Earnings in 5d
BNED · NYSE · Specialty Retail

Barnes & Noble Education

Operates campus stores, course-material programs, and wholesale services for educational institutions.

$12.16
After-hours close+0.20 (+1.70%)
At close$11.96(−2.21%)

Breakdown13F · Form 4

Institutions 70.80%Insiders 35.41%

Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.

Shares outstanding 34.64M · Float 9.05M · 26.1% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Martin William C11.37M33.10%13DJul 8, 2026
Immersion Corp11.21M32.35%13FMay 15, 2026
Toro 18 Holdings LLC · director, 10 percent owner: 11.21M32.35%Form 4Mar 14, 2025
Kanen Wealth Management LLC3.42M9.88%13FMay 18, 2026
Springhouse Capital (U.S.), L.P.2.15M6.26%13GFeb 24, 2026

Institutions13F, as of Mar 31, 2026

94 holders · 24.53M shares · 23 new positions · 48 increased · 19 reduced · 14 closed

HolderShares% outstandingChg q/qFiled
Immersion Corp11.21M32.35%0May 15, 2026
Kanen Wealth Management LLC3.42M9.88%+23.8KMay 18, 2026
Windward Management LP1.70M4.91%0May 15, 2026
BlackRock, Inc.1.09M3.14%−9.8KMay 13, 2026
Morgan Stanley1.05M3.02%−58.9KMay 15, 2026
Prescott Group Capital Management, L.L.C.881.8K2.55%0May 7, 2026
Vanguard Capital Management LLC864.9K2.50%+864.9KnewMay 15, 2026
Goldman Sachs Group Inc530.4K1.53%+21.5KMay 15, 2026

Beneficial owners13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Martin William Cincl. Toro 18 Holdings LLC, Singer Eric +3 more33.10%11.37M13DJul 8, 2026
Springhouse Capital (U.S.), L.P.6.26%2.15M13GFeb 24, 2026
David L. Kanenincl. Philotimo Focused Growth and Income Fund, Philotimo Fund, LP +1 more5.80%1.53M13GSep 26, 2024

InsidersForm 4

InsiderRoleShares% outstandingFiled
Toro 18 Holdings LLCdirector, 10 percent owner: 11.21M32.35%Mar 14, 2025
Jonathan Sharofficer: CEO355.3K1.03%Aug 3, 2026
William C. Martindirector, 10 percent owner: 169.7K0.49%Mar 13, 2026
Eric Singerdirector, 10 percent owner: 156.7K0.45%Mar 13, 2026
Christopher Neumannofficer: EVP General Counsel, Secretary81.7K0.24%Jul 14, 2026
Jason Snaguskyofficer: CFO71.8K0.21%Jul 21, 2026
Emily Hoffmandirector, other: See Explanation of Responses51.7K0.15%Mar 13, 2026
Sean V. Madnanidirector51.7K0.15%Mar 13, 2026
Kathryn Eberle Walkerdirector44.4K0.13%Mar 13, 2026
Denise Warrendirector44.4K0.13%Mar 13, 2026

6 ten-percent owners hold 6.40M shares by Form 4, outside the officers-and-directors figure above · 28 people have not refiled in the last 18 months (2.18M shares), so they are not in the figure above

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jul 17, 2026
Jason Snaguskyofficer: CFO
Sale5,000$12.6471,762
Jul 10, 2026
Gary Lusterofficer: SVP, Chief Accounting Officer
Sale1,066$11.6131,934
Jul 10, 2026
Christopher Neumannofficer: EVP General Counsel, Secretary
Sale2,785$11.6181,715
Jul 10, 2026
Jason Snaguskyofficer: CFO
Sale2,237$11.6176,762
Jul 6, 2026
Toro 18 Holdings LLCdirector, 10 percent owner:
Sale · 2 lots17,000$11.065,000
Jul 7, 2026
Toro 18 Holdings LLCdirector, 10 percent owner:
Sale2,000$10.007,000
Jul 2, 2026
Jason Snaguskyofficer: CFO
Sale · 2 lots2,210$12.5078,999
Jul 1, 2026
Jonathan Sharofficer: CEO
Sale67,896$12.83294,940
Mar 13, 2026
Jason Snaguskyofficer: CFO
Sale17$8.1181,209
Mar 13, 2026
Jonathan Sharofficer: CEO
Sale81$8.11362,836

CongressHouse and Senate disclosures

Not reported.