X Square Capital LLC purchased a new position in BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 19,492 shares of the company’s stock, valued at approximately $1,700,000.
A number of other hedge funds also recently bought and sold shares of BJ. Focus Partners Wealth grew its holdings in BJ’s Wholesale Club by 6.2% in the fourth quarter. Focus Partners Wealth now owns 517,731 shares of the company’s stock valued at $47,256,000 after purchasing an additional 30,095 shares during the period. Sei Investments Co. raised its stake in shares of BJ’s Wholesale Club by 19.6% during the 1st quarter. Sei Investments Co. now owns 396,598 shares of the company’s stock worth $39,033,000 after buying an additional 64,942 shares during the period. Reinhart Partners LLC. raised its stake in shares of BJ’s Wholesale Club by 30.7% during the 4th quarter. Reinhart Partners LLC. now owns 54,452 shares of the company’s stock worth $4,902,000 after buying an additional 12,784 shares during the period. Landscape Capital Management L.L.C. purchased a new position in shares of BJ’s Wholesale Club during the 4th quarter valued at approximately $6,780,000. Finally, Entropy Technologies LP purchased a new position in shares of BJ’s Wholesale Club during the 1st quarter valued at approximately $1,135,000. Hedge funds and other institutional investors own 98.60% of the company’s stock.
BJ’s Wholesale Club Stock Performance
NYSE BJ opened at $96.61 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.73 and a quick ratio of 0.18. The stock’s 50 day simple moving average is $91.50 and its 200-day simple moving average is $93.77. The company has a market cap 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 1-year low of $83.21 and a 1-year high of $105.78.
BJ’s Wholesale Club News Summary
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
Insider Buying and Selling at BJ’s Wholesale Club
In other BJ’s Wholesale Club news, CEO Robert W. Eddy sold 73,016 shares of BJ’s Wholesale Club stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $100.02, for a total transaction of $7,303,060.32. Following the sale, 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 position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 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 on Wednesday, June 10th. The stock was sold at an average price of $92.17, for a total transaction of $1,520,805.00. Following the sale, the executive vice president directly owned 20,471 shares of the company’s stock, valued at $1,886,812.07. The trade was a 44.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.10% of the company’s stock.
Analyst Upgrades and Downgrades
A number of research firms recently issued reports on BJ. JPMorgan Chase & Co. lifted 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 note on Tuesday, May 26th. UBS Group restated a “buy” rating on shares of BJ’s Wholesale Club in a research report on Monday, August 17th. Bank of America assumed coverage on shares of BJ’s Wholesale Club in a report on Wednesday, May 20th. They set a “neutral” rating and a $110.00 price objective on the stock. DA Davidson set a $105.00 target price on shares of BJ’s Wholesale Club in a research report on Tuesday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of BJ’s Wholesale Club in a research note on Wednesday, July 8th. Ten research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, BJ’s Wholesale Club has a consensus rating of “Hold” and a consensus target price of $105.33.
Check Out Our Latest Research Report on BJ
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.
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