Analysts Set BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) Price Target at $105.33

Shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) have been assigned an average rating of “Hold” from the nineteen analysts that are currently covering the stock, Marketbeat reports. One analyst has rated the stock with a sell rating, eight have assigned a hold rating and ten have issued a buy rating on the company. The average 1-year price objective among brokers that have covered the stock in the last year is $105.3333.

A number of equities research analysts have recently issued reports on BJ shares. UBS Group reaffirmed a “buy” rating on shares of BJ’s Wholesale Club in a research report on Monday, August 17th. Citigroup decreased their price target on BJ’s Wholesale Club from $118.00 to $100.00 and set a “buy” rating for the company in a research report on Tuesday, May 26th. JPMorgan Chase & Co. lifted their price target on BJ’s Wholesale Club from $90.00 to $98.00 and gave the stock a “neutral” rating in a research note on Tuesday, May 26th. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of BJ’s Wholesale Club in a report on Friday, August 14th. Finally, William Blair lowered shares of BJ’s Wholesale Club from a “mixed” rating to a “hold” rating in a research note on Monday, August 17th.

Insider Buying and Selling

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

Institutional Trading of BJ’s Wholesale Club

Several hedge funds and other institutional investors have recently modified their holdings of the business. Focus Partners Wealth increased its holdings in shares of BJ’s Wholesale Club by 6.2% in the 4th quarter. Focus Partners Wealth now owns 517,731 shares of the company’s stock valued at $47,256,000 after purchasing an additional 30,095 shares during the period. Sei Investments Co. boosted its holdings in shares of BJ’s Wholesale Club by 19.6% during the first quarter. Sei Investments Co. now owns 396,598 shares of the company’s stock worth $39,033,000 after purchasing an additional 64,942 shares during the period. Reinhart Partners LLC. grew its position in BJ’s Wholesale Club by 30.7% during the fourth quarter. Reinhart Partners LLC. now owns 54,452 shares of the company’s stock valued at $4,902,000 after purchasing an additional 12,784 shares in the last quarter. Entropy Technologies LP purchased a new position in BJ’s Wholesale Club during the first quarter valued at approximately $1,135,000. Finally, Landscape Capital Management L.L.C. acquired a new position in BJ’s Wholesale Club in the 4th quarter valued at approximately $6,780,000. Institutional investors and hedge funds own 98.60% of the company’s stock.

More BJ’s Wholesale Club News

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

• Positive Sentiment: Quarterly results beat estimates. BJ reported adjusted earnings of $1.36 per share versus the $1.17 consensus estimate, while revenue reached $6.23 billion compared with expectations of $5.97 billion. Earnings rose from $1.14 per share a year earlier, and revenue increased approximately 15.7% year over year. BJ’s Wholesale Club Announces Second Quarter Fiscal 2026 Results
• Positive Sentiment: Management raised fiscal 2026 earnings guidance. BJ now expects earnings per share of $4.60 to $4.80, above the prior consensus estimate of approximately $4.59. The improved outlook reinforces investor confidence in the company’s earnings momentum. BJ’s Wholesale Club tops Q2 expectations, raises earnings outlook
• Positive Sentiment: Value positioning is attracting shoppers. CEO Bob Eddy cited BJ’s value proposition at its gas stations and clubs as a major driver of results. Strong comparable sales, membership-fee income and membership momentum indicate that BJ is benefiting from demand among budget-conscious consumers. BJ’s CEO discusses value at the pump
• Neutral Sentiment: BJ continues expanding its store footprint, including a proposed Tyler, Texas location expected to create up to 150 jobs and plans advancing in New Hartford, New York. These projects could support longer-term growth but are unlikely to materially affect near-term earnings. BJ’s Wholesale Club Tyler location
• Negative Sentiment: Chief Commercial Officer Paul Cichocki’s retirement introduces a management-transition consideration, although the announcement did not indicate an immediate operational disruption. BJ’s Wholesale Club financial results and CCO retirement

BJ’s Wholesale Club Price Performance

NYSE BJ opened at $96.61 on Thursday. The stock has a market capitalization of $12.34 billion, a P/E ratio of 21.14, a P/E/G ratio of 3.42 and a beta of 0.21. BJ’s Wholesale Club has a 1 year low of $83.21 and a 1 year high of $105.78. The business’s fifty day moving average is $91.50 and its two-hundred day moving average is $93.77. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.18 and a current ratio of 0.73.

BJ’s Wholesale Club (NYSE:BJ) last announced its quarterly earnings data on Friday, August 21st. The company reported $1.36 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.19. The company had revenue of $6.23 billion during the quarter, compared to the consensus estimate of $5.97 billion. BJ’s Wholesale Club had a return on equity of 26.67% and a net margin of 2.62%.The company’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.14 EPS. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. On average, research analysts forecast that BJ’s Wholesale Club will post 4.68 earnings per share for the current fiscal year.

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.