What is the 13F Pro Quality Score for BNED?

13F Pro ranks Barnes & Noble Education, Inc. (BNED) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View BNED's current score at https://13fpro.ai/company/BNED (free sign-up required for the full ranking).

Which hedge funds own the most BNED stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of BNED include IMMERSION, Kanen Wealth Management, Windward Management. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/BNED as soon as new 13F filings post.

Where does 13F Pro source BNED data?

All Barnes & Noble Education, Inc. fundamentals and ownership data come directly from SEC EDGAR. Barnes & Noble Education, Inc. files with the SEC under CIK 1634117. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is BNED in?

Barnes & Noble Education, Inc. (BNED) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is BNED research updated on 13F Pro?

BNED's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Barnes & Noble Education, Inc.(BNED)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Consumer Discretionary →NYSEsmall

Institutional-grade research for retail investors

SEC EDGAR: CIK 1634117 BNED stock profile & AI dashboard →

13F Pro Quality Score

52.2/100

Rank #1,479 of 2,962 stocksTOP 50%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

41.4/100

Profitability

38.2/100

Balance Sheet

56.1/100

Earnings Quality

78.8/100

Free Cash Flow

35.0/100

Institutional Flow

76.0/100

Revenue Scale

60.4/100

Dilution Risk

80.0/100

Email me the moment this company reports earnings

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Why BNED Scores 52/100

exact factor attribution · 2026-09-11

BNED's composite is driven by earnings quality and scale, held back by free cash flow and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Earnings quality

+2.9 pts

79th pct

Scale

+1.6 pts

60th pct

Shareholder dilution

+1.5 pts

80th pct

Institutional flow

+1.3 pts

76th pct

▲3

Capital efficiency

+0.6 pts

56th pct

Earnings growth

+0.1 pts

52th pct

Revenue growth

-1.7 pts

41th pct

Profitability

-1.8 pts

38th pct

Free cash flow

-2.3 pts

35th pct

Latest change (2026-09-10): 53 → 52 · ↓ Profit margin 52→38

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

BNED Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 52.2/100 on a 32-signal composite quality model, placing it at rank #1,479 of 2,962 stocks — the top half of the AI-ranked universe. BNED scores in the top quartile across earnings quality (78.8), institutional flow (76.0). Areas of concern include free cash flow (35.0) and profitability (38.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Barnes & Noble Education, Inc. reports quarterly revenue of $290.6M, net income of $-12.9M, free cash flow of $-56.4M. 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. Barnes & Noble Education, Inc.'s 13F Pro composite quality score has ranged between 22 and 57 since 2021, currently 52.2 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

Revenue

Q2 2026

$290.6M

Net Income

Q2 2026

$-12.9M

Free Cash Flow

Q2 2026

$-56.4M

ROIC

Q2 2026

-17.2%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+6.5% YoY

$1.71BFY 2026

FY23 $1.54BFY24 $1.57BFY25 $1.61BFY26 $1.71B

Net Income

+125.6% YoY

$16.9MFY 2026

FY23 $-101.9MFY24 $-75.7MFY25 $-65.8MFY26 $16.9M

Operating Income

+129.5% YoY

$36.5MFY 2026

FY23 $-66.4MFY24 $-33.8MFY25 $15.9MFY26 $36.5M

EPS (Diluted)

+119.6% YoY

$0.49FY 2026

FY23 $-38.61FY24 $-28.46FY25 $-2.50FY26 $0.49

Total Assets

-6.4% YoY

$739.9MFY 2026

FY23 $980.8MFY24 $905.1MFY25 $790.3MFY26 $739.9M

Total Debt

-31.1% YoY

$71.0MFY 2026

FY23 $182.2MFY24 $196.3MFY25 $103.1MFY26 $71.0M

Op. Cash Flow

+158.6% YoY

$50.1MFY 2026

FY23 $91.7MFY24 $-5.1MFY25 $-85.4MFY26 $50.1M

Free Cash Flow

+134.4% YoY

$33.9MFY 2026

FY23 $66.6MFY24 $-19.2MFY25 $-98.3MFY26 $33.9M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$1.71B +6.5%	$1.61B +2.7%	$1.57B +1.6%	$1.54B +3.2%	$1.50B +6.3%	$1.41B
Net Income	$16.9M +125.6%	$-65.8M +13.1%	$-75.7M +25.6%	$-101.9M -47.9%	$-68.9M +50.7%	$-139.8M
Operating Income	$36.5M +129.5%	$15.9M +147.1%	$-33.8M +49.1%	$-66.4M -9.6%	$-60.6M +64.1%	$-168.8M
EPS (Diluted)	$0.49 +119.6%	$-2.50 +91.2%	$-28.46 +26.3%	$-38.61 -2803.0%	$-1.33 +52.7%	$-2.81
Total Assets	$739.9M -6.4%	$790.3M -12.7%	$905.1M -7.7%	$980.8M -8.5%	$1.07B +3.2%	$1.04B
Total Debt	$71.0M -31.1%	$103.1M -47.5%	$196.3M +7.8%	$182.2M -19.3%	$225.7M +351.4%	$50.0M
Operating Cash Flow	$50.1M +158.6%	$-85.4M -1567.6%	$-5.1M -105.6%	$91.7M +7795.8%	$1.2M -96.5%	$32.9M
Free Cash Flow	$33.9M +134.4%	$-98.3M -412.2%	$-19.2M -128.8%	$66.6M +305.2%	$-32.4M -708.3%	$5.3M

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Available Research

13F Pro tracks comprehensive data for Barnes & Noble Education, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of BNED

IMMERSION CORP
$140.8M11,208,746 sh
Kanen Wealth Management LLC
$42.9M3,379,123 sh
Windward Management LP
$20.8M1,656,736 sh
BlackRock, Inc.
$14.8M1,177,322 sh
MORGAN STANLEY
$13.3M1,059,206 sh
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
$11.2M891,799 sh
VANGUARD CAPITAL MANAGEMENT LLC
$10.1M804,636 sh
GEODE CAPITAL MANAGEMENT, LLC
$6.2M495,899 sh
STATE STREET CORP
$4.6M366,531 sh
683 Capital Management, LLC
$4.4M349,046 sh

Fund	Value	Shares
IMMERSION CORP	$140.8M	11,208,746
Kanen Wealth Management LLC	$42.9M	3,379,123
Windward Management LP	$20.8M	1,656,736
BlackRock, Inc.	$14.8M	1,177,322
MORGAN STANLEY	$13.3M	1,059,206
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$11.2M	891,799
VANGUARD CAPITAL MANAGEMENT LLC	$10.1M	804,636
GEODE CAPITAL MANAGEMENT, LLC	$6.2M	495,899
STATE STREET CORP	$4.6M	366,531
683 Capital Management, LLC	$4.4M	349,046

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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. BNED is classified as a small company.

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.