Market Cap
$18.5B
BBY
BEST BUY CO INC
$87.68 ▼ -0.02%
Prev close $87.70Market cap$18.5B
ConsensusSell
12-mo target$86.95 (-0.9%)
▼ Bearish
Analyst conviction 2/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)30 New Institutional Positions20 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on BBY right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Sell (23%)
Inst. Holders
50 funds
Inst. Value
$12.1B
Inst. Activity
30 buys / 20 sells
Insider Activity
$0.00 buy / $194.7M sell
Insider Net $
-$194.7M
Social Sentiment
50° Neutral
SEC Reports
8
Price chart 30d +0.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: BBY — 68.5% short (0.6M / 0.8M)
Short: 573,501 | Exempt: 727 | TRF Vol: 837,259 | Short Ratio: 68.5% | Off-exchange volume (dark poo
Sep 23, 2026 Insider
Scarlett Kathleen sold 88,110 shares
SEVP, CHRO @ $92.07 ($8.1M)
Sep 23, 2026 Insider
Scarlett Kathleen acquired via exercise 96,166 shares
SEVP, CHRO @ $70.50 ($6.8M)
Sep 23, 2026 Insider
Aug 27, 2026 SEC Scarlett Kathleen sold 27,952 shares
SEVP, CHRO @ $92.41 ($2.6M)
Best Buy reported strong Q2 FY27 results with enterprise revenue of $9.779B (+3.6% YoY) and diluted EPS of $1.48 (+70% Y
8-K — Impact 7/10
A mixed institutional cluster in BBY for Q2 2026 shows 11 buyers accumulating $92.0M (led by Assenagon Asset Management'
INST-CLUSTER — Impact 4/10
A federal district court partially denied Best Buy's motion to dismiss a consumer class action over its Open Box program
COURT-RULING — Impact 4/10
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — DOUBLED
3,335,494 shares ($253.1M)
Analyst ratings buy % -34.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
23% rate it Buy or better · 30 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 8, 2026 | DA Davidson | DOWNGRADE | Neutral | 53% |
| Aug 28, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 28, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 28, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 28, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 28, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 28, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
| Aug 20, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 13, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 21 | 2 | 0 | 23% | |
| Aug 1, 2026 | 3 | 4 | 21 | 1 | 0 | 24% | |
| Jul 1, 2026 | 3 | 5 | 20 | 2 | 0 | 27% | |
| Jun 1, 2026 | 3 | 5 | 20 | 2 | 0 | 27% | |
| May 1, 2026 | 3 | 6 | 19 | 2 | 0 | 30% | |
| Apr 1, 2026 | 3 | 7 | 19 | 1 | 0 | 33% | |
| Mar 1, 2026 | 3 | 7 | 20 | 1 | 0 | 32% | |
| Feb 1, 2026 | 3 | 8 | 19 | 1 | 0 | 35% |
Price targets
Where 20 covering analysts think BBY trades over the next 12 months.
$86.95 -0.9% upside Hold
Current$87.71 Low$71.00 Median$85.00 High$100.00 20 analysts
$71.00$100.00
Analyst rating Hold· 2.8/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 1 bullish, 2 bearish, 2 mixed, 3 neutral · avg impact 5.0/10.
BULLISH8-K7/10
Best Buy reported strong Q2 FY27 results with enterprise revenue of $9.779B (+3.6% YoY) and diluted
Aug 27, 2026
MIXEDINST-CLUSTER4/10
A mixed institutional cluster in BBY for Q2 2026 shows 11 buyers accumulating $92.0M (led by Assenag
Aug 6, 2026
NEUTRALCOURT-RULING4/10
A federal district court partially denied Best Buy's motion to dismiss a consumer class action over
Jul 3, 2026
NEUTRAL8-K4/10
Best Buy CFO Matt Bilunas is stepping down effective July 31, 2026, after 20 years with the company
Jun 23, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: BBY — 68.5% short (0.6M / 0.8M)
Short: 573,501 | Exempt: 727 | TRF Vol: 837,259 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: BBY — 64.4% short (0.7M / 1.1M)
Short: 716,925 | Exempt: 3,578 | TRF Vol: 1,113,173 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: BBY — 65.1% short (0.7M / 1.1M)
Short: 706,229 | Exempt: 9 | TRF Vol: 1,084,934 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: BBY — 55.7% short (0.7M / 1.2M)
Short: 672,194 | Exempt: 46 | TRF Vol: 1,207,399 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: BBY — 66.4% short (1.3M / 1.9M)
Short: 1,253,519 | Exempt: 0 | TRF Vol: 1,887,705 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.49 | $1.37–$1.55 | 6.5% | +7.1% | 16↑ 1↓ | $9.9B | 20 |
| Next Q | $2.59 | $2.51–$2.78 | -0.7% | +1.5% | 13↑ 2↓ | $14.1B | 20 |
| Current FY | $6.83 | $6.73–$7.32 | 6.3% | -0.0% | 18↑ 0↓ | $42.7B | 22 |
| Next FY | $7.21 | $6.75–$7.85 | 5.6% | +0.1% | 18↑ 1↓ | $43.3B | 23 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.490 | — |
| 7d ago | $1.489 | +0.002 |
| 30d ago | $1.391 | +0.099 |
| 60d ago | $1.394 | +0.096 |
| 90d ago | $1.394 | +0.096 |
Institutional ownership
Which big funds own BBY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $12.1B total value (159,185,344 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 25,471,955 | $1.9B | 16.0% | — |
| STATE STREET CORP | 13,994,381 | $1.1B | 8.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 12,927,360 | $980.9M | 8.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,219,818 | $699.6M | 5.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 7,981,481 | $617.9M | 5.1% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,873,191 | $521.5M | 4.3% | — |
| Invesco Ltd. | 5,075,482 | $385.1M | 3.2% | — |
| JPMORGAN CHASE & CO | 4,835,542 | $376.1M | 3.1% | — |
| GOLDMAN SACHS GROUP INC | 4,419,895 | $335.4M | 2.8% | — |
| AQR CAPITAL MANAGEMENT LLC | 3,805,827 | $288.8M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | DOUBLED | 578,333 | 3,335,494 | +476.7% | $253.1M |
| NORGES BANK | NEW | — | 3,001,949 | — | $227.8M |
| JANE STREET GROUP, LLC | DOUBLED | 134,070 | 2,199,795 | +1540.8% | $166.9M |
| UBS Group AG | TRIM | 2,772,569 | 1,978,099 | -28.7% | $150.1M |
| Quantinno Capital Management LP | DOUBLED | 687,510 | 1,511,863 | +119.9% | $114.7M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 574,652 | 1,241,617 | +116.1% | $94.2M |
| Point72 Asset Management, L.P. | NEW | — | 1,206,058 | — | $91.5M |
| CITIGROUP INC | DOUBLED | 534,900 | 1,118,255 | +109.1% | $84.9M |
| HSBC HOLDINGS PLC | TRIM | 1,980,304 | 1,050,151 | -47.0% | $79.6M |
| RAYMOND JAMES FINANCIAL INC | NEAR_EXIT | 4,216,942 | 1,046,020 | -75.2% | $79.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
20 insiders, 50 transactions. Net -$194.7M — $0.00 bought, $194.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | Scarlett Kathleen | SEVP, CHRO | SELL | 88,110 | $92.07 | $8.1M |
| Sep 23, 2026 | Scarlett Kathleen | SEVP, CHRO | EXERCISE | 96,166 | $70.50 | $6.8M |
| Sep 23, 2026 | Scarlett Kathleen | SEVP, CHRO | SELL | 27,952 | $92.41 | $2.6M |
| Sep 20, 2026 | Scarlett Kathleen | SEVP, CHRO | AWARD | 32,311 | — | — |
| Sep 16, 2026 | SCHULZE RICHARD M | SELL | 247,340 | $92.43 | $22.9M | |
| Sep 16, 2026 | SCHULZE RICHARD M | GIFT | 300,000 | — | — | |
| Sep 16, 2026 | SCHULZE RICHARD M | SELL | 52,660 | $92.90 | $4.9M | |
| Aug 20, 2026 | BRAMMAN ANNE L | EVP, CFO | AWARD | 18,955 | — | — |
| Aug 20, 2026 | BRAMMAN ANNE L | EVP, CFO | AWARD | 14,581 | — | — |
| Jul 20, 2026 | Watson Mathew | SVP, Controller & CAO | AWARD | 5,874 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BBY.
Shares short
15,989,821
Settlement Sep 15, 2026
Change vs prior
+7.5%
Semi-monthly cycle
Days to cover
4.0
At avg daily volume
Of shares outstanding
≈7.6%
Estimate — not % of float
All BBY filing & press-release reports (8)
- 8-K reportAug 27, 2026
- INST-CLUSTER reportAug 6, 2026
- COURT-RULING reportJul 3, 2026
- 8-K reportJun 23, 2026
- 8-K reportJun 5, 2026
- CLUSTER reportJun 2, 2026
- 8-K reportApr 22, 2026
- CLUSTER reportMar 24, 2026