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

BJ’s Wholesale Club (NYSE:BJ) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 4.600-4.800 for the period, compared to the consensus estimate of 4.590. The company issued revenue guidance of -.

Analyst Ratings Changes

A number of research firms recently issued reports on BJ. DA Davidson set a $105.00 price target on shares of BJ’s Wholesale Club in a research note on Tuesday. JPMorgan Chase & Co. increased 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. Gordon Haskett raised BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 price objective on the stock in a research note on Wednesday, July 29th. UBS Group reaffirmed a “buy” rating on shares of BJ’s Wholesale Club in a research note on Monday, August 17th. Finally, Citigroup cut their target price on BJ’s Wholesale Club from $118.00 to $100.00 and set a “buy” rating on the stock in a research report on Tuesday, May 26th. Ten equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, BJ’s Wholesale Club currently has an average rating of “Hold” and an average target price of $105.33.

BJ’s Wholesale Club Trading Up 5.8%

BJ opened at $96.61 on Friday. The firm has a market cap of $12.34 billion, a price-to-earnings ratio of 21.14, a PEG ratio of 3.42 and a beta of 0.21. The company has a current ratio of 0.73, a quick ratio of 0.18 and a debt-to-equity ratio of 0.19. BJ’s Wholesale Club has a 12 month low of $83.21 and a 12 month high of $105.78. The stock has a fifty day moving average price of $91.50 and a 200-day moving average price of $93.77.

BJ’s Wholesale Club (NYSE:BJ) last posted its quarterly earnings data on Friday, August 21st. The company reported $1.36 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 26.67%. The firm had revenue of $6.23 billion during the quarter, compared to analyst estimates of $5.97 billion. During the same quarter in the previous year, the business posted $1.14 EPS. BJ’s Wholesale Club’s revenue was up 15.7% on a year-over-year basis. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. As a group, equities research analysts anticipate that BJ’s Wholesale Club will post 4.68 earnings per share for the current fiscal year.

Insider Activity

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

Trending Headlines about 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

Institutional Investors Weigh In On BJ’s Wholesale Club

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Strive Financial Group LLC acquired a new position in shares of BJ’s Wholesale Club in the 4th quarter valued at $25,000. Parkside Financial Bank & Trust lifted its position in BJ’s Wholesale Club by 147.9% during the 4th quarter. Parkside Financial Bank & Trust now owns 290 shares of the company’s stock worth $26,000 after acquiring an additional 173 shares during the period. Sunbelt Securities Inc. acquired a new stake in BJ’s Wholesale Club during the 3rd quarter worth about $34,000. Los Angeles Capital Management LLC acquired a new stake in BJ’s Wholesale Club during the 4th quarter worth about $51,000. Finally, Danske Bank A S purchased a new stake in BJ’s Wholesale Club during the 3rd quarter valued at about $75,000. 98.60% of the stock is currently owned by institutional investors and hedge funds.

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.