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BNED Smart Money

Barnes & Noble Education, Inc.
1W: +5.6% 1M: +20.2% 3M: +4.5% YTD: +58.2% 1Y: +45.7% 3Y: -84.9% 5Y: -98.7%
$13.60
-0.02 (-0.15%)
After Hours: $13.38 (-0.22, -1.65%)
Weekly Expected Move ±5.0%
$12 $13 $14 $14 $15
NYSE · Consumer Cyclical · Specialty Retail · Tech Score Strong Buy · Power 72 · $471.4M mcap · 9M float · 3.30% daily turnover · Short 56% of daily vol
Credit Risk of going bust: higher than 67% of companies Debt: 36.7% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.42 (down 97%), Barnes & Noble Education, Inc. would be worth roughly what it owes.
Total debt $273.2M against a stock market value of $472.1M.
Distance to default 3.66 (Merton model): prices to 2026-10-26, balance sheet 2026-08-01, debt counted $61.8M (short-term plus half of long-term), stock volatility 62.8%; Altman Z'' -0.09. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
123
Institutions Holding
+22 vs prior
71.1%
Ownership
+25.15%
33 New
32 Increased
38 Reduced
9 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-09-25 MARTIN WILLIAM C director A-Grant/Award 17,653 $— $0 Filing
2026-09-25 HOFFMAN EMILY director A-Grant/Award 17,653 $— $0 Filing
2026-09-25 Madnani Sean V director A-Grant/Award 17,653 $— $0 Filing
2026-09-25 WALKER KATHRYN EBERLE director A-Grant/Award 17,653 $— $0 Filing
2026-09-25 Singer Eric director A-Grant/Award 17,653 $— $0 Filing
2026-09-25 Warren Denise director A-Grant/Award 17,653 $— $0 Filing
2026-09-23 Luster Gary officer: svp, chief accounting officer S-Sale 2,267 $11.20 $25K Filing
2026-09-22 SHAR JONATHAN officer: ceo S-Sale 30,000 $11.04 $331K Filing
2026-07-29 SHAR JONATHAN officer: ceo A-Grant/Award 345 $12.76 $4K Filing
2026-07-17 Snagusky Jason officer: cfo S-Sale 5,000 $12.64 $63K Filing
2026-07-10 Neumann Christopher officer: evp general counsel, secretary A-Grant/Award 4,500 $— $0 Filing
2026-07-10 SHAR JONATHAN officer: ceo A-Grant/Award 60,000 $— $0 Filing
2026-07-10 Neumann Christopher officer: evp general counsel, secretary S-Sale 2,785 $11.61 $32K Filing
2026-07-10 Snagusky Jason officer: cfo S-Sale 2,237 $11.61 $26K Filing
2026-07-10 Luster Gary officer: svp, chief accounting officer S-Sale 1,066 $11.61 $12K Filing
2026-07-10 Luster Gary officer: svp, chief accounting officer A-Grant/Award 3,000 $— $0 Filing
2026-07-02 Snagusky Jason officer: cfo S-Sale 1,384 $12.65 $18K Filing
2026-07-02 Snagusky Jason officer: cfo S-Sale 826 $12.24 $10K Filing
2026-07-01 SHAR JONATHAN officer: ceo S-Sale 67,896 $12.83 $871K Filing
2026-03-13 Snagusky Jason officer: cfo S-Sale 17 $8.11 $138 Filing
2026-03-13 SHAR JONATHAN officer: ceo S-Sale 81 $8.11 $657 Filing
2026-03-11 HOFFMAN EMILY director A-Grant/Award 23,867 $— $0 Filing
2026-03-11 MARTIN WILLIAM C director A-Grant/Award 23,867 $— $0 Filing
2026-03-11 Singer Eric director A-Grant/Award 23,867 $— $0 Filing
2026-03-11 Warren Denise director A-Grant/Award 23,867 $— $0 Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
IMMERSION CORP 11,208,746 $141M — 2026-06-30 Filing
Kanen Wealth Management LLC 3,379,123 $43M -44,659 2026-06-30 Filing
Windward Management LP 1,656,736 $21M -43,264 2026-06-30 Filing
BlackRock, Inc. 1,177,322 $15M +89,696 2026-06-30 Filing
MORGAN STANLEY 1,059,206 $13M +13,479 2026-06-30 Filing
Prescott Group Capital Management, L.L.C 891,799 $11M +10,000 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 804,636 $10M -60,249 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 495,899 $6M +60,421 2026-06-30 Filing
STATE STREET CORP 366,531 $5M +49,336 2026-06-30 Filing
683 Capital Management, LLC 349,046 $4M -30,954 2026-06-30 Filing
JPMORGAN CHASE & CO 317,425 $4M +299,312 2026-06-30 Filing
BANK OF AMERICA CORP /DE 339,026 $4M -16,917 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 315,048 $4M -215,323 2026-06-30 Filing
Ballast Asset Management, LP 299,611 $4M +299,611 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 269,959 $3M +226,210 2026-06-30 Filing
JANE STREET GROUP, LLC 242,325 $3M +220,160 2026-06-30 Filing
BNP PARIBAS FINANCIAL MARKETS 193,166 $2M -33,347 2026-06-30 Filing
CENTAURUS FINANCIAL, INC. 189,276 $2M -3,025 2026-06-30 Filing
D. E. Shaw & Co., Inc. 168,042 $2M +123,341 2026-06-30 Filing
DCF Advisers, LLC 164,383 $2M -32,560 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms