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

BJ’s Wholesale Club (NYSE:BJ) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 4.400-4.600 for the period, compared to the consensus EPS estimate of 4.590. The company issued revenue guidance of -.

Analysts Set New Price Targets

A number of research analysts have commented on the company. Evercore reaffirmed a “positive” rating on shares of BJ’s Wholesale Club in a report on Thursday, March 5th. Bank of America assumed coverage on BJ’s Wholesale Club in a report on Wednesday. They set a “neutral” rating and a $110.00 target price on the stock. William Blair reaffirmed a “mixed” rating on shares of BJ’s Wholesale Club in a report on Thursday, March 5th. JPMorgan Chase & Co. reduced their target price on BJ’s Wholesale Club from $100.00 to $90.00 and set a “neutral” rating on the stock in a report on Friday, May 15th. Finally, Melius Research downgraded BJ’s Wholesale Club from a “buy” rating to a “hold” rating and set a $100.00 target price on the stock. in a report on Friday, January 23rd. Nine 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. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $106.75.

BJ’s Wholesale Club Trading Down 8.4%

NYSE:BJ opened at $86.48 on Friday. The company has a quick ratio of 0.16, a current ratio of 0.75 and a debt-to-equity ratio of 0.18. The business’s 50 day moving average is $95.07 and its two-hundred day moving average is $94.42. BJ’s Wholesale Club has a 52 week low of $85.13 and a 52 week high of $117.00. The company has a market cap of $11.04 billion, a PE ratio of 19.74, a P/E/G ratio of 3.45 and a beta of 0.27.

BJ’s Wholesale Club (NYSE:BJ) last announced its quarterly earnings results on Friday, May 22nd. The company reported $1.10 earnings per share for the quarter, topping analysts’ consensus estimates of $1.04 by $0.06. The business had revenue of $5.66 billion for the quarter, compared to analysts’ expectations of $5.44 billion. BJ’s Wholesale Club had a return on equity of 27.55% and a net margin of 2.70%.The business’s quarterly revenue was up 9.9% on a year-over-year basis. During the same period in the prior year, the firm earned $1.14 EPS. BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. On average, analysts predict that BJ’s Wholesale Club will post 4.5 EPS for the current year.

Insider Buying and Selling

In other news, SVP Joseph Mcgrail sold 2,050 shares of the stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $91.19, for a total transaction of $186,939.50. Following the sale, the senior vice president directly owned 14,769 shares in the company, valued at approximately $1,346,785.11. This represents a 12.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Robert W. Eddy sold 8,000 shares of the stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $91.02, for a total value of $728,160.00. Following the sale, the chief executive officer owned 306,330 shares in the company, valued at $27,882,156.60. The trade was a 2.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by corporate insiders.

More BJ’s Wholesale Club News

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

• Positive Sentiment: BJ’s Q1 earnings and revenue both topped estimates, with EPS of $1.10 versus $1.04 expected and revenue of $5.66 billion versus $5.44 billion expected. BJ’s Wholesale Club Holdings, Inc. Announces First Quarter Fiscal 2026 Results
• Positive Sentiment: Management said membership gains, fuel sales, and digital sales all accelerated, reinforcing BJ’s value-oriented business model as inflation-weary shoppers continue to seek lower prices. BJ’s Wholesale Revenue Rises on Membership Growth
• Positive Sentiment: Fitch assigned BJ its first investment-grade Long Term Issuer Default Rating of BBB with a stable outlook, which can support investor confidence and potentially lower financing risk. BJ’s Wholesale Club Receives First-Time Investment Grade Rating from Fitch
• Positive Sentiment: The company also raised its growth profile by announcing new club openings in Kentucky, Florida, and Indiana, signaling continued expansion. BJ’s Wholesale Club Accelerates Growth with New Locations in Kentucky, Florida and Indiana
• Neutral Sentiment: BJ maintained FY2026 EPS guidance of $4.40 to $4.60, which is close to Wall Street expectations and suggests the quarter did not materially change the long-term earnings outlook.
• Negative Sentiment: Even with the beat, the stock has been under pressure as investors reassess BJ’s steady but not especially fast growth, and some commentary says the company still looks like a “hold” after the quarter. BJ’s Wholesale Club: After Q1, The Hold Case Still Makes Sense
• Negative Sentiment: The stock’s premium valuation has already compressed, and the market may be worried that near-term upside is limited despite solid operating performance. Compared to Estimates, BJ’s (BJ) Q1 Earnings: A Look at Key Metrics

Institutional Trading of BJ’s Wholesale Club

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

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.