Hartford Funds Management Co LLC Invests $627,000 in BJ’s Wholesale Club Holdings, Inc. $BJ

Hartford Funds Management Co LLC bought a new stake in BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 6,718 shares of the company’s stock, valued at approximately $627,000.

Several other large investors have also modified their holdings of BJ. Rathbones Group PLC grew its stake in BJ’s Wholesale Club by 872.0% in the third quarter. Rathbones Group PLC now owns 343,107 shares of the company’s stock worth $31,995,000 after purchasing an additional 307,807 shares in the last quarter. Parallel Advisors LLC raised its stake in BJ’s Wholesale Club by 13.7% during the third quarter. Parallel Advisors LLC now owns 1,869 shares of the company’s stock valued at $174,000 after buying an additional 225 shares in the last quarter. Natixis Advisors LLC raised its stake in BJ’s Wholesale Club by 20.5% during the third quarter. Natixis Advisors LLC now owns 122,716 shares of the company’s stock valued at $11,443,000 after buying an additional 20,918 shares in the last quarter. First Trust Advisors LP lifted its holdings in BJ’s Wholesale Club by 52.0% during the 3rd quarter. First Trust Advisors LP now owns 31,566 shares of the company’s stock worth $2,944,000 after buying an additional 10,793 shares during the last quarter. Finally, Barclays PLC grew its position in shares of BJ’s Wholesale Club by 45.9% in the 3rd quarter. Barclays PLC now owns 158,771 shares of the company’s stock worth $14,805,000 after acquiring an additional 49,985 shares in the last quarter. Institutional investors own 98.60% of the company’s stock.

Key Headlines Impacting BJ’s Wholesale Club

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

• Positive Sentiment: Q4 beat — BJ’s reported $0.96 GAAP-adjusted EPS and $5.58B revenue, topping consensus and showing modest YoY growth; the beat underpins near-term fundamentals. BJ’s Wholesale Q4 Earnings Beat as Membership Strength Drives Growth
• Positive Sentiment: Membership & digital strength — record membership, >90% renewals, membership-fee income +10.9% and digital sales up ~31% drove traffic and higher-margin revenue mix. BJ’s Q4 Press Release
• Positive Sentiment: Expansion momentum — BJ’s continues club openings (new Dallas–Fort Worth locations cited), supporting sales growth and long‑term market-share gains. New club store BJ’s, Costco near openings in Dallas-Fort Worth
• Positive Sentiment: Cash flow & buybacks — strong cash generation and ongoing repurchases (≈$750M remaining authorization) support shareholder returns and valuation support versus peers. BJ’s Wholesale Is Growing, Buying Back Stock, and Still Dirt Cheap
• Neutral Sentiment: Analyst mix — brokers and media are offering conflicting takes: some highlight membership/cash-flow upside while others flag execution risks and tepid guidance. Analysts Have Conflicting Sentiments on These Consumer Goods Companies
• Neutral Sentiment: Macro/commodity noise — broader market moves (e.g., a rise in crude) appear in headlines but aren’t primary drivers of BJ’s fundamentals. Crude Oil Surges 6%; BJ’s Wholesale Club Earnings Top Views
• Negative Sentiment: Guidance disappointed — FY‑2026 EPS guidance of $4.40–$4.60 (midpoint ~$4.50) came in around or slightly below Street expectations and prompted profit-taking. BJ’s outlines 2-3% comp sales growth and $4.40-$4.60 EPS guidance for 2026
• Negative Sentiment: Margin pressure & cautious outlook — management warned profitability could be pressured by new-store costs, promotions and mix (merchandise gross margin down ~50 bps), which limits near-term EPS upside. BJ’s Wholesale Club: Investing In Expansion, EPS Growth To Slow

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on BJ shares. Evercore reiterated a “positive” rating on shares of BJ’s Wholesale Club in a report on Thursday. UBS Group restated a “buy” rating on shares of BJ’s Wholesale Club in a research note on Monday, November 24th. Citigroup reiterated a “buy” rating on shares of BJ’s Wholesale Club in a research note on Friday, February 20th. Wells Fargo & Company increased their target price on shares of BJ’s Wholesale Club from $105.00 to $110.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Finally, 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 on the stock. Nine research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $107.63.

BJ’s Wholesale Club Stock Down 1.6%

Shares of BJ’s Wholesale Club stock opened at $96.85 on Monday. The stock has a market capitalization of $12.67 billion, a price-to-earnings ratio of 22.11, a PEG ratio of 2.70 and a beta of 0.36. BJ’s Wholesale Club Holdings, Inc. has a twelve month low of $86.68 and a twelve month high of $121.10. The company has a current ratio of 0.75, a quick ratio of 0.16 and a debt-to-equity ratio of 0.18. The business’s 50 day simple moving average is $95.76 and its 200-day simple moving average is $94.30.

BJ’s Wholesale Club (NYSE:BJ) last released its quarterly earnings data on Thursday, March 5th. The company reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.03. The business had revenue of $5.58 billion during the quarter, compared to analyst estimates of $5.54 billion. BJ’s Wholesale Club had a return on equity of 27.55% and a net margin of 2.70%.The business’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.93 EPS. BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. Equities research analysts forecast that BJ’s Wholesale Club Holdings, Inc. will post 3.96 earnings per share for the current year.

BJ’s Wholesale Club Company Profile

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.