Barnes & Noble Education, Inc.(BNED)Stock Analysis
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Rank #1,254 of 2,879 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
BNED Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Barnes & Noble Education, Inc. (BNED), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores BNED at 53.9/100 on a 32-signal composite quality model, placing it at rank #1,254 of 2,879 stocks — the top half of the AI-ranked universe. Areas of concern include free cash flow (24.2) and earnings quality (30.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), Barnes & Noble Education, Inc. reports quarterly revenue of $515.1M, net income of $6.7M, an operating margin of 2.8%. Top institutional holders of BNED by reported 13-F value include IMMERSION, Kanen Wealth Management, Windward Management, based on the most recent SEC filings. BNED trades on the NYSE exchange and files with the SEC under CIK 1634117. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BNED daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Barnes & Noble Education, Inc. directly from SEC EDGAR.
Revenue
Q3 2026
$515.1M
Net Income
Q3 2026
$6.7M
Free Cash Flow
Q3 2026
$-33.1M
Operating Margin
Q3 2026
2.8%
D/E Ratio
Q3 2026
0.48
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Available Research
13F Pro tracks comprehensive data for Barnes & Noble Education, Inc. including:
Top Institutional Holders of BNED
IMMERSION CORP
$99.0M11,208,746 shKanen Wealth Management LLC
$30.2M3,423,782 shWindward Management LP
$15.0M1,700,000 shBlackRock, Inc.
$9.6M1,087,626 shMORGAN STANLEY
$9.2M1,045,727 shPRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
$7.8M881,799 shVANGUARD CAPITAL MANAGEMENT LLC
$7.6M864,885 shGOLDMAN SACHS GROUP INC
$4.7M530,371 shGEODE CAPITAL MANAGEMENT, LLC
$3.8M435,478 sh683 Capital Management, LLC
$3.4M380,000 sh
| Fund | Value | Shares |
|---|---|---|
| IMMERSION CORP | $99.0M | 11,208,746 |
| Kanen Wealth Management LLC | $30.2M | 3,423,782 |
| Windward Management LP | $15.0M | 1,700,000 |
| BlackRock, Inc. | $9.6M | 1,087,626 |
| MORGAN STANLEY | $9.2M | 1,045,727 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | $7.8M | 881,799 |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.6M | 864,885 |
| GOLDMAN SACHS GROUP INC | $4.7M | 530,371 |
| GEODE CAPITAL MANAGEMENT, LLC | $3.8M | 435,478 |
| 683 Capital Management, LLC | $3.4M | 380,000 |
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Popular Research
Is BNED a good stock to buy?
13F Pro's AI-powered analysis of Barnes & Noble Education, Inc. (BNED) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BNED are available on the BNED stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own BNED?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BNED. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Barnes & Noble Education, Inc.'s investment landscape.