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Barnes & Noble Education, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by TORO 18 HOLDINGS LLC, was filed 14 Mar 2025.
Barnes & Noble Education, Inc.: what insiders have been doing
Headquartered in United States, Barnes & Noble Education, Inc. belongs to the Retail & Commerce sector. Filings by its managers are published through SEC (Form 4). 14 insiders have disclosed 33 filings since 22 October 2025.
The flow runs one way only: 9 sales worth €431k, from 4 insiders, and no purchase. At €289k, the sale published on 24 September 2026 by Shar Jonathan is the largest of the period (0.072% of market cap).
Typically, a trade is published a median of 4 days after it takes place. Section 16 rules allow two business days to file each Form 4. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification.
Across the 2,023 companies tracked on its exchange, the median is 41 filings; at 33 filings, this issuer sits below that mark. Our records for Barnes & Noble Education, Inc. go back to 2016, with 71 purchases and 59 sales on the open market in total. The 10-K for the year ended 2 May 2026 shows 1.71 bn USD of revenue and 16.9 m USD of net income.
For comparison within the same sector, see the insider buying recorded at GameStop Corp. and Neighborhood Intelligence, Inc. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
561
Thresholds
n/a
Buy Volume
€26M
71 ops. · all time
Sell Volume
€56M
59 ops. · all time
Who traded when
BuySaleJason Snagusky5 sales
Jonathan Shar2 sales
Toro 18 Holdings LLC2 buys
Christopher Neumann1 sale
Lids Holdings, Inc.1 sale
Luster Gary1 sale
Since the insiders bought
- -7.8%Entry US$9.73 · Close at T+365 US$8.97
- +40.6%Entry US$8.27 · Close at T+365 US$11.63
- +40.6%Entry US$8.27 · Close at T+365 US$11.63
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 14,493 of 26,248 companies
48.5
score / 100
Value60
Quality37
FCF yld7.1%
Earn yld3.5%
EV/EBITDA10.7x
ROE8.3%
Gross mgn21%
Net mgn1.0%
Debt/EBITDA3.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended April 2026 · cache
US$13.75
Analyst consensus
2 analysts1.50/5
US$16.00Target US$17.25(+25%)US$18.50
Income statement
RevenueUS$1.7B
Gross profitUS$366.2M21% margin
EBITDAUS$65.7M4% margin
Net incomeUS$16.9M1.3% margin
Valuation
PER (trailing)21.5x
PER (forward)11.5x
P/Book1.7x
Beta1.46
Balance sheet & cash
Market capUS$476.6M
Total debtUS$223.5M
Free Cash FlowUS$33.9M
Debt / Equity98%
Profitability & ownership
ROE8.3%
ROA2.9%
% insiders7.1%
% institutions92.7%
Last declaration on 29 September 2026
Declarations561 total
17,653 shares0Common StockSEC:0001634117-26-000103:0
17,653 shares0Common StockSEC:0001634117-26-000105:0
17,653 shares0Common StockSEC:0001634117-26-000107:0
17,653 shares0Common StockSEC:0001634117-26-000109:0
17,653 shares0Common StockSEC:0001634117-26-000113:0
17,653 shares0Common StockSEC:0001634117-26-000111:0
30,000 shares@ US$11.040.072% mcap17.9% of flowCommon StockSEC:0001634117-26-000096:0
2,267 shares@ US$11.200.0055% mcap50.6% of flowCommonSEC144:0001959173-26-007095
30,000 shares@ US$11.04320.072% mcap17.9% of flowCommonSEC144:0001959173-26-007080
345 shares@ US$12.760.0011% mcap0.2% of flowCommon StockSEC:0001634117-26-000084:0
5,000 shares@ US$12.640.016% mcap27.0% of flowCommon StockSEC:0001634117-26-000081:0
5,000 shares@ US$12.6440.016% mcap27.0% of flowCommonSEC144:0001959173-26-005270
3,000 shares0Common StockSEC:0001634117-26-000076:0
4,500 shares0Common StockSEC:0001634117-26-000077:0
60,000 shares0Common StockSEC:0001634117-26-000078:0
2,785 shares@ US$11.610.0083% mcap50.0% of flowCommon StockSEC:0001634117-26-000077:1
1,066 shares@ US$11.610.0032% mcap24.7% of flowCommon StockSEC:0001634117-26-000076:1
2,237 shares@ US$11.610.0067% mcap11.1% of flowCommon StockSEC:0001634117-26-000079:0
2,785 shares@ US$11.60730.0083% mcap50.0% of flowCommonSEC144:0001959173-26-005194
1,066 shares@ US$11.60730.0032% mcap24.7% of flowCommonSEC144:0001959173-26-005192
2,237 shares@ US$11.60730.0067% mcap11.1% of flowCommonSEC144:0001959173-26-005193
826 shares@ US$12.240.0026% mcap4.3% of flowCommon StockSEC:0001634117-26-000064:0
1,384 shares@ US$12.650.0045% mcap7.5% of flowCommon StockSEC:0001634117-26-000064:1
2,210 shares@ US$12.49830.0071% mcap11.8% of flowCommonSEC144:0001959173-26-005085
67,896 shares@ US$12.830.23% mcap47.5% of flowCommonSEC144:0001959173-26-005030
25 of 561 declarations
About Barnes & Noble Education, Inc.
Barnes & Noble Education, Inc. (NYSE: BNED) is a U.S.-based specialty distribution and education-solutions company listed on the American NYSE/NASDAQ market in the United States. The company traces its roots back to 1965, when Leonard Riggio opened his first bookstore, Student Book Exchange, in New York City’s Greenwich Village. Over time, the business expanded into campus bookstore operations under the Barnes & Noble College banner. In 2015, Barnes & Noble Education was spun out as an independent public company, creating a standalone education platform focused on serving colleges, universities, and K-12 institutions.
Today, BNED is best understood as an education infrastructure and retail-services provider rather than a traditional bookseller. Its headquarters are in Florham Park, New Jersey. The company operates physical and virtual campus bookstores, school-branded retail environments, and related e-commerce channels across the United States. It serves hundreds of academic institutions and millions of students nationwide, which gives it a meaningful position in the campus retail ecosystem and in the broader market for academic access solutions.
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BNED’s core business lines include academic solutions, print and digital course materials, equitable-access programs such as First Day® Complete, college retail operations, and a range of general merchandise. The product mix includes textbooks, rentals, digital content, school-branded apparel and spirit products, technology items, school supplies, graduation goods, and convenience merchandise. The company’s model is integrated: it combines content access, store operations, technology services, and merchandising into a single campus-facing offering.
From a competitive standpoint, BNED operates in a fragmented but strategically important market shaped by student affordability pressures, the shift toward digital learning, and institutions’ desire to improve access and retention outcomes. Its main differentiators are its large campus footprint, operational execution, and embedded partnerships with educational institutions. Programs such as First Day are central to the company’s value proposition because they support affordability, convenience, and recurring institutional engagement.
Recent highlights include ongoing financial reporting through fiscal 2025 and fiscal 2026, continued expansion of First Day initiatives, and new university partnerships, including a notable collaboration with the University of California, Berkeley. Recent SEC Form 4 insider filings have also drawn market attention, underscoring the stock’s sensitivity to governance developments, ownership changes, and operating momentum. Overall, BNED remains a U.S. education-services and campus-retail platform with a hybrid physical-digital model and a strong dependence on execution in the North American higher-education market.
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