187,255 Shares in BJ’s Wholesale Club Holdings, Inc. $BJ Acquired by Freestone Grove Partners LP

Freestone Grove Partners LP bought a new stake in BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) during the second quarter, Holdings Channel.com reports. The fund bought 187,255 shares of the company’s stock, valued at approximately $16,332,000.

Other hedge funds have also bought and sold shares of the company. BOK Financial Private Wealth Inc. bought a new position in shares of BJ’s Wholesale Club in the 4th quarter worth $25,000. Strive Financial Group LLC bought a new stake in shares of BJ’s Wholesale Club during the 4th quarter worth $25,000. Essential Partners LLC grew its position in BJ’s Wholesale Club by 81.2% in the first quarter. Essential Partners LLC now owns 290 shares of the company’s stock worth $29,000 after acquiring an additional 130 shares in the last quarter. Parkside Financial Bank & Trust grew its position in BJ’s Wholesale Club by 147.9% in the fourth quarter. Parkside Financial Bank & Trust now owns 290 shares of the company’s stock worth $26,000 after acquiring an additional 173 shares in the last quarter. Finally, Quantbot Technologies LP purchased a new position in BJ’s Wholesale Club in the second quarter worth $28,000. 98.60% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on BJ shares. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of BJ’s Wholesale Club in a research report on Friday, August 14th. Roth Capital reiterated a “neutral” rating and set a $97.00 price objective on shares of BJ’s Wholesale Club in a research report on Monday. UBS Group raised their price objective on BJ’s Wholesale Club from $109.00 to $115.00 and gave the company a “buy” rating in a report on Monday. William Blair downgraded BJ’s Wholesale Club from a “mixed” rating to a “hold” rating in a research report on Monday, August 17th. Finally, Citigroup upped 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. Ten equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $106.06.

Insider Activity at BJ’s Wholesale Club

In related news, SVP Joseph Mcgrail sold 1,500 shares of the stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $96.65, for a total transaction of $144,975.00. Following the completion of the sale, the senior vice president directly owned 13,269 shares in the company, valued at $1,282,448.85. This represents a 10.16% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Scott Schmadeke sold 16,500 shares of the firm’s stock in a transaction that occurred 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 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 sold 95,916 shares of company stock worth $9,458,889 in the last ninety days. 1.10% of the stock is owned by company insiders.

BJ’s Wholesale Club Stock Performance

BJ’s Wholesale Club stock opened at $90.43 on Friday. The company has a quick ratio of 0.19, a current ratio of 0.73 and a debt-to-equity ratio of 0.18. The company has a market capitalization of $11.55 billion, a PE ratio of 19.79, a P/E/G ratio of 3.14 and a beta of 0.21. The firm has a fifty day simple moving average of $92.00 and a two-hundred day simple moving average of $93.66. BJ’s Wholesale Club Holdings, Inc. has a twelve month low of $83.21 and a twelve month high of $105.78.

BJ’s Wholesale Club (NYSE:BJ) last announced its quarterly earnings data on Friday, August 21st. The company reported $1.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.17 by $0.19. The firm had revenue of $6.23 billion for the quarter, compared to analysts’ expectations of $5.97 billion. BJ’s Wholesale Club had a return on equity of 27.40% and a net margin of 2.64%.The company’s revenue for the quarter was up 15.7% compared to the same quarter last year. During the same period last year, the firm earned $1.14 earnings per share. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Research analysts expect that BJ’s Wholesale Club Holdings, Inc. will post 4.69 EPS for the current year.

Key BJ’s Wholesale Club News

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

• Positive Sentiment: Analyst support remains a key positive. Citi maintained its Buy rating and raised its price target to $111, while UBS increased its target to $115. The upgrades reflect confidence in BJ’s earnings momentum and operating outlook. Citi maintains Buy rating UBS raises price target
• Positive Sentiment: BJ’s plans to open six new locations, including an upcoming Ocala club, could expand its membership base, sales footprint and long-term growth opportunities. BJ’s opening six new locations
• Positive Sentiment: The latest quarter showed solid fundamentals: revenue increased 15.7% year over year to $6.23 billion, while EPS of $1.36 exceeded the $1.17 consensus estimate. Fiscal 2026 EPS guidance remains $4.60 to $4.80.
• Neutral Sentiment: A comparison of Costco, Sam’s Club and BJ’s focuses on which warehouse retailer offers the lowest prices. The article could influence customer perceptions and competitive positioning, but its impact depends on the comparison’s methodology and conclusions. Warehouse club price comparison
• Neutral Sentiment: Roth Capital reiterated a Neutral rating, contributing to a divided analyst view. The broader consensus is Hold, with an average price target near $106, above recent trading levels. Roth Capital reiterates Neutral rating
• Negative Sentiment: Insider selling may be pressuring sentiment. CEO Robert Eddy sold 4,900 shares for approximately $490,000, and SVP Joseph McGrail sold 1,500 shares for about $145,000. Eddy’s transaction was conducted under a pre-arranged Rule 10b5-1 plan, reducing its bearish significance, but the combined sales remain a near-term overhang. BJ insider share sales
• Negative Sentiment: Reports that BJ’s is limiting some member purchases as demand shifts raise concerns about inventory availability, customer demand and the potential effect on sales. The longer-term impact remains unclear. BJ’s member purchase limits

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.