Barnes & Noble Education, INC

Market Movers (8-K)

NYSE
Barnes & Noble Education announced fiscal year 2026 results, showing a significant increase in net income and Adjusted EBITDA, alongside a substantial decrease in net debt.
Better than expected
NYSE
Barnes & Noble Education announces preliminary fiscal 2026 results, projecting net income of $15M-$18M and declaring an inaugural quarterly dividend.
Better than expected
NYSE
Barnes & Noble Education, Inc. stockholders approved all proposals at its 2025 Annual Meeting, including the election of directors and executive compensation.
NYSE
Barnes & Noble Education reports significant improvements in net income and debt reduction for the first half of fiscal 2026, driven by strong growth in its BNC First Day program.
Better than expected
NYSE
Barnes & Noble Education announced its full-year fiscal 2025 financial results, reporting increased revenue and Adjusted EBITDA, a significant reduction in net debt, and the completion of its restatement process.
Better than expected
Capital raise
Delay expected
NYSE
Barnes & Noble Education announced preliminary unaudited financial results for FY25 and H1 FY26, concluding an internal investigation into improper journal entries and detailing financial restatements.
Delay expected
Better than expected

Quarterly Earnings (10-Q)

NYSE
Barnes & Noble Education reports increased revenue and a return to net income for the 26 weeks ended November 1, 2025, driven by its 'First Day' programs, despite ongoing internal control weaknesses.
Capital raise
Delay expected
NYSE
Barnes & Noble Education reported a significantly reduced net loss in Q1 2026, driven by a 9.4% revenue increase and strong adoption of its BNC First Day affordable access programs.
Delay expected
Better than expected
Capital raise
NYSE
Barnes & Noble Education's Q3 fiscal 2025 revenue increased by 2.1% year-over-year, driven by growth in BNC First Day programs and strategic store closures.
Better than expected
Capital raise
NYSE
Barnes & Noble Education's second quarter results show a significant improvement in profitability driven by the growth of their First Day Complete program and cost-saving initiatives, despite a slight decrease in overall revenue.
Better than expected
Capital raise
NYSE
Barnes & Noble Education's first quarter results for fiscal year 2025 show a net loss of $99.5 million, influenced by a significant loss on debt extinguishment and strategic store closures, despite growth in their BNC First Day programs.
Worse than expected
Capital raise
NYSE
Barnes & Noble Education saw a significant improvement in its net loss for the third quarter of fiscal year 2024, driven by growth in its BNC First Day programs and cost-saving initiatives, while the company continues to explore strategic alternatives.
Better than expected
Capital raise

Annual Reports (10-K)

NYSE
Barnes & Noble Education, Inc. (BNED) reported a net income of $16.9 million for the fiscal year ended May 2, 2026, a significant improvement from the prior year's net loss.
Better than expected
Capital raise
NYSE
Barnes & Noble Education, Inc. files its restated annual report, revealing financial adjustments, growth in affordable course material programs, and significant governance and financing changes.
Worse than expected
Delay expected
Capital raise
NYSE
Barnes & Noble Education, Inc. reports its fiscal year 2024 results, highlighting a strategic shift towards equitable access programs and a significant financial restructuring.
Worse than expected
Capital raise

Insider Trading (Form 4)

NYSE
Jonathan Shar, CEO of Barnes & Noble Education, Inc., received 345 shares of common stock on July 29, 2026.
NYSE
Jason Snagusky, CFO of Barnes & Noble Education, Inc., sold 5,000 shares of common stock on July 17, 2026 for $12.64 per share.
NYSE
Jason Snagusky, CFO of Barnes & Noble Education, Inc., sold 2,237 shares of common stock on July 10, 2026 for $11.61 per share.
NYSE
Jonathan Shar, CEO of Barnes & Noble Education, Inc., received 60,000 shares of common stock on July 10, 2026.
NYSE
Christopher Neumann, EVP General Counsel, Secretary of Barnes & Noble Education, Inc., sold 2,785 shares of common stock on July 10, 2026 for $11.61 per share.
NYSE
Gary Luster, SVP, Chief Accounting Officer of Barnes & Noble Education, Inc., sold 1,066 shares of common stock on July 10, 2026 for $11.61 per share.

Proxy Statements (Def-14A)

NYSE
Barnes & Noble Education seeks shareholder approval on key proposals following a financial restructuring and accounting restatement.
Capital raise
Worse than expected
NYSE
Barnes & Noble Education issued a supplement to its proxy statement addressing the change in auditors, disclosure of fees paid to the previous auditor, and clarifying details regarding the Amended and Restated Equity Incentive Plan ahead of the annual meeting.
NYSE
Barnes & Noble Education is asking stockholders to approve an amended equity incentive plan with an increased share reserve and a reduction in the number of authorized common shares at the upcoming annual meeting.
NYSE
The NYSE has designated Barnes & Noble Education's Reverse Split and Adjournment Proposals as routine matters, allowing brokers to exercise discretionary voting authority.
NYSE
Barnes & Noble Education warns stockholders of potential bankruptcy if core proposals related to a rights offering and purchase agreement are not approved at the upcoming special meeting on June 5, 2024.
Worse than expected
Capital raise
NYSE
Barnes & Noble Education warns of potential default on its credit facilities and possible bankruptcy if stockholders fail to approve critical proposals at the upcoming special meeting.
Worse than expected

New Public Companies (S-1)

NYSE
Barnes & Noble Education is offering non-transferable subscription rights to existing shareholders to purchase up to 900 million shares of common stock at $0.05 per share, aiming to raise $45 million.
Capital raise
Worse than expected
NYSE
Barnes & Noble Education is launching a rights offering to raise up to $45 million, aiming to improve liquidity and address going concern doubts.
Capital raise
Worse than expected

Schedule 13D - Activist Investments

NYSE
Barnes & Noble Education's Schedule 13D filing reveals significant transactions by Toro 18 Holdings LLC and associated individuals, including the sale of put options and changes in reporting persons.
NYSE
Toro 18 Holdings LLC and affiliated individuals have significantly increased their beneficial ownership in Barnes & Noble Education, Inc. to over 32% through recent open market purchases, rights offering, and a PIPE transaction.
Capital raise

Schedule 13G - Passive Investments

NYSE
Springhouse Capital and related entities, including Brian Gaines, report increased passive beneficial ownership in Barnes & Noble Education, Inc.
NYSE
Springhouse Capital and affiliated entities, including Brian Gaines, have reported a beneficial ownership of 5.58% in Barnes & Noble Education, Inc. common stock.
NYSE
A group of entities affiliated with Fanatics, including TopLids LendCo, LLC and Michael G. Rubin, have reduced their beneficial ownership in Barnes & Noble Education, Inc. to below 5% following the sale of over 577,000 shares.
NYSE
Kanen Wealth Management LLC, along with its affiliates Philotimo Fund, LP and Philotimo Focused Growth & Income Fund, has disclosed a combined passive beneficial ownership of 9.1% in Barnes & Noble Education, Inc. common stock.
NYSE
Philotimo Fund, Philotimo Focused Growth & Income Fund, Kanen Wealth Management LLC, and David Kanen have collectively disclosed an 8.0% beneficial ownership stake in Barnes & Noble Education, Inc. as of December 31, 2024.
NYSE
Bernard Selz has filed an amended Schedule 13G, reporting beneficial ownership of 1,039,713 shares, representing 3.44% of Barnes & Noble Education Inc.'s common stock as of December 31, 2024.