Robert Eddy Sells 4,900 Shares of BJ’s Wholesale Club (NYSE:BJ) Stock

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) CEO Robert Eddy sold 4,900 shares of the firm’s stock in a transaction on Monday, August 24th. The shares were sold at an average price of $100.01, for a total value of $490,049.00. Following the transaction, the chief executive officer directly owned 274,330 shares in the company, valued at $27,435,743.30. This trade represents a 1.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

BJ’s Wholesale Club Price Performance

Shares of NYSE BJ opened at $90.43 on Friday. The stock has a market cap of $11.55 billion, a P/E ratio of 19.79, a P/E/G ratio of 3.14 and a beta of 0.21. The firm’s 50-day simple moving average is $92.00 and its 200 day simple moving average is $93.66. BJ’s Wholesale Club Holdings, Inc. has a fifty-two week low of $83.21 and a fifty-two 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 announced its earnings results 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. BJ’s Wholesale Club had a net margin of 2.64% and a return on equity of 27.40%. The firm had revenue of $6.23 billion during the quarter, compared to analyst estimates of $5.97 billion. During the same quarter in the prior year, the firm posted $1.14 EPS. BJ’s Wholesale Club’s revenue was up 15.7% compared to the same quarter last year. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Equities analysts expect that BJ’s Wholesale Club Holdings, Inc. will post 4.69 EPS for the current year.

Wall Street Analyst Weigh In

Several brokerages recently commented on BJ. JPMorgan Chase & Co. boosted their target price on BJ’s Wholesale Club from $90.00 to $98.00 and gave the stock a “neutral” rating in a report on Tuesday, May 26th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating on shares of BJ’s Wholesale Club in a research note on Friday, August 14th. Bank of America initiated coverage on BJ’s Wholesale Club in a research report on Wednesday, May 20th. They set a “neutral” rating and a $110.00 price target on the stock. Weiss Ratings raised BJ’s Wholesale Club from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday. Finally, DA Davidson upped their price objective on BJ’s Wholesale Club from $105.00 to $108.00 and gave the company a “buy” rating in a report on Monday. Ten equities research analysts have rated the stock with a Buy rating, nine have assigned 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 a consensus price target of $106.06.

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

Institutional Trading of BJ’s Wholesale Club

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. California State Teachers Retirement System boosted its holdings in BJ’s Wholesale Club by 8,560.2% during the second quarter. California State Teachers Retirement System now owns 13,116,580 shares of the company’s stock worth $1,144,028,000 after buying an additional 12,965,121 shares in the last quarter. Victory Capital Management Inc. increased its holdings in shares of BJ’s Wholesale Club by 57.2% in the fourth quarter. Victory Capital Management Inc. now owns 12,930,288 shares of the company’s stock valued at $1,164,114,000 after buying an additional 4,704,423 shares in the last quarter. BlackRock Inc. acquired a new stake in shares of BJ’s Wholesale Club during the 2nd quarter valued at $1,087,503,000. Franklin Resources Inc. lifted its position in shares of BJ’s Wholesale Club by 12.8% during the 4th quarter. Franklin Resources Inc. now owns 6,514,642 shares of the company’s stock valued at $586,513,000 after acquiring an additional 737,130 shares during the last quarter. Finally, State Street Corp boosted its stake in shares of BJ’s Wholesale Club by 7.7% during the 4th quarter. State Street Corp now owns 5,471,805 shares of the company’s stock worth $492,627,000 after acquiring an additional 389,327 shares in the last quarter. 98.60% of the stock is 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.