26,982 Shares in BJ’s Wholesale Club Holdings, Inc. $BJ Acquired by Heartland Advisors Inc.

Posted by Stanley Muller on Aug 23rd, 2026

Heartland Advisors Inc. bought a new position in BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ – Free Report) in the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 26,982 shares of the company’s stock, valued at approximately $2,353,000.

A number of other large investors also recently made changes to their positions in the business. BOK Financial Private Wealth Inc. acquired a new stake in BJ’s Wholesale Club in the 4th quarter worth about $25,000. Strive Financial Group LLC purchased a new stake in shares of BJ’s Wholesale Club during the 4th quarter worth about $25,000. Parkside Financial Bank & Trust grew its holdings 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. Essential Partners LLC raised its holdings in BJ’s Wholesale Club by 81.2% in the first quarter. Essential Partners LLC now owns 290 shares of the company’s stock valued at $29,000 after buying an additional 130 shares during the period. Finally, Sunbelt Securities Inc. purchased a new position in BJ’s Wholesale Club in the third quarter valued at approximately $34,000. Hedge funds and other institutional investors own 98.60% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on BJ. Gordon Haskett upgraded shares of BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 price objective for the company in a research note on Wednesday, July 29th. UBS Group reaffirmed a “buy” rating on shares of BJ’s Wholesale Club in a research report on Monday, August 17th. Citigroup lowered their price target on BJ’s Wholesale Club from $118.00 to $100.00 and set a “buy” rating for the company in a report on Tuesday, May 26th. DA Davidson set a $105.00 price objective on BJ’s Wholesale Club in a research report on Tuesday. Finally, JPMorgan Chase & Co. boosted their price objective on BJ’s Wholesale Club from $90.00 to $98.00 and gave the stock a “neutral” rating in a research note on Tuesday, May 26th. Ten analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $105.33.

Get Our Latest Report on BJ

More BJ’s Wholesale Club News

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

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

Shares of BJ stock opened at $96.61 on Friday. The firm has a fifty day simple moving average of $91.50 and a 200-day simple moving average of $93.77. The company has a market capitalization of $12.34 billion, a PE ratio of 21.14, a price-to-earnings-growth ratio of 3.42 and a beta of 0.21. BJ’s Wholesale Club Holdings, Inc. has a twelve month low of $83.21 and a twelve month high of $105.78. The company has a current ratio of 0.73, a quick ratio of 0.18 and a debt-to-equity ratio of 0.19.

BJ’s Wholesale Club (NYSE:BJ – Get Free Report) last released its quarterly earnings results on Friday, August 21st. The company reported $1.36 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.19. The firm had revenue of $6.23 billion for the quarter, compared to the consensus estimate of $5.97 billion. BJ’s Wholesale Club had a net margin of 2.62% and a return on equity of 26.67%. The firm’s quarterly revenue was up 15.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.14 EPS. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Equities research analysts anticipate that BJ’s Wholesale Club Holdings, Inc. will post 4.68 earnings per share for the current fiscal year.

Insider Activity

In other BJ’s Wholesale Club news, CEO Robert W. Eddy sold 73,016 shares of BJ’s Wholesale Club stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $100.02, for a total transaction of $7,303,060.32. Following the sale, the chief executive officer directly owned 282,330 shares in the company, valued at $28,238,646.60. The trade was a 20.55% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Scott Schmadeke sold 16,500 shares of the company’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $92.17, for a total value of $1,520,805.00. Following the completion of the transaction, the executive vice president directly owned 20,471 shares in the company, valued at approximately $1,886,812.07. The trade was a 44.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 1.10% of the company’s stock.

BJ’s Wholesale Club Profile

(Free Report)

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.