Stocks Consumer discretionary BNED
NYSE · Consumer discretionaryBarnes & Noble Education, Inc. (BNED)
Barnes & Noble Education, Inc. brought in $1.7B of revenue over the twelve months to August 1, 2026, up 5.0% from a year earlier. Net income was $22.2M, a net margin of 1.3%. Operating cash flow minus capital spending left $33.9M of free cash flow in fiscal 2026. At August 1, 2026 it held $7.8M in cash against $123.5M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on September 8, 2026.
Key facts about Barnes & Noble Education, Inc.
- Net worth
- Barnes & Noble Education, Inc. has a market value (market cap) of $456.9M at the latest share price, and shareholders' equity of $278.4M on its balance sheet at August 1, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $1.7B (+6.5% year on year), with net income of $16.9M. Over the 12 months to August 1, 2026: revenue $1.7B, net income $22.2M.
- Cash flow
- In fiscal 2026 operations brought in $50.1M of cash; after $16.2M of capital spending, free cash flow was $33.9M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on September 8, 2026 and covers the period to August 1, 2026. Open on SEC EDGAR
- Next earnings report
- Barnes & Noble Education, Inc.'s next report is expected around November 24, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
What Barnes & Noble Education, Inc. does
Barnes & Noble Education, Inc. is registered with the SEC under industry code SIC 5940 (Retail-Miscellaneous Shopping Goods Stores). Its shares trade on NYSE under the ticker BNED.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $1.7B | $16.9M | $0.49 | $33.9M |
| 2025 | $1.6B | -$65.8M | -$2.50 | -$98.3M |
| 2024 | $1.6B | -$75.7M | -$28.46 | -$19.2M |
| 2023 | $1.5B | -$101.9M | -$40.56 | $66.6M |
| 2022 | $1.5B | -$68.9M | -$27.79 | -$32.4M |
| 2021 | $1.4B | -$139.8M | -$58.71 | $5.3M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where BNED ranks in Consumer discretionary
Latest SEC filings
What Barnes & Noble Education, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 23, 2026
- September 30, 2026
- September 24, 2026Other event 8-K
- September 8, 2026Quarterly report 10-Q · period to August 1, 2026Revenue rose 0.8% to $290.6M versus the same quarter last year; diluted EPS -$0.37 versus -$0.54.
- September 8, 2026
- August 12, 2026
- August 12, 2026Additional proxy material DEFA14A
- August 12, 2026Proxy statement DEF 14A
- July 9, 2026Annual report 10-K · period to May 2, 2026Revenue rose 6.5% to $1.7B versus the prior year; diluted EPS $0.49 versus -$2.50.
- July 9, 2026
What is BNED worth? A DCF from its reported cash flow
Insider trades
What the people running Barnes & Noble Education, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $356.6K worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 25, 2026 | Martin William CDirector, 10% owner | Received as pay | 17,653 | - |
| September 25, 2026 | Hoffman EmilyDirector | Received as pay | 17,653 | - |
| September 25, 2026 | Madnani Sean VDirector | Received as pay | 17,653 | - |
| September 25, 2026 | Walker Kathryn EberleDirector | Received as pay | 17,653 | - |
| September 25, 2026 | Singer EricDirector, 10% owner | Received as pay | 17,653 | - |
| September 25, 2026 | Warren DeniseDirector | Received as pay | 17,653 | - |
| September 23, 2026 | Luster GarySVP, Chief Accounting Officer | Sold | 2,267 | $25.4K |
| September 22, 2026 | Shar JonathanCEO | Sold | 30,000 | $331.2K |
Who owns BNED
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Martin William C13D, may seek influence with 5 related filers | 33.1% | July 8, 2026 |
| Kanen Wealth Management LLC13G, passive with 3 related filers | 9.1% | May 15, 2025 |
| Brian Gaines13G, passive with 4 related filers | 6.81% | February 24, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 111 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Immersion Corp | 11,208,746 | 0 |
| Kanen Wealth Management LLC | 3,379,123 | -44,659 |
| Windward Management LP | 1,656,736 | -43,264 |
| BlackRock, Inc. | 1,177,322 | +89,696 |
| Morgan Stanley | 1,059,206 | +13,479 |
| Prescott Group Capital Management, L.L.C. | 891,799 | +10,000 |
| Vanguard Capital Management LLC | 804,636 | -60,249 |
| Geode Capital Management, LLC | 495,899 | +60,421 |
| State Street Corp | 366,531 | +49,336 |
| 683 Capital Management, LLC | 349,046 | -30,954 |
| Jpmorgan Chase & Co | 317,425 | +299,312 |
| Bank of America Corp | 339,026 | -16,917 |
| Goldman Sachs Group Inc | 315,048 | -215,323 |
| Ballast Asset Management, LP | 299,611 | new |
| American Century Companies Inc | 269,959 | +226,210 |
| Jane Street Group, LLC | 242,325 | +220,160 |
| Bnp Paribas Financial Markets | 193,166 | -33,347 |
| D. E. Shaw & Co., Inc. | 168,042 | +123,341 |
| DCF Advisers, LLC | 164,383 | -32,560 |
| Marshall Wace, Llp | 158,292 | new |
Insiders
10 insiders reported holding 1,133,129 shares in total, about $14.9M at the last price.
| Holder | Shares |
|---|---|
| Shar JonathanCEO | 325,285 |
| Martin William CDirector, 10% owner | 187,391 |
| Singer EricDirector, 10% owner | 174,391 |
| Neumann ChristopherEVP General Counsel, Secretary | 81,715 |
| Snagusky JasonCFO | 71,762 |
| Madnani Sean VDirector | 69,391 |
| Hoffman EmilyDirector | 69,391 |
| Walker Kathryn EberleDirector | 62,068 |
| Warren DeniseDirector | 62,068 |
| Luster GarySVP, Chief Accounting Officer | 29,667 |
Questions about BNED
What does Barnes & Noble Education, Inc. do?
Barnes & Noble Education, Inc. is a company in the Consumer discretionary sector, listed on NYSE as BNED. Its shares trade on NYSE under the ticker BNED.
What is Barnes & Noble Education, Inc.'s net worth?
Barnes & Noble Education, Inc. has a market value (market cap) of $456.9M at the latest share price, and shareholders' equity of $278.4M on its balance sheet at August 1, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Barnes & Noble Education, Inc. profitable?
Yes. Over the twelve months to August 1, 2026 it reported net income of $22.2M on revenue of $1.7B, a net margin of 1.3%.
How much revenue does Barnes & Noble Education, Inc. make?
Over the twelve months to August 1, 2026 Barnes & Noble Education, Inc. reported revenue of $1.7B. That is 5.0% more than a year earlier.
When did Barnes & Noble Education, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on September 8, 2026. It covers the period to August 1, 2026. Its newest filing of any kind is the executive or director change from October 23, 2026.
When is Barnes & Noble Education, Inc.'s next earnings report?
Barnes & Noble Education, Inc.'s next report is expected around November 24, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Barnes & Noble Education, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.