BNED
Barnes & Noble Education, Inc.
$10.69
+3.09%
$366.6M
No data for this timeframe.
Vol
Market Cap$366.6M
Cap SizeSmall Cap
Inst. Holders7 funds
Inst. Value$22.2M
Inst. Activity2 buys / 2 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 $10.37
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 sold 23,867 shares
Director @ $0.00 ($0.00)
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 — TRIM
162,067 shares ($1.5M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
18,065 shares ($166.0K)
Analyst Ratings
0Strong Buy
0Buy
3Hold
1Sell
2Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 24, 2024 | Needham | REITERATE | Hold |
| Apr 17, 2024 | Needham | REITERATE | Hold |
| Jan 12, 2024 | Needham | DOWNGRADE | Buy → Hold |
| Jan 11, 2024 | Craig-Hallum | DOWNGRADE | Buy → Hold |
| Dec 7, 2023 | Needham | REITERATE | Buy → Buy |
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 |
|---|---|---|
| MORGAN STANLEY | $10.2M | ADD |
| VANGUARD GROUP INC | $9.8M | ADD |
| BANK OF AMERICA CORP | $1.5M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $498.1K | DOUBLED |
| WELLS FARGO & COMPANY/MN | $166.0K | ADD |
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
7 institutional holders with $22.2M total value (2,420,683 shares) as of 2025-Q4. Top holders: MORGAN, VANGUARD, BANK.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,104,662 | $10.2M | 45.6% | ADD +37.6% |
| 2 | VANGUARD GROUP INC | 1,063,135 | $9.8M | 43.9% | ADD +27.6% |
| 3 | BANK OF AMERICA CORP /DE/ | 162,067 | $1.5M | 6.7% | TRIM -33.9% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 54,205 | $498.1K | 2.2% | DOUBLED +296.7% |
| 5 | WELLS FARGO & COMPANY/MN | 18,065 | $166.0K | 0.7% | ADD +46.2% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 16,300 | $149.8K | 0.7% | NEAR_EXIT -78.5% |
| 7 | FMR LLC | 2,249 | $20.7K | 0.1% | DOUBLED +2021.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | TRIM | 245,056 | 162,067 | -33.9% | $1.5M | 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 |
| 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 |
| 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 |
| VANGUARD GROUP INC | ADD | 752,807 | 960,234 | +27.6% | $11.3M | 2025-Q2 |
| MORGAN STANLEY | ADD | 395,361 | 711,431 | +79.9% | $8.4M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 110,900 | — | $1.3M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 17,876 | 100,881 | +464.3% | $1.2M | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 12,663 | 50,231 | +296.7% | $591.2K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 7,252 | 9,607 | +32.5% | $113.1K | 2025-Q2 |
| FMR LLC | DOUBLED | 4 | 28 | +600.0% | $330.00 | 2025-Q2 |
| MORGAN STANLEY | DOUBLED | 114,844 | 395,361 | +244.3% | $4.2M | 2025-Q1 |
| UBS Group AG | ADD | 43,699 | 75,929 | +73.8% | $797.3K | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 78,074 | 28,959 | -62.9% | $304.1K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 1 | 7,252 | +725100.0% | $76.1K | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 196,764 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 196,764 | — | $2.0M | 2024-Q4 |
| MORGAN STANLEY | DOUBLED | 2,015 | 114,844 | +5599.5% | $1.2M | 2024-Q4 |
| CITADEL ADVISORS LLC | NEW | — | 78,074 | — | $783.9K | 2024-Q4 |
8 unique insiders with 2 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 | A | 23,867 | $0.00 | $0.00 |
| Mar 11, 2026 | HOFFMAN EMILY | Director | A | 23,867 | $0.00 | $0.00 |
| Mar 11, 2026 | MARTIN WILLIAM C | Director | A | 23,867 | $0.00 | $0.00 |
| Mar 11, 2026 | WALKER KATHRYN EBERLE | Director | A | 23,867 | $0.00 | $0.00 |
| Mar 11, 2026 | Warren Denise | Director | A | 23,867 | $0.00 | $0.00 |
| Mar 11, 2026 | Madnani Sean V | Director | A | 23,867 | $0.00 | $0.00 |
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.
Historical analyst distribution (last covering-analyst action May 2024): 0% buy across 6 analysts — 0 strong buy, 0 buy, 3 hold, 1 sell, 2 strong sell. No current recommendation available.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2025-10-31 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY 2026-04-30 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
4 analyst firms have rated this stock: 1 upgrades, 4 downgrades, 3 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 24, 2024 | Needham | REITERATE | — | Hold |
| Apr 17, 2024 | Needham | REITERATE | — | Hold |
| Jan 12, 2024 | Needham | DOWNGRADE | Buy | Hold |
| Jan 11, 2024 | Craig-Hallum | DOWNGRADE | Buy | Hold |
| Dec 7, 2023 | Needham | REITERATE | Buy | Buy |
| Aug 4, 2023 | Needham | REITERATE | — | Buy |
| Jun 1, 2023 | Needham | REITERATE | Buy | Buy |
| Mar 10, 2023 | Needham | REITERATE | — | Buy |
| Mar 9, 2022 | Needham | MAINTAIN | — | Buy |
| Oct 27, 2021 | Needham | MAINTAIN | — | Buy |
| Mar 10, 2021 | Needham | MAINTAIN | — | Buy |
| Sep 4, 2020 | Craig-Hallum | UPGRADE | Hold | Buy |
| Mar 16, 2020 | Craig-Hallum | DOWNGRADE | Buy | Hold |
| Sep 17, 2019 | Sidoti & Co. | DOWNGRADE | Buy | Neutral |
| Apr 8, 2019 | Needham | INITIATE | — | Buy |
| May 9, 2016 | Sidoti & Co. | INITIATE | — | Neutral |
| Oct 7, 2015 | Cantor Fitzgerald | INITIATE | — | Hold |
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