Washington
Q3 2026 · filed Oct 20Lobbying Q3 None last Q2 2026
YoY n/a vs Q3 2025
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BLBD
Blue Bird Corp$58.04 +0.31 (+0.54%)
Oct 26 4:00 PM ET · prev $57.73
Market cap
$1.8B
Small cap
Consensus
Buy
93% Buy or better · 15 analysts
Median target
$89.50
+54% · range $82.00–95.00
Next earnings
Nov 23
in 27 days
1 year
+9.2%
from $53.14 · Oct 27
30 days
+1.9%
from $56.98
52-week range
$46.59–81.50
−29% from high · low Dec 30
Avg volume 20D
573.7K
Oct 16 spike 1.90M
Short interest
🔒 Subscribers only
Insider net
−$750.8K
1 buyer · 2 sellers · 12 mo
New fund stakes
1
Q2 2026 13F · 2 exits
Filing reports
6
analyzed by SecBot
SecBot read BULLISH 3 reports · 90 days
Balance 0 bearish · 2 bullish · 1 neutral oldest → newest, height = score
Avg score ·High conf. 2/3 ·Next Earnings date, Nov 23, 2026
Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
No data for this timeframe.
- S Feb 19 1 insider sell $239.3K at $60.98
- S Mar 4 1 insider sell $303.9K at $58.54
- R Apr 2 Blue Bird completed the acquisition of Girardin Group's 50% stake in…
- R May 6 Blue Bird reported Q2 FY2026 GAAP diluted EPS of $0.90, beating cons…
- B May 19 1 insider buy $19.5K at $65.09
- R Aug 8 Blue Bird Corp (BLBD) saw a mixed institutional cluster in Q2 2026,…
- B Aug 12 1 insider buy $22.5K at $64.37
- S Sep 16 1 insider sell $249.6K at $62.40
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $42.1K at an average $64.70. 2 insiders sold $792.9K. Price is 10% below their cost.
- InstitutionsMIXED
Q2 2026: 26 added (1 new), 23 trimmed or exited. Largest new: Aberdeen Group $40.7M.
- AnalystsBULLISH
14 of 15 rate it Buy or better. Every target is above the price.
- TrendDOWNTREND
2% below its 50-day average.
Who's buying
13F· Q2 20261
new positions
2
exits
$40.7M
in new stakes
| Fund | Move | Value |
|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | TRIM | $97.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | DOUBLED | $64.6M |
| BANK OF AMERICA CORP /DE/ | ADD | $63.6M |
| Allspring Global Investments Holdings, LLC | ADD | $51.6M |
| Aberdeen Group plc | NEW | $40.7M |
| MARSHALL WACE, LLP | ADD | $24.6M |
| D. E. Shaw & Co., Inc. | TRIM | $16.3M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | $16.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analysts 93% rate it Buy or better
12-month targets · 8 analysts
$58.04 $82.00 $89.50 $95.00
Price is below the lowest target. Median implies +54%.Targets as of Oct 27, 2026.
Recent actions
| Date | Firm | Rating |
|---|---|---|
| Aug 6, 2026 | DA Davidson MAINTAIN | Buy |
| Aug 6, 2026 | Needham REITERATE | Buy |
| Aug 6, 2026 | BTIG MAINTAIN | Buy |
| Jul 20, 2026 | Barclays MAINTAIN | Overweight |
| Jun 1, 2026 | DA Davidson MAINTAIN | Buy |
| May 7, 2026 | Barclays MAINTAIN | Overweight |
Insider ledger
Form 4$42.1K
bought · 1 insider
$792.9K
sold · 2 insiders
−10.3%
vs their $64.70 cost
| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 16, 2026 | Sanfrey Jeffrey Scott Chief Operating Officer | SELL | $249.6K |
| Aug 12, 2026 | Thau Daniel Mark Director | BUY | $22.5K |
| May 19, 2026 | Thau Daniel Mark Director | BUY | $19.5K |
| Apr 1, 2026 | Girardin Steve Director | AWARD | 2,702,180 sh |
| Apr 1, 2026 | Grimm Douglas J. Director | AWARD | 2,297 sh |
| Apr 1, 2026 | Hightower Edward T. Director | AWARD | 2,297 sh |
| Apr 1, 2026 | Newman Simon J Director | AWARD | 2,297 sh |
| Apr 1, 2026 | Fream Julie A Director | AWARD | 2,297 sh |
Earnings setup
EstimatesNov 23
reports in 27 days
Revision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 20, 2026 SEC Oct 6, 2026 SEC
Millennium Management LLC disclosed a 5.2% passive stake in Blue Bird Corp as of October 13, 2026, via a Schedule 13G…
SC 13G — Impact 4/10
Blue Bird closed a $600 million senior secured credit facility refinancing, up from $250 million, extending maturity…
8-K — Impact 5/10
Sep 16, 2026 Insider
Sanfrey Jeffrey Scott sold 4,000 shares
Chief Operating Officer @ $62.40 ($249.6K)
Aug 12, 2026 Insider
Aug 8, 2026 SEC Thau Daniel Mark bought 350 shares
Director @ $64.37 ($22.5K)
Blue Bird Corp (BLBD) saw a mixed institutional cluster in Q2 2026, with 6 buyers accumulating $48.8M (dominated by…
INST-CLUSTER — Impact 6/10
Aug 5, 2026 Earnings calendar
BLBD Q3 2026 Earnings Scheduled — 2026-08-05
Jun 30, 2026 Inst.
WESTWOOD HOLDINGS GROUP INC — TRIM
1,240,236 shares ($97.9M)
Jun 30, 2026 Inst.
PRICE T ROWE ASSOCIATES — DOUBLED
818,481 shares ($64.6M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Recent
Aug 5, 2026
Earnings date
BLBD Q3 2026 Earnings Scheduled — 2026-08-05
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 date
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.
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
SecBot reports
6 filings · 4 bullish · 0 bearish · 2 neutral- NEUTRAL SC 13GOct 20, 2026
Millennium Management LLC disclosed a 5.2% passive stake in Blue Bird Corp as of October 13, 2026…
Monitor for any future conversion to a 13D or increased stake, which could signal activist intent. For now, the passive filing suggests no near-term management pressure.
- BULLISH 8-KOct 6, 2026
Blue Bird closed a $600 million senior secured credit facility refinancing, up from $250 million…
The refinancing provides significant dry powder ($214M undrawn DDTL + $300M revolver) for capital projects and potential M&A. Monitor for drawdowns on the DDTL and any qualifying acquisition…
- BULLISH INST-CLUSTERAug 8, 2026
Blue Bird Corp (BLBD) saw a mixed institutional cluster in Q2 2026, with 6 buyers accumulating…
The Aberdeen Group new position is a strong signal, but the trims from Op Asset Management and Citigroup warrant caution. Monitor for additional 13F filings in Q3 to see if the buying continues or…
- NEUTRAL 8-KMay 18, 2026
Blue Bird entered into a group annuity contract with Pacific Life to transfer $94 million in…
The pension de-risking removes long-term liability overhang and future P&L volatility from pension expense, a modest credit-positive for the balance sheet. The upcoming non-cash settlement charge…
All BLBD filing & press-release reports (6)
- SC 13G reportOct 20, 2026
- 8-K reportOct 6, 2026
- INST-CLUSTER reportAug 8, 2026
- 8-K reportMay 18, 2026
- 8-K reportMay 6, 2026
- 8-K reportApr 2, 2026