Barnes & Noble Education, Inc $BNED Stock Position Increased by Prescott Group Capital Management L.L.C.

Posted by Geri Gentry on Nov 4th, 2026

Prescott Group Capital Management L.L.C. increased its holdings in Barnes & Noble Education, Inc (NYSE:BNED – Free Report) by 6.7% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 951,799 shares of the specialty retailer’s stock after purchasing an additional 60,000 shares during the period. Barnes & Noble Education accounts for 1.0% of Prescott Group Capital Management L.L.C.’s investment portfolio, making the stock its 23rd largest holding. Prescott Group Capital Management L.L.C.’s holdings in Barnes & Noble Education were worth $11,031,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of BNED. Verdence Capital Advisors LLC grew its stake in Barnes & Noble Education by 9.6% in the 3rd quarter. Verdence Capital Advisors LLC now owns 61,676 shares of the specialty retailer’s stock valued at $715,000 after buying an additional 5,385 shares in the last quarter. Copeland Capital Management LLC purchased a new position in shares of Barnes & Noble Education in the first quarter valued at $73,000. Sei Investments Co. purchased a new position in shares of Barnes & Noble Education in the first quarter valued at $102,000. Kanen Wealth Management LLC grew its position in shares of Barnes & Noble Education by 0.7% in the first quarter. Kanen Wealth Management LLC now owns 3,423,782 shares of the specialty retailer’s stock valued at $30,232,000 after purchasing an additional 23,800 shares in the last quarter. Finally, Bank of New York Mellon Corp bought a new stake in shares of Barnes & Noble Education during the 2nd quarter valued at $510,000. 38.51% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

BNED has been the topic of a number of recent research reports. Wall Street Zen cut Barnes & Noble Education from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Zacks Research upgraded Barnes & Noble Education from a “hold” rating to a “strong-buy” rating in a research note on Monday, October 19th. Needham & Company LLC restated a “buy” rating and issued a $16.00 price objective on shares of Barnes & Noble Education in a research report on Wednesday, September 9th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Barnes & Noble Education in a research note on Monday, October 19th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $17.25.

Get Our Latest Stock Analysis on BNED

Barnes & Noble Education Stock Down 1.6%

BNED opened at $12.52 on Wednesday. The company has a fifty day moving average price of $12.06 and a 200-day moving average price of $10.75. The firm has a market capitalization of $434.07 million, a P/E ratio of 19.56 and a beta of 1.44. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.66 and a quick ratio of 0.64. Barnes & Noble Education, Inc has a one year low of $5.90 and a one year high of $14.75.

Barnes & Noble Education (NYSE:BNED – Get Free Report) last issued its quarterly earnings data on Tuesday, September 8th. The specialty retailer reported ($0.37) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.48) by $0.11. Barnes & Noble Education had a return on equity of 8.77% and a net margin of 1.29%. The company had revenue of $290.60 million for the quarter, compared to the consensus estimate of $306.66 million. Equities research analysts expect that Barnes & Noble Education, Inc will post 0.79 earnings per share for the current fiscal year.

Barnes & Noble Education Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, October 29th. Investors of record on Wednesday, October 14th were given a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a yield of 2.6%. The ex-dividend date was Wednesday, October 14th. Barnes & Noble Education’s payout ratio is presently 50.00%.

Insider Activity

In other Barnes & Noble Education news, CAO Gary Luster sold 2,267 shares of the firm’s stock in a transaction dated Wednesday, September 23rd. The stock was sold at an average price of $11.20, for a total value of $25,390.40. Following the sale, the chief accounting officer owned 29,667 shares of the company’s stock, valued at $332,270.40. This trade represents a 7.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Jonathan Shar sold 30,000 shares of Barnes & Noble Education stock in a transaction dated Tuesday, September 22nd. The shares were sold at an average price of $11.04, for a total value of $331,200.00. Following the sale, the chief executive officer owned 325,285 shares of the company’s stock, valued at approximately $3,591,146.40. This trade represents a 8.44% decrease in their position. The SEC filing for this sale provides additional information. 1.70% of the stock is owned by insiders.

About Barnes & Noble Education

(Free Report)

Barnes & Noble Education, Inc (NYSE: BNED) is an education solutions company that supports colleges and universities, their students, faculty and campus communities. The company operates and manages college bookstores and provides higher-education institutions with products and services designed to support academic success and campus life.

BNED’s offerings include new, used, rental and digital course materials; textbook and course-material fulfillment; general merchandise; school supplies; technology products; and custom or institution-branded apparel and gifts.