What is BNED's dilution risk score?

BNED has a latest available DilutionScore record of 65/100, categorized as high dilution risk by the DilutionWatch scoring model. DilutionWatch displays SEC filing and dilution indicators for BNED, including shelf registrations, ATM offerings, warrant exercises, PIPE deals, and reverse split signals when detected in source data.

What SEC filings does DilutionWatch track for BNED?

DilutionWatch tracks 25 SEC filing types for BNED including S-3 shelf registrations, 424B prospectuses (ATM offerings), S-1 registration statements, 8-K material events, warrant exercise notices, convertible note agreements, and Form 4 insider transactions. Alerts are delivered via email within minutes of a filing appearing on EDGAR.

How does stock dilution affect BNED shareholders?

Stock dilution occurs when a company issues new shares, reducing the ownership percentage of existing shareholders. For BNED, common dilution events include at-the-market (ATM) stock offerings, shelf registration drawdowns, warrant exercises, and convertible note conversions. Each event increases the share count and can pressure the stock price lower.

Is DilutionWatch free for BNED tracking?

DilutionWatch provides a free tier that shows DilutionScores and basic filing history for BNED. Premium plans ($19.95/month Basic, $39.95/month Premium) unlock real-time email alerts, the full Pulse™ feed, advanced dilution forecasts, and access to all 10,000+ tracked tickers.

BNED Dilution Risk Score: 65/100 (HIGH)

Score Breakdown

📋 Offering Ability

💰 Cash Runway

📊 Float Risk

⚠️ Warrant Exposure

🔄 Convertible Debt

Dilution Forecast

🌥️

Advisory

Moderate dilution signals present

model est. 30%

💰 Capital Raise model 55%

• Critical: only 0.2 months cash remaining

📉 Score Deterioration model 10%

• Score in HIGH risk zone (65/100)

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Market Data

Market Cap$430.54M

Shares Outstanding34.66M

Float17.17M

Cash$7.81M

Debt$123.50M

Short InterestN/A

Source-Backed Evidence Depth

This public preview uses stored DilutionWatch fields and linked SEC/market records only. Missing values are not estimated.

Field	Current Value	Basis
DilutionScore	65/100	DilutionWatch score record
Shares Outstanding	34.66M	Verified float table or market cache
Public Float	17.17M	Verified float table or market cache
Market Cap	$430.54M	Market data cache
Cash Runway	0.2 months	DilutionWatch score inputs
Shelf Capacity	None in current score inputs	SEC-derived dilution fields
ATM Capacity	None in current score inputs	SEC-derived dilution fields
Outstanding Warrants	None in current score inputs	SEC-derived dilution fields

Recent source-backed SEC insight records available on this page: 6.

Recent SEC source mix: 4 5, XBRL 1.

The page does not infer future share issuance, financing probability, cash needs, management intent, or price impact when source fields are absent.

Institutional Holdings

QoQ: ↑ 14.8% shares (2026Q1 vs prior)

94 institutional holders · 28.51M shares

#1 IMMERSION CORP 11.21M shares

#2 Kanen Wealth Management LLC 3.42M shares

#3 MORGAN STANLEY 3.13M shares

+ 17 more holders Sign up free to view →

Institutional holder totals are aggregated from ownership filings and may use a different share basis or reporting date than public float. They are not a reconciliation against tradeable float.

Short Interest

Short Interest1.89M

Days to Cover9.3

% of Float11.0%

FINRA data as of Sep 30, 2026

Recent SEC Activity

xbrl XBRL CONVERTIBLE 2026-07-09

4 INSIDER TRANSACTION 2026-03-17

4 INSIDER TRANSACTION 2026-03-13

Full SEC filing analysis available with free account →

Recent News

No recent news available for this ticker.

Factual BNED Dilution Snapshot

Barnes & Noble Education, Inc. (BNED) has a DilutionScore of 65/100, rated High dilution risk. Score date: October 13, 2026.

Recent SEC activity tracked for BNED: xbrl on 2026-07-09; 4 on 2026-03-17; 4 on 2026-03-17.

This automatically generated snapshot is assembled from stored DilutionWatch data fields and may contain data-source errors or omissions. It is not financial advice, not investment research, and not a recommendation. Do your own research and review the full disclaimer and terms of service.

DilutionScore History — Last 90 Days

BNED's DilutionScore has held steady at 65/100 (High risk) for 89 consecutive days across the tracked period.

Period	Score	Risk Level	Duration
Jul 16 – Oct 13, 2026	65/100	HIGH	89 days

Score recalculated daily from SEC filings and market data. Sign up free for real-time score change alerts.

Share Dilution History

BNED shares outstanding have increased 0.0% from 34.29M (Mar 2026) to 34.30M (Mar 2026). Each increase represents potential dilution to existing shareholders.

Date	Shares Outstanding	Public Float	Change
Mar 28, 2026	34.30M	17.17M	▼ 0.42%
Mar 20, 2026	34.30M	17.24M	▼ 2.04%
Mar 13, 2026	34.29M	17.60M	▲ 0.93%

Share counts sourced from verified regulatory filings. Increases indicate dilution events.

Track BNED Dilution Risk in Real-Time

DilutionWatch monitors SEC filings 24/7 and alerts you the moment BNED files a shelf registration, ATM offering, warrant notice, or convertible note. Free tier available — no credit card required.

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📖 Dilution Education

→ Complete Dilution Guide for Retail Investors → Anti-Dilution Provisions Explained → Stock Dilution Red Flags to Watch → Understanding Shelf Registrations

BNED — Barnes & Noble Education, Inc. Dilution Risk Tracker