Blue Bird Corp (BLBD)

Sep 20, 2026

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%.

Sep 19, 2026

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.

Sep 18, 2026

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.

Sep 18, 2026

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.