BJ’s Wholesale Club (NYSE:BJ) Releases FY 2026 Earnings Guidance

BJ’s Wholesale Club (NYSE:BJ) updated its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 4.600-4.800 for the period, compared to the consensus estimate of 4.590. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on BJ shares. Bank of America assumed coverage on shares of BJ’s Wholesale Club in a research report on Wednesday, May 20th. They issued a “neutral” rating and a $110.00 price target on the stock. William Blair lowered shares of BJ’s Wholesale Club from a “mixed” rating to a “hold” rating in a report on Monday. Deutsche Bank Aktiengesellschaft restated a “hold” rating on shares of BJ’s Wholesale Club in a research report on Friday, August 14th. JPMorgan Chase & Co. lifted their price objective on shares of BJ’s Wholesale Club from $90.00 to $98.00 and gave the stock a “neutral” rating in a report on Tuesday, May 26th. Finally, UBS Group reiterated a “buy” rating on shares of BJ’s Wholesale Club in a report on Monday. Ten equities 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 stock. According to MarketBeat.com, BJ’s Wholesale Club has a consensus rating of “Hold” and a consensus price target of $105.33.

BJ’s Wholesale Club Trading Up 3.6%

Shares of BJ traded up $3.31 during mid-day trading on Friday, reaching $94.61. The company’s stock had a trading volume of 1,141,480 shares, compared to its average volume of 1,983,798. BJ’s Wholesale Club has a 52 week low of $83.21 and a 52 week high of $105.78. The stock has a market cap of $12.08 billion, a PE ratio of 21.75, a P/E/G ratio of 3.25 and a beta of 0.21. The company’s fifty day moving average price is $91.39 and its two-hundred day moving average price is $93.75. 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) last released its 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. The company had revenue of $6.23 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter last year, the firm earned $1.14 EPS. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. On average, analysts predict that BJ’s Wholesale Club will post 4.53 earnings per share for the current fiscal year.

Insider Transactions at BJ’s Wholesale Club

In related news, EVP Scott Schmadeke sold 16,500 shares of the stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 20,471 shares in the company, valued at $1,886,812.07. This represents a 44.63% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Robert W. Eddy sold 73,016 shares of the stock in a transaction dated 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 sale, the chief executive officer owned 282,330 shares of the company’s stock, valued at $28,238,646.60. This represents 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 currently owned by company insiders.

BJ’s Wholesale Club News Roundup

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

• Positive Sentiment: BJ reported second-quarter adjusted earnings of $1.36 per diluted share, up from $1.14 a year earlier and above analysts’ estimates of approximately $1.16–$1.17. BJ’s Wholesale second quarter earnings top estimates
• Positive Sentiment: Revenue rose 15.7% year over year to $6.23 billion, exceeding the $5.97 billion consensus forecast. Higher profit and sales indicate continued demand for BJ’s value-oriented warehouse model. BJ’s Wholesale Club quarterly earnings results
• Positive Sentiment: Management raised its full-year adjusted earnings guidance, providing a favorable signal for future profitability and serving as the main catalyst behind the stock’s increase. BJ’s Wholesale Stock Pops on Earnings Beat, Raised Outlook
• Positive Sentiment: The company highlighted strong membership momentum, while comparable sales and membership-fee income also performed well. These trends are important because recurring membership revenue and customer traffic support BJ’s relatively resilient business model. BJ’s Wholesale gains after comparable sales and membership fee income shine in Q2
• Neutral Sentiment: Analysts maintained a broadly cautious “Hold” consensus, suggesting the earnings beat and improved outlook may already be partly reflected in BJ’s valuation. BJ’s Wholesale Club given consensus Hold rating
• Neutral Sentiment: An executive reported withholding shares to cover taxes on restricted stock units, a routine transaction that does not indicate a change in the company’s operating outlook. BJ’s executive reports share withholding for RSU tax payment

Institutional Trading of BJ’s Wholesale Club

A number of institutional investors have recently made changes to their positions in the stock. Ossiam purchased a new stake in BJ’s Wholesale Club during the 2nd quarter valued at $100,000. Daiwa Securities Group Inc. boosted its holdings in shares of BJ’s Wholesale Club by 81.0% during the second quarter. Daiwa Securities Group Inc. now owns 6,824 shares of the company’s stock worth $736,000 after purchasing an additional 3,054 shares during the period. AXA S.A. bought a new stake in shares of BJ’s Wholesale Club in the second quarter worth about $1,094,000. Sei Investments Co. raised its position in BJ’s Wholesale Club by 31.5% during the 2nd quarter. Sei Investments Co. now owns 276,115 shares of the company’s stock valued at $29,773,000 after purchasing an additional 66,204 shares during the last quarter. Finally, BNP Paribas purchased a new stake in BJ’s Wholesale Club in the 2nd quarter worth approximately $105,000. Hedge funds and other institutional investors own 98.60% of the company’s stock.

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.