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

BJ’s Wholesale Club (NYSE:BJ) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 4.400-4.600 for the period, compared to the consensus earnings per share estimate of 4.590. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on BJ. Citigroup reiterated a “buy” rating on shares of BJ’s Wholesale Club in a research report on Friday, February 20th. Wells Fargo & Company increased their price target on BJ’s Wholesale Club from $105.00 to $110.00 and gave the stock an “overweight” rating in a research report on Friday, February 27th. Jefferies Financial Group downgraded BJ’s Wholesale Club from a “buy” rating to a “hold” rating and lowered their price target for the stock from $120.00 to $90.00 in a research report on Wednesday, January 28th. William Blair reiterated a “mixed” rating on shares of BJ’s Wholesale Club in a research report on Thursday, March 5th. Finally, DA Davidson raised their target price on BJ’s Wholesale Club from $110.00 to $114.00 and gave the company a “buy” rating in a research report on Thursday, March 5th. Nine analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, BJ’s Wholesale Club presently has an average rating of “Hold” and a consensus price target of $106.75.

BJ’s Wholesale Club Stock Performance

NYSE BJ opened at $86.48 on Friday. The company has a market cap of $11.04 billion, a PE ratio of 19.88, a price-to-earnings-growth ratio of 3.17 and a beta of 0.27. The stock’s 50 day simple moving average is $95.07 and its 200-day simple moving average is $94.42. BJ’s Wholesale Club has a 1-year low of $85.13 and a 1-year high of $117.00. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.75 and a quick ratio of 0.16.

BJ’s Wholesale Club (NYSE:BJ) last released its earnings results on Friday, May 22nd. The company reported $1.10 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.06. The business had revenue of $5.66 billion for the quarter, compared to the consensus estimate of $5.44 billion. BJ’s Wholesale Club had a return on equity of 27.55% and a net margin of 2.70%.The business’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same quarter last year, the business posted $1.14 earnings per share. BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. As a group, equities research analysts anticipate that BJ’s Wholesale Club will post 4.52 EPS for the current fiscal year.

Insider Activity at BJ’s Wholesale Club

In other news, SVP Joseph Mcgrail sold 2,050 shares of the firm’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $91.19, for a total value of $186,939.50. Following the transaction, the senior vice president owned 14,769 shares in the company, valued at $1,346,785.11. This trade represents a 12.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Robert W. Eddy sold 8,000 shares of BJ’s Wholesale Club stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $91.02, for a total value of $728,160.00. Following the transaction, the chief executive officer owned 306,330 shares in the company, valued at approximately $27,882,156.60. The trade was a 2.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company’s stock.

BJ’s Wholesale Club News Roundup

Here are the key news stories impacting BJ’s Wholesale Club this week:

• Positive Sentiment: BJ’s Q1 earnings and revenue both topped estimates, with EPS of $1.10 versus $1.04 expected and revenue of $5.66 billion versus $5.44 billion expected. BJ’s Wholesale Club Holdings, Inc. Announces First Quarter Fiscal 2026 Results
• Positive Sentiment: Management said membership gains, fuel sales, and digital sales all accelerated, reinforcing BJ’s value-oriented business model as inflation-weary shoppers continue to seek lower prices. BJ’s Wholesale Revenue Rises on Membership Growth
• Positive Sentiment: Fitch assigned BJ its first investment-grade Long Term Issuer Default Rating of BBB with a stable outlook, which can support investor confidence and potentially lower financing risk. BJ’s Wholesale Club Receives First-Time Investment Grade Rating from Fitch
• Positive Sentiment: The company also raised its growth profile by announcing new club openings in Kentucky, Florida, and Indiana, signaling continued expansion. BJ’s Wholesale Club Accelerates Growth with New Locations in Kentucky, Florida and Indiana
• Neutral Sentiment: BJ maintained FY2026 EPS guidance of $4.40 to $4.60, which is close to Wall Street expectations and suggests the quarter did not materially change the long-term earnings outlook.
• Negative Sentiment: Even with the beat, the stock has been under pressure as investors reassess BJ’s steady but not especially fast growth, and some commentary says the company still looks like a “hold” after the quarter. BJ’s Wholesale Club: After Q1, The Hold Case Still Makes Sense
• Negative Sentiment: The stock’s premium valuation has already compressed, and the market may be worried that near-term upside is limited despite solid operating performance. Compared to Estimates, BJ’s (BJ) Q1 Earnings: A Look at Key Metrics

Hedge Funds Weigh In On BJ’s Wholesale Club

A number of institutional investors have recently added to or reduced their stakes in BJ. Ossiam purchased a new position in BJ’s Wholesale Club during the second quarter worth approximately $100,000. Daiwa Securities Group Inc. lifted its position in BJ’s Wholesale Club by 81.0% during the second quarter. Daiwa Securities Group Inc. now owns 6,824 shares of the company’s stock worth $736,000 after buying an additional 3,054 shares in the last quarter. AXA S.A. purchased a new position in BJ’s Wholesale Club during the second quarter worth approximately $1,094,000. Sei Investments Co. lifted its position in BJ’s Wholesale Club by 31.5% during the second quarter. Sei Investments Co. now owns 276,115 shares of the company’s stock worth $29,773,000 after buying an additional 66,204 shares in the last quarter. Finally, BNP Paribas purchased a new position in BJ’s Wholesale Club during the second quarter worth approximately $105,000. Hedge funds and other institutional investors own 98.60% of the company’s stock.

BJ’s Wholesale Club Company Profile

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.