PEAK6 LLC purchased a new position in BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ – Free Report) during the second quarter, HoldingsChannel reports. The fund purchased 7,208 shares of the company’s stock, valued at approximately $629,000.
Several other hedge funds have also recently bought and sold shares of BJ. BOK Financial Private Wealth Inc. acquired a new position in BJ’s Wholesale Club during the fourth quarter worth $25,000. Strive Financial Group LLC acquired a new stake in BJ’s Wholesale Club in the fourth quarter valued at $25,000. Parkside Financial Bank & Trust increased its position in shares of BJ’s Wholesale Club by 147.9% in the fourth quarter. Parkside Financial Bank & Trust now owns 290 shares of the company’s stock valued at $26,000 after buying an additional 173 shares in the last quarter. Quantbot Technologies LP purchased a new position in shares of BJ’s Wholesale Club in the second quarter valued at $28,000. Finally, Essential Partners LLC raised its stake in shares of BJ’s Wholesale Club by 81.2% during the 1st quarter. Essential Partners LLC now owns 290 shares of the company’s stock worth $29,000 after buying an additional 130 shares during the last quarter. 98.60% of the stock is owned by hedge funds and other institutional investors.
Insiders Place Their Bets
In other news, EVP Scott Schmadeke sold 16,500 shares of BJ’s Wholesale Club stock in a transaction 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 completion of the sale, the executive vice president owned 20,471 shares of the company’s stock, valued at $1,886,812.07. The trade was a 44.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Robert W. Eddy sold 73,016 shares of the company’s stock in a transaction 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 owned 282,330 shares of the company’s stock, valued at $28,238,646.60. The trade was a 20.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company’s stock.
BJ’s Wholesale Club News Roundup
- 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
BJ’s Wholesale Club Price Performance
NYSE:BJ opened at $96.61 on Monday. BJ’s Wholesale Club Holdings, Inc. has a 12-month low of $83.21 and a 12-month high of $105.78. The firm has a market cap of $12.34 billion, a price-to-earnings ratio of 21.14, a price-to-earnings-growth ratio of 3.30 and a beta of 0.21. The company’s 50-day moving average is $91.50 and its two-hundred day moving average is $93.78. The company has a current ratio of 0.73, a quick ratio of 0.19 and a debt-to-equity ratio of 0.18.
BJ’s Wholesale Club (NYSE:BJ – Get Free Report) last posted its quarterly earnings data on Friday, August 21st. The company reported $1.36 earnings per share for the quarter, beating analysts’ consensus estimates 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 quarter in the previous year, the business posted $1.14 earnings per share. The company’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. Research analysts expect that BJ’s Wholesale Club Holdings, Inc. will post 4.68 EPS for the current year.
Analyst Upgrades and Downgrades
Several equities research analysts recently commented on the stock. UBS Group reiterated a “buy” rating on shares of BJ’s Wholesale Club in a research report on Monday, August 17th. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of BJ’s Wholesale Club in a report on Friday, August 14th. Gordon Haskett raised shares of BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 price target on the stock in a report on Wednesday, July 29th. William Blair cut shares of BJ’s Wholesale Club from a “mixed” rating to a “hold” rating in a research note on Monday, August 17th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of BJ’s Wholesale Club in a research report on Wednesday, July 8th. Ten investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $105.33.
Get Our Latest Report on BJ’s Wholesale Club
BJ’s Wholesale Club 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.
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