BLBD

Blue Bird Corp

Nasdaq · Truck & Bus Bodies · CIK 0001589526
$71.54 +0.15% $2.3B
High Impact Filing (8/10)13 New Institutional Positions13 Institutional Exits
Vol
Market Cap$2.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders50 funds
Inst. Value$1.1B
Inst. Activity13 buys / 13 sells
Insider Activity1B / 1S
Insider Net $-$219.8K
SEC Reports3
Exchange Nasdaq·Sector Truck & Bus Bodies·CIK 0001589526·Prev Close $71.43

Recent Activity

May 19, 2026 Insider
Thau Daniel Mark bought 300 shares
Director @ $65.09 ($19.5K)
May 18, 2026 SEC
Blue Bird entered into a group annuity contract with Pacific Life to transfer $94 million in pension liabilities for 2,0
8-K — Impact 5/10
May 13, 2026 short_interest
FTD: BLBD — 7,744 shares ($0.5M) failed to deliver
Settlement: 20260513, Price: $69.33, FTD Value: $536,891.52, BLUE BIRD CORP COM STK COM (DE
May 6, 2026 SEC
Blue Bird reported Q2 FY2026 GAAP diluted EPS of $0.90, beating consensus of $0.86 by 4.7%, while revenue declined 1.7%
8-K — Impact 8/10
Apr 2, 2026 SEC
Blue Bird completed the acquisition of Girardin Group's 50% stake in the Micro Bird joint venture for $201.8 million, pa
8-K — Impact 8/10
Apr 1, 2026 Insider
Blaufuss Mark was granted 2,297 shares
Director
Apr 1, 2026 Insider
Thau Daniel Mark was granted 2,297 shares
Director
Inst.
JANUS HENDERSON GROUP PLC — ADD
1,102,335 shares ($62.7M)

Price Targets

$81.71 +14.2% upside Buy
Current $71.54 Low $73.00 Median $82.00 High $90.00 7 analysts
$73.00 $90.00

Analyst Ratings

Strong Buy85% buy · 13 analysts
4Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 DA Davidson MAINTAIN Buy → Buy
May 7, 2026 Barclays MAINTAIN Overweight → Overweight
May 7, 2026 Needham MAINTAIN Buy → Buy
May 7, 2026 BTIG MAINTAIN Buy → Buy
Feb 6, 2026 Freedom Broker MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.34 ▲ +11.5% $1.15 — $1.49 12% YoY 5
Next Q $1.59 ▲ +8.0% $1.41 — $1.75 21% YoY 5
Current FY $4.94 ▲ +8.5% $4.58 — $5.21 13% YoY 5
Next FY $5.60 ▲ +10.4% $4.95 — $6.00 13% YoY 5

Latest Reports

NEUTRAL 8-K 5/10
Blue Bird entered into a group annuity contract with Pacific Life to transfer $94 million in pension liabilities for 2,0
May 18, 2026
BULLISH 8-K 8/10
Blue Bird reported Q2 FY2026 GAAP diluted EPS of $0.90, beating consensus of $0.86 by 4.7%, while revenue declined 1.7%
May 6, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$147.1M—
FMR LLC$144.3M—
VANGUARD CAPITAL MANAGEMENT LLC$79.0M—
JANUS HENDERSON GROUP PLC$62.7MADD
WELLINGTON MANAGEMENT GROUP LLP$57.8M—

Recent Insider Trades

DateInsiderTypeValue
May 19, 2026Thau DanielBUY$19.5K
Apr 1, 2026Blaufuss MarkA$0.00
Apr 1, 2026Thau DanielA$0.00
Apr 1, 2026Hightower EdwardA$0.00
Apr 1, 2026Newman SimonA$0.00
50 institutional holders with $1.1B total value (19,800,754 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, VANGUARD.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.2,590,073$147.1M13.1%—
2FMR LLC2,541,383$144.3M12.9%—
3VANGUARD CAPITAL MANAGEMENT LLC1,390,607$79.0M7.0%—
4JANUS HENDERSON GROUP PLC1,102,335$62.7M5.6%ADD +41.8%
5WELLINGTON MANAGEMENT GROUP LLP1,018,167$57.8M5.2%—
6STATE STREET CORP752,313$42.7M3.8%—
7DIMENSIONAL FUND ADVISORS LP688,931$39.1M3.5%—
8D. E. Shaw & Co., Inc.573,468$32.6M2.9%—
9TWO SIGMA INVESTMENTS, LP557,598$31.7M2.8%ADD +52.1%
10BANK OF AMERICA CORP /DE/529,345$30.1M2.7%—
11GOLDMAN SACHS GROUP INC525,905$29.9M2.7%—
12Allspring Global Investments Holdings, LLC506,665$29.8M2.7%—
13VANGUARD PORTFOLIO MANAGEMENT LLC425,440$24.2M2.2%—
14ALLIANCEBERNSTEIN L.P.494,648$23.2M2.1%—
15RENAISSANCE TECHNOLOGIES LLC367,540$20.9M1.9%—
16Nuveen, LLC333,972$19.0M1.7%TRIM -26.2%
17DEUTSCHE BANK AG\325,235$18.5M1.6%—
18BLAIR WILLIAM & CO/IL320,736$18.2M1.6%—
19VICTORY CAPITAL MANAGEMENT INC314,411$17.9M1.6%DOUBLED +666.6%
20FEDERATED HERMES, INC.310,309$17.6M1.6%ADD +34.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
JANUS HENDERSON GROUP PLCADD777,6251,102,335+41.8%$62.7M2026-Q1
Nuveen, LLCTRIM452,416333,972-26.2%$19.0M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED41,015314,411+666.6%$17.9M2026-Q1
LAZARD ASSET MANAGEMENT LLCDOUBLED65,817304,196+362.2%$17.3M2026-Q1
MORGAN STANLEYTRIM428,634264,933-38.2%$15.0M2026-Q1
MARSHALL WACE, LLPTRIM306,370170,912-44.2%$9.7M2026-Q1
FIRST TRUST ADVISORS LPNEAR_EXIT865,136126,932-85.3%$7.2M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM215,600101,710-52.8%$5.8M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM128,45473,398-42.9%$4.2M2026-Q1
Vident Advisory, LLCADD45,43364,044+41.0%$3.6M2026-Q1
Point72 Asset Management, L.P.TRIM85,72650,833-40.7%$2.9M2026-Q1
CAPITAL FUND MANAGEMENT S.A.ADD32,33245,253+40.0%$2.6M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED8,63044,745+418.5%$2.5M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCADD29,78941,335+38.8%$2.3M2026-Q1
TUDOR INVESTMENT CORP ET ALTRIM124,39735,405-71.5%$2.0M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM45,25033,223-26.6%$1.9M2026-Q1
Mariner, LLCDOUBLED10,07121,431+112.8%$1.2M2026-Q1
Concurrent Investment Advisors, LLCTRIM22,07615,091-31.6%$857.0K2026-Q1
CWM, LLCADD6,70712,022+79.2%$682.7K2026-Q1
Independent Advisor AllianceADD7,66011,401+48.8%$647.5K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED2,4005,700+137.5%$323.7K2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASNEAR_EXIT26,1065,636-78.4%$320.1K2026-Q1
Freestone Grove Partners LPTRIM10,2722,596-74.7%$147.4K2026-Q1
GROUP ONE TRADING LLCTRIM1,523723-52.5%$41.1K2026-Q1
Allworth Financial LPDOUBLED208633+204.3%$35.9K2026-Q1
10 unique insiders with 13 transactions. Net insider value: -$219.8K ($19.5K bought, $239.3K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026Thau Daniel MarkDirectorBUY300$65.09$19.5K
Apr 1, 2026Blaufuss MarkDirectorAWARD2,297——
Apr 1, 2026Thau Daniel MarkDirectorAWARD2,297——
Apr 1, 2026Hightower Edward T.DirectorAWARD2,297——
Apr 1, 2026Newman Simon JDirectorAWARD2,297——
Apr 1, 2026Fream Julie ADirectorAWARD2,297——
Apr 1, 2026Grimm Douglas J.DirectorAWARD2,297——
Apr 1, 2026Penn Kevin S.DirectorAWARD2,297——
Apr 1, 2026Girardin SteveDirectorAWARD1——
Apr 1, 2026Girardin SteveDirectorAWARD2,297——
Apr 1, 2026Girardin SteveDirectorAWARD2,702,180——
Mar 4, 2026Sanfrey Jeffrey ScottChief Operating OfficerEXERCISE5,192$12.35$64.1K
Feb 19, 2026Radulescu RazvanChief Financial OfficerSELL3,925$60.98$239.3K
3 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 7.0/10.
NEUTRAL 8-K 5/10
Blue Bird entered into a group annuity contract with Pacific Life to transfer $94 million in pension
May 18, 2026
BULLISH 8-K 8/10
Blue Bird reported Q2 FY2026 GAAP diluted EPS of $0.90, beating consensus of $0.86 by 4.7%, while re
May 6, 2026
BULLISH 8-K 8/10
Blue Bird completed the acquisition of Girardin Group's 50% stake in the Micro Bird joint venture fo
Apr 2, 2026
∅

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

Current analyst consensus: Strong Buy (85% buy). Based on 13 analysts: 4 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$81.71 mean target +14.2% upside Buy (1.57)
$73.00 Low $90.00 High
MetricValue
Current Price$71.54
Target Low$73.00
Target Mean$81.71
Target Median$82.00
Target High$90.00
# Analysts7
RecommendationBuy (1.57)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.34 $1.15 $1.49 12.4% +11.5% 2↑ 0↓ $0.5B 25.4% 5
Next Q
2026-09-30
 $1.59 $1.41 $1.75 20.8% +8.0% 2↑ 0↓ $0.6B 37.8% 5
Current FY
2026-09-30
 $4.94 $4.58 $5.21 12.8% +8.5% 2↑ 1↓ $1.7B 18.2% 5
Next FY
2027-09-30
 $5.60 $4.95 $6.00 13.3% +10.4% 2↑ 1↓ $2.0B 13.8% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.337
7d ago$1.337
30d ago$1.199+0.138
60d ago$1.240+0.097
90d ago$1.202+0.135
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 DA Davidson MAINTAIN Buy Buy
May 7, 2026 Barclays MAINTAIN Overweight Overweight
May 7, 2026 Needham MAINTAIN Buy Buy
May 7, 2026 BTIG MAINTAIN Buy Buy
Feb 6, 2026 Freedom Broker MAINTAIN Buy Buy
Feb 5, 2026 Barclays MAINTAIN Overweight Overweight
Feb 5, 2026 Needham MAINTAIN Buy Buy
Feb 5, 2026 BTIG REITERATE Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264720085%
May 1, 20264810092%
Apr 1, 20264820086%
Mar 1, 20264820086%
Feb 1, 20264820086%
Jan 1, 20264820086%
Strong BuyBuyHoldSellStrong Sell
∅

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

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 13, 2026
short_interest
FTD: BLBD — 7,744 shares ($0.5M) failed to deliver
Settlement: 20260513, Price: $69.33, FTD Value: $536,891.52, BLUE BIRD CORP COM STK COM (DE
May 6, 2026
earnings_calendar
BLBD Q2 2026 Earnings Scheduled — 2026-05-06
Mar 18, 2026
Enforcement
HSR Early Termination: Blue Bird Corporation; Andre Girardin
The FTC granted early termination of the HSR Act waiting period for a transaction involving Blue Bird Corporation; Andre Girardin.
Mar 18, 2026
Enforcement
HSR Early Termination: Blue Bird Corporation; Andre Girardin
The FTC granted early termination of the HSR Act waiting period for a transaction involving Blue Bird Corporation; Andre Girardin.
Mar 18, 2026
Enforcement
HSR Early Termination: Blue Bird Corporation; Andre Girardin
The FTC granted early termination of the HSR Act waiting period for a transaction involving Blue Bird Corporation; Andre Girardin.
Feb 13, 2026
short_interest
FTD: BLBD — 10,000 shares ($0.6M) failed to deliver
Settlement: 20260213, Price: $55.96, FTD Value: $559,600, BLUE BIRD CORP COM STK COM (DE
Feb 10, 2026
short_interest
FTD: BLBD — 41,945 shares ($2.4M) failed to deliver
Settlement: 20260210, Price: $57.34, FTD Value: $2,405,126.3, BLUE BIRD CORP COM STK COM (DE