Blue Bird Corporation (BLBD) is an American manufacturer of school and commercial buses with a comprehensive lineup of Type A, C and D buses in its product range. Founded in 1927, the company is recognized for quality, reliability, and safety that its buses deliver day after day. The company has a long and distinctive history in the bus manufacturing industry, where it is one of the most recognizable and respected names.
The company's headquarters and manufacturing operations are located in Fort Valley, Georgia, where they employ over 1,800 people. The facility in Georgia is not just where Blue Bird’s world-class buses are conceived, designed, and built—it’s also the central hub where the company’s values of integrity, teamwork, and improvement are put into action.
Blue Bird also has a commitment to producing environmentally friendly vehicles, with a belief that clean and efficient alternative fuels are a perfect match for school transportation. The company offers school buses with propane, gasoline, or diesel powertrains, and in 2019, they introduced their first electric-powered school bus.
It is their commitment to quality, safety, and customer satisfaction, as well as their forward-looking approach in environmental sustainability, that set Blue Bird apart. These have propelled the company to become a market leader in the bus manufacturing industry, in addition to a valuable partner to school districts across the U.S. and beyond.
In the stock market, Blue Bird Corporation is listed on the NASDAQ under the ticker symbol "BLBD." Despite inevitable challenges, the company has shown resilient performance in the past, symbolizing its robust nature.
With a tradition as rich and diverse as their product ranges, Blue Bird has always strived to uphold their reputation while evolving with changing times. In the preceding decades since its establishment, the company has repeatedly proved its innovative capabilities by adapting to various changes in industry standards, customer expectations, and environmental regulations.
Blue Bird's vision has always been clear: to inspire generations of students to love the journey in a Blue Bird school bus. With their relentless focus on quality, safety, and customer satisfaction, Blue Bird Corporation has successfully cultivated a legacy that will continue to brighten the future of school transportation for many years to come.
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Bank of America Corp DE has acquired a new stake in Blue Bird Corporation, purchasing over 805,000 shares valued at approximately $63.6 million, representing a 2.54% ownership. This investment comes as Blue Bird exceeded its quarterly earnings expectations and maintains a positive "Buy" rating from analysts with an average price target significantly above its current trading price. Other institutional investors also hold substantial stakes in the company, with hedge funds and institutional investors collectively owning 93.59%.
Wall Street Zen has upgraded Blue Bird (NASDAQ:BLBD) from a "hold" to a "buy" rating, contributing to the stock's overall positive analyst sentiment, which includes an average "Buy" rating and a consensus price target of $85.33. The company recently reported strong quarterly earnings, exceeding both EPS and revenue estimates. Despite shares opening below moving averages, institutional investors hold a significant portion of the company, though COO Jeffrey Sanfrey recently sold a number of shares.
Blue Bird Corporation's COO, Jeffrey Sanfrey, sold 4,000 shares of the company's stock for $249,600, reducing his direct ownership by over 10%. Despite this insider sale and a recent "hold" downgrade from one analyst, the company recently surpassed quarterly earnings expectations and maintains a consensus "Buy" rating with an $85.33 price target from Wall Street analysts. The stock's performance and financial metrics, including a P/E ratio of 7.41 and a market cap of $1.93 billion, are detailed.
Blue Bird Corp's COO, Jeffrey Sanfrey, sold 4,000 shares on September 16, 2026, adding to a year-long pattern of selling. The stock is considered modestly overvalued according to GuruFocus's GF Value, despite a low price-earnings ratio. This insider selling, coupled with a net trimming trend among institutional investors, suggests a cautious outlook, though Blue Bird remains a leader in the school bus market, especially in alternative fuel vehicles.
VIRGINIA RETIREMENT SYSTEMS ET Al recently purchased 39,400 shares of Blue Bird Corporation (NASDAQ:BLBD) for approximately $3.11 million, increasing institutional ownership in the company to 93.59%. Blue Bird has received a consensus "Buy" rating from analysts with an average price target of $85.33, following strong quarterly earnings that surpassed estimates. The company, known for manufacturing school and activity buses, including zero-emission electric models, continues to expand its offerings.
Blue Bird Corporation (NASDAQ:BLBD) has received an average "Buy" rating from nine analysts, with a consensus 12-month price target of $85.33. Several firms recently raised their price targets for the company, reflecting a positive outlook. Institutional ownership is high at 93.59%, with major investors increasing their stakes after Blue Bird exceeded quarterly earnings and revenue expectations.
The Public Employees Retirement System of Ohio has invested approximately $3.08 million in Blue Bird Corporation by purchasing 38,972 shares. This acquisition makes the fund own about 0.12% of the company, contributing to the 93.59% institutional ownership of BLBD. Analysts maintain a generally positive outlook with an average "Buy" rating and a price target of $85.33, while the company recently exceeded its quarterly earnings and revenue expectations.