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Barnes & Noble Education released preliminary, unaudited results showing a sharp turnaround for fiscal 2026, with revenue expected between $1.710 billion and $1.720 billion and net income between $15 million and $18 million, compared with a $(65.8) million loss a year earlier. Adjusted EBITDA is projected at $75 million to $77 million, up from $59.4 million, driven largely by 27%–28% growth in BNC First Day® program revenue to $754 million–$760 million. Total debt is expected to fall to $71 million from $103.1 million, and the Board has declared its first regular quarterly dividend of $0.08 per share, payable July 30, 2026. For fiscal 2027, the company targets Adjusted EBITDA of $85 million to $92 million while continuing to reduce debt.
Barnes & Noble Education, Inc. CEO Jonathan Shar reported a small disposition of company stock tied to tax withholding. On the vesting of restricted stock units payable in common stock, 81 shares of common stock were sold at $8.11 per share to cover applicable withholding taxes, according to the footnote. After this tax-related sale, Shar directly holds 362,836 shares of Barnes & Noble Education common stock, indicating that the transaction represents a very small portion of his overall reported stake and reflects a routine compensation-related event rather than a discretionary open-market trade.
Barnes & Noble Education CFO Jason Snagusky reported a small insider transaction involving the company’s common stock. On the reported date, he disposed of 17 shares at $8.11 per share. According to the footnote, these shares were sold upon vesting of restricted stock units to cover applicable withholding taxes, rather than as a discretionary sale. After this transaction, Snagusky directly owned 81,209 shares of Barnes & Noble Education common stock.
Barnes & Noble Education reported the results of its 2025 Annual Meeting of Stockholders held on March 10, 2026. A total of 29,352,793 shares were represented out of 34,294,569 shares outstanding and entitled to vote as of February 2, 2026, indicating strong participation.
All six director nominees were elected, each receiving over 25 million votes in favor. Stockholders also approved, on an advisory basis, the compensation of named executive officers and ratified BDO USA, P.C. as independent auditors for the fiscal year ending May 2, 2026.
In addition, stockholders approved a proposal authorizing potential adjournment of the Annual Meeting to solicit additional proxies if needed, although the disclosed results indicate sufficient support for the proposals presented.
Warren Denise reported acquisition or exercise transactions in this Form 4 filing.
Barnes & Noble Education, Inc. director Denise Warren received a grant of 23,867 shares of Common Stock in the form of restricted stock units as compensation. The RSUs vest on the earlier of one year from grant or the company’s next annual stockholder meeting. After this award, Warren directly holds 44,415 shares. She has elected to defer settlement and receipt of the vested shares until a date specified in her deferral election, meaning she will not receive the underlying stock until that chosen time.
Singer Eric reported acquisition or exercise transactions in this Form 4 filing.
Barnes & Noble Education director Eric Singer reported receiving a grant of 23,867 shares of common stock as a restricted stock award. These shares will vest on the earlier of one year from the grant date or the company’s next annual meeting of stockholders.
Following the grant, Singer holds 156,738 shares directly and 11,208,746 shares indirectly through Toro 18 Holdings LLC and related entities, reflecting a significant equity position associated with his role in a Section 13(d) group that collectively owns over 10% of the company’s common stock.
HOFFMAN EMILY reported acquisition or exercise transactions in this Form 4 filing.
Barnes & Noble Education, Inc. director Emily Hoffman received a grant of 23,867 shares of common stock as a stock award, with no cash paid per share. These are restricted shares that will vest on the earlier of one year from the grant date or the company’s next annual meeting of stockholders.
After this grant, Hoffman directly holds a total of 51,738 shares of common stock. She is also part of a Section 13(d) group that collectively owns more than 10% of the company’s common stock, though she disclaims beneficial ownership of shares held by other group members except for any pecuniary interest.
WALKER KATHRYN EBERLE reported acquisition or exercise transactions in this Form 4 filing.
Barnes & Noble Education, Inc. director Kathryn Eberle Walker received a grant of 23,867 restricted stock units (RSUs) of Common Stock on March 11, 2026. Each RSU represents the right to receive one share of the company’s common stock.
The RSUs vest on the earlier of one year from the grant date or the company’s next annual meeting of stockholders. Following this award, Walker directly holds 44,415 shares of Barnes & Noble Education common stock.