BJ’s Wholesale Club (NYSE:BJ) Announces Earnings Results, Beats Estimates By $0.19 EPS

BJ’s Wholesale Club (NYSE:BJ) released its quarterly earnings results on Friday. The company reported $1.36 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.19, FiscalAI reports. The company had revenue of $6.23 billion during the quarter, compared to analysts’ expectations of $5.97 billion. BJ’s Wholesale Club had a return on equity of 26.67% and a net margin of 2.62%.

BJ’s Wholesale Club Price Performance

Shares of BJ stock opened at $91.35 on Friday. BJ’s Wholesale Club has a 12 month low of $83.21 and a 12 month high of $106.69. The company has a market capitalization of $11.66 billion, a P/E ratio of 21.00, a P/E/G ratio of 3.25 and a beta of 0.21. The stock has a 50 day moving average of $91.39 and a two-hundred day moving average of $93.75. The company has a current ratio of 0.73, a quick ratio of 0.18 and a debt-to-equity ratio of 0.19.

Analysts Set New Price Targets

Several equities research analysts have commented on BJ shares. Bank of America initiated coverage on shares of BJ’s Wholesale Club in a research report on Wednesday, May 20th. They issued a “neutral” rating and a $110.00 price target on the stock. Weiss Ratings restated a “hold (c)” rating on shares of BJ’s Wholesale Club in a report on Wednesday, July 8th. DA Davidson set a $105.00 price objective on shares of BJ’s Wholesale Club in a research note on Tuesday. JPMorgan Chase & Co. boosted their price target on shares of BJ’s Wholesale Club from $90.00 to $98.00 and gave the company a “neutral” rating in a report on Tuesday, May 26th. Finally, Gordon Haskett upgraded BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 target price on the stock in a research note on Wednesday, July 29th. Ten analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, BJ’s Wholesale Club currently has a consensus rating of “Hold” and a consensus target price of $105.33.

BJ’s Wholesale Club News Roundup

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

• Positive Sentiment: Quarterly earnings and revenue exceeded expectations. BJ reported $1.10 in earnings per share versus the $1.04 consensus estimate, while revenue reached $5.66 billion compared with expectations of $5.44 billion. Revenue increased 9.9% year over year, although EPS declined from $1.14 in the prior-year quarter. BJ’s Wholesale Club fiscal 2026 second-quarter results
• Positive Sentiment: Comparable sales and membership trends strengthened. The company said value-conscious shoppers continued to support its clubs and gas stations, while comparable sales, membership-fee income and membership momentum performed well. Management characterized sales and profitability as ahead of expectations. BJ’s comparable sales and membership-fee income
• Neutral Sentiment: Expansion activity could support longer-term growth. BJ’s proposed demolishing a former Macy’s location, potentially preparing the site for a new warehouse club or related development. The proposal is not yet an operating or earnings catalyst. BJ’s proposed former Macy’s redevelopment
• Neutral Sentiment: Analyst sentiment remains cautious. Analysts maintain a consensus “Hold” rating, limiting the potential for a strong valuation-driven rally despite the quarterly beat. BJ analyst consensus rating
• Neutral Sentiment: An executive’s share withholding was for taxes. EVP Monica Schwartz reported withholding restricted-stock-unit shares to satisfy tax obligations, rather than an open-market sale; this is generally not a major fundamental signal. BJ executive share withholding

Insiders Place Their Bets

In related news, EVP Scott Schmadeke sold 16,500 shares of the firm’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $92.17, for a total value of $1,520,805.00. Following the completion of the transaction, the executive vice president directly owned 20,471 shares of the company’s stock, valued at $1,886,812.07. This trade represents a 44.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Robert W. Eddy sold 73,016 shares of the business’s stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $100.02, for a total transaction of $7,303,060.32. Following the completion of the sale, the chief executive officer directly owned 282,330 shares in the company, valued at $28,238,646.60. This trade represents a 20.55% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company’s stock.

Hedge Funds Weigh In On BJ’s Wholesale Club

Several hedge funds and other institutional investors have recently modified their holdings of BJ. Virtu Financial LLC acquired a new position in BJ’s Wholesale Club during the fourth quarter worth $514,000. T. Rowe Price Investment Management Inc. increased its position in shares of BJ’s Wholesale Club by 8.8% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 1,184,739 shares of the company’s stock worth $106,663,000 after purchasing an additional 95,408 shares in the last quarter. Invesco Ltd. lifted its holdings in BJ’s Wholesale Club by 7.7% during the 4th quarter. Invesco Ltd. now owns 1,817,247 shares of the company’s stock valued at $163,607,000 after purchasing an additional 130,531 shares during the last quarter. Strive Financial Group LLC acquired a new position in BJ’s Wholesale Club in the fourth quarter valued at about $25,000. Finally, First Citizens Bank & Trust Co. boosted its position in BJ’s Wholesale Club by 0.8% in the fourth quarter. First Citizens Bank & Trust Co. now owns 14,069 shares of the company’s stock valued at $1,267,000 after buying an additional 105 shares in the last quarter. Institutional investors 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.