Key Points
- EVP Laura Felice sold 8,452 BJ’s shares at an average price of $104.95, totaling approximately $887,000. The transaction was conducted under a pre-arranged Rule 10b5-1 plan, leaving her with 84,416 shares.
- BJ’s reported strong quarterly results, with EPS of $1.36 versus the $1.17 consensus and revenue of $6.23 billion, up 15.7% year over year. Fiscal 2026 EPS guidance remains $4.60–$4.80.
- Despite the stock trading near its 12-month high, analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $106.06. BJ shares recently traded around $102.90.
BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Get Free Report) EVP Laura Felice sold 8,452 shares of the firm's stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $104.95, for a total value of $887,037.40. Following the sale, the executive vice president directly owned 84,416 shares in the company, valued at approximately $8,859,459.20. The trade was a 9.10% decrease in their position. The sale was disclosed in a filing 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.
BJ's Wholesale Club Stock Down 0.4%
BJ traded down $0.37 on Friday, hitting $102.90. The company had a trading volume of 3,040,031 shares, compared to its average volume of 2,120,486. The stock has a market capitalization of $13.00 billion, a price-to-earnings ratio of 22.52, a P/E/G ratio of 3.03 and a beta of 0.17. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.19 and a current ratio of 0.73. The stock has a fifty day moving average price of $94.23 and a 200-day moving average price of $92.71. BJ's Wholesale Club Holdings, Inc. has a 12-month low of $83.21 and a 12-month high of $106.04.
BJ's Wholesale Club (NYSE:BJ - Get Free Report) last released its quarterly earnings results on Friday, August 21st. The company reported $1.36 EPS for the quarter, beating the consensus estimate of $1.17 by $0.19. BJ's Wholesale Club had a net margin of 2.62% 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 firm posted $1.14 earnings per share. The company's quarterly 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. Analysts predict that BJ's Wholesale Club Holdings, Inc. will post 4.70 EPS for the current fiscal year.
Wall Street Analysts Forecast Growth
A number of equities research analysts recently commented on BJ shares. The Goldman Sachs Group reissued a "buy" rating on shares of BJ's Wholesale Club in a research report on Monday, August 24th. UBS Group lifted their price target on shares of BJ's Wholesale Club from $109.00 to $115.00 and gave the stock a "buy" rating in a report on Monday, August 24th. William Blair downgraded BJ's Wholesale Club from a "mixed" rating to a "hold" rating in a research report on Monday, August 17th. Citigroup upped their price target on BJ's Wholesale Club from $100.00 to $111.00 and gave the stock a "buy" rating in a research report on Monday, August 24th. Finally, Wall Street Zen upgraded BJ's Wholesale Club from a "hold" rating to a "buy" rating in a report on Saturday, August 29th. Eleven investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, BJ's Wholesale Club currently has a consensus rating of "Moderate Buy" and a consensus price target of $106.06.
View Our Latest Stock Report on BJ's Wholesale Club
Institutional Investors Weigh In On BJ's Wholesale Club
A number of large investors have recently modified their holdings of BJ. Corient Private Wealth LLC boosted its holdings in shares of BJ's Wholesale Club by 0.6% in the 4th quarter. Corient Private Wealth LLC now owns 18,491 shares of the company's stock valued at $1,665,000 after acquiring an additional 113 shares during the last quarter. Essential Partners LLC raised its holdings in shares of BJ's Wholesale Club by 81.2% during the first quarter. Essential Partners LLC now owns 290 shares of the company's stock worth $29,000 after purchasing an additional 130 shares during the last quarter. Balefire LLC raised its holdings in shares of BJ's Wholesale Club by 5.0% during the first quarter. Balefire LLC now owns 2,845 shares of the company's stock worth $280,000 after purchasing an additional 136 shares during the last quarter. Elevated Capital Advisors LLC raised its holdings in shares of BJ's Wholesale Club by 15.6% during the first quarter. Elevated Capital Advisors LLC now owns 1,050 shares of the company's stock worth $103,000 after purchasing an additional 142 shares during the last quarter. Finally, Sheets Smith Wealth Management lifted its position in BJ's Wholesale Club by 4.5% during the second quarter. Sheets Smith Wealth Management now owns 3,796 shares of the company's stock valued at $331,000 after purchasing an additional 163 shares during the period. Hedge funds and other institutional investors own 98.60% of the company's stock.
Key Stories Impacting BJ's Wholesale Club
Here are the key news stories impacting BJ's Wholesale Club this week:
- Positive Sentiment: Early Black Friday promotions could support holiday sales. BJ’s will begin offering Black Friday deals on October 23 in clubs and online, potentially increasing seasonal traffic, membership engagement and fourth-quarter revenue. BJ’s Early Black Friday announcement
- Positive Sentiment: Recent operating performance remains strong. BJ reported quarterly earnings of $1.36 per share, above the $1.17 consensus, while revenue rose 15.7% year over year to $6.23 billion. Fiscal 2026 EPS guidance remains $4.60–$4.80. Analysts continue to view the stock favorably, with a “Moderate Buy” consensus and an average price target near $106. BJ earnings and analyst information
- Neutral Sentiment: Analyst support is constructive but not a fresh catalyst. D.A. Davidson maintained its $108 price target, leaving some potential upside from recent levels, while commentary notes BJ has outperformed Costco and Walmart. D.A. Davidson BJ price target
- Negative Sentiment: Executives disclosed significant stock sales. CEO Robert W. Eddy sold 192,584 shares for approximately $19.7 million across October 13–15, while EVP Laura Felice sold 8,452 shares worth about $887,000. All sales were made under pre-arranged Rule 10b5-1 plans, reducing their value as discretionary bearish signals, but the scale may pressure investor sentiment. BJ insider transaction filings
- Negative Sentiment: Valuation and expectations may limit near-term upside. After an approximately 77% rally, some investors question whether BJ is fully priced. At roughly 22.5 times earnings, the stock may need continued earnings and membership growth to justify further gains. BJ valuation analysis
BJ's Wholesale Club Company Profile
(
Get Free Report)
BJ's Wholesale Club Holdings, Inc operates a membership-based warehouse club business in the United States. Through its BJ's Wholesale Club locations, the company offers members a broad selection of products at discounted prices, including groceries, fresh foods, household essentials, electronics, appliances, furniture, apparel, health and beauty products, and seasonal merchandise.
The company also operates gasoline stations at many of its clubs and provides services such as optical, tire, and home-improvement offerings in select locations.
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