69,717 Shares in BJ’s Wholesale Club Holdings, Inc. $BJ Acquired by Landscape Capital Management L.L.C.

Landscape Capital Management L.L.C. purchased a new stake in shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 69,717 shares of the company’s stock, valued at approximately $6,081,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Focus Partners Wealth boosted its stake in BJ’s Wholesale Club by 6.2% in the fourth quarter. Focus Partners Wealth now owns 517,731 shares of the company’s stock worth $47,256,000 after purchasing an additional 30,095 shares in the last quarter. Sei Investments Co. increased 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. Reinhart Partners LLC. increased its stake in shares of BJ’s Wholesale Club by 30.7% in the fourth quarter. Reinhart Partners LLC. now owns 54,452 shares of the company’s stock valued at $4,902,000 after buying an additional 12,784 shares in the last quarter. Entropy Technologies LP bought a new position in shares of BJ’s Wholesale Club in the first quarter valued at about $1,135,000. Finally, Inspire Investing LLC raised its holdings in shares of BJ’s Wholesale Club by 96.1% in the fourth quarter. Inspire Investing LLC now owns 39,384 shares of the company’s stock valued at $3,546,000 after buying an additional 19,299 shares during the last quarter. 98.60% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other BJ’s Wholesale Club news, CEO Robert W. Eddy sold 73,016 shares of the business’s stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 282,330 shares of the company’s stock, valued at approximately $28,238,646.60. The trade was a 20.55% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Scott Schmadeke sold 16,500 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $92.17, for a total transaction of $1,520,805.00. Following the transaction, the executive vice president owned 20,471 shares in the company, valued at approximately $1,886,812.07. The trade was a 44.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.10% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently issued reports on the stock. JPMorgan Chase & Co. upped their price target on shares of BJ’s Wholesale Club from $90.00 to $98.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 26th. DA Davidson set a $105.00 price objective on shares of BJ’s Wholesale Club in a research report on Tuesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of BJ’s Wholesale Club in a research note on Wednesday, July 8th. William Blair lowered shares of BJ’s Wholesale Club from a “mixed” rating to a “hold” rating in a research report on Monday. Finally, UBS Group reiterated a “buy” rating on shares of BJ’s Wholesale Club in a research report on Monday. Ten investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, BJ’s Wholesale Club currently has an average rating of “Hold” and a consensus target price of $105.33.

BJ’s Wholesale Club Stock Up 5.8%

NYSE BJ opened at $96.61 on Friday. The stock has a market capitalization of $12.34 billion, a P/E ratio of 22.21, a price-to-earnings-growth ratio of 3.24 and a beta of 0.21. BJ’s Wholesale Club Holdings, Inc. has a 52 week low of $83.21 and a 52 week high of $105.78. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.18 and a current ratio of 0.73. The stock has a fifty day moving average of $91.50 and a 200-day moving average of $93.77.

BJ’s Wholesale Club (NYSE:BJ) last issued its quarterly earnings results on Friday, August 21st. The company reported $1.36 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.17 by $0.19. The business had revenue of $6.23 billion for the quarter, compared to analyst estimates of $5.97 billion. BJ’s Wholesale Club had a return on equity of 26.67% and a net margin of 2.62%.The firm’s revenue for the quarter was up 15.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.14 earnings per share. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. On average, equities research analysts forecast that BJ’s Wholesale Club Holdings, Inc. will post 4.53 EPS for the current year.

Key Stories Impacting BJ’s Wholesale Club

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

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.