Barnes & Noble Education filings document the company’s campus retail and education-services business, including operating results, seasonality, BNC First Day program activity, general merchandise performance, and financial measures reported through Form 10-K, Form 10-Q, and Form 8-K disclosures.
The company’s regulatory record also covers restated financial statements, non-reliance determinations, late-filing notices, internal-investigation findings related to digital sales cost accounting, and current-report exhibits for earnings releases. Proxy and annual-meeting filings document board elections, executive compensation votes, auditor ratification, shareholder voting mechanics, governance practices, and common-stock matters.
SHAR JONATHAN reported acquisition or exercise transactions in this Form 4 filing.
Barnes & Noble Education CEO Jonathan Shar received a grant of 60,000 performance-vested stock units (PSUs) at a stated price of $0.00 per share. Each PSU represents a contingent right to receive one share of BNED common stock and vests upon the stock achieving a specified price per share and continued employment through a specified date. Following this award, his directly held common shares were reported at 354,940.
Barnes & Noble Education EVP General Counsel and Secretary Christopher Neumann reported an open-market sale of 2,785 shares of common stock on July 10, 2026 at a weighted-average $11.61 per share, with prices from $11.51 to $11.98, to cover withholding taxes on vested restricted performance stock units. He also received a grant of 4,500 performance-vested stock units (PSUs), each representing a contingent right to one BNED share, subject to stock-price and service vesting conditions. Following these transactions, Neumann directly holds 81,715 shares of Barnes & Noble Education common stock.
Barnes & Noble Education, Inc. executive Gary Luster, SVP and Chief Accounting Officer, reported two equity transactions on 2026-07-10. He sold 1,066 shares of common stock at a weighted average price of $11.61 per share (within a range of $11.51–$11.98) to cover applicable withholding taxes due on the vesting of restricted performance stock units. On the same date, he received a grant of 3,000 performance-vested stock units (PSUs), each representing a contingent right to one share of common stock, which vest based on achieving specified share-price targets and continued employment. Following these transactions, he directly holds 31,934 shares of common stock.
Barnes & Noble Education reported a proposed sale of Common stock consisting of 2,237 shares tied to restricted stock vesting and compensation. The notice lists the securities to be sold on 07/07/2026 through Fidelity Brokerage Services LLC and records a prior sale of 2,210 common shares on 07/02/2026 for $27,621.24.
Barnes & Noble Education, Inc. reports its annual results and outlines a business built around operating 1,116 physical and virtual campus bookstores, wholesale textbooks and related services. A core focus is its BNC First Day® affordable access programs, which generated $760.1 million in revenue in Fiscal 2026, up 28.0% from $593.8 million.
Within that, First Day Complete sales reached $500.8 million, a 33% increase, while First Day sales were $259.3 million, up 19%. The company completed significant financing actions, including a $95.0 million equity raise, Term Loan Debt Conversion and refinancing into a $325.0 million credit facility, plus two $40.0 million ATM programs. At the same time, it discloses material weaknesses in internal control over financial reporting and emphasizes dependence on capital markets, bank facilities and vendor financing to meet liquidity needs, highlighting ongoing risk despite deleveraging.
Barnes & Noble Education, Inc. reported full-year fiscal 2026 results showing a return to profitability and stronger cash generation. Revenue reached $1.715 billion, up 6.5% year-over-year, with comparable store sales up 4.4% and gross margin improving to 21.4% from 21.0%.
The Company generated $16.9 million in net income versus a prior-year net loss of $(65.8) million, and increased Adjusted EBITDA to $76.5 million, a 28.8% rise. BNC First Day® program revenue grew 28.0% to $760.1 million, while total net debt declined 33% year-over-year to $62.6 million. Adjusted Free Cash Flow improved to $13.4 million from $(118.3) million.
The Company ended the year with $294.4 million of stockholders’ equity and positive working capital of $200.9 million, and introduced an inaugural quarterly dividend of $0.08 per share. For fiscal 2027, it targets Adjusted EBITDA of $85–$92 million and expects further improvements in net income and debt levels.
Barnes & Noble Education, Inc. insiders affiliated with Toro 18 Holdings LLC, Immersion Corporation, William C. Martin and Eric Singer jointly reported open-market sales of derivative securities tied to the company’s stock. The group sold a total of 19,000 put options (obligations to buy) on BNED common shares in three transactions, with weighted average sale prices within a range of $1.80 to $2.30 per option and exercise prices of $10.00 and $11.50 per share. These options expire on March 19, 2027, and the filing notes each reporting person disclaims beneficial ownership except to the extent of their pecuniary interest.
Barnes & Noble Education’s largest shareholder group updated its ownership and governance details. Toro 18 Holdings and its sole member Immersion Corp beneficially own 11,208,746 common shares, about 32.7% of the 34,296,119 shares outstanding as of March 6, 2026. Including deemed ownership through Toro 18 and certain accounts, William C. Martin and Eric Singer each report beneficial ownership of approximately 33.1% of the shares. The amendment notes that Elias Nader left the board on March 10, 2026 and will no longer be a reporting person. Directors Martin, Singer and Emily Hoffman each received 23,867 restricted stock units that vest by the next annual meeting or one year after grant. Toro 18 also sold exchange-listed FLEX put options referencing 700,000 shares at $10.00 and 1,200,000 shares at $11.50, both expiring March 19, 2027.