Atom Investors LP Invests $5.82 Million in Blue Bird Corporation $BLBD

Posted by Brian Himes on Jun 17th, 2026

Atom Investors LP bought a new position in Blue Bird Corporation (NASDAQ:BLBD – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 123,801 shares of the company’s stock, valued at approximately $5,819,000.

Several other institutional investors and hedge funds also recently modified their holdings of the stock. Vanguard Group Inc. boosted its position in shares of Blue Bird by 7.1% in the fourth quarter. Vanguard Group Inc. now owns 2,041,085 shares of the company’s stock worth $95,931,000 after buying an additional 135,562 shares during the period. JPMorgan Chase & Co. boosted its position in shares of Blue Bird by 185.6% in the third quarter. JPMorgan Chase & Co. now owns 925,852 shares of the company’s stock worth $53,283,000 after buying an additional 601,690 shares during the period. First Trust Advisors LP boosted its position in shares of Blue Bird by 14.5% in the fourth quarter. First Trust Advisors LP now owns 865,136 shares of the company’s stock worth $40,661,000 after buying an additional 109,668 shares during the period. Geode Capital Management LLC boosted its position in shares of Blue Bird by 0.4% in the fourth quarter. Geode Capital Management LLC now owns 769,204 shares of the company’s stock worth $36,159,000 after buying an additional 3,120 shares during the period. Finally, Goldman Sachs Group Inc. boosted its position in shares of Blue Bird by 197.3% in the fourth quarter. Goldman Sachs Group Inc. now owns 712,707 shares of the company’s stock worth $33,497,000 after buying an additional 472,990 shares during the period. Hedge funds and other institutional investors own 93.59% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on BLBD shares. DA Davidson set a $86.00 target price on Blue Bird in a research report on Tuesday, June 9th. Barclays upped their target price on Blue Bird from $55.00 to $75.00 and gave the stock an “overweight” rating in a research report on Thursday, May 7th. BTIG Research increased their price target on Blue Bird from $65.00 to $80.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Zacks Research downgraded Blue Bird from a “hold” rating to a “strong sell” rating in a report on Monday, May 11th. Finally, Freedom Capital downgraded Blue Bird from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 7th. Six analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $77.80.

Get Our Latest Report on Blue Bird

Blue Bird Trading Up 0.5%

Shares of BLBD opened at $73.21 on Wednesday. The company has a market capitalization of $2.32 billion, a P/E ratio of 17.99, a P/E/G ratio of 1.02 and a beta of 1.37. Blue Bird Corporation has a one year low of $41.08 and a one year high of $81.51. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.27 and a current ratio of 1.83. The stock has a 50-day moving average price of $66.88 and a 200 day moving average price of $58.01.

Blue Bird (NASDAQ:BLBD – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The company reported $1.00 EPS for the quarter, beating analysts’ consensus estimates of $0.88 by $0.12. The firm had revenue of $352.64 million during the quarter, compared to the consensus estimate of $335.23 million. Blue Bird had a return on equity of 53.68% and a net margin of 8.91%.Blue Bird’s revenue for the quarter was down 1.7% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.96 earnings per share. Sell-side analysts forecast that Blue Bird Corporation will post 4.35 EPS for the current fiscal year.

Blue Bird Company Profile

(Free Report)

Blue Bird Corporation (NASDAQ: BLBD) is a leading manufacturer of buses and mass transportation vehicles headquartered in Fort Valley, Georgia. The company’s core business encompasses the design, engineering, and production of school buses and activity buses, with a product lineup that includes conventional (Type C) models, transit-style (Type D) models and specialty configurations for special-needs and activity transport. In recent years, Blue Bird has expanded its offerings to include zero-emission electric school buses, reflecting its commitment to advanced propulsion technologies and environmental sustainability.

Established in 1927, Blue Bird has built a legacy of safety and reliability in student transportation.