BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) Receives $105.33 Consensus Price Target from Analysts

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) has been given an average recommendation of “Hold” by the twenty brokerages that are presently covering the stock, MarketBeat Ratings reports. One equities research 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 1-year price objective among analysts that have issued ratings on the stock in the last year is $106.0625.

BJ has been the topic of a number of recent analyst reports. Weiss Ratings restated a “hold (c)” rating on shares of BJ’s Wholesale Club in a research note on Wednesday, July 8th. DA Davidson boosted their target price on shares of BJ’s Wholesale Club from $105.00 to $108.00 and gave the company a “buy” rating in a research note on Monday. 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. Deutsche Bank Aktiengesellschaft reissued a “hold” rating on shares of BJ’s Wholesale Club in a report on Friday, August 14th. Finally, Roth Capital restated a “neutral” rating and issued a $97.00 target price on shares of BJ’s Wholesale Club in a research report on Monday.

BJ’s Wholesale Club Price Performance

Shares of BJ opened at $98.38 on Thursday. BJ’s Wholesale Club has a twelve month low of $83.21 and a twelve month high of $105.78. The company has a 50 day moving average of $91.67 and a two-hundred day moving average of $93.80. The company has a quick ratio of 0.19, a current ratio of 0.73 and a debt-to-equity ratio of 0.18. The company has a market cap of $12.56 billion, a price-to-earnings ratio of 21.53, a price-to-earnings-growth ratio of 3.30 and a beta of 0.21.

BJ’s Wholesale Club (NYSE:BJ) last posted its quarterly earnings data on Friday, August 21st. The company reported $1.36 earnings per share for the quarter, topping analysts’ consensus estimates of $1.17 by $0.19. BJ’s Wholesale Club had a return on equity of 27.40% and a net margin of 2.64%.The firm had revenue of $6.23 billion during the quarter, compared to analysts’ expectations of $5.97 billion. During the same quarter last year, the firm earned $1.14 EPS. The business’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. As a group, analysts predict that BJ’s Wholesale Club will post 4.68 earnings per share for the current fiscal year.

Insider Buying and Selling

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

Hedge Funds Weigh In On BJ’s Wholesale Club

Large investors have recently modified their holdings of the business. Ossiam purchased a new position in BJ’s Wholesale Club during the second quarter worth about $100,000. Daiwa Securities Group Inc. lifted its holdings in BJ’s Wholesale Club by 81.0% during the 2nd quarter. Daiwa Securities Group Inc. now owns 6,824 shares of the company’s stock worth $736,000 after buying an additional 3,054 shares in the last quarter. AXA S.A. purchased a new stake in BJ’s Wholesale Club during the 2nd quarter worth about $1,094,000. Sei Investments Co. boosted its stake in shares of BJ’s Wholesale Club by 31.5% in the 2nd quarter. Sei Investments Co. now owns 276,115 shares of the company’s stock valued at $29,773,000 after buying an additional 66,204 shares during the period. Finally, BNP Paribas acquired a new position in BJ’s Wholesale Club during the 2nd quarter worth approximately $105,000. Institutional investors and hedge funds 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: Q2 results exceeded expectations and guidance was raised. BJ’s reported earnings of $1.36 per share versus the $1.17 consensus estimate, while revenue reached $6.23 billion, ahead of the $5.97 billion forecast and up approximately 15.7% year over year. Record membership growth, higher traffic and strong fuel sales supported the performance. Management raised fiscal 2026 EPS guidance to $4.60-$4.80. BJ’s Q2 Earnings Beat on Traffic & Membership Momentum, Outlook Raised
• Positive Sentiment: Analysts raised their price targets after the results. UBS increased its target from $109 to $115 and maintained a Buy rating, citing BJ’s relevant business model. DA Davidson also raised its target from $105 to $108 and kept a Buy rating. UBS BJ’s Price Target
• Positive Sentiment: Improving fundamentals are creating a more bullish setup. Revenue growth, membership expansion, customer traffic and institutional buying have strengthened the investment case, with the cited average analyst target around $105.33. BJ’s Wholesale Club Is Turning Stronger Fundamentals Into a Bullish Setup
• Neutral Sentiment: Roth Capital reaffirmed a Neutral rating and set a $97 price target, indicating limited near-term upside based on its valuation view. Benzinga analyst coverage
• Negative Sentiment: Valuation and cash-flow risks could limit further gains. A cautious analysis maintained a Hold rating, citing weaker core merchandise growth, pressured free cash flow and increased expansion spending. The shares’ premium valuation leaves less room for execution disappointments. BJ’s Wholesale Club: A Great Business At The Wrong Price

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.