BJ’s Wholesale Club (NYSE:BJ) Stock: Insider Robert Eddy Sells 12,400 Shares

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) CEO Robert Eddy sold 12,400 shares of the business’s stock in a transaction dated Tuesday, October 13th. The shares were sold at an average price of $100.18, for a total transaction of $1,242,232.00. Following the transaction, the chief executive officer directly owned 266,330 shares in the company, valued at approximately $26,680,939.40. The trade was a 4.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

BJ’s Wholesale Club Trading Down 0.4%

Shares of BJ opened at $102.90 on Friday. The company has a current ratio of 0.73, a quick ratio of 0.19 and a debt-to-equity ratio of 0.18. BJ’s Wholesale Club Holdings, Inc. has a 12-month low of $83.21 and a 12-month high of $106.04. The firm has a 50-day moving average price of $94.23 and a 200 day moving average price of $92.71. The firm has a market capitalization of $13.00 billion, a P/E ratio of 22.52, a P/E/G ratio of 3.03 and a beta of 0.17.

BJ’s Wholesale Club (NYSE:BJ) last released its quarterly earnings data on Friday, August 21st. The company reported $1.36 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.19. BJ’s Wholesale Club had a net margin of 2.62% and a return on equity of 27.40%. The firm had revenue of $6.23 billion during the quarter, compared to analysts’ expectations of $5.97 billion. During the same period last year, the business earned $1.14 earnings per share. BJ’s Wholesale Club’s revenue was up 15.7% compared to the same quarter last year. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Sell-side analysts forecast that BJ’s Wholesale Club Holdings, Inc. will post 4.70 EPS for the current year.

Key Headlines Impacting BJ’s Wholesale Club

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

• Positive Sentiment: Early Black Friday promotions could support holiday sales. BJ’s will begin offering Black Friday deals on October 23 in clubs and online, potentially increasing seasonal traffic, membership engagement and fourth-quarter revenue. BJ’s Early Black Friday announcement
• Positive Sentiment: Recent operating performance remains strong. BJ reported quarterly earnings of $1.36 per share, above the $1.17 consensus, while revenue rose 15.7% year over year to $6.23 billion. Fiscal 2026 EPS guidance remains $4.60–$4.80. Analysts continue to view the stock favorably, with a “Moderate Buy” consensus and an average price target near $106. BJ earnings and analyst information
• Neutral Sentiment: Analyst support is constructive but not a fresh catalyst. D.A. Davidson maintained its $108 price target, leaving some potential upside from recent levels, while commentary notes BJ has outperformed Costco and Walmart. D.A. Davidson BJ price target
• Negative Sentiment: Executives disclosed significant stock sales. CEO Robert W. Eddy sold 192,584 shares for approximately $19.7 million across October 13–15, while EVP Laura Felice sold 8,452 shares worth about $887,000. All sales were made under pre-arranged Rule 10b5-1 plans, reducing their value as discretionary bearish signals, but the scale may pressure investor sentiment. BJ insider transaction filings
• Negative Sentiment: Valuation and expectations may limit near-term upside. After an approximately 77% rally, some investors question whether BJ is fully priced. At roughly 22.5 times earnings, the stock may need continued earnings and membership growth to justify further gains. BJ valuation analysis

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on BJ shares. William Blair downgraded shares of BJ’s Wholesale Club from a “mixed” rating to a “hold” rating in a report on Monday, August 17th. Roth Capital reiterated a “neutral” rating and issued a $97.00 price objective on shares of BJ’s Wholesale Club in a report on Monday, August 24th. Wall Street Zen upgraded BJ’s Wholesale Club from a “hold” rating to a “buy” rating in a report on Saturday, August 29th. UBS Group increased their price objective on BJ’s Wholesale Club from $109.00 to $115.00 and gave the stock a “buy” rating in a research report on Monday, August 24th. Finally, Citigroup raised their target price on BJ’s Wholesale Club from $100.00 to $111.00 and gave the stock a “buy” rating in a research note on Monday, August 24th. Eleven research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $106.06.

Institutional Trading of BJ’s Wholesale Club

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Connor Clark & Lunn Investment Management Ltd. purchased a new position in shares of BJ’s Wholesale Club during the 2nd quarter worth approximately $27,242,000. Entropy Technologies LP purchased a new position in shares of BJ’s Wholesale Club during the first quarter worth $1,135,000. Sei Investments Co. grew its stake in shares of BJ’s Wholesale Club by 19.6% in the first quarter. Sei Investments Co. now owns 396,598 shares of the company’s stock valued at $39,033,000 after buying an additional 64,942 shares in the last quarter. Bank of America Corp DE acquired a new stake in shares of BJ’s Wholesale Club in the second quarter valued at $108,684,000. Finally, GSA Capital Partners LLP purchased a new stake in shares of BJ’s Wholesale Club in the 2nd quarter valued at $2,001,000. 98.60% of the stock is currently owned by hedge funds and other institutional investors.

About BJ’s Wholesale Club

BJ’s Wholesale Club Holdings, Inc operates a membership-based warehouse club business in the United States. Through its BJ’s Wholesale Club locations, the company offers members a broad selection of products at discounted prices, including groceries, fresh foods, household essentials, electronics, appliances, furniture, apparel, health and beauty products, and seasonal merchandise.

The company also operates gasoline stations at many of its clubs and provides services such as optical, tire, and home-improvement offerings in select locations.