SecBot SecBot

BNED

Barnes & Noble Education, Inc.
NYSE· Retail-Miscellaneous Shopping Goods Stores· Inc. DE· CIK 0001634117
$13.62 +0.05 (+0.37%)
Oct 26 4:00 PM ET · prev $13.57
Market cap
$483.6M
Small cap
Consensus
Buy
88% Buy or better · 8 analysts
Median target
$17.25
+27% · range $16.00–18.50
1 year
+44.4%
from $9.43 · Oct 27
30 days
+21.8%
from $11.18
52-week range
$6.12–13.95
−2% from high · low Nov 20
Avg volume 20D
229.0K
shares / day
Short interest
🔒 Subscribers only
Insider net
−$1.4M
0 buyers · 5 sellers · 12 mo
New fund stakes
0
Q2 2026 13F · 0 exits
Filing reports
10
analyzed by SecBot
SecBot read BEARISH 4 reports · 90 days
Balance 2 bearish · 0 bullish · 2 neutral oldest → newest, height = score
Avg score ·High conf. 2/4
Strongest BEARISH CEO Jonathan Shar sold $331K worth of BNED stock in an open-market sale, and the SVP/CAO sold $25K, totaling…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    5 insiders sold $1.4M.

  • InstitutionsBULLISH

    Q2 2026: 12 added (0 new), 7 trimmed or exited.

  • AnalystsBULLISH

    7 of 8 rate it Buy or better. Every target is above the price.

  • EstimatesFALLING

    Current-quarter EPS estimate $0.920 → $0.840 over 90 days. 1 up, 1 down in 30 days.

  • TrendUPTREND

    14% above its 50-day average. New closing high $13.95 on Oct 22.

Who's buying

13F· Q2 2026
0
new positions
0
exits
FundMoveSharesValue
JPMORGAN CHASE & CODOUBLED317,425$4.3M
GOLDMAN SACHS GROUP INCTRIM315,048$4.0M
AMERICAN CENTURY COMPANIES INCDOUBLED269,959$3.4M
JANE STREET GROUP, LLCDOUBLED242,325$3.0M
D. E. Shaw & Co., Inc.DOUBLED168,042$2.1M
SEI INVESTMENTS CODOUBLED101,315$1.3M
UBS Group AGTRIM66,600$836.5K
HRT FINANCIAL LPTRIM37,085$465.0K

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

8 analysts
Buy 88% rate it Buy or better
Strong Buy2Buy5Hold1Sell0Strong Sell0
12-month targets · 2 analysts

Price is below the lowest target. Median implies +27%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Sep 9, 2026Needham
REITERATE
REITERATEBuy
Jun 26, 2026Needham
UPGRADE
UPGRADEBuy
Jun 10, 2026Northland Capital Markets
INITIATE
INITIATEOutperform

Insider ledger

Form 4
$0
bought · 0 insiders
$1.4M
sold · 5 insiders
DateInsiderTypeValue
Sep 25, 2026
MARTIN WILLIAM C
Director
AWARD17,653 sh
Sep 25, 2026
HOFFMAN EMILY
Director
AWARD17,653 sh
Sep 25, 2026
Madnani Sean V
Director
AWARD17,653 sh
Sep 25, 2026
WALKER KATHRYN EBERLE
Director
AWARD17,653 sh
Sep 25, 2026
Singer Eric
Director
AWARD17,653 sh
Sep 25, 2026
Warren Denise
Director
AWARD17,653 sh
Sep 23, 2026
Luster Gary
SVP, Chief Accounting Officer
SELL$25.4K
Sep 22, 2026
SHAR JONATHAN
CEO
SELL$331.2K

Earnings setup

Estimates
$0.84
EPS estimate, this quarter
−9%
estimate change, 90 days
1↑ 1↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q$0.84$0.67–$1.01+0.0%$672.9M
Next Q$0.28$0.27–$0.30-44.1%$525.0M
Current FY$0.89$0.79–$0.98+0.0%$1.8B
Next FY———$0.00

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 23, 2026 SEC
Director Kate Eberle Walker resigned effective December 1, 2026, to lead Pearson's US Higher Education business. The…
8-K — Impact 2/10
Sep 25, 2026 SEC
CEO Jonathan Shar sold $331K worth of BNED stock in an open-market sale, and the SVP/CAO sold $25K, totaling $357K in…
CLUSTER — Impact 5/10
Sep 25, 2026 SEC
Two BNED insiders, including CEO Jonathan Shar, sold a total of $357K in open-market sales over a 3-day window. The…
CLUSTER — Impact 4/10
Sep 25, 2026 Insider
MARTIN WILLIAM C was granted 17,653 shares
Director
Sep 25, 2026 Insider
HOFFMAN EMILY was granted 17,653 shares
Director
Sep 25, 2026 Insider
Madnani Sean V was granted 17,653 shares
Director
Sep 24, 2026 Press
Barnes & Noble Education declared a quarterly cash dividend of $0.08 per share, payable on October 29, 2026 to…
Impact 2/10
Sep 24, 2026 Dividend
Barnes & Noble Education Announces Quarterly Cash Dividend
FLORHAM PARK, N.J., Sept. 24, 2026 (GLOBE NEWSWIRE) -- Barnes & Noble Education, Inc. (NYSE: BNED) a
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Sep 24, 2026
Dividend
Barnes & Noble Education Announces Quarterly Cash Dividend
FLORHAM PARK, N.J., Sept. 24, 2026 (GLOBE NEWSWIRE) -- Barnes & Noble Education, Inc. (NYSE: BNED) announced today that its board of directors…
Sep 8, 2026
Earnings
Barnes & Noble Education Reports Fiscal 2027 First Quarter Financial Results
Quarterly Results Reflect Improved Profitability, First Day ® Complete Growth and Continued Balance Sheet Progress
Aug 18, 2026
Press release
Barnes & Noble College First Day Complete® Expands to 263 Campuses Representing More Than 1.43 Million Students
Barnes & Noble College expands First Day Complete to 263 campuses & 1.43M+ students, reflecting growing adoption & demand for affordable course…
Aug 14, 2026
Short interest
Short Interest: BNED down 22% to 1.3M shares
Settlement 2026-08-14 | Days to cover: 7.43 | ≈3.62% of shares outstanding (est.)
Jul 9, 2026
Earnings
Barnes & Noble Education Reports Full-Year Fiscal 2026 Financial Results
Results Consistent with Preliminary Ranges

SecBot reports

10 filings · 1 press release · 3 bullish · 4 bearish · 3 neutral
All BNED filing & press-release reports (11)