Barnes & Noble Education, Inc. (BNED)
NYSE · Retail · Retail-Miscellaneous Shopping Goods Stores
- Price
- $11.13
- Day
- -0.71%
- Market cap
- $385.82M
- P/E
- 17.4
Close 2026-09-24.
The company
OVERVIEW General Barnes & Noble Education, Inc. (“BNED”) is one of the largest contract operators of physical and virtual bookstores for college and university campuses and K-12 institutions across the United States. We are also one of the largest textbook wholesalers and inventory management hardware and software providers. As of May 2, 2026, we operated 1,116 physical and virtual bookstores, delivering essential educational content and general merchandise within a dynamic omnichannel retail environment. The strengths of our business include our ability to compete by developing new products and solutions to meet market needs, our large operating footprint with direct access to students and faculty, our well-established, deep relationships with academic partners and stable, long-term contracts and our well-recognized brands. We provide product and service offerings designed to address the most pressing issues in higher education, including enhanced convenience and improved affordability through innovative course material delivery models designed to drive improved student experiences and outcomes. We offer our BNC First Day ® affordable access course material programs, consisting of First Day Complete and First Day , which provide faculty required course materials on or before the first day of class at below market rates, as compared to the total retail price for the same course materials if purchased separately (a la carte), and students are billed the below market rate directly by the institution as a course charge or included in tuition.
From Item 1: OVERVIEW · General.
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- IMMERSION CORP — $140.78M
- Kanen Wealth Management LLC — $42.92M
- Windward Management LP — $20.81M
- MORGAN STANLEY — $11.31M
- Prescott Group Capital Management, L.L.C. — $11.2M
- VANGUARD CAPITAL MANAGEMENT LLC — $10.11M
- BlackRock, Inc. — $8.05M
- GEODE CAPITAL MANAGEMENT, LLC — $5.27M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- Snagusky Jason (CFO) sold 5,000 shares at $12.64 on 2026-07-17
- Snagusky Jason (CFO) sold 2,237 shares at $11.61 on 2026-07-10
- Neumann Christopher (EVP General Counsel, Secretary) sold 2,785 shares at $11.61 on 2026-07-10
- Luster Gary (SVP, Chief Accounting Officer) sold 1,066 shares at $11.61 on 2026-07-10
- TORO 18 HOLDINGS LLC (Director,TenPercentOwner) sold 2,000 shares at $1.50 on 2026-07-07
- TORO 18 HOLDINGS LLC (Director,TenPercentOwner) sold 2,000 shares at $1.50 on 2026-07-07
Recent filings
- 144 — 2026-09-23
- 144 — 2026-09-22
- 8-K — 2026-09-08
- 10-Q — 2026-09-08
- ARS — 2026-08-12
- DEF 14A — 2026-08-12
- DEFA14A — 2026-08-12
- 4 — 2026-08-03
- 4 — 2026-07-21
- 144 — 2026-07-17