BNED
Barnes & Noble Education, Inc.
$11.12
-4.71%
$381.4M
No data for this timeframe.
Vol
Market Cap$381.4M
Cap SizeSmall Cap
Analyst ConsensusSell (0%)
Inst. Holders38 funds
Inst. Value$46.5M
Inst. Activity6 buys / 0 sells
Insider Activity0B / 2S
Insider Net $-$794.78
Reddit Sentiment50° Neutral
SEC Reports2
Exchange NYSE·Sector Retail-Miscellaneous Shopping Goods Stores·Inc. DE·CIK 0001634117·Prev Close $11.67
Recent Activity
Apr 23, 2026
other
Barnes & Noble Education to Host Investor Day on June 25, 2026
Event to highlight strategy, key growth drivers, and financial outlook <pre>Event to highlight strat
Mar 17, 2026
SEC
Over the past seven days, Barnes & Noble Education (BNED) saw two open-market share sales by C-suite executives totaling
CLUSTER — Impact 2/10
Mar 13, 2026
Insider
Snagusky Jason sold 17 shares
CFO @ $8.11 ($137.87)
Mar 13, 2026
Insider
SHAR JONATHAN sold 81 shares
CEO @ $8.11 ($656.91)
Mar 11, 2026
Insider
Singer Eric was granted 23,867 shares
Director
Feb 28, 2026
SEC
Three major passive institutional investors — Morgan Stanley, Schwab, and UBS — significantly increased their positions
INST-CLUSTER — Impact 6/10
Inst.
BANK OF AMERICA CORP — DOUBLED
355,943 shares ($3.1M)
Inst.
Nuveen, LLC — ADD
30,946 shares ($273.3K)
Price Targets
$17.00
+52.9% upside
Strong Buy
Current $11.12
Low $17.00
Median $17.00
High $17.00
1 analysts
$17.00
$17.00
Analyst Ratings
0Strong Buy
0Buy
3Hold
1Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 10, 2026 | Northland Capital Markets | INITIATE | Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.16 | $-0.16 — $-0.16 | 1 | |
| Next Q | $-0.52 | $-0.52 — $-0.52 | 4% YoY | 1 |
| Current FY | $0.23 | $0.23 — $0.23 | 109% YoY | 1 |
| Next FY | $0.40 | $0.40 — $0.40 | 74% YoY | 1 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Over the past seven days, Barnes & Noble Education (BNED) saw two open-market share sales by C-suite executives totaling
Mar 17, 2026
BULLISH
INST-CLUSTER
6/10
Three major passive institutional investors — Morgan Stanley, Schwab, and UBS — significantly increased their positions
Feb 28, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $9.6M | — |
| MORGAN STANLEY | $9.2M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.6M | — |
| GOLDMAN SACHS GROUP INC | $4.7M | — |
| BANK OF AMERICA CORP | $3.1M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 13, 2026 | Snagusky Jason | SELL | $137.87 |
| Mar 13, 2026 | SHAR JONATHAN | SELL | $656.91 |
| Mar 11, 2026 | Singer Eric | A | $0.00 |
| Mar 11, 2026 | HOFFMAN EMILY | A | $0.00 |
| Mar 11, 2026 | MARTIN WILLIAM | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
38 institutional holders with $46.5M total value (5,377,648 shares) as of 2026-Q1. Top holders: BlackRock,, MORGAN, VANGUARD. Net buying activity: 6 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,087,626 | $9.6M | 20.6% | — |
| 2 | MORGAN STANLEY | 1,045,727 | $9.2M | 19.8% | ADD +37.6% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 864,885 | $7.6M | 16.4% | — |
| 4 | GOLDMAN SACHS GROUP INC | 530,371 | $4.7M | 10.1% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 355,943 | $3.1M | 6.8% | DOUBLED +119.6% |
| 6 | STATE STREET CORP | 317,195 | $2.8M | 6.0% | ADD +35.6% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 251,900 | $2.2M | 4.8% | — |
| 8 | VANGUARD FIDUCIARY TRUST CO | 136,440 | $1.2M | 2.6% | — |
| 9 | BARCLAYS PLC | 116,839 | $1.0M | 2.2% | DOUBLED +44758.9% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 93,208 | $823.0K | 1.8% | — |
| 11 | Invesco Ltd. | 64,784 | $572.0K | 1.2% | ADD +35.1% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 51,148 | $451.6K | 1.0% | ADD +71.3% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 48,029 | $424.1K | 0.9% | DOUBLED +296.7% |
| 14 | D. E. Shaw & Co., Inc. | 44,701 | $394.7K | 0.8% | DOUBLED +148.7% |
| 15 | CITADEL ADVISORS LLC | 43,900 | $387.6K | 0.8% | NEAR_EXIT -91.7% |
| 16 | CITADEL ADVISORS LLC | 38,144 | $336.8K | 0.7% | NEAR_EXIT -91.7% |
| 17 | Nuveen, LLC | 30,946 | $273.3K | 0.6% | ADD +59.3% |
| 18 | Vident Advisory, LLC | 20,659 | $182.4K | 0.4% | — |
| 19 | RHUMBLINE ADVISERS | 20,101 | $177.5K | 0.4% | DOUBLED +149380.0% |
| 20 | ExodusPoint Capital Management, LP | 18,081 | $159.7K | 0.3% | TRIM -42.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 162,067 | 355,943 | +119.6% | $3.1M | 2026-Q1 |
| Nuveen, LLC | ADD | 19,431 | 30,946 | +59.3% | $273.3K | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 1,263 | 4,420 | +250.0% | $39.0K | 2026-Q1 |
| FMR LLC | ADD | 2,249 | 3,163 | +40.6% | $27.9K | 2026-Q1 |
| CWM, LLC | DOUBLED | 40 | 1,759 | +4297.5% | $15.5K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | ADD | 43 | 58 | +34.9% | $512.00 | 2026-Q1 |
| STATE STREET CORP | ADD | 231,124 | 313,425 | +35.6% | $2.9M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 245,056 | 162,067 | -33.9% | $1.5M | 2025-Q4 |
| D. E. Shaw & Co., Inc. | DOUBLED | 19,739 | 49,085 | +148.7% | $451.1K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 12,353 | 18,065 | +46.2% | $166.0K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 75,900 | 16,300 | -78.5% | $149.8K | 2025-Q4 |
| GROUP ONE TRADING LLC | TRIM | 19,122 | 13,480 | -29.5% | $123.9K | 2025-Q4 |
| FMR LLC | DOUBLED | 106 | 2,249 | +2021.7% | $20.7K | 2025-Q4 |
| MORGAN STANLEY | ADD | 711,431 | 979,087 | +37.6% | $9.7M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 100,881 | 245,056 | +142.9% | $2.4M | 2025-Q3 |
| UBS Group AG | ADD | 92,302 | 133,888 | +45.1% | $1.3M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 110,900 | 75,900 | -31.6% | $755.2K | 2025-Q3 |
| D. E. Shaw & Co., Inc. | NEAR_EXIT | 119,162 | 19,739 | -83.4% | $196.4K | 2025-Q3 |
| Nuveen, LLC | NEAR_EXIT | 79,241 | 19,431 | -75.5% | $193.3K | 2025-Q3 |
| GROUP ONE TRADING LLC | ADD | 11,101 | 19,122 | +72.3% | $190.3K | 2025-Q3 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 197,003 | 16,288 | -91.7% | $162.1K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 9,607 | 12,353 | +28.6% | $122.9K | 2025-Q3 |
| FMR LLC | DOUBLED | 28 | 106 | +278.6% | $1.1K | 2025-Q3 |
| FIFTH THIRD BANCORP | TRIM | 44 | 28 | -36.4% | $279.00 | 2025-Q3 |
| VANGUARD GROUP INC | ADD | 752,807 | 960,234 | +27.6% | $11.3M | 2025-Q2 |
8 unique insiders with 8 transactions. Net insider value: -$794.78 ($0.00 bought, $794.78 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 13, 2026 | Snagusky Jason | CFO | SELL | 17 | $8.11 | $137.87 |
| Mar 13, 2026 | SHAR JONATHAN | CEO | SELL | 81 | $8.11 | $656.91 |
| Mar 11, 2026 | Singer Eric | Director | AWARD | 23,867 | — | — |
| Mar 11, 2026 | HOFFMAN EMILY | Director | AWARD | 23,867 | — | — |
| Mar 11, 2026 | MARTIN WILLIAM C | Director | AWARD | 23,867 | — | — |
| Mar 11, 2026 | WALKER KATHRYN EBERLE | Director | AWARD | 23,867 | — | — |
| Mar 11, 2026 | Warren Denise | Director | AWARD | 23,867 | — | — |
| Mar 11, 2026 | Madnani Sean V | Director | AWARD | 23,867 | — | — |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (0% buy). Based on 6 analysts: 0 strong buy, 0 buy, 3 hold, 1 sell, 2 strong sell.
Analyst Price Targets
$17.00 mean target
+52.9% upside
Strong Buy (2.00)
$17.00 Low
$17.00 High
| Metric | Value |
|---|---|
| Current Price | $11.12 |
| Target Low | $17.00 |
| Target Mean | $17.00 |
| Target Median | $17.00 |
| Target High | $17.00 |
| # Analysts | 1 |
| Recommendation | Strong Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-04-30 |
$-0.16 | $-0.16 | $-0.16 | — | — | — | $0.3B | — | 1 |
| Next Q 2026-07-31 |
$-0.52 | $-0.52 | $-0.52 | 3.7% | — | — | $0.3B | — | 1 |
| Current FY 2026-04-30 |
$0.23 | $0.23 | $0.23 | 109.2% | — | — | $1.7B | — | 1 |
| Next FY 2027-04-30 |
$0.40 | $0.40 | $0.40 | 73.9% | — | — | $1.8B | 5.8% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.160 | |
| 7d ago | $0.000 | -0.160 |
| 30d ago | $0.000 | -0.160 |
| 60d ago | $0.000 | -0.160 |
| 90d ago | $0.000 | -0.160 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 10, 2026 | Northland Capital Markets | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Dec 1, 2025 | 0 | 0 | 3 | 1 | 2 | 0% | |
| Nov 1, 2025 | 0 | 0 | 3 | 1 | 2 | 0% | |
| Oct 1, 2025 | 0 | 0 | 3 | 1 | 2 | 0% | |
| Sep 1, 2025 | 0 | 0 | 3 | 1 | 2 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 14, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 14, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Is $BNED the next $GME??
▲ 1
💬 0
⚡ 0.5
Apr 23, 2026
other
Barnes & Noble Education to Host Investor Day on June 25, 2026
Event to highlight strategy, key growth drivers, and financial outlook <pre>Event to highlight strategy, key growth drivers, and financial outlook</pr
Mar 27, 2026
short_interest
FTD: BNED — 63,980 shares ($0.6M) failed to deliver
Settlement: 20260327, Price: $9.11, FTD Value: $582,857.8, BARNES & NOBLE ED INC COM NEW
Mar 10, 2026
earnings
Barnes & Noble Education Reports Fiscal Third Quarter 2026 Financial Results
<p align="center"><em>BNC First Day Program Revenue Increases </em>32.1%</p>
Mar 9, 2026
earnings_calendar
BNED Q3 2026 Earnings Scheduled — 2026-03-09