Barnes & Noble Education, Inc. $BNED reported first-quarter 2027 revenue of $290.6 million, up 0.85% from a year earlier, as gross profit rose 3.02% to $57.0 million. Cost of sales increased modestly to $233.5 million, showing only limited top-line expansion in the period.
Profitability remained under pressure. The company posted an operating loss of $19.6 million and a net loss attributable to common shareholders of $12.9 million, while diluted earnings per share came in at -$0.37. Cash flow from operating activities was negative $52.9 million, and capital spending totaled $3.5 million.
On the balance sheet, cash and cash equivalents stood at $7.8 million, while total liabilities declined to $568.4 million. The stock rose 1.87% since the market close following the release.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Barnes & Noble Education, Inc. Insider Trading Activity
Barnes & Noble Education, Inc. insiders have traded $BNED stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $BNED stock by insiders over the last 6 months:
- JONATHAN SHAR (CEO) has made 0 purchases and 2 sales selling 67,977 shares for an estimated $871,762.
- JASON SNAGUSKY (CFO) has made 0 purchases and 5 sales selling 9,464 shares for an estimated $116,927.
- CHRISTOPHER NEUMANN (EVP General Counsel, Secretary) sold 2,785 shares for an estimated $32,333
- GARY LUSTER (SVP, Chief Accounting Officer) sold 1,066 shares for an estimated $12,376
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Barnes & Noble Education, Inc. Hedge Fund Activity
We have seen 63 institutional investors add shares of Barnes & Noble Education, Inc. stock to their portfolio, and 46 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 317,425 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,986,858
- BALLAST ASSET MANAGEMENT, LP added 299,611 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,763,114
- AMERICAN CENTURY COMPANIES INC added 226,210 shares (+517.1%) to their portfolio in Q2 2026, for an estimated $2,841,197
- JANE STREET GROUP, LLC added 220,160 shares (+993.3%) to their portfolio in Q2 2026, for an estimated $2,765,209
- GOLDMAN SACHS GROUP INC removed 215,323 shares (-40.6%) from their portfolio in Q2 2026, for an estimated $2,704,456
- CAPTION MANAGEMENT, LLC removed 185,906 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $1,641,549
- GSA CAPITAL PARTNERS LLP added 164,020 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,060,091
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Barnes & Noble Education, Inc. Price Targets
Multiple analysts have issued price targets for $BNED recently. We have seen 2 analysts offer price targets for $BNED in the last 6 months, with a median target of $16.5.
Here are some recent targets:
- Ryan MacDonald from Needham set a target price of $16.0 on 06/26/2026
- Owen Rickert from Northland Capital Markets set a target price of $17.0 on 06/10/2026
