026, just 5 days after the company filed Q1 FY2
CLUSTER — Impact 5/10
Jun 1, 2026 Insider
SCHULZE RICHARD M gifted 350 shares
May 29, 2026 Insider
SCHULZE RICHARD M sold 27,132 shares
$77.69 ($2.1M)
May 29, 2026 Insider
Watson Mathew sold 1,784 shares
SVP, Controller & CAO @ $73.80 ($131.7K)
Apr 22, 2026 SEC
Best Buy announced a CEO succession plan with Jason Bonfig succeeding Corie Barry as CEO effective November 1, 2026. Bar
8-K — Impact 4/10
Inst.
SCHRODER INVESTMENT MANAGEMENT GROUP — ADD
4,146,042 shares ($266.2M)

Price Targets

$78.65 +0.2% upside Hold
Current $78.53 Low $60.00 Median $79.50 High $90.00 20 analysts
$60.00 $90.00

Analyst Ratings

Sell27% buy · 30 analysts
3Strong Buy
5Buy
20Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 2, 2026 DA Davidson MAINTAIN Buy → Buy
May 29, 2026 DA Davidson MAINTAIN Buy → Buy
May 29, 2026 Citigroup MAINTAIN Neutral → Neutral
May 29, 2026 Truist Securities MAINTAIN Hold → Hold
May 29, 2026 JP Morgan MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.34 ▲ +1.4% $1.30 — $1.42 5% YoY 20
Next Q $1.40 ▲ +0.6% $1.32 — $1.48 -0% YoY 20
Current FY $6.55 ▲ +1.0% $6.42 — $6.72 2% YoY 23
Next FY $7.07 ▲ +1.1% $6.80 — $7.43 8% YoY 23

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.6B
STATE STREET CORP$857.1M
VANGUARD CAPITAL MANAGEMENT LLC$820.8M
VANGUARD PORTFOLIO MANAGEMENT LLC$627.3M
CHARLES SCHWAB INVESTMENT MANAGEMENT$395.9M

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026SCHULZE RICHARDG$0.00
May 29, 2026SCHULZE RICHARDSELL$2.1M
May 29, 2026Watson MathewSELL$131.7K
Apr 15, 2026SCHULZE RICHARDG$0.00
Mar 23, 2026Bonfig JasonSELL$405.6K

Reddit Sentiment

44°
Neutral
Bearish Neutral Bullish
4 mentions 0 bullish 1 bearish
50 institutional holders with $8.3B total value (129,415,785 shares) as of 2026-Q1. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 34 institutions added/increased vs 16 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.25,411,735$1.6B19.6%
2STATE STREET CORP13,156,679$857.1M10.3%
3VANGUARD CAPITAL MANAGEMENT LLC12,784,559$820.8M9.9%
4VANGUARD PORTFOLIO MANAGEMENT LLC9,770,562$627.3M7.5%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,167,293$395.9M4.8%
6Invesco Ltd.5,497,002$352.9M4.2%
7RAYMOND JAMES FINANCIAL INC4,216,942$270.7M3.3%
8SCHRODER INVESTMENT MANAGEMENT GROUP4,146,042$266.2M3.2%ADD +33.9%
9MORGAN STANLEY4,115,929$264.2M3.2%
10GOLDMAN SACHS GROUP INC4,108,228$263.7M3.2%
11DIMENSIONAL FUND ADVISORS LP2,889,815$185.5M2.2%
12HSBC HOLDINGS PLC1,980,304$127.6M1.5%
13Allianz Asset Management GmbH1,607,166$103.2M1.2%
14DEUTSCHE BANK AG\1,559,485$100.1M1.2%ADD +28.1%
15SUSQUEHANNA INTERNATIONAL GROUP, LLP1,557,800$100.0M1.2%
16RENAISSANCE TECHNOLOGIES LLC1,449,439$93.1M1.1%DOUBLED +113.4%
17FEDERATED HERMES, INC.1,431,039$91.9M1.1%
18CITADEL ADVISORS LLC1,400,900$89.9M1.1%
19LOS ANGELES CAPITAL MANAGEMENT LLC1,275,620$81.9M1.0%DOUBLED +573.2%
20ROYAL BANK OF CANADA1,267,893$81.4M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
SCHRODER INVESTMENT MANAGEMENT GROUPADD3,096,0154,146,042+33.9%$266.2M2026-Q1
DEUTSCHE BANK AG\ADD1,217,3201,559,485+28.1%$100.1M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED679,1001,449,439+113.4%$93.1M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED189,4931,275,620+573.2%$81.9M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCADD772,2111,055,587+36.7%$67.8M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED267,479941,827+252.1%$60.5M2026-Q1
FIRST TRUST ADVISORS LPADD591,798905,844+53.1%$58.2M2026-Q1
Epoch Investment Partners, Inc.ADD604,936767,534+26.9%$49.3M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED7,624731,739+9497.8%$47.0M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD325,569616,824+89.5%$39.6M2026-Q1
Russell Investments Group, Ltd.ADD446,169578,230+29.6%$37.1M2026-Q1
Gotham Asset Management, LLCDOUBLED252,396554,131+119.5%$35.6M2026-Q1
NATIXISDOUBLED82,437514,556+524.2%$33.0M2026-Q1
Swiss Life Asset Management LtdADD426,183630,878+48.0%$33.0M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECDOUBLED117,066499,759+326.9%$32.1M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCDOUBLED133,406427,508+220.5%$27.4M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM813,647382,973-52.9%$24.6M2026-Q1
Mitsubishi UFJ Trust & Banking CorpADD305,656382,395+25.1%$24.5M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMTRIM1,140,446361,200-68.3%$23.2M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED112,256323,978+188.6%$20.8M2026-Q1
PANAGORA ASSET MANAGEMENT INCNEW250,967$16.1M2026-Q1
Cerity Partners LLCTRIM394,346216,090-45.2%$13.9M2026-Q1
Trexquant Investment LPTRIM345,642208,832-39.6%$13.4M2026-Q1
NATIONAL BANK OF CANADA /FI/DOUBLED71,172199,525+180.3%$12.8M2026-Q1
PINEBRIDGE INVESTMENTS LLCDOUBLED75,900159,470+110.1%$10.2M2026-Q1
7 unique insiders with 16 transactions. Net insider value: -$7.2M ($0.00 bought, $7.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026SCHULZE RICHARD MGIFT350
May 29, 2026SCHULZE RICHARD MSELL27,132$77.69$2.1M
May 29, 2026Watson MathewSVP, Controller & CAOSELL1,784$73.80$131.7K
Apr 15, 2026SCHULZE RICHARD MGIFT1,252
Mar 23, 2026Bonfig Jason JSEVP Cust Offer, Fulfill & CanSELL6,336$64.02$405.6K
Mar 23, 2026Hartman Todd G.GC, Chief Risk OfficerSELL5,339$64.02$341.8K
Mar 23, 2026Watson MathewSVP, Controller & CAOSELL3,298$64.02$211.1K
Mar 23, 2026Scarlett KathleenSEVP, Corp Affairs & HRSELL8,049$64.02$515.3K
Mar 23, 2026Barry Corie SCEOSELL42,869$64.02$2.7M
Mar 23, 2026Bilunas Matthew MSEVP Enterprise Strategy & CFOSELL11,356$64.02$727.0K
Mar 20, 2026Bilunas Matthew MSEVP Enterprise Strategy & CFOAWARD29,857
Mar 20, 2026Scarlett KathleenSEVP, Corp Affairs & HRAWARD21,895
Mar 20, 2026Barry Corie SCEOAWARD111,465
Mar 20, 2026Watson MathewSVP, Controller & CAOAWARD5,972
Mar 20, 2026Hartman Todd G.GC, Chief Risk OfficerAWARD15,924
Mar 20, 2026Bonfig Jason JSEVP Cust Offer, Fulfill & CanAWARD23,886

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (27% buy). Based on 30 analysts: 3 strong buy, 5 buy, 20 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$78.65 mean target +0.2% upside Hold (2.64)
$60.00 Low $90.00 High
MetricValue
Current Price$78.53
Target Low$60.00
Target Mean$78.65
Target Median$79.50
Target High$90.00
# Analysts20
RecommendationHold (2.64)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$1.34 $1.30 $1.42 4.7% +1.4% 12↑ 6↓ $9.5B 0.9% 20
Next Q
2026-10-31
$1.40 $1.32 $1.48 -0.1% +0.6% 8↑ 7↓ $9.6B -0.2% 20
Current FY
2027-01-31
$6.55 $6.42 $6.72 1.9% +1.0% 18↑ 2↓ $42.0B 0.6% 23
Next FY
2028-01-31
$7.07 $6.80 $7.43 8.0% +1.1% 16↑ 2↓ $42.6B 1.5% 23

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.340
7d ago$1.340
30d ago$1.321+0.019
60d ago$1.329+0.011
90d ago$1.334+0.006
16 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 2, 2026 DA Davidson MAINTAIN Buy Buy
May 29, 2026 DA Davidson MAINTAIN Buy Buy
May 29, 2026 Citigroup MAINTAIN Neutral Neutral
May 29, 2026 Truist Securities MAINTAIN Hold Hold
May 29, 2026 JP Morgan MAINTAIN Neutral Neutral
May 29, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 29, 2026 Guggenheim REITERATE Buy Buy
May 29, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
May 29, 2026 Wedbush MAINTAIN Neutral Neutral
May 29, 2026 UBS DOWNGRADE Buy Neutral
May 29, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 28, 2026 Jefferies MAINTAIN Buy Buy
May 14, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 12, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 14, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 4, 2026 DA Davidson MAINTAIN Buy Buy
Mar 4, 2026 Citigroup MAINTAIN Neutral Neutral
Mar 4, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 4, 2026 BNP Paribas MAINTAIN Neutral Neutral
Mar 4, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Mar 4, 2026 Goldman Sachs MAINTAIN Buy Buy
Mar 4, 2026 Truist Securities MAINTAIN Hold Hold
Mar 4, 2026 Piper Sandler MAINTAIN Neutral Neutral
Mar 4, 2026 Guggenheim MAINTAIN Buy Buy
Feb 24, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Feb 24, 2026 Wedbush MAINTAIN Neutral Neutral
Feb 23, 2026 Piper Sandler MAINTAIN Neutral Neutral
Feb 18, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 3, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 2, 2026 JP Morgan DOWNGRADE Overweight Neutral
Jan 16, 2026 Truist Securities MAINTAIN Hold Hold
Jan 15, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 8, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202635202027%
May 1, 202636192030%
Apr 1, 202637191033%
Mar 1, 202637201032%
Feb 1, 202638191035%
Jan 1, 202638191035%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

44°
Neutral
Bearish Neutral Bullish
4 mentions 0 bullish 1 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 21, 2026150° Neutral001
Feb 28, 2026150° Neutral001
Feb 28, 2026150° Neutral001
Feb 16, 2026140° Cool011

Recent Reddit Threads

r/stocks Neutral 22d 11h ago
What's your take on BBY?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 3mo ago
BBY is HQ’d in Iran right, I’m golden
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bearish 3mo ago
Monday earnings red flags & some additional info
▲ 2 💬 1 ⚡ 0.0
Jun 11, 2026
short_volume
Short Volume: BBY — 59.0% short (0.5M / 0.8M)
Short: 490,999 | Exempt: 99 | TRF Vol: 832,319 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: BBY — 60.1% short (0.7M / 1.1M)
Short: 689,728 | Exempt: 502 | TRF Vol: 1,147,835 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 27, 2026
earnings_calendar
BBY Q1 2027 Earnings Scheduled — 2026-05-27
May 26, 2026
short_volume
Short Volume: BBY — 55.1% short (1.1M / 2.0M)
Short: 1,103,994 | Exempt: 4,599 | TRF Vol: 2,003,632 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: BBY — 73.9% short (1.2M / 1.6M)
Short: 1,206,548 | Exempt: 60 | TRF Vol: 1,632,271 | Short Ratio: 73.9% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: BBY — 64.7% short (1.0M / 1.5M)
Short: 973,239 | Exempt: 1,256 | TRF Vol: 1,504,030 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: BBY — 67.7% short (1.2M / 1.8M)
Short: 1,184,923 | Exempt: 1,332 | TRF Vol: 1,750,095 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: BBY — 64.9% short (1.2M / 1.8M)
Short: 1,165,230 | Exempt: 11,301 | TRF Vol: 1,794,434 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: BBY — 6.1M shares, 112,546 trades
Week starting 2026-05-18. Total ATS volume: 6,063,527 shares across 112,546 trades.
May 15, 2026
short_volume
Short Volume: BBY — 70.6% short (1.4M / 2.0M)
Short: 1,407,425 | Exempt: 0 | TRF Vol: 1,992,646 | Short Ratio: 70.6% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: BBY — 64.3% short (0.8M / 1.3M)
Short: 822,723 | Exempt: 2,225 | TRF Vol: 1,280,347 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: BBY — 57.3% short (0.6M / 1.1M)
Short: 640,300 | Exempt: 0 | TRF Vol: 1,116,518 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_interest
FTD: BBY — 144,039 shares ($8.3M) failed to deliver
Settlement: 20260512, Price: $57.62, FTD Value: $8,299,527.18, BEST BUY CO INC
May 11, 2026
short_volume
Short Volume: BBY — 70.4% short (1.0M / 1.5M)
Short: 1,021,440 | Exempt: 624 | TRF Vol: 1,450,388 | Short Ratio: 70.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_interest
FTD: BBY — 17,448 shares ($1.0M) failed to deliver
Settlement: 20260511, Price: $59.40, FTD Value: $1,036,411.2, BEST BUY CO INC