Joseph Mcgrail Sells 1,500 Shares of BJ’s Wholesale Club (NYSE:BJ) Stock

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) SVP Joseph Mcgrail sold 1,500 shares of BJ’s Wholesale Club stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $96.65, for a total value of $144,975.00. Following the completion of the transaction, the senior vice president owned 13,269 shares of the company’s stock, valued at approximately $1,282,448.85. This trade represents a 10.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

BJ’s Wholesale Club Stock Performance

Shares of BJ stock opened at $90.43 on Friday. The firm has a market capitalization of $11.55 billion, a price-to-earnings ratio of 19.79, a PEG ratio of 3.14 and a beta of 0.21. The stock has a fifty day moving average of $92.00 and a 200 day moving average of $93.66. 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 quick ratio of 0.19, a current ratio of 0.73 and a debt-to-equity ratio of 0.18.

BJ’s Wholesale Club (NYSE:BJ) last issued 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 2.64% and a return on equity of 27.40%. The business had revenue of $6.23 billion during the quarter, compared to analyst estimates of $5.97 billion. During the same period in the prior year, the business earned $1.14 EPS. The company’s revenue for the quarter 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, research analysts expect that BJ’s Wholesale Club Holdings, Inc. will post 4.69 earnings per share for the current year.

Institutional Investors Weigh In On BJ’s Wholesale Club

A number of hedge funds have recently added to or reduced their stakes in the stock. Focus Partners Wealth lifted its holdings 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 valued at $47,256,000 after acquiring an additional 30,095 shares during the period. Sei Investments Co. grew its stake in shares of BJ’s Wholesale Club by 19.6% during the 1st quarter. Sei Investments Co. now owns 396,598 shares of the company’s stock valued at $39,033,000 after purchasing an additional 64,942 shares during the period. Entropy Technologies LP bought a new stake in shares of BJ’s Wholesale Club during the 1st quarter valued at about $1,135,000. Reinhart Partners LLC. increased its position in shares of BJ’s Wholesale Club by 30.7% during the 4th 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 during the last quarter. Finally, Landscape Capital Management L.L.C. purchased a new stake in shares of BJ’s Wholesale Club during the 4th quarter valued at about $6,780,000. 98.60% of the stock is currently owned by hedge funds and other institutional investors.

BJ’s Wholesale Club News Roundup

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

Analyst Ratings Changes

Several equities research analysts recently commented on BJ shares. Weiss Ratings raised shares of BJ’s Wholesale Club from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday. Citigroup raised their target price on shares of BJ’s Wholesale Club from $100.00 to $111.00 and gave the company a “buy” rating in a research note on Monday. Gordon Haskett upgraded shares of BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 target price for the company in a report on Wednesday, July 29th. William Blair cut BJ’s Wholesale Club from a “mixed” rating to a “hold” rating in a research report on Monday, August 17th. Finally, Roth Capital restated a “neutral” rating and issued a $97.00 price target on shares of BJ’s Wholesale Club in a research note on Monday. Ten equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $106.06.

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.