Barnes & Noble EducationBNED
BNED
About: Barnes & Noble Education Inc is an operator of bookstores in college and university campuses across the United States. The company is also engaged in providing digital education services. It operates in three reportable segments that include Retail offers existing and prospective clients the flexibility of physical, virtual, or custom store solutions, and wholesale is comprised of the wholesale and virtual retail fulfillment, and support operations of the MBS subsidiary, also Corporate Services represent unallocated shared-service costs which include corporate level expenses and other governance functions, including executive functions, such as accounting, legal, treasury, information technology, and human resources. It earns majority of the revenue from Retail segment.
Employees: 3,750
0
Funds holding %
of 7,398 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
1,550% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 2
415% more capital invested
Capital invested by funds: $36.2M [Q3] → $187M (+$150M) [Q4]
374% more call options, than puts
Call options by funds: $10.7M | Put options by funds: $2.26M
200% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 3 (+2) [Q4]
74% more funds holding
Funds holding: 42 [Q3] → 73 (+31) [Q4]
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
46.63% more ownership
Funds ownership: 14.93% [Q3] → 61.56% (+46.63%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for BNED.
Financial journalist opinion
Based on 3 articles about BNED published over the past 30 days
Positive
Seeking Alpha
3 weeks ago
Barnes & Noble Education: Profitable Quarter But Cash Flow Disappoints - Hold
Barnes & Noble Education reported profitable third quarter results, with sales benefiting from persistent growth in the company's First Day program offerings. However, net income would have been negative without a sizable one-time benefit from the termination of liabilities related to a frozen retirement benefit plan. While Adjusted EBITDA increased by almost 30% on a year-over-year basis, improved profitability did not translate into higher cash generation.
Neutral
GlobeNewsWire
3 weeks ago
Barnes & Noble Education Reports Third Quarter Fiscal Year 2025 Financial Results
BNC First Day ® Program Revenues Increased 21% YOY to $222 Million Total Revenue Growth of 2% and Gross Comparable Store Sales Growth of 7% Net Income Improves by $17 Million to $7 Million Adjusted EBITDA Improves by $6 Million to $27 Million BASKING RIDGE, N.J., March 10, 2025 (GLOBE NEWSWIRE) -- Barnes & Noble Education, Inc. (NYSE: BNED) , (“Barnes & Noble Education,” “BNED,” the “Company,” “we,” “us,” “our”), a leading solutions provider for the education industry, today reported sales and earnings for the third quarter ended on January 25, 2025 (“Q3”).
Neutral
GlobeNewsWire
3 weeks ago
Barnes & Noble Education Strengthens Leadership Team with the Appointment of Christopher Neumann as General Counsel & Corporate Secretary and Gary Luster as Chief Accounting Officer
BASKING RIDGE, N.J., March 06, 2025 (GLOBE NEWSWIRE) -- Barnes & Noble Education, Inc. (NYSE: BNED), a leading solutions provider for the education industry, today announced the appointment of Christopher Neumann as General Counsel & Corporate Secretary and Gary Luster as Chief Accounting Officer, effective March 3, 2025.
Positive
Seeking Alpha
3 months ago
Barnes & Noble Education: Strong Q2 Results But Questions Remain - Hold
Barnes & Noble Education reported decent Q2/FY2025 results, driven by strong growth in First Day program contributions and ongoing cost savings initiatives. While revenues were down slightly due to additional store closures, Adjusted EBITDA of $66 million increased by more than 30% on a year-over-year basis. However, persistent shareholder dilution in combination with a lack of investor communication and recent key executive resignations is keeping my from getting more constructive on the shares.
Neutral
GlobeNewsWire
3 months ago
Barnes & Noble Education Reports Second Quarter Fiscal Year 2025 Financial Results
2Q BNC First Day ® Program Revenues Increased ∼18% YOY to $235 million 2Q Net Income from Continuing Operations Improved by ∼$25 million Strategic Initiatives Drive 2Q Adjusted EBITDA growth by ∼$15 million to $66 million BASKING RIDGE, N.J., Dec. 09, 2024 (GLOBE NEWSWIRE) -- Barnes & Noble Education, Inc. (NYSE: BNED) , a leading solutions provider for the education industry, today reported sales and earnings for the second quarter ended on October 26, 2024.
Positive
Seeking Alpha
3 months ago
Barnes & Noble Education: A Maturing Turnaround Story
BNED shares surged to $13.84 post-DOE regulatory relief but faced volatility due to a $40 million ATM offering, before stabilizing with a strong Fall Quarter preannouncement. First Day Complete enrollment grew to 925,000 students, despite significant headwinds, indicating robust demand and the potential for further growth. Recent BNED contract awards at Syracuse and North Carolina A&T indicate renewed competitive momentum.
Neutral
GlobeNewsWire
4 months ago
Barnes & Noble Education Continues its Strong Expansion of First Day® Affordable Access Programs
BASKING RIDGE, N.J., Nov. 19, 2024 (GLOBE NEWSWIRE) -- Barnes & Noble Education, Inc. (NYSE: BNED) , a leading solutions provider for the education industry, today announced the rapid and continued growth of its industry-leading First Day ® affordable access programs and new research data that highlight the positive impact the programs have on course material affordability and student outcomes.
Neutral
GlobeNewsWire
4 months ago
North Carolina A&T Returns to Barnes & Noble College to Manage its Campus Bookstore
Barnes & Noble College announced it will partner again with North Carolina Agricultural and Technical State University to manage the N.C. A&T Bookstore.
Neutral
GlobeNewsWire
4 months ago
Barnes & Noble College Announces Strategic Partnership with Syracuse University
BASKING RIDGE, N.J., Nov. 12, 2024 (GLOBE NEWSWIRE) -- Barnes & Noble College (BNC), a Barnes & Noble Education, Inc. (NYSE: BNED) company, today announced it has entered into a partnership agreement with Syracuse University to manage all course materials, retail and e-commerce operations for the University's Campus Store.
Neutral
GlobeNewsWire
4 months ago
Barnes & Noble Education Reports Second Quarter Preliminary Fiscal Year 2025 Unaudited Financial Results
2Q BNC First Day® Program Revenues Increased 18% YOY to $235 million 2Q Net Income From Continuing Operations Expected to Increase by mid-70% to mid-90% YoY BASKING RIDGE, N.J., Nov. 07, 2024 (GLOBE NEWSWIRE) -- Barnes & Noble Education, Inc. (NYSE: BNED), a leading solutions provider for the education industry, today announced preliminary, unaudited results for the second quarter ended October 26, 2024.
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