BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) Receives Average Recommendation of “Hold” from Analysts

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) has been given a consensus rating of “Hold” by the twenty research firms that are presently covering the stock, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, nine have issued a hold recommendation and ten have assigned a buy recommendation to the company. The average 12-month target price among analysts that have issued a report on the stock in the last year is $106.0625.

BJ has been the topic of several research reports. The Goldman Sachs Group reissued a “buy” rating on shares of BJ’s Wholesale Club in a research report on Monday. JPMorgan Chase & Co. upped 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 research report on Tuesday, May 26th. Weiss Ratings reiterated a “hold (c)” rating on shares of BJ’s Wholesale Club in a research note on Wednesday, July 8th. Gordon Haskett upgraded shares of 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. Finally, DA Davidson raised their price objective on shares of BJ’s Wholesale Club from $105.00 to $108.00 and gave the stock a “buy” rating in a report on Monday.

BJ’s Wholesale Club Price Performance

NYSE BJ opened at $93.07 on Thursday. The stock has a market capitalization of $11.88 billion, a price-to-earnings ratio of 20.37, a PEG ratio of 3.18 and a beta of 0.21. BJ’s Wholesale Club has a 1-year low of $83.21 and a 1-year high of $105.78. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.73 and a quick ratio of 0.19. The business’s fifty day moving average price is $91.90 and its 200-day moving average price is $93.73.

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. The company had revenue of $6.23 billion during the quarter, compared to analyst estimates of $5.97 billion. BJ’s Wholesale Club had a return on equity of 27.40% and a net margin of 2.64%.BJ’s Wholesale Club’s revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.14 earnings per share. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. On average, equities analysts predict that BJ’s Wholesale Club will post 4.69 earnings per share for the current year.

Key Stories Impacting BJ’s Wholesale Club

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

• Positive Sentiment: Citi maintained its Buy rating and raised its price target to $111, signaling continued confidence in BJ’s operating outlook. Citi maintains Buy rating on BJ’s Wholesale Club
• Positive Sentiment: UBS increased its price target to $115, suggesting analysts see further upside potential following BJ’s recent earnings momentum. UBS raises BJ’s Wholesale Club price target
• Positive Sentiment: BJ’s upcoming Ocala club opening could expand its membership base and sales footprint, although the near-term financial impact is likely to be modest. Ocala BJ’s Wholesale Club store opening
• Positive Sentiment: The company’s latest quarter showed strong fundamentals, with revenue rising 15.7% year over year and EPS exceeding estimates; fiscal 2026 EPS guidance remains $4.60-$4.80.
• Neutral Sentiment: Roth Capital reiterated a Neutral rating, contributing to a divided analyst view. The broader consensus remains Hold, with an average price target of approximately $106. Roth Capital reiterates Neutral rating
• Negative Sentiment: CEO Robert Eddy sold 4,900 shares for about $490,000, reducing his direct stake by 1.75%. The sale occurred under a pre-arranged Rule 10b5-1 plan, which makes it a weaker bearish signal than discretionary selling. BJ’s Wholesale Club CEO sells shares
• Negative Sentiment: Senior Vice President Joseph McGrail sold 1,500 shares, reducing his holdings by roughly 10.2%; additional insider selling can pressure sentiment even when the transaction is relatively small. BJ senior vice president share sale
• Negative Sentiment: Reports that BJ’s is restricting some member purchases as demand shifts raise questions about product availability and customer demand, though the longer-term effect is unclear. BJ’s Wholesale adjusts member purchase limits

Insider Buying and Selling at BJ’s Wholesale Club

In other news, CEO Robert W. Eddy sold 4,900 shares of the business’s stock in a transaction on Monday, August 24th. The shares were sold at an average price of $100.01, for a total transaction of $490,049.00. Following the completion of the sale, the chief executive officer owned 274,330 shares of the company’s stock, valued at $27,435,743.30. The trade was a 1.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Joseph Mcgrail sold 1,500 shares of the company’s stock in a transaction on Tuesday, August 25th. The stock was sold at an average price of $96.65, for a total value of $144,975.00. Following the completion of the sale, the senior vice president owned 13,269 shares of the company’s stock, valued at $1,282,448.85. This trade represents a 10.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 95,916 shares of company stock valued at $9,458,889. Insiders own 1.10% of the company’s stock.

Institutional Trading of BJ’s Wholesale Club

Several hedge funds have recently bought and sold shares of the stock. First Citizens Bank & Trust Co. grew its stake in shares of BJ’s Wholesale Club by 0.8% in the fourth quarter. First Citizens Bank & Trust Co. now owns 14,069 shares of the company’s stock valued at $1,267,000 after buying an additional 105 shares in the last quarter. Commonwealth Equity Services LLC raised its holdings in shares of BJ’s Wholesale Club by 0.8% in the 4th quarter. Commonwealth Equity Services LLC now owns 12,827 shares of the company’s stock valued at $1,155,000 after buying an additional 108 shares during the period. Corient Private Wealth LLC lifted its stake in BJ’s Wholesale Club by 0.6% during the 4th quarter. Corient Private Wealth LLC now owns 18,491 shares of the company’s stock worth $1,665,000 after acquiring an additional 113 shares in the last quarter. PNC Financial Services Group Inc. lifted its stake in BJ’s Wholesale Club by 1.3% during the 4th quarter. PNC Financial Services Group Inc. now owns 10,015 shares of the company’s stock worth $902,000 after acquiring an additional 130 shares in the last quarter. Finally, Essential Partners LLC boosted its holdings in BJ’s Wholesale Club by 81.2% during the 1st quarter. Essential Partners LLC now owns 290 shares of the company’s stock valued at $29,000 after acquiring an additional 130 shares during the period. Institutional investors own 98.60% of the company’s stock.

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.