Barnes & Noble Education, Inc. (BNED) research
Barnes & Noble Education, Inc.- Sector
- Consumer Cyclical
- Industry
- Specialty Retail
- Last price
- $11.71
- As of
Barnes & Noble Education, Inc. (BNED): 4 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-09-30.
As of . Source: SEC EDGAR filings for BNED. Method and limitations.
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Preview the BNED dossierActive signals for BNED
- mediumEARNINGS_BEAT
Q1-2027: Beat consensus by 28.2%, EPS $-0.37 vs $-0.5151 estimate
- mediumNEW_POSITION
Point72 Asset Management, L.P. new position in BNED
- highINSTITUTIONAL_EXIT
CITADEL ADVISORS LLC cut 66% of BNED (2026Q2)
- highINSTITUTIONAL_SURGE
D. E. Shaw & Co., Inc. added +276% to BNED (2026Q2)
- mediumEARNINGS_BEAT
Q4-2026: Beat consensus by 161.6% - EPS $0.10052 vs $-0.1632 estimate
FREE, NO ACCOUNT
Every signal on BNED, as it fires
You are seeing 5 of 11 signals recorded on BNED since 2026-05-26.
The five above landed across 3 days. The other 6 were recorded on 2 other days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in BNED (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| D. E. Shaw & Co., Inc.CUSIP 06777U200 · 2026Q2 | $2.1M | 0.00% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 06777U200 · 2026Q2 | $1.9M | 0.00% | , |
| Point72 Asset Management, L.P.CUSIP 06777U200 · 2026Q2 | $461K | 0.00% | , |
| CITADEL ADVISORS LLCCUSIP 06777U200 · 2026Q2 | $435K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, BNED
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
BNED against its peers
BNED's operating margin of 2.3% ranks in the 73rd percentile of 12 Specialty Retail sub-industry peers, fiscal periods ending between 2025-12-31 and 2026-06-28.
| Metric | BNED | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 1.6B USD | 378M USD | 89 | 13 |
| Revenue YoY | 6.9% | -10.8% | 58 | 5 |
| Gross margin | 23.4% | 35.1% | 27 | 12 |
| Operating margin | 2.3% | -0.5% | 73 | 12 |
| Net margin | 1.1% | -1.6% | 61 | 13 |
| Return on equity | 5.7% | 2.1% | 58 | 12 |
| P / E | 23.9x | n/a | n/a | 3 |
Peers (13): BBW, HTLM, FLWS, ECXJ, OLPX, SVV, ABLV, BARK, ZOOZ, SPWH, PTLE, RECT, TLF. Left out: PHDWY (no annual filing), BWMX (period gap), ONEW (period gap), HZO (period gap), SBH (period gap), BOBS (no annual filing), MNSO (period gap), NPT (period gap), NAAS (period gap), JBHIF (no annual filing), VBREY (no annual filing), SNROY (no annual filing). Fiscal periods ending between 2025-12-31 and 2026-06-28. Every figure is one full fiscal year read from one annual filing (BNED: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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