BNED Barnes & Noble Education (BNED) Insider Trading, Ownership & Congress Trades
Wholesale & Retail · Retail-miscellaneous shopping goods stores · CIK 0001634117
Form 144 · 2
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
65
13F, latest reported quarter
What the filings say about BNED
Insiders, 180 days
-$1.4M net sold
4 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$356.7K
2 notices
Barnes & Noble Education insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Barnes & Noble Education, Inc. insiders sold a net $1.4M of stock across 60 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Jul 10, 2026.
- The trade is 7.6% of the 29,667 shares held after it.
- 1 other insider sold within 30 days.
- 65 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, Chief Accounting Officer Luster Gary sold about $25.4K of BNED on Sep 23, 2026; 1 other insider sold within 30 days and 65 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (1 buy, 3 sales), the last on Jul 1, 2026.
- The trade is 9.2% of the 325,285 shares held after it.
- 1 other insider sold within 30 days.
- 65 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO SHAR JONATHAN sold about $331.2K of BNED on Sep 22, 2026; 1 other insider sold within 30 days and 65 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Jul 10, 2026.
- The trade is 7.0% of the 71,762 shares held after it.
- 3 other insiders sold within 30 days.
- 65 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CFO Snagusky Jason sold about $63.2K of BNED on Jul 17, 2026; 3 other insiders sold within 30 days and 65 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 3.3% of the 31,934 shares held after it.
- 3 other insiders sold within 30 days.
- 65 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, Chief Accounting Officer Luster Gary sold about $12.4K of BNED on Jul 10, 2026; 3 other insiders sold within 30 days and 65 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 3.4% of the 81,715 shares held after it.
- 3 other insiders sold within 30 days.
- 65 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP General Counsel, Secretary Neumann Christopher sold about $32.3K of BNED on Jul 10, 2026; 3 other insiders sold within 30 days and 65 funds added in the latest 13F quarter.60 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$1.4M over 180 days
-$356.6K over 90 days
below 54% of Wholesale & Retail
Congress
no House purchase disclosed in the last 12 months
Funds
65 funds bought in last quarter
below 62% of Wholesale & Retail
Revenue
+6.9% year over year
more than 63% of Wholesale & Retail
Margin
1.1% net margin
below 52% of Wholesale & Retail
Buybacks
no share repurchases reported
Short interest
10.2% of the float short (float per yahoo 2026-10-26) · 9.3 days to cover · settled 2026-09-30
more than 66% of Wholesale & Retail
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch BNED
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+46.4%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns BNED: institutional holders (13F)
13F holdings, latest reported quarter
11,208,746 sh
$140.8M
3,379,123 sh
$42.9M
1,656,736 sh
$20.8M
1,177,322 sh
$14.8M
1,059,206 sh
$13.3M
Congress trades in BNED
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
BNED planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Luster Gary
Filed 2026-09-23
$25.4K
SHAR JONATHAN
Filed 2026-09-22
$331.3K
Snagusky Jason
Filed 2026-07-17
$63.2K
Luster Gary
Filed 2026-07-10
$12.4K
Snagusky Jason
Filed 2026-07-10
$26.0K
BNED mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Philotimo Focused Growth & Income
$9.4M position · as of 2026-06-30
6.8%
BALLAST SMALL/MID CAP ETF
$2.6M position · as of 2026-06-30
1.5%
Ultra-Small Company Market Fund
$489.8K position · as of 2026-06-30
0.3%
Acuitas Small Cap Active ETF
$259.5K position · as of 2026-06-30
0.3%
iShares Micro-Cap ETF
$703.3K position · as of 2026-06-30
0.0%
AQR Small Cap Multi-Style Fund
$167.0K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Huseby
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$1.8M
$895.4K
$985.3K
-95%
n/a
2022
$1.9M
-$135.0K
$1.0M
-64%
+6%
2021
$4.7M
-$2.2M
$1.8M
-29%
+20%
2020
$4.2M
$15.1M
$1.6M
+84%
-2%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $1.4M sold by insiders over 180 days, 65 funds added last quarter, $356.7K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
BNED financials
Revenue growth
+6.9%
XBRL, annual
Net margin
1.1%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.7B
four quarters, 2025-08-03 to 2026-08-01
Revenue, TTM BNED
| FY May 2026 | $1.7B |
| FY May 2025 | $1.6B |
| FY Apr 2024 | $1.6B |
| FY Apr 2023 | n/a |
| FY Apr 2022 | n/a |
| Aug 2026 | $290.6M |
| May 2026 | $267.1M |
| Jan 2026 | $515.1M |
| Nov 2025 | $644.4M |
| Aug 2025 | $288.2M |
| May 2025 | $281.8M |
| Jan 2025 | $466.3M |
| Oct 2024 | $602.1M |
At each fiscal year end
Single quarter
Net margin, TTM
+1.3%
net income over revenue, 2025-08-03 to 2026-08-01
Net margin, TTM BNED
| FY May 2026 | +1.0% |
| FY May 2025 | -4.1% |
| FY Apr 2024 | -4.8% |
| FY Apr 2023 | n/a |
| FY Apr 2022 | n/a |
| Aug 2026 | -4.4% |
| May 2026 | +1.3% |
| Jan 2026 | +1.3% |
| Nov 2025 | +3.9% |
| Aug 2025 | -6.3% |
| May 2025 | -8.2% |
| Jan 2025 | +3.8% |
| Oct 2024 | +7.2% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$48.8M
operating cash flow minus capex, 2025-08-03 to 2026-08-01
Free cash flow, TTM BNED
| FY May 2026 | $33.9M |
| FY May 2025 | -$98.3M |
| FY Apr 2024 | -$19.2M |
| FY Apr 2023 | $66.6M |
| FY Apr 2022 | -$32.4M |
| Aug 2026 | -$56.4M |
| May 2026 | $76.4M |
| Jan 2026 | -$33.1M |
| Nov 2025 | $61.9M |
| Aug 2025 | -$71.3M |
| May 2025 | $49.5M |
| Jan 2025 | -$44.7M |
| Oct 2024 | $44.4M |
At each fiscal year end
Single quarter
Debt to equity
0.44x
long-term 2026-08-01 plus current 2025-01-25 (18 months older than the period end); equity 2026-08-01
Debt to equity BNED
| FY May 2026 | 0.24x |
| FY May 2025 | 0.38x |
| FY Apr 2024 | 2.44x |
| FY Apr 2023 | 1.19x |
| FY Apr 2022 | 0.99x |
| Aug 2026 | 0.44x |
| May 2026 | 0.24x |
| Jan 2026 | 0.48x |
| Nov 2025 | 0.43x |
| Aug 2025 | 0.28x |
| May 2025 | 0.38x |
| Jan 2025 | 0.48x |
| Oct 2024 | 0.84x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.52x
TTM operating cash flow over long-term 2026-08-01 plus current 2025-01-25 (18 months older than the period end)
Cash flow to debt BNED
| FY May 2026 | 0.71x |
| FY May 2025 | -0.83x |
| FY Apr 2024 | -0.03x |
| FY Apr 2023 | 0.50x |
| FY Apr 2022 | 0.01x |
| Aug 2026 | 0.52x |
| May 2026 | 0.71x |
| Jan 2026 | 0.16x |
| Nov 2025 | 0.08x |
| Aug 2025 | -0.13x |
| May 2025 | -0.83x |
| Jan 2025 | -0.40x |
| Oct 2024 | -0.28x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+8.3%
TTM net income over average of 2025-08-02 and 2026-08-01
Return on equity BNED
| FY May 2026 | +6.0% |
| FY May 2025 | -37.3% |
| FY Apr 2024 | -64.9% |
| FY Apr 2023 | -53.4% |
| FY Apr 2022 | -26.4% |
| Aug 2026 | +8.3% |
| May 2026 | +6.0% |
| Jan 2026 | -3.3% |
| Nov 2025 | +0.7% |
| Aug 2025 | +9.8% |
| May 2025 | -37.3% |
| Jan 2025 | -40.9% |
| Oct 2024 | -65.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.5%
TTM net income over average of 2025-08-02 and 2026-08-01
Return on assets BNED
| FY May 2026 | +2.2% |
| FY May 2025 | -7.7% |
| FY Apr 2024 | -8.0% |
| FY Apr 2023 | -9.9% |
| FY Apr 2022 | -6.5% |
| Aug 2026 | +2.5% |
| May 2026 | +2.2% |
| Jan 2026 | -0.9% |
| Nov 2025 | +0.2% |
| Aug 2025 | +2.1% |
| May 2025 | -7.7% |
| Jan 2025 | -7.5% |
| Oct 2024 | -10.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+8.9%
operating income after a 19.5% effective tax rate, over long-term 2026-08-01 plus current 2025-01-25 (18 months older than the period end) plus average of 2025-08-02 and 2026-08-01 minus cash
Return on invested capital BNED
| FY May 2026 | +8.6% |
| FY May 2025 | n/a |
| FY Apr 2024 | n/a |
| FY Apr 2023 | n/a |
| FY Apr 2022 | n/a |
| Aug 2026 | +8.9% |
| May 2026 | +8.6% |
| Jan 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+8.0%
operating income (EBIT proxy) over average of 2025-08-02 and 2026-08-01 minus current liabilities
Return on capital employed BNED
| FY May 2026 | +7.6% |
| FY May 2025 | +3.4% |
| FY Apr 2024 | -7.1% |
| FY Apr 2023 | -11.3% |
| FY Apr 2022 | -9.2% |
| Aug 2026 | +8.0% |
| May 2026 | +7.6% |
| Jan 2026 | +3.7% |
| Nov 2025 | +4.7% |
| Aug 2025 | +5.8% |
| May 2025 | +3.4% |
| Jan 2025 | -0.9% |
| Oct 2024 | -4.0% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
21.25x
close 2026-10-27 over four quarters of diluted EPS, 2025-08-03 to 2026-08-01
P/E, trailing BNED
| FY May 2026 | 21.85x |
| FY May 2025 | n/a |
| FY Apr 2024 | n/a |
| FY Apr 2023 | n/a |
| FY Apr 2022 | n/a |
| Aug 2026 | 19.44x |
| May 2026 | 21.85x |
| Jan 2026 | n/a |
| Nov 2025 | 101.44x |
| Aug 2025 | 8.38x |
| May 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$587.1M
market value at close 2026-10-27 on 2026-09-03 shares, plus long-term 2026-08-01 plus current 2025-01-25 (18 months older than the period end), minus cash 2026-08-01
Enterprise value BNED
| FY May 2026 | $414.8M |
| FY May 2025 | $446.8M |
| FY Apr 2024 | $1.2B |
| FY Apr 2023 | $8.4B |
| FY Apr 2022 | $16.0B |
| Aug 2026 | $546.7M |
| May 2026 | $414.8M |
| Jan 2026 | $433.0M |
| Nov 2025 | $421.7M |
| Aug 2025 | $349.0M |
| May 2025 | $446.8M |
| Jan 2025 | $473.1M |
| Oct 2024 | $432.7M |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+10.4%
TTM free cash flow over market value at close 2026-10-27
FCF yield BNED
| FY May 2026 | +9.6% |
| FY May 2025 | -27.9% |
| FY Apr 2024 | -1.8% |
| FY Apr 2023 | +0.8% |
| FY Apr 2022 | -0.2% |
| Aug 2026 | +11.3% |
| May 2026 | +9.6% |
| Jan 2026 | +2.3% |
| Nov 2025 | -1.5% |
| Aug 2025 | -7.8% |
| May 2025 | -27.9% |
| Jan 2025 | -20.1% |
| Oct 2024 | -23.6% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -36%, PEG needs growth
PEG, trailing BNED
| FY May 2026 | n/a |
| FY May 2025 | n/a |
| FY Apr 2024 | n/a |
| FY Apr 2023 | n/a |
| FY Apr 2022 | n/a |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Jan 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-05 | 2025-05 | 2025-01 | 2024-10 | |
|---|---|---|---|---|
| Revenue | $1.7B | $1.6B | n/a | n/a |
| Gross profit | $366.2M | $337.8M | n/a | n/a |
| Operating income | $36.5M | $15.9M | n/a | n/a |
| Net income | $16.9M | -$65.8M | n/a | n/a |
| EPS (diluted) | 0.49 | -2.50 | n/a | n/a |
| Operating cash flow | $50.1M | -$85.4M | n/a | n/a |
| Cash | $8.4M | $9.1M | $9.2M | $11.6M |
| Long-term debt | $71.0M | $103.1M | $141.2M | $177.6M |
| Buybacks | $0 | $5.0K | n/a | n/a |
SEC XBRL, fiscal years, as known on 2026-10-28
BNED Stock Sonar score 6/7 axes
Find similar shapesCompareBNED ranks highest on risk and compliance (72nd percentile) and growth (63rd), and lowest on insider conviction (23rd), among Wholesale & Retail peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
BNED filings, in plain words
Are Barnes & Noble Education insiders buying or selling BNED?
In the 180 days to 2026-10-28, Barnes & Noble Education insiders were net sellers, a net $1.4M across purchases and sales reported on Form 4, by 4 sellers.
Are there planned insider sales of BNED?
Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $356.7K of stock; the latest, by Luster Gary, was filed 2026-09-23.
Read the full summary
In the 180 days to 2026-10-28, Barnes & Noble Education insiders were net sellers of BNED, a net $1.4M across purchases and sales reported on Form 4 by 4 sellers. None of the 9 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $356.7K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
Explore insider trading and ownership data
Every company we track, ranked by each kind of filing
