BJ’s Wholesale Club (NYSE:BJ) Updates FY 2026 Earnings Guidance

BJ’s Wholesale Club (NYSE:BJ) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 4.400-4.600 for the period, compared to the consensus estimate of 4.490. The company issued revenue guidance of -.

Analysts Set New Price Targets

BJ has been the subject of a number of recent analyst reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of BJ’s Wholesale Club in a research report on Monday, December 29th. BTIG Research reiterated a “buy” rating and issued a $120.00 price objective on shares of BJ’s Wholesale Club in a report on Friday, November 21st. Jefferies Financial Group cut shares of BJ’s Wholesale Club from a “buy” rating to a “hold” rating and cut their target price for the stock from $120.00 to $90.00 in a research note on Wednesday, January 28th. JPMorgan Chase & Co. upped their price target on shares of BJ’s Wholesale Club from $90.00 to $94.00 and gave the company a “neutral” rating in a research note on Thursday, February 26th. Finally, Citigroup restated a “buy” rating on shares of BJ’s Wholesale Club in a report on Friday, February 20th. Eight equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, BJ’s Wholesale Club presently has an average rating of “Hold” and a consensus price target of $108.19.

BJ’s Wholesale Club Stock Performance

NYSE BJ opened at $99.96 on Thursday. The firm has a 50-day moving average price of $95.61 and a two-hundred day moving average price of $94.49. BJ’s Wholesale Club has a 12-month low of $86.68 and a 12-month high of $121.10. The company has a market capitalization of $13.08 billion, a P/E ratio of 23.03, a P/E/G ratio of 2.58 and a beta of 0.36. The company has a quick ratio of 0.16, a current ratio of 0.79 and a debt-to-equity ratio of 0.18.

BJ’s Wholesale Club (NYSE:BJ) last issued its quarterly earnings results on Thursday, March 5th. The company reported $0.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.92 by $0.04. The business had revenue of $5.58 billion during the quarter, compared to analysts’ expectations of $5.54 billion. BJ’s Wholesale Club had a return on equity of 28.66% and a net margin of 2.72%.BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. Analysts anticipate that BJ’s Wholesale Club will post 3.96 earnings per share for the current year.

Insider Activity

In related news, EVP William C. Werner sold 7,000 shares of the business’s stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $91.09, for a total value of $637,630.00. Following the completion of the transaction, the executive vice president owned 50,498 shares of the company’s stock, valued at $4,599,862.82. The trade was a 12.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Company insiders own 1.40% of the company’s stock.

Institutional Trading of BJ’s Wholesale Club

Several large investors have recently made changes to their positions in BJ. First Citizens Bank & Trust Co. raised its position in BJ’s Wholesale Club by 0.8% during the fourth quarter. First Citizens Bank & Trust Co. now owns 14,069 shares of the company’s stock valued at $1,267,000 after purchasing an additional 105 shares in the last quarter. Commonwealth Equity Services LLC increased its stake in shares of BJ’s Wholesale Club by 0.8% in the 4th quarter. Commonwealth Equity Services LLC now owns 12,827 shares of the company’s stock valued at $1,155,000 after purchasing an additional 108 shares during the last quarter. Elevation Point Wealth Partners LLC raised its holdings in shares of BJ’s Wholesale Club by 2.1% during the 4th quarter. Elevation Point Wealth Partners LLC now owns 7,100 shares of the company’s stock worth $639,000 after buying an additional 144 shares in the last quarter. Parkside Financial Bank & Trust lifted its position in shares of BJ’s Wholesale Club by 147.9% during the 4th quarter. Parkside Financial Bank & Trust now owns 290 shares of the company’s stock worth $26,000 after buying an additional 173 shares during the last quarter. Finally, CIBC Private Wealth Group LLC lifted its position in shares of BJ’s Wholesale Club by 21.5% during the 4th quarter. CIBC Private Wealth Group LLC now owns 995 shares of the company’s stock worth $90,000 after buying an additional 176 shares during the last quarter. Institutional investors and hedge funds own 98.60% of the company’s stock.

About BJ’s Wholesale Club

BJ’s Wholesale Club, headquartered in Westborough, Massachusetts, is a membership-based warehouse retailer offering a wide range of products and services primarily to small businesses and individual consumers. The company operates large-format clubs that provide value-priced groceries, health and beauty products, electronics, home goods, furniture, seasonal items and automotive supplies. In addition to its in-club offerings, BJ’s features fuel stations at many locations and operates an e-commerce platform for online ordering and home delivery.

Founded in 1984 as a division of Zayre Corp., BJ’s Wholesale Club quickly expanded throughout the Northeastern United States.