Q4 Earnings Estimate for BNED Issued By Northland Securities

Key Points

• Northland Securities raised its Q4 2027 EPS estimate for Barnes & Noble Education to a loss of $0.24 per share from a projected loss of $0.25; full-year consensus EPS stands at $0.79.
• BNED’s latest quarter beat earnings expectations, reporting a $0.37-per-share loss versus the consensus $0.48 loss, though revenue of $290.6 million fell short of the $306.66 million estimate.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and a $17.25 price target; the stock recently opened at $10.95 and pays an annualized $0.32 dividend, yielding about 2.9%.

Barnes & Noble Education, Inc (NYSE:BNED - Free Report) - Analysts at Northland Securities raised their Q4 2027 earnings estimates for Barnes & Noble Education in a research note issued to investors on Wednesday, September 9th. Northland Securities analyst O. Rickert now forecasts that the specialty retailer will earn ($0.24) per share for the quarter, up from their previous estimate of ($0.25). The consensus estimate for Barnes & Noble Education's current full-year earnings is $0.79 per share.

Barnes & Noble Education (NYSE:BNED - Get Free Report) last announced its quarterly earnings results on Tuesday, September 8th. The specialty retailer reported ($0.37) earnings per share for the quarter, topping analysts' consensus estimates of ($0.48) by $0.11. The company had revenue of $290.60 million for the quarter, compared to analysts' expectations of $306.66 million. Barnes & Noble Education had a net margin of 1.29% and a return on equity of 8.77%.

Several other analysts also recently commented on BNED. Weiss Ratings raised Barnes & Noble Education from a "sell (e+)" rating to a "sell (d+)" rating in a research note on Tuesday, July 21st. Needham & Company LLC reaffirmed a "buy" rating and set a $16.00 price target on shares of Barnes & Noble Education in a research report on Wednesday. Zacks Research upgraded Barnes & Noble Education to a "hold" rating in a report on Thursday, June 11th. Finally, Wall Street Zen lowered Barnes & Noble Education from a "buy" rating to a "hold" rating in a research report on Saturday, August 8th. Two analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $17.25.

Barnes & Noble Education Price Performance

Shares of BNED stock opened at $10.95 on Friday. The company has a quick ratio of 0.66, a current ratio of 1.66 and a debt-to-equity ratio of 0.44. Barnes & Noble Education has a 12-month low of $5.90 and a 12-month high of $14.75. The firm has a fifty day moving average of $12.24 and a 200-day moving average of $10.76. The firm has a market capitalization of $379.46 million, a price-to-earnings ratio of 17.10 and a beta of 1.27.

Barnes & Noble Education Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, July 30th. Investors of record on Thursday, July 16th were paid a $0.08 dividend. The ex-dividend date of this dividend was Thursday, July 16th. This represents a $0.32 dividend on an annualized basis and a yield of 2.9%. Barnes & Noble Education's dividend payout ratio is presently 68.09%.

Insiders Place Their Bets

In other Barnes & Noble Education news, CFO Jason Snagusky sold 5,000 shares of the stock in a transaction dated Friday, July 17th. The stock was sold at an average price of $12.64, for a total transaction of $63,200.00. Following the completion of the transaction, the chief financial officer owned 71,762 shares in the company, valued at approximately $907,071.68. This represents a 6.51% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Over the last three months, insiders have sold 10,513 shares of company stock valued at $129,173. 1.70% of the stock is currently owned by corporate insiders.

Institutional Trading of Barnes & Noble Education

A number of institutional investors have recently modified their holdings of the company. California State Teachers Retirement System increased its stake in Barnes & Noble Education by 225.6% in the 2nd quarter. California State Teachers Retirement System now owns 2,839 shares of the specialty retailer's stock valued at $36,000 after buying an additional 1,967 shares during the last quarter. Royal Bank of Canada lifted its position in Barnes & Noble Education by 261.1% during the 4th quarter. Royal Bank of Canada now owns 3,972 shares of the specialty retailer's stock worth $36,000 after buying an additional 2,872 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its stake in shares of Barnes & Noble Education by 205.5% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 4,326 shares of the specialty retailer's stock worth $40,000 after buying an additional 2,910 shares during the last quarter. Verition Fund Management LLC boosted its stake in shares of Barnes & Noble Education by 13.3% during the 4th quarter. Verition Fund Management LLC now owns 30,215 shares of the specialty retailer's stock worth $278,000 after buying an additional 3,550 shares during the last quarter. Finally, Dimensional Fund Advisors LP grew its holdings in shares of Barnes & Noble Education by 10.2% in the 3rd quarter. Dimensional Fund Advisors LP now owns 51,365 shares of the specialty retailer's stock valued at $511,000 after acquiring an additional 4,770 shares in the last quarter. 38.51% of the stock is currently owned by institutional investors.

About Barnes & Noble Education

Barnes & Noble Education, Inc NYSE: BNED is a leading provider of educational products and services to the higher education community. The company operates retail campus bookstores under Barnes & Noble College, offering course materials, general merchandise, and digital content. In addition, Barnes & Noble Education delivers educational technology solutions through its digital learning platform and supplemental courseware.

Originally part of Barnes & Noble, Inc, the company completed its spin-off and initial public offering in February 2015 to focus exclusively on college retail and digital learning.

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