TD Asset Management Inc Raises Holdings in BJ’s Wholesale Club Holdings, Inc. $BJ

TD Asset Management Inc raised its holdings in shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) by 98.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,408 shares of the company’s stock after purchasing an additional 11,088 shares during the quarter. TD Asset Management Inc’s holdings in BJ’s Wholesale Club were worth $2,090,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently modified their holdings of the business. Hantz Financial Services Inc. grew its stake in BJ’s Wholesale Club by 25.2% in the 2nd quarter. Hantz Financial Services Inc. now owns 785 shares of the company’s stock valued at $85,000 after buying an additional 158 shares in the last quarter. State of Michigan Retirement System grew its position in shares of BJ’s Wholesale Club by 0.3% in the second quarter. State of Michigan Retirement System now owns 31,715 shares of the company’s stock valued at $3,420,000 after purchasing an additional 100 shares in the last quarter. Bank of Montreal Can lifted its holdings in BJ’s Wholesale Club by 3.9% during the 2nd quarter. Bank of Montreal Can now owns 16,896 shares of the company’s stock worth $1,822,000 after purchasing an additional 629 shares in the last quarter. Machina Capital S.A.S. boosted its stake in BJ’s Wholesale Club by 55.5% in the 2nd quarter. Machina Capital S.A.S. now owns 3,573 shares of the company’s stock worth $385,000 after purchasing an additional 1,275 shares during the period. Finally, Bank of New York Mellon Corp grew its holdings in BJ’s Wholesale Club by 0.4% during the 2nd quarter. Bank of New York Mellon Corp now owns 2,997,697 shares of the company’s stock valued at $323,242,000 after buying an additional 11,203 shares in the last quarter. Hedge funds and other institutional investors own 98.60% of the company’s stock.

Wall Street Analysts Forecast Growth

BJ has been the subject of a number of analyst reports. Deutsche Bank Aktiengesellschaft initiated coverage on shares of BJ’s Wholesale Club in a research report on Thursday, January 8th. They issued a “hold” rating for the company. JPMorgan Chase & Co. lifted their price objective on BJ’s Wholesale Club from $90.00 to $94.00 and gave the company a “neutral” rating in a research note on Thursday, February 26th. Morgan Stanley decreased their target price on BJ’s Wholesale Club from $105.00 to $100.00 and set an “equal weight” rating on the stock in a research note on Thursday, January 15th. The Goldman Sachs Group dropped their price target on BJ’s Wholesale Club from $139.00 to $123.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Finally, Citigroup reaffirmed a “buy” rating on shares of BJ’s Wholesale Club in a research note on Friday, February 20th. Eight investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $108.19.

BJ’s Wholesale Club Stock Down 0.3%

BJ opened at $99.96 on Thursday. BJ’s Wholesale Club Holdings, Inc. has a 12 month low of $86.68 and a 12 month high of $121.10. The company has a current ratio of 0.79, a quick ratio of 0.16 and a debt-to-equity ratio of 0.18. The business’s 50-day moving average price is $95.61 and its 200-day moving average price is $94.49. The company has a market cap of $13.08 billion, a P/E ratio of 23.03, a P/E/G ratio of 2.58 and a beta of 0.36.

BJ’s Wholesale Club (NYSE:BJ) last posted its quarterly earnings results on Thursday, March 5th. The company reported $0.96 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.92 by $0.04. The business had revenue of $5.58 billion for the quarter, compared to analyst estimates of $5.54 billion. BJ’s Wholesale Club had a return on equity of 28.66% and a net margin of 2.72%.BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. On average, equities analysts expect that BJ’s Wholesale Club Holdings, Inc. will post 3.96 EPS for the current year.

Insider Activity

In other news, EVP William C. Werner sold 7,000 shares of the company’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $91.09, for a total transaction of $637,630.00. Following the completion of the transaction, the executive vice president directly owned 50,498 shares of the company’s stock, valued at approximately $4,599,862.82. This represents a 12.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 1.40% 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: Q4 results beat expectations — BJ’s reported $0.96 EPS vs. $0.92 consensus and revenue of $5.58B vs. $5.54B, showing modest upside to estimates; management provided supporting materials (press release and slide deck). Press Release Slide Deck
• Positive Sentiment: Operational momentum — company highlighted record membership, strong digital engagement and 16th consecutive quarter of traffic growth, supporting longer-term revenue leverage and retention. Business Wire Release
• Neutral Sentiment: FY2026 EPS guidance set to $4.40–$4.60, which brackets the $4.49 analyst consensus — guidance is essentially in line but leaves room for upside or downside within the range; investors will watch same-store sales and membership trends for confirmation. Guidance Details
• Neutral Sentiment: Industry/analyst commentary is generally constructive about staples and warehouse-club demand, which supports BJ’s secular story, but these are broader tailwinds rather than company-specific catalysts. Zacks Industry Outlook
• Negative Sentiment: Analysts and previews note scrutiny of BJ’s growth ambitions (expansion, margin cadence and capital deployment), which could temper sentiment if future quarters don’t show clear operating leverage. Investing.com Article

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.