Blue Bird Corporation

NasdaqGM:BLBD Stock Report

Market Cap: US$1.5b

Blue Bird Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NasdaqGM:BLBD Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
12 Dec 25SellUS$775,489Philip HorlockIndividual15,381US$50.50
04 Dec 25BuyUS$20,420Daniel ThauIndividual400US$51.05
02 Sep 25SellUS$385,164Razvan RadulescuIndividual6,709US$57.41
08 Aug 25SellUS$1,800,000Philip HorlockIndividual30,000US$60.00
08 Aug 25SellUS$42,014Razvan RadulescuIndividual700US$60.02
28 May 25BuyUS$15,668Daniel ThauIndividual400US$39.17
18 Feb 25BuyUS$17,425Daniel ThauIndividual500US$34.85
10 Feb 25SellUS$26,036Razvan RadulescuIndividual683US$38.12

Insider Trading Volume

Insider Buying: BLBD insiders have sold more shares than they have bought in the past 3 months.


Ownership Breakdown

What is the ownership structure of BLBD?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders349,7601%
Institutions34,521,39099%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 71.8% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.3%
FMR LLC
3,884,533US$181.6m-17.9%0.01%
7.61%
BlackRock, Inc.
2,413,188US$112.8m-3.02%no data
6.01%
The Vanguard Group, Inc.
1,905,523US$89.1m-6.21%no data
5.23%
Westwood Management Corp.
1,659,675US$77.6m-25.7%0.56%
4.21%
American Century Investment Management Inc
1,334,710US$62.4m-41.1%0.02%
3.28%
Wellington Management Group LLP
1,039,598US$48.6m-17.4%0.01%
2.55%
JPMorgan Chase & Co.
808,938US$37.8m312%no data
2.44%
325 Capital, LLC
773,193US$36.2m0%11.75%
2.42%
Geode Capital Management, LLC
766,084US$35.8m-0.73%no data
2.42%
State Street Global Advisors, Inc.
766,011US$35.8m-1.23%no data
2.38%
First Trust Advisors LP
755,468US$35.3m-7.09%0.02%
2.19%
Janus Henderson Group plc
693,137US$32.4m73.3%0.01%
2.02%
Deroy & Devereaux Private Investment Counsel, Inc.
640,353US$29.9m-22.2%1.43%
1.93%
Dimensional Fund Advisors LP
612,573US$28.6m-0.14%no data
1.77%
AllianceBernstein L.P.
560,868US$26.2m-33.7%0.01%
1.66%
D. E. Shaw & Co., L.P.
528,041US$24.7m214%0.02%
1.54%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
487,917US$22.8m11.7%no data
1.52%
Neumeier Poma Investment Counsel LLC
483,310US$22.6m8.02%1.82%
1.34%
Marshall Wace LLP
425,214US$19.9m383%0.02%
1.32%
Deutsche Asset & Wealth Management
417,182US$19.5m513%no data
1.18%
Oberweis Asset Management, Inc.
373,400US$17.5m0%0.52%
1.16%
Castellan Group, LLC
367,480US$17.2m0%1.27%
1.14%
Allspring Global Investments, LLC
363,071US$17.0m-1.87%0.02%
1.14%
BNP Paribas Financial Markets SNC
363,010US$17.0m43.2%0.01%
1.1%
Renaissance Technologies LLC
349,840US$16.4m169%0.02%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/04 15:56
End of Day Share Price 2026/01/02 00:00
Earnings2025/09/27
Annual Earnings2025/09/27

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Blue Bird Corporation is covered by 11 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Adam SeidenBarclays
Joel TissBMO Capital Markets Equity Research
Sherif El-SabbahyBofA Global Research