Insider Trading March 24, 2026

Best Buy General Counsel Sells $341,797 of Stock; Earlier Grant Adds Restricted Shares

Todd G. Hartman reports a stock sale and a separate restricted-share grant as analysts weigh mixed quarterly results for Best Buy

By Ajmal Hussain BBY
Best Buy General Counsel Sells $341,797 of Stock; Earlier Grant Adds Restricted Shares
BBY

Todd G. Hartman, Best Buy's General Counsel and Chief Risk Officer, reported a sale of 5,339 shares on March 23, 2026, for $341,797 and a separate grant of 15,924 restricted shares on March 20, 2026. The transactions change Hartman’s direct holdings and come amid mixed fourth-quarter results and varied analyst views on Best Buy’s outlook.

Key Points

  • Hartman sold 5,339 Best Buy shares on March 23, 2026, for $64.019 per share, totaling $341,797.
  • On March 20, 2026, Hartman received 15,924 restricted Best Buy shares priced at $0 that vest in three equal annual installments starting one year after grant.
  • Best Buy’s latest quarter beat operating profit and EPS expectations but missed revenue, prompting mixed analyst reactions and adjustments to earnings estimates.

Summary: Todd G. Hartman, who serves as General Counsel and Chief Risk Officer at Best Buy Co Inc (NYSE:BBY), disclosed two recent equity moves. On March 23, 2026, Hartman sold 5,339 shares of Best Buy stock at $64.019 per share, producing proceeds of $341,797, according to a Form 4 filing with the Securities and Exchange Commission. Earlier, on March 20, 2026, he was granted 15,924 restricted shares of common stock with a per-share price of $0; those restricted shares will vest in three equal annual installments beginning one year after the grant date.

The filing shows that the company's shares were trading at $61.71 at the time the filing noted, which is below the price at which Hartman executed the sale. After these reported transactions, Hartman directly holds 44,097.9498 shares of Best Buy common stock. In addition to his direct holdings, he has 291.8453 shares in a 401(k) account and 10,900 shares held in a revocable trust.

Context from company results and analyst reaction

Best Buy's recent quarterly report delivered a mixed picture. The company beat expectations on operating profit and earnings per share, while it missed revenue forecasts. Analysts have responded with differing assessments of the company's near-term prospects.

D.A. Davidson maintained a Buy rating on Best Buy, citing improved gross margins and disciplined expense management as drivers behind the earnings beat. Piper Sandler, by contrast, reduced its price target to $68, pointing to a soft sales outlook and guidance that it considered below expectations. Evercore ISI raised its price target to $75, noting the company’s capacity to sustain margins even in a weak demand environment.

Argus reiterated a Hold rating while adjusting its fiscal 2027 earnings estimate to $6.55 per share from $6.68 and setting a fiscal 2028 estimate at $7.24 per share; the Argus estimates rest on an expectation of 2% sales growth and an increase in operating margin. D.A. Davidson also lowered its fiscal 2026 and 2027 earnings estimates to align with Best Buy’s most recent guidance, but the firm retained its Buy rating and expressed confidence in the company’s strategic direction.

Valuation note

InvestingPro analysis included in the disclosure indicates Best Buy appears undervalued at current levels and notes the stock offers a 6.09% dividend yield. The InvestingPro commentary also references additional ProTips and a Fair Value analysis available to subscribers for BBY.

Implications for investors

The public filings clarify Hartman’s recent personal trading activity and the structure of his restricted-share grant. The combination of an insider sale at a price above the then-current market quote and a zero-priced restricted grant scheduled to vest over three years provides a clear view of the two separate equity events reported in the Form 4 filing. At the same time, the company’s quarterly results and the range of analyst reactions provide the external context investors and market participants will consider in assessing Best Buy’s near-term performance.


Disclosure: The article reflects details disclosed in the company filing and accompanying analyst commentary included in the reporting. No additional disclosures are included here.

Risks

  • Revenue shortfalls - Best Buy missed revenue targets in the fourth quarter, creating uncertainty about top-line momentum; this primarily affects the retail and consumer electronics sectors.
  • Analyst guidance divergence - Differing analyst views and adjusted earnings estimates introduce uncertainty into investor expectations for Best Buy and can impact equity sentiment within the retail sector.
  • Sales outlook softness - Piper Sandler cited a soft sales outlook and guidance below expectations, which may pressure near-term performance and investor confidence in consumer spending trends within electronics retail.

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